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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| $260M | +$16.8M | +7% | 3.03% | 77.5% | 211 | 21.33% | 0.2 |
|
| 3077 |
SVC
3077
Strycker View Capital
New York
| $260M | +$21.5M | +9% | 8.68% | 114% | 21 | 57.14% | 0.3 |
|
| 3078 |
BCA
3078
Bray Capital Advisors
Naples,
Florida
| $260M | +$18.5M | +8% | 2.75% | 36.6% | 380 | 9.74% | 1.6 |
|
| 3079 |
3079
Firsthand Capital Management
San Jose,
California
| $260M | -$8.76M | -3% | 2.63% | 265% | 51 | 11.76% | 2.7 |
|
| 3080 |
3080
Lindbrook Capital
Calabasas,
California
| $259M | +$8.14M | +3% | 3.59% | 35.8% | 1,585 | 11.04% | 0.5 |
|
| 3081 |
III
3081
Independent Investors Inc
Nesconset,
New York
| $259M | +$2.92M | +1% | 3.1% | 61.6% | 78 | 10.26% | 4.7 |
|
| 3082 |
GWA
3082
Guidant Wealth Advisors
Palatine,
Illinois
| $259M | +$2.31M | +0.9% | 1.99% | 17.8% | 263 | 4.94% | 1.4 |
|
| 3083 |
3083
Intersect Capital
San Ramon,
California
| $259M | +$21.3M | +9% | 2.89% | 57.2% | 181 | 30.94% | 2.1 |
|
| 3084 |
3084
Contravisory Investment Management
Norwell,
Massachusetts
| $259M | +$626K | +0.2% | 5.78% | 135% | 343 | 32.36% | 1 |
|
| 3085 |
3085
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $258M | -$70.2M | -21% | 7.54% | 173% | 72 | 36.11% | 1.2 |
|
| 3086 |
3086
Madison International Realty Holdings
New York
| $258M | -$35.3M | -12% | 5.9% | – | 8 | 25% | 1.7 |
|
| 3087 |
3087
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $258M | -$40.2M | -14% | 2.52% | 120% | 52 | 36.54% | 0.9 |
|
| 3088 |
3088
Honeywell International
Charlotte,
North Carolina
| $258M | +$1.36M | +0.5% | 0.46% | 39.4% | 79 | 22.78% | 2.4 |
|
| 3089 |
3089
Stordahl Capital Management
Greenwood Village,
Colorado
| $258M | +$11.6M | +5% | 2.67% | 54% | 49 | 2.04% | 1.3 |
|
| 3090 |
3090
Flaharty Asset Management
Clearwater,
Florida
| $257M | +$8.6M | +3% | 2.24% | 33.4% | 83 | 20.48% | 1.6 |
|
| 3091 |
3091
Requisite Capital Management
Dallas,
Texas
| $257M | -$3.25M | -1% | 1% | 41% | 238 | 68.49% | 0.3 |
|
| 3092 |
3092
Marietta Wealth Management
Marietta,
Georgia
| $257M | +$13.4M | +5% | 4.17% | 93% | 118 | 8.47% | 2.1 |
|
| 3093 |
3093
Cadence Bank NA
Houston,
Texas
| $257M | +$1.34M | +0.5% | 2.71% | 33.3% | 175 | 5.71% | 3.1 |
|
| 3094 |
3094
BFSG LLC
Irvine,
California
| $256M | -$10.7M | -4% | 3.24% | 81.9% | 152 | 31.58% | 1.3 |
|
| 3095 |
3095
Orgel Wealth Management
Altoona,
Wisconsin
| $256M | -$39.8M | -13% | 1.71% | 39.6% | 43 | 16.28% | 1.7 |
|
| 3096 |
3096
River Wealth Advisors
Camp Hill,
Pennsylvania
| $256M | +$17.5M | +7% | 4.85% | 80.3% | 163 | 7.98% | 3.3 |
|
| 3097 |
3097
CenturyLink Investment Management
Denver,
Colorado
| $256M | +$10.8M | +4% | 4.74% | – | 164 | 15.24% | 3.1 |
|
| 3098 |
3098
Natixis Investment Managers International
Paris,
France
| $256M | +$929K | +0.4% | 4.09% | 34.7% | 12 | 8.33% | 5.3 |
|
| 3099 |
AO
3099
Allen Operations
New York
| $256M | +$12.4M | +5% | 1.2% | 218% | 33 | 15.15% | 2.9 |
|
| 3100 |
3100
Shikiar Asset Management
New York
| $256M | +$16.9M | +7% | 3.77% | 117% | 98 | 15.31% | 2.4 |
|