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
Kadensa Capital
Central,
Hong Kong
| $507M | -$61.3M | -11% | 2.55% | 191% | 33 | 48.48% | 0.6 |
|
| 2727 |
2727
Private Advisory Group
Redmond,
Washington
| $506M | +$1.2M | +0.2% | 2.47% | 177% | 226 | 24.34% | 1.5 |
|
| 2728 |
2728
Personal CFO Solutions
Chester,
New Jersey
| $506M | +$13.2M | +3% | 1.56% | 91.4% | 506 | 17.79% | 2 |
|
| 2729 |
2729
Monograph Wealth Advisors
Manhattan Beach,
California
| $506M | +$39.8M | +9% | 3.11% | 68% | 133 | 36.84% | 1 |
|
| 2730 |
2730
Bremer Bank National Association
St Paul,
Minnesota
| $506M | -$19M | -4% | 2.86% | 37.4% | 201 | 6.97% | 3.2 |
|
| 2731 |
IR
2731
IAT Reinsurance
New York
| $505M | -$12.8M | -2% | 1.71% | 60.2% | 87 | 14.94% | 5 |
|
| 2732 |
2732
World Investment Advisors
Santa Barbara,
California
| $505M | -$12.2M | -2% | 3.28% | 65.4% | 286 | 15.73% | 2.3 |
|
| 2733 |
2733
Nordwand Advisors
Radnor,
Pennsylvania
| $505M | -$78.7M | -13% | 4.32% | 93% | 130 | 13.08% | 0.5 |
|
| 2734 |
2734
Principal Street Partners
Memphis,
Tennessee
| $505M | +$84M | +20% | 5.47% | 91% | 236 | 16.95% | 2.2 |
|
| 2735 |
2735
Synergy Asset Management
Vancouver,
Washington
| $504M | +$100M | +25% | 2.77% | 97.3% | 158 | 62.03% | 0.6 |
|
| 2736 |
2736
Bricktown Capital
Detroit,
Michigan
| $504M | -$286M | -36% | 3.88% | 46.2% | 24 | 8.33% | 0.7 |
|
| 2737 |
2737
Great Waters Wealth Management
Shoreview,
Minnesota
| $504M | +$812K | +0.2% | 3.44% | 49% | 97 | 6.19% | 0.7 |
|
| 2738 |
2738
Marietta Wealth Management
Marietta,
Georgia
| $503M | -$27.3M | -5% | 2.59% | 93% | 110 | 11.82% | 4.1 |
|
| 2739 |
2739
Raub Brock Capital Management
Larkspur,
California
| $503M | -$29.6M | -6% | 0.99% | 54.7% | 67 | 8.96% | 3.1 |
|
| 2740 |
SRFM
2740
Shannon River Fund Management
New York
| $503M | +$102M | +25% | 6.88% | 554% | 23 | 65.22% | 0.6 |
|
| 2741 |
2741
Radnor Capital Management
Wayne,
Pennsylvania
| $503M | +$269M | +115% | 2.72% | 96.9% | 306 | 60.46% | 1.1 |
|
| 2742 |
2742
GCM Grosvenor Holdings
Chicago,
Illinois
| $502M | +$271M | +117% | 4.17% | 78.7% | 22 | 45.45% | 0.7 |
|
| 2743 |
2743
TrinityPoint Wealth
Milford,
Connecticut
| $502M | -$10.3M | -2% | 2.7% | 28.4% | 301 | 11.96% | 2.9 |
|
| 2744 |
KNB
2744
Khazanah Nasional Berhad
Kuala Lumpur,
| $500M | +$22M | +5% | 2.54% | 73.6% | 7 | 14.29% | 1.2 |
|
| 2745 |
2745
Alpine Investment Management
Hong Kong
| $500M | +$73.3M | +17% | 4.76% | 33.7% | 18 | 77.78% | 0.3 |
|
| 2746 |
2746
Archford Capital Strategies
Swansea,
Illinois
| $500M | -$27.5M | -5% | 3.36% | 87.4% | 283 | 6.71% | 4.3 |
|
| 2747 |
2747
Legacy Financial Advisors
Covington,
Kentucky
| $500M | -$35.8M | -7% | 3.34% | 86.3% | 282 | 13.12% | 2.1 |
|
| 2748 |
2748
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $499M | -$9.7M | -2% | 3.35% | 67.5% | 187 | 4.81% | 0.7 |
|
| 2749 |
CANC
2749
Culbertson A N & Co
Charlottesville,
Virginia
| $498M | -$19.2M | -4% | 2.83% | 87.5% | 116 | 1.72% | 7.4 |
|
| 2750 |
2750
South Street Advisors
New York
| $498M | -$6.8M | -1% | 0.93% | 169% | 76 | 11.84% | 3.3 |
|