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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2576 |
LA
2576
LVW Advisors
Pittsford,
New York
| $591M | +$4.38M | +0.7% | 4.48% | 71.5% | 256 | 15.63% |
|
| 2577 |
EC
2577
Elequin Capital
New York
| $590M | +$374M | +173% | 6.2% | 46.3% | 355 | 88.17% |
|
| 2578 |
KFGK
2578
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $589M | -$20.7M | -3% | 3.19% | 116% | 319 | 13.48% |
|
| 2579 |
WA
2579
Wealth Architects
Mountain View,
California
| $588M | +$18M | +3% | 3.02% | 80.1% | 218 | 14.22% |
|
| 2580 |
EP
2580
Eudaimonia Partners
Winchester,
Tennessee
| $588M | – | – | 0.64% | – | 407 | – |
|
| 2581 |
NA
2581
Navellier & Associates
Reno,
Nevada
| $588M | -$99.1M | -14% | 0.56% | 262% | 369 | 36.86% |
|
| 2582 |
KCM
2582
Kathmere Capital Management
Wayne,
Pennsylvania
| $588M | +$11.8M | +2% | 4.15% | 62.3% | 172 | 23.84% |
|
| 2583 |
RBCM
2583
Raub Brock Capital Management
Larkspur,
California
| $588M | -$70.5M | -11% | 9.45% | 56.3% | 78 | 24.36% |
|
| 2584 |
CWM
2584
C2C Wealth Management
Scottsdale,
Arizona
| $587M | -$109M | -16% | 8.24% | 63.2% | 238 | 18.49% |
|
| 2585 |
TAMH
2585
Taikang Asset Management (HK)
Hong Kong
| $587M | +$85.1M | +17% | 11.4% | 120% | 74 | 9.46% |
|
| 2586 |
IA
2586
Icon Advisers
Greenwood Village,
Colorado
| $587M | -$35.8M | -6% | 1.07% | 86.9% | 177 | 19.77% |
|
| 2587 |
CET
2587
Clean Energy Transition
London,
United Kingdom
| $587M | -$275M | -32% | 11% | 111% | 18 | 50% |
|
| 2588 |
AWM
2588
Absher Wealth Management
Chapel Hill,
North Carolina
| $586M | -$10.7M | -2% | 1.4% | 52.3% | 60 | 13.33% |
|
| 2589 |
DAM
2589
Deltec Asset Management
New York
| $585M | -$28.6M | -5% | 1.63% | 128% | 313 | 35.46% |
|
| 2590 |
CCP
2590
Corbin Capital Partners
New York
| $585M | +$2.87M | +0.5% | 2.75% | 87.7% | 143 | 27.97% |
|
| 2591 |
ACM
2591
Arosa Capital Management
Miami Beach,
Florida
| $585M | +$179M | +44% | 34% | 256% | 96 | 73.96% |
|
| 2592 |
MDSL
2592
M.D. Sass LLC
New York
| $584M | -$59.3M | -9% | 1.31% | 54.6% | 37 | 29.73% |
|
| 2593 |
PE
2593
Point72 Europe
London,
United Kingdom
| $584M | +$365M | +167% | 2.02% | 95.4% | 63 | 58.73% |
|
| 2594 |
PGA
2594
Portland Global Advisors
Portland,
Maine
| $583M | -$16.1M | -3% | 4.57% | 32.8% | 159 | 10.06% |
|
| 2595 |
EC
2595
Edenbrook Capital
Mt. Kisco,
New York
| $583M | -$120M | -17% | 8.38% | 249% | 25 | 20% |
|
| 2596 |
DC
2596
Dendur Capital
New York
| $583M | -$120M | -17% | 14.4% | 81.3% | 22 | 45.45% |
|
| 2597 |
RWA
2597
Ropes Wealth Advisors
Boston,
Massachusetts
| $583M | +$14.3M | +3% | 3.13% | 71% | 312 | 21.47% |
|
| 2598 |
GIM
2598
Greylin Investment Management
Orange,
Virginia
| $582M | +$51.6M | +10% | 17.1% | 52.1% | 95 | 14.74% |
|
| 2599 |
PAMG
2599
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $582M | -$36.4M | -6% | 3.43% | 109% | 259 | 9.65% |
|
| 2600 |
TA
2600
Tectonic Advisors
Frisco,
Texas
| $581M | +$22.8M | +4% | 3% | 43.4% | 237 | 16.03% |
|