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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
7076
Christian Investment Advisors
New Braunfels,
Texas
| $170M | +$11.4M | +7% | 8.01% | – | 15 | 26.67% | 0.9 |
|
| 7077 |
7077
Nautilus Advisors
La Jolla,
California
| $170M | +$23.8M | +16% | 15.9% | – | 185 | 15.68% | 1.1 |
|
| 7078 |
7078
Collar Capital Management
Appleton,
Wisconsin
| $170M | +$15.1M | +10% | 39.7% | – | 76 | 9.21% | 1.2 |
|
| 7079 |
7079
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| $169M | +$31.8M | +23% | 14% | – | 113 | 17.7% | 0.4 |
|
| 7080 |
7080
RiverTree Advisors
Winter Park,
Florida
| $169M | +$11.4M | +7% | 7.58% | 25.4% | 74 | 21.62% | 1.5 |
|
| 7081 |
7081
Ellerson Group
Annapolis,
Maryland
| $169M | +$16.7M | +11% | 12.8% | 148% | 66 | 10.61% | 2.2 |
|
| 7082 |
7082
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| $169M | +$17.7M | +12% | 13.1% | 114% | 14 | 7.14% | 4.1 |
|
| 7083 |
7083
Wilian Securities
Vadnais Heights,
Minnesota
| $169M | +$129M | +315% | 13.2% | – | 93 | 43.01% | 0.3 |
|
| 7084 |
7084
Palacios Wealth Management
Ormond Beach,
Florida
| $169M | +$9.41M | +6% | 27.6% | – | 78 | 6.41% | 1.2 |
|
| 7085 |
JD6
7085
J Digital 6
Chicago,
Illinois
| $169M | +$29M | +21% | 6.6% | – | 3 | 33.33% | 0.5 |
|
| 7086 |
7086
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| $169M | +$21.1M | +14% | 15.1% | 74.9% | 52 | 21.15% | 2.2 |
|
| 7087 |
7087
Davis Capital Management
Jacksonville,
Florida
| $169M | +$21.4M | +14% | 11.3% | – | 1,286 | 55.44% | 1.2 |
|
| 7088 |
DIG
7088
Daniel Investment Group
Royal Oak,
Michigan
| $169M | – | – | 7.08% | – | 33 | – | 0 |
|
| 7089 |
7089
Fairbanks Capital Management
Rancho Santa Fe,
California
| $169M | +$9.09M | +6% | 14.8% | 81.3% | 52 | 11.54% | 5.9 |
|
| 7090 |
7090
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| $169M | +$16M | +10% | 11.3% | – | 356 | 8.15% | 1.3 |
|
| 7091 |
7091
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $169M | +$21.5M | +15% | 22.2% | 160% | 36 | 5.56% | 2.2 |
|
| 7092 |
7092
Somnio Financial Group
Glastonbury,
Connecticut
| $169M | +$16.6M | +11% | 9.79% | – | 14 | 0% | 1.9 |
|
| 7093 |
7093
North Dallas Bank & Trust
Dallas,
Texas
| $169M | +$20.9M | +14% | 17.2% | – | 119 | 13.45% | 0.8 |
|
| 7094 |
7094
Granite Group Advisors
Stamford,
Connecticut
| $169M | +$3.34M | +2% | 10.4% | 74% | 96 | 22.92% | 1.6 |
|
| 7095 |
AIM
7095
Athena Investment Management
Orinda,
California
| $169M | -$24.1M | -13% | 19% | 80.6% | 156 | 17.31% | 3.6 |
|
| 7096 |
7096
Bravias Capital Group
Iselin,
New Jersey
| $168M | +$15.5M | +10% | 9.7% | – | 101 | 8.91% | 1.2 |
|
| 7097 |
7097
Sunrise Financial Services
Burien,
Washington
| $168M | +$27.2M | +19% | 15.5% | – | 658 | 16.26% | 0.4 |
|
| 7098 |
7098
Eight 31 Financial
Midland,
Texas
| $168M | +$2.61M | +2% | 3.56% | – | 75 | 16% | 1.8 |
|
| 7099 |
KLCM
7099
KG&L Capital Management
Saint Francisville,
Louisiana
| $168M | +$28.6M | +21% | 16.5% | 91.9% | 150 | 23.33% | 3.5 |
|
| 7100 |
CF
7100
CBM Financial
Austin,
Texas
| $168M | +$7.82M | +5% | 11.5% | – | 18 | 22.22% | 1 |
|