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
1834 Investment Advisors
Milwaukee,
Wisconsin
| $801M | +$4.21M | +0.5% | 2.9% | 68.7% | 211 | 5.69% | 6.1 |
|
| 2727 |
2727
ACK Asset Management
Greenwich,
Connecticut
| $801M | +$4.39M | +0.6% | 9% | 132% | 26 | 34.62% | 0.9 |
|
| 2728 |
IAM
2728
Infinitum Asset Management
Fort Lauderdale,
Florida
| $801M | +$125M | +18% | 16.3% | – | 24 | 33.33% | 0.7 |
|
| 2729 |
2729
Naviter Wealth
Little Rock,
Arkansas
| $801M | +$33.4M | +4% | 2.21% | 87.1% | 289 | 10.73% | 2.4 |
|
| 2730 |
2730
Liberty Wealth Management
Oakland,
California
| $800M | +$25.7M | +3% | 1.42% | 64.2% | 286 | 19.23% | 2.3 |
|
| 2731 |
2731
Cynosure Group
Salt Lake City,
Utah
| $800M | -$183M | -19% | 0.57% | 63% | 480 | 75.63% | 1.3 |
|
| 2732 |
2732
Titan Investment Solutions
London,
| $800M | -$30.7M | -4% | 1.72% | – | 73 | 45.21% | 0.2 |
|
| 2733 |
2733
City Holding Co
Charleston,
West Virginia
| $800M | -$13M | -2% | 0.89% | 89.2% | 598 | 7.36% | 6.2 |
|
| 2734 |
KWMG
2734
King Wealth Management Group
Naples,
Florida
| $800M | -$29.9M | -4% | 3.05% | 86% | 169 | 8.88% | 6.3 |
|
| 2735 |
HP
2735
Hound Partners
New York
| $799M | +$56.2M | +8% | 12.8% | 19.7% | 48 | 50% | 0.8 |
|
| 2736 |
2736
Geometric Wealth Advisors
Washington,
District of Columbia
| $799M | +$21.2M | +3% | 0.33% | 62.1% | 85 | 5.88% | 2.3 |
|
| 2737 |
2737
Kavar Capital Partners Group
Leawood,
Kansas
| $798M | +$73M | +10% | 0.04% | 77.2% | 221 | 19% | 4.7 |
|
| 2738 |
2738
CenterStar Asset Management
Chicago,
Illinois
| $797M | +$442M | +124% | 2.32% | 104% | 608 | 81.58% | 0.2 |
|
| 2739 |
ACM
2739
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $797M | -$235M | -23% | 22.2% | 70.7% | 7 | 14.29% | 6.3 |
|
| 2740 |
RIM
2740
Rovida Investment Management
Grand Cayman,
Cayman Islands
| $797M | +$62.7M | +9% | 3.01% | – | 20 | 30% | 0.8 |
|
| 2741 |
2741
Barton Investment Management
West Conshohocken,
Pennsylvania
| $797M | -$131M | -14% | 10.4% | 124% | 56 | 10.71% | 7.1 |
|
| 2742 |
2742
Ashton Thomas Securities
Rochester,
New York
| $797M | +$271M | +51% | 1.72% | – | 462 | 39.61% | 0.9 |
|
| 2743 |
2743
Arkos Global Advisors
Houston,
Texas
| $797M | +$13.9M | +2% | 0.35% | 43.6% | 204 | 41.18% | 2.3 |
|
| 2744 |
2744
Atika Capital Management
New York
| $796M | -$153M | -16% | 23.9% | 811% | 96 | 57.29% | 0.8 |
|
| 2745 |
2745
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $795M | -$14.3M | -2% | 0.72% | 44.3% | 125 | 8.8% | 1.7 |
|
| 2746 |
2746
L & S Advisors
Los Angeles,
California
| $795M | -$287M | -27% | 5.26% | 231% | 278 | 28.42% | 2.9 |
|
| 2747 |
2747
Curated Wealth Partners
El Segundo,
California
| $794M | -$132M | -14% | 14.3% | 39.9% | 255 | 29.02% | 0.9 |
|
| 2748 |
2748
Soundwatch Capital
Rowayton,
Connecticut
| $793M | +$148M | +23% | 4.66% | 79.6% | 54 | 24.07% | 1.5 |
|
| 2749 |
2749
Vision Capital Management
Portland,
Oregon
| $792M | -$37.7M | -5% | 2.03% | 78.4% | 153 | 5.88% | 4.6 |
|
| 2750 |
2750
Aperture Investors
New York
| $791M | -$84.1M | -10% | 11.9% | 211% | 104 | 34.62% | 1.4 |
|