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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Avitas Wealth Management
Los Angeles,
California
| $437M | -$20.8M | -5% | 2.93% | 56.2% | 218 | 30.73% | 1.9 |
|
| 2727 |
2727
Biltmore Family Office
Charlotte,
North Carolina
| $436M | +$36.1M | +9% | 3.03% | 78.1% | 216 | 6.48% | 2.9 |
|
| 2728 |
CCM
2728
Contrarian Capital Management
Greenwich,
Connecticut
| $436M | -$108M | -20% | 5.55% | 29.4% | 43 | 27.91% | 1.2 |
|
| 2729 |
2729
Covalis Capital
London,
United Kingdom
| $436M | -$83.7M | -16% | 4.24% | 37.9% | 78 | 46.15% | 0.6 |
|
| 2730 |
2730
Park Presidio Capital
San Francisco,
California
| $436M | -$27.3M | -6% | 1.14% | 94.1% | 14 | 14.29% | 3.4 |
|
| 2731 |
2731
Dividend Assets Capital
Ridgeland,
South Carolina
| $436M | -$26.7M | -6% | 4.31% | 67.4% | 604 | 9.93% | 2.6 |
|
| 2732 |
2732
Allen Capital Group
Grand Island,
Nebraska
| $436M | -$57.2M | -12% | 5.48% | 56.9% | 171 | 13.45% | 2.8 |
|
| 2733 |
2733
Eagle Health Investments
Greenwich,
Connecticut
| $436M | +$6.82M | +2% | 7.73% | 241% | 29 | 6.9% | 1.3 |
|
| 2734 |
2734
Lake Street Private Wealth
Chicago,
Illinois
| $435M | -$39.3M | -8% | 4.98% | 105% | 313 | 15.34% | 1.8 |
|
| 2735 |
2735
Bardin Hill Management Partners
New York
| $434M | +$50.5M | +13% | 13.5% | 214% | 116 | 45.69% | 0.8 |
|
| 2736 |
2736
Biondo Investment Advisors
Milford,
Pennsylvania
| $434M | -$20.5M | -5% | 4.75% | 83.4% | 76 | 2.63% | 5 |
|
| 2737 |
2737
PSquared Asset Management
Zurich,
Switzerland
| $433M | +$307M | +245% | 11.8% | 178% | 11 | 81.82% | 0.4 |
|
| 2738 |
2738
EFG Asset Management
Portland,
Oregon
| $433M | -$42.4M | -9% | 2.73% | 211% | 205 | 25.37% | 0.6 |
|
| 2739 |
2739
Endeavour Capital Advisors
Greenwich,
Connecticut
| $432M | -$85.6M | -17% | 2.65% | 105% | 55 | 16.36% | 2.5 |
|
| 2740 |
2740
Financial Enhancement Group
Anderson,
Indiana
| $432M | -$30.8M | -7% | 3.55% | 62.2% | 348 | 14.37% | 2.4 |
|
| 2741 |
2741
venBio Partners
San Francisco,
California
| $432M | +$81M | +23% | 96.4% | 564% | 9 | 11.11% | 1.6 |
|
| 2742 |
2742
Bridgeworth
Birmingham,
Alabama
| $432M | +$4.23M | +1% | 4.53% | 19.3% | 152 | 13.82% | 3.2 |
|
| 2743 |
2743
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $432M | -$24.5M | -5% | 6.76% | 80.8% | 88 | 1.14% | 2.3 |
|
| 2744 |
2744
Amarillo National Bank
Amarillo,
Texas
| $432M | -$20.4M | -5% | 5.14% | 63.5% | 111 | 14.41% | 5 |
|
| 2745 |
2745
Great Hill Partners
Boston,
Massachusetts
| $431M | +$42.8M | +11% | 16.4% | 24% | 2 | 0% | 0.8 |
|
| 2746 |
2746
Exchange Capital Management
Ann Arbor,
Michigan
| $431M | -$27.5M | -6% | 4.87% | 57.8% | 162 | 3.09% | 4.9 |
|
| 2747 |
2747
Formidable Asset Management
Cincinnati,
Ohio
| $431M | -$13.1M | -3% | 3.93% | 52.2% | 328 | 8.23% | 1.9 |
|
| 2748 |
2748
Institutional Venture Management XVI
Menlo Park,
California
| $431M | -$100M | -19% | 1.78% | 523% | 8 | 0% | 1.4 |
|
| 2749 |
2749
Dillon & Associates
Jackson,
Michigan
| $431M | -$12.6M | -3% | 2.21% | 117% | 75 | 4% | 6.2 |
|
| 2750 |
2750
BlueSky Wealth Advisors
New Bern,
North Carolina
| $431M | -$19.6M | -4% | 6.3% | 42.9% | 68 | 10.29% | 3.3 |
|