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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
HP
2551
Havemeyer Place
Greenwich,
Connecticut
| $1.01B | +$146M | +17% | 18.6% | – | 716 | 61.31% | 0.2 |
|
| 2552 |
2552
Lavaca Capital
Houston,
Texas
| $1.01B | +$448M | +79% | 18.3% | 46.5% | 377 | 29.18% | 1.6 |
|
| 2553 |
2553
Accel Leaders 4 Associates
Palo Alto,
California
| $1.01B | +$537M | +113% | 166% | – | 1 | 0% | 1.5 |
|
| 2554 |
2554
Counterpoint Mutual Funds
San Diego,
California
| $1.01B | +$345M | +52% | 28.2% | 74.3% | 413 | 57.38% | 0.3 |
|
| 2555 |
2555
Quantum Financial Advisors
El Segundo,
California
| $1.01B | +$120M | +13% | 12.3% | 61.1% | 261 | 15.33% | 1.9 |
|
| 2556 |
2556
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $1.01B | +$82.8M | +9% | 8.63% | 42.7% | 1,383 | 5.28% | 2.2 |
|
| 2557 |
2557
Gladstone Capital Management
London,
United Kingdom
| $1.01B | +$14.8M | +1% | 38.7% | 304% | 44 | 36.36% | 1.1 |
|
| 2558 |
2558
IAG Wealth Partners
Waukesha,
Wisconsin
| $1.01B | +$115M | +13% | 8.91% | 47.3% | 525 | 6.29% | 3.9 |
|
| 2559 |
2559
Redwood Investment Management
Scottsdale,
Arizona
| $1.01B | +$204M | +25% | 16.2% | 62.5% | 361 | 42.11% | 1.4 |
|
| 2560 |
2560
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $1.01B | +$34.7M | +4% | 8.38% | 59.5% | 786 | 3.56% | 1.7 |
|
| 2561 |
2561
KR Capital LP
New York City,
New York
| $1.01B | +$510M | +102% | 41.4% | – | 103 | 75.73% | 0.1 |
|
| 2562 |
2562
Catalyst Financial Partners
Boston,
Massachusetts
| $1.01B | +$161M | +19% | 19.9% | 98.6% | 435 | 19.31% | 1.9 |
|
| 2563 |
2563
Grove Bank & Trust
Miami,
Florida
| $1.01B | +$124M | +14% | 14.2% | 80.5% | 931 | 12.89% | 3.4 |
|
| 2564 |
2564
Occidental Asset Management
Burlingame,
California
| $1.01B | +$163M | +19% | 17.7% | 82.5% | 347 | 23.63% | 3.3 |
|
| 2565 |
2565
Eagle Strategies
New York
| $1.01B | +$169M | +20% | 16.1% | 77.7% | 282 | 11.7% | 2.2 |
|
| 2566 |
2566
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $1B | +$163M | +19% | 24.4% | 117% | 217 | 4.15% | 6 |
|
| 2567 |
2567
Mar Vista Investment Partners
Los Angeles,
California
| $1B | +$5.09M | +0.5% | 14.3% | 73.9% | 36 | 11.11% | 5.8 |
|
| 2568 |
BDWCC
2568
B&D White Capital Company
Lakeway,
Texas
| $1B | +$196M | +24% | 10.9% | 38.1% | 102 | 35.29% | 1.2 |
|
| 2569 |
2569
Sendero Wealth Management
San Antonio,
Texas
| $1B | +$100M | +11% | 13.7% | 99.2% | 222 | 13.51% | 2.1 |
|
| 2570 |
2570
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $1B | +$104M | +12% | 12.1% | – | 143 | 24.48% | 1.1 |
|
| 2571 |
KL
2571
KIM LLC
Wichita,
Kansas
| $1B | +$27.4M | +3% | 26.9% | 51.1% | 69 | 4.35% | 0.9 |
|
| 2572 |
2572
Fulcrum Asset Management
London,
United Kingdom
| $1B | +$341M | +52% | 22.1% | – | 1,054 | 81.78% | 0.2 |
|
| 2573 |
2573
Advisory Research
Chicago,
Illinois
| $1B | +$189M | +23% | 24.2% | 144% | 139 | 3.6% | 3.9 |
|
| 2574 |
2574
Hohimer Wealth Management
Seattle,
Washington
| $1B | +$155M | +18% | 15.3% | 99.7% | 424 | 16.98% | 1.8 |
|
| 2575 |
2575
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $1B | +$112M | +13% | 14.2% | 83.4% | 424 | 11.08% | 5.1 |
|