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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Dean Jacobson Financial Services
Fort Worth,
Texas
| $158M | +$20M | +15% | 1.97% | 59.6% | 19 | 21.05% | 1.2 |
|
| 7027 |
GA
7027
Gagnon Advisors
New York
| $158M | -$4.44M | -3% | 3.45% | 214% | 24 | 4.17% | 6 |
|
| 7028 |
7028
IMG Wealth Management
Jacksonville,
Florida
| $157M | +$9.6M | +7% | 2.74% | – | 659 | 27.31% | 0.6 |
|
| 7029 |
PIP
7029
PB Investment Partners
Burlingame,
California
| $157M | +$10.2M | +7% | 7.66% | 81.1% | 9 | 11.11% | 2.8 |
|
| 7030 |
HWMC
7030
Heritage Wealth Management (California)
San Diego,
California
| $157M | +$8.12M | +5% | 1.7% | 78.5% | 99 | 17.17% | 1.6 |
|
| 7031 |
7031
Fingerlakes Wealth Management
Ithaca,
New York
| $157M | +$3.97M | +3% | 2.77% | 92.1% | 100 | 5% | 3.1 |
|
| 7032 |
7032
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| $157M | +$1.72M | +1% | 0.13% | – | 139 | 7.91% | 0.7 |
|
| 7033 |
7033
McGuire Capital Advisors
Bethany,
Oklahoma
| $157M | – | – | 0.82% | – | 942 | – | 0 |
|
| 7034 |
7034
Richmond Brothers
Jackson,
Michigan
| $157M | -$1.27M | -0.8% | 1.4% | 77.2% | 36 | 5.56% | 1.7 |
|
| 7035 |
7035
Innovative Advisory Group
Lexington,
Massachusetts
| $157M | -$5.4M | -3% | 5.39% | – | 271 | 14.02% | 0.9 |
|
| 7036 |
7036
Emory University
Atlanta,
Georgia
| $157M | +$10.8K | +0% | 1.52% | – | 7 | 0% | 2 |
|
| 7037 |
7037
FWG Investments
Lexington,
Kentucky
| $157M | +$11.2M | +8% | 1.99% | 67.5% | 118 | 17.8% | 0.8 |
|
| 7038 |
7038
Redwood Financial Network
Solon,
Ohio
| $157M | -$1.07M | -0.7% | 1.77% | 82.2% | 188 | 11.7% | 2.3 |
|
| 7039 |
7039
Parsonex Advisory Services
Englewood,
Colorado
| $157M | +$9.9M | +7% | 4.94% | – | 105 | 10.48% | 0.5 |
|
| 7040 |
7040
LFG Wealth Partners
Elizabethtown,
Kentucky
| $157M | – | – | 5.22% | – | 81 | – | 0 |
|
| 7041 |
7041
RiverTree Advisors
Winter Park,
Florida
| $157M | +$851K | +0.5% | 0.46% | 25.4% | 66 | 24.24% | 1.4 |
|
| 7042 |
7042
Atala Financial
Calabasas,
California
| $157M | -$2.91M | -2% | 3.25% | – | 132 | 10.61% | 0.9 |
|
| 7043 |
7043
Archvest Wealth Advisors
Concord,
California
| $157M | +$43.8M | +39% | 1.95% | 53.1% | 71 | 21.13% | 2.1 |
|
| 7044 |
KFO
7044
Kopp Family Office
Bloomington,
Minnesota
| $157M | +$3.03M | +2% | 6.11% | 47.9% | 26 | 19.23% | 2.9 |
|
| 7045 |
7045
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| $157M | +$4.12M | +3% | 2.55% | 55.4% | 70 | 7.14% | 1.6 |
|
| 7046 |
VFS
7046
Valpey Financial Services
Concord,
New Hampshire
| $157M | +$3.85M | +3% | 1.26% | – | 73 | 2.74% | 0.5 |
|
| 7047 |
7047
Fidato Wealth
Middleburg Heights,
Ohio
| $157M | +$4.41M | +3% | 0.66% | 61.1% | 16 | 12.5% | 2 |
|
| 7048 |
7048
Schwallier Wealth Management
Grand Rapids,
Michigan
| $157M | -$3.68M | -2% | 1.41% | 42.3% | 58 | 22.41% | 1 |
|
| 7049 |
BAS
7049
Breakthru Advisory Services
Muskego,
Wisconsin
| $156M | +$4.52M | +3% | 1.51% | – | 68 | 16.18% | 0.3 |
|
| 7050 |
7050
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $156M | +$5.75M | +4% | 3.42% | 101% | 143 | 7.69% | 3.3 |
|