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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
6651
Echo Wealth Management
Plymouth,
Minnesota
| $145M | +$1.64M | +1% | 0.16% | 42.9% | 49 | 4.08% | 2.3 |
|
| 6652 |
6652
Wallace Advisory Group
Lafayette,
California
| $145M | +$8M | +6% | 1.29% | 50.9% | 199 | 19.6% | 1.4 |
|
| 6653 |
HIA
6653
Harvest Investment Advisors
Tallahassee,
Florida
| $145M | -$2.29M | -2% | 0.72% | 78.3% | 57 | 10.53% | 1.7 |
|
| 6654 |
6654
Arlington Capital Management
Arlington Heights,
Illinois
| $145M | +$23.1M | +19% | 1.46% | 146% | 100 | 24% | 0.8 |
|
| 6655 |
PBK
6655
Peoples Bank (Kansas)
Pratt,
Kansas
| $145M | -$4.5M | -3% | 0.19% | 74.5% | 326 | 4.6% | 1 |
|
| 6656 |
6656
Clayton Partners
Berkeley,
California
| $145M | +$5.76M | +4% | 5.62% | 109% | 43 | 20.93% | 2 |
|
| 6657 |
6657
North Ridge Wealth Advisors
Beaverton,
Oregon
| $144M | -$2.61M | -2% | 3.83% | 29.5% | 195 | 78.46% | 0.3 |
|
| 6658 |
6658
Whalen Wealth Management
Las Vegas,
Nevada
| $144M | +$2.95M | +2% | 3.24% | 90.2% | 182 | 62.64% | 0.4 |
|
| 6659 |
6659
Taylor Financial Group
Roanoke,
Virginia
| $144M | -$328K | -0.2% | 0.73% | 79% | 102 | 8.82% | 0.9 |
|
| 6660 |
6660
Better Money Decisions
Santa Fe,
New Mexico
| $144M | +$3.34M | +2% | 1.47% | 32.7% | 70 | 12.86% | 2.6 |
|
| 6661 |
6661
Nalanda India Fund
Moka,
Mauritius
| $144M | -$54.1M | -27% | 10.1% | 15.3% | 1 | 0% | 6 |
|
| 6662 |
NWMP
6662
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $144M | – | – | 0.19% | – | 454 | – | 0 |
|
| 6663 |
6663
Islay Capital Management
Lubbock,
Texas
| $144M | -$5.1M | -3% | 1.08% | 72% | 227 | 18.5% | 3.2 |
|
| 6664 |
6664
FinDec Wealth Services
Stockton,
California
| $144M | -$28.2M | -16% | 1.36% | 52.7% | 43 | 11.63% | 1.8 |
|
| 6665 |
6665
Atmos Advisory
Pittsburgh,
Pennsylvania
| $144M | +$3.3M | +2% | 3.19% | 31.9% | 32 | 37.5% | 1.8 |
|
| 6666 |
6666
Objectivity Squared
Charleston,
South Carolina
| $144M | +$83.7K | +0.1% | 0.31% | – | 55 | 20% | 0.9 |
|
| 6667 |
6667
Hippocratic Financial Advisors
Westlake Village,
California
| $144M | – | – | 1.22% | – | 21 | – | 0 |
|
| 6668 |
6668
Magnolia Wealth Management
Dothan,
Alabama
| $144M | +$3.18M | +2% | 1.54% | 48.7% | 13 | 7.69% | 1.9 |
|
| 6669 |
6669
Pacific Wealth Strategies Group
Santa Barbara,
California
| $144M | +$8.97M | +7% | 1.77% | 85.3% | 57 | 17.54% | 4.1 |
|
| 6670 |
6670
LWM Advisory Services
Plantation,
Florida
| $144M | +$8.81M | +7% | 1.76% | 64.9% | 99 | 10.1% | 1.8 |
|
| 6671 |
6671
Carson Advisory
Athens,
Georgia
| $144M | -$15.5M | -10% | 0.5% | 70.9% | 188 | 22.34% | 2.1 |
|
| 6672 |
6672
Valley Financial Group
Ambler,
Pennsylvania
| $144M | +$658K | +0.5% | 1.57% | – | 60 | 8.33% | 0.9 |
|
| 6673 |
6673
Gould Capital
Tacoma,
Washington
| $144M | -$8.31M | -5% | 2.32% | 60.1% | 223 | 6.73% | 2.4 |
|
| 6674 |
6674
Merrion Investment Management
Cranford,
New Jersey
| $144M | -$7.82M | -5% | 6.5% | 161% | 109 | 12.84% | 2.6 |
|
| 6675 |
6675
Insight Inv LLC
El Segundo,
California
| $144M | +$24.4M | +21% | 3.29% | 139% | 126 | 30.95% | 2 |
|