We are live on !
Find out more
Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Lake Hills Wealth Management
Austin,
Texas
| $145M | -$1.61M | -1% | 1.15% | 83.7% | 76 | 61.84% | 1 |
|
| 6527 |
6527
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $145M | -$5.07M | -3% | 1.37% | 58.2% | 125 | 17.6% | 1.8 |
|
| 6528 |
KFO
6528
Kopp Family Office
Bloomington,
Minnesota
| $145M | -$13.2M | -8% | 9.36% | 47.9% | 29 | 31.03% | 2.4 |
|
| 6529 |
6529
Cascade Wealth Advisors
Wenatchee,
Washington
| $145M | -$3.16M | -2% | 2.63% | – | 50 | 22% | 1 |
|
| 6530 |
MIM
6530
Meixler Investment Management
Show Low,
Arizona
| $145M | +$9.37M | +7% | 5.45% | 60.8% | 125 | 17.6% | 1.6 |
|
| 6531 |
6531
Archer Investment Management
Austin,
Texas
| $145M | -$17.9M | -11% | 0.19% | – | 65 | 23.08% | 0.2 |
|
| 6532 |
6532
Wallace Advisory Group
Lafayette,
California
| $144M | -$195K | -0.1% | 1.6% | 50.9% | 201 | 16.42% | 1.6 |
|
| 6533 |
6533
L.K. Benson & Company
Baltimore,
Maryland
| $144M | +$2.52M | +2% | 3.45% | – | 100 | 7% | 0.2 |
|
| 6534 |
6534
Kellett Wealth Advisors
Cincinnati,
Ohio
| $144M | -$1.13M | -0.8% | 2.9% | 76.3% | 78 | 14.1% | 1.9 |
|
| 6535 |
6535
Clark Financial Services Group
Chesterfield,
Missouri
| $144M | +$13.6M | +10% | 3.93% | 116% | 103 | 29.13% | 1.8 |
|
| 6536 |
6536
Amitell Capital
Singapore
| $144M | +$21.1M | +17% | 4.12% | 188% | 57 | 47.37% | 0.8 |
|
| 6537 |
6537
Monument Group Wealth Advisors
Concord,
Massachusetts
| $144M | +$3.01M | +2% | 1.09% | 68.6% | 54 | 14.81% | 1 |
|
| 6538 |
6538
MWA Asset Management
Lexington,
Massachusetts
| $144M | -$6.18M | -4% | 3.71% | 174% | 129 | 11.63% | 1.3 |
|
| 6539 |
6539
Granite Group Advisors
Stamford,
Connecticut
| $144M | -$12.8M | -8% | 5.41% | 74% | 84 | 15.48% | 1.1 |
|
| 6540 |
6540
Mission Hills Financial Advisory
San Diego,
California
| $144M | +$15.2M | +12% | 0.73% | – | 38 | 13.16% | 0.4 |
|
| 6541 |
6541
LWM Advisory Services
Plantation,
Florida
| $144M | +$167K | +0.1% | 0.76% | 64.9% | 101 | 10.89% | 1.9 |
|
| 6542 |
6542
Lummis Asset Management
Fort Worth,
Texas
| $144M | +$65.1M | +82% | 0.67% | – | 174 | 22.41% | 1 |
|
| 6543 |
6543
Conscious Wealth Investments
Coral Gables,
Florida
| $144M | -$3.51M | -2% | 5.73% | – | 60 | 30% | 0.9 |
|
| 6544 |
6544
Summit Rock Advisors
New York
| $144M | -$151M | -51% | 9.3% | – | 6 | 66.67% | 1.1 |
|
| 6545 |
6545
Strive Asset Management
Dublin,
Ohio
| $144M | +$10.5M | +8% | 3.59% | – | 125 | 17.6% | 0.2 |
|
| 6546 |
CCA
6546
Cypress Capital Advisors
Franklin,
Tennessee
| $144M | +$16.1M | +13% | 0.59% | – | 76 | 22.37% | 0.2 |
|
| 6547 |
6547
Christian Investment Advisors
New Braunfels,
Texas
| $144M | +$5.57M | +4% | 0.14% | – | 12 | 0% | 0.3 |
|
| 6548 |
6548
Disciplined Equity Management
Neptune Beach,
Florida
| $144M | -$10.5M | -7% | 2.04% | 72.3% | 61 | 8.2% | 2.3 |
|
| 6549 |
6549
Taylor Financial Group
Roanoke,
Virginia
| $144M | -$599K | -0.4% | 2% | 79% | 103 | 12.62% | 1.1 |
|
| 6550 |
6550
Comprehensive Wealth Management
Lynnwood,
Washington
| $144M | +$10M | +7% | 1.23% | 40.6% | 35 | 20% | 1.5 |
|