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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Trace Wealth Advisors
Los Angeles,
California
| $133M | -$4.98M | -4% | 1.28% | – | 75 | 18.67% | 1.1 |
|
| 7452 |
7452
Gainplan
Bloomfield Hills,
Michigan
| $133M | -$133M | -50% | 0.06% | 103% | 78 | 41.03% | 1.9 |
|
| 7453 |
7453
Financial Planning Fort Collins
Fort Collins,
Colorado
| $133M | +$19.5M | +17% | 1.9% | – | 34 | 14.71% | 0.2 |
|
| 7454 |
7454
Outbound Financial Inc
Boulder,
Colorado
| $133M | +$4.95M | +4% | 0.63% | – | 43 | 6.98% | 0.7 |
|
| 7455 |
7455
Williamson Legacy Group
Carmel,
Indiana
| $133M | +$5.44M | +4% | 38% | – | 111 | 44.14% | 0.7 |
|
| 7456 |
7456
Brickwood Asset Management
London,
United Kingdom
| $133M | -$10.5M | -7% | 10.5% | – | 10 | 20% | 0.5 |
|
| 7457 |
7457
Tenzing Financial
Williamsburg,
Virginia
| $133M | +$10M | +8% | 0.42% | – | 74 | 13.51% | 0.2 |
|
| 7458 |
7458
Littlejohn Financial Services
Roseburg,
Oregon
| $133M | -$2.61M | -2% | 1.55% | – | 68 | 25% | 0.8 |
|
| 7459 |
7459
Synergy Financial Group
San Ramon,
California
| $133M | -$9.21M | -6% | 9.2% | 133% | 137 | 26.28% | 2.3 |
|
| 7460 |
7460
Fiduciary Advisors Inc
St. Louis,
Missouri
| $133M | +$1.63M | +1% | 0.23% | – | 125 | 3.2% | 1 |
|
| 7461 |
7461
Strategic Value Partners
Greenwich,
Connecticut
| $133M | -$75.4M | -36% | 36.2% | – | 1 | 0% | 0.3 |
|
| 7462 |
7462
Phillips Wealth Planners
Starkville,
Mississippi
| $133M | +$8.27M | +7% | 1.83% | 82% | 227 | 24.67% | 1.8 |
|
| 7463 |
7463
Bonfire Financial
Colorado Springs,
Colorado
| $133M | -$1.04M | -0.8% | 2.7% | – | 59 | 5.08% | 1.1 |
|
| 7464 |
7464
Harbour Wealth Management Group
Daniel Island,
South Carolina
| $133M | +$4.95M | +4% | 3.9% | – | 104 | 26.92% | 0.2 |
|
| 7465 |
7465
Centerpoint Advisory Group
Overland Park,
Kansas
| $133M | +$3.01M | +2% | 2.46% | – | 114 | 11.4% | 1 |
|
| 7466 |
FTEA
7466
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| $133M | +$4.09M | +3% | 7.77% | – | 90 | 35.56% | 0.2 |
|
| 7467 |
WT
7467
WHI Trust
Chicago,
Illinois
| $133M | +$2.98M | +2% | 1.23% | – | 95 | 8.42% | 0.2 |
|
| 7468 |
7468
Phoenix Asset Management Partners
London,
| $133M | -$12.7M | -9% | 6.72% | 139% | 10 | 0% | 2.5 |
|
| 7469 |
7469
Madrid Wealth Management
Albuquerque,
New Mexico
| $133M | +$9.31M | +8% | 0.31% | – | 75 | 10.67% | 0.2 |
|
| 7470 |
7470
Signal Tree Financial Partners
Copley,
Ohio
| $132M | +$1.33M | +1% | 0.1% | – | 49 | 6.12% | 1.1 |
|
| 7471 |
7471
9823 Capital
Dallas,
Texas
| $132M | -$12.7M | -9% | 6.15% | – | 87 | 80.46% | 0.1 |
|
| 7472 |
7472
Global Trust Wealth Management
West Palm Beach,
Florida
| $132M | -$2.61M | -2% | 1.14% | – | 88 | 9.09% | 0.2 |
|
| 7473 |
7473
Axos Invest
Las Vegas,
Nevada
| $132M | -$3.73M | -3% | 1.45% | – | 22 | 13.64% | 1.2 |
|
| 7474 |
7474
bLong Financial
Memphis,
Tennessee
| $132M | -$11M | -8% | 3.33% | – | 81 | 14.81% | 1.1 |
|
| 7475 |
AIP
7475
Alapocas Investment Partners
Beverly,
Massachusetts
| $132M | -$17M | -11% | 8.61% | 58.3% | 21 | 9.52% | 3.5 |
|