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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
Paragon Capital Management (Utah)
Provo,
Utah
| $134M | +$2.57M | +2% | 5.07% | 72.3% | 72 | 1.39% | 1.6 |
|
| 7177 |
7177
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| $134M | +$12.6M | +10% | 8.73% | – | 177 | 35.03% | 0.5 |
|
| 7178 |
7178
Axos Invest
Las Vegas,
Nevada
| $134M | +$1.05M | +0.8% | 5.8% | – | 25 | 24% | 0.9 |
|
| 7179 |
TF
7179
TME Financial
Huntington Beach,
California
| $133M | +$9.8M | +8% | 5.61% | – | 76 | 3.95% | 0.7 |
|
| 7180 |
7180
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $133M | +$5.19M | +4% | 8.6% | – | 100 | 18% | 1.2 |
|
| 7181 |
AC
7181
Anson Capital
Tyrone,
Georgia
| $133M | +$9.26M | +7% | 5.87% | 50.5% | 83 | 9.64% | 1.9 |
|
| 7182 |
7182
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $133M | +$11M | +9% | 8.67% | – | 32 | 12.5% | 1.2 |
|
| 7183 |
7183
Rolek Wealth Management
Berwyn,
Pennsylvania
| $133M | +$17.6M | +15% | 8.65% | – | 16 | 0% | 0.6 |
|
| 7184 |
7184
Barington Capital Group
New York
| $133M | +$25.7M | +24% | 27.6% | 71.1% | 13 | 46.15% | 1.7 |
|
| 7185 |
7185
Ridgeline Wealth Planning
Centerville,
Ohio
| $133M | +$11.7M | +10% | 6.22% | – | 42 | 11.9% | 0.6 |
|
| 7186 |
AA
7186
Alpha Advisors
Richmond,
Virginia
| $133M | +$16.3M | +14% | 7.93% | – | 50 | 20% | 0.6 |
|
| 7187 |
7187
Virtus Fixed Income Advisers
Hartford,
Connecticut
| $133M | +$22.9M | +21% | 0.58% | – | 28 | 25% | 0.2 |
|
| 7188 |
7188
Collier Financial
Denver,
Colorado
| $133M | – | – | 4.7% | – | 131 | – | 0.6 |
|
| 7189 |
7189
J2 Capital Management
Troy,
Michigan
| $133M | +$7.44M | +6% | 6.39% | – | 133 | 20.3% | 1.5 |
|
| 7190 |
7190
Fortune Financial Advisors
Overland Park,
Kansas
| $133M | +$8.6M | +7% | 6.79% | 76.8% | 99 | 9.09% | 1.9 |
|
| 7191 |
7191
Legacy Advisory Services
Exton,
Pennsylvania
| $133M | +$6.72M | +5% | 4.3% | 59.4% | 51 | 11.76% | 1.2 |
|
| 7192 |
7192
White & Co Financial Planning
Sunnyside,
Washington
| $133M | +$7.78M | +6% | 5.74% | – | 19 | 0% | 0.8 |
|
| 7193 |
7193
Ulland Investment Advisors
Minneapolis,
Minnesota
| $133M | +$1.85M | +1% | 9.66% | 161% | 244 | 19.26% | 2.4 |
|
| 7194 |
7194
Avant Financial Advisors
Austin,
Texas
| $133M | +$11.4M | +9% | 6.45% | – | 65 | 1.54% | 0.7 |
|
| 7195 |
7195
Cathy Pareto & Associates
Coral Gables,
Florida
| $133M | +$11.5M | +10% | 8.13% | – | 93 | 8.6% | 0.7 |
|
| 7196 |
7196
Birchview Capital
Burlington,
Vermont
| $132M | +$31.8M | +32% | 34.9% | 327% | 79 | 22.78% | 2.9 |
|
| 7197 |
7197
MFG Wealth Management
Indianapolis,
Indiana
| $132M | +$13.7M | +12% | 11.8% | – | 69 | 39.13% | 0.4 |
|
| 7198 |
7198
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $132M | +$6.11M | +5% | 8.03% | 64.9% | 90 | 12.22% | 2.7 |
|
| 7199 |
7199
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| $132M | +$24.5M | +23% | 20.8% | – | 14 | 42.86% | 0.5 |
|
| 7200 |
TCM
7200
Tao Capital Management
San Francisco,
California
| $132M | -$4.17M | -3% | 19.2% | 314% | 10 | 10% | 4.2 |
|