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
Advisory Research
Chicago,
Illinois
| $503M | -$145M | -22% | 9.89% | 144% | 344 | 58.14% | 3 |
|
| 3077 |
3077
Atlas Venture Advisors
Boston,
Massachusetts
| $503M | -$66.3M | -12% | 1.34% | 34.6% | 5 | 0% | 4.3 |
|
| 3078 |
PWW
3078
Pettyjohn Wood & White
Lynchburg,
Virginia
| $502M | +$40.7M | +9% | 8.38% | 70.9% | 188 | 5.32% | 6.1 |
|
| 3079 |
3079
JT Stratford LLC
Gainesville,
Georgia
| $502M | +$65M | +15% | 10.4% | 103% | 288 | 27.78% | 2.4 |
|
| 3080 |
NM
3080
Newtyn Management
New York
| $502M | -$7.38M | -1% | 3.04% | 52% | 52 | 30.77% | 1.9 |
|
| 3081 |
3081
Dimension Capital Management
Coral Gables,
Florida
| $501M | +$20.7M | +4% | 7.37% | 65.5% | 124 | 18.55% | 3.1 |
|
| 3082 |
3082
Klaas Financial Asset Advisors
Loves Park,
Illinois
| $501M | +$22M | +5% | 4.06% | 39.5% | 46 | 0% | 2.5 |
|
| 3083 |
3083
Peninsula Wealth
San Francisco,
California
| $501M | +$16.6M | +3% | 7.09% | 30% | 97 | 16.49% | 2.2 |
|
| 3084 |
3084
Greystone Financial Group
Bloomfield Hills,
Michigan
| $501M | +$69.1M | +16% | 5.72% | 79.3% | 120 | 26.67% | 1 |
|
| 3085 |
3085
ADW Capital Management
Miami Beach,
Florida
| $501M | +$55.2M | +12% | 6.66% | 78.2% | 6 | 0% | 3.8 |
|
| 3086 |
RGREA
3086
Ranger Global Real Estate Advisors
Denver,
Colorado
| $501M | +$13.1M | +3% | 4.43% | 18% | 29 | 3.45% | 2.3 |
|
| 3087 |
3087
TBH Global Asset Management
Brentwood,
Tennessee
| $501M | +$10.7M | +2% | 6.96% | 83.3% | 248 | 16.94% | 2.1 |
|
| 3088 |
3088
Granger Management
New York
| $501M | +$226M | +82% | 8.62% | 69.9% | 28 | 28.57% | 2.4 |
|
| 3089 |
3089
SJS Investment Consulting
Sylvania,
Ohio
| $501M | +$58.5M | +13% | 9.14% | 69.4% | 1,699 | 7.95% | 1.8 |
|
| 3090 |
3090
Blue Owl Capital Holdings
New York
| $501M | +$82.2M | +20% | 29.2% | 145% | 49 | 20.41% | 0.6 |
|
| 3091 |
3091
Divergent Wealth Advisors
South Jordan,
Utah
| $500M | +$22.1M | +5% | 5.59% | 14.7% | 36 | 11.11% | 2.6 |
|
| 3092 |
3092
Montecito Bank & Trust
Santa Barbara,
California
| $500M | +$35M | +8% | 11.2% | – | 272 | 11.4% | 5.3 |
|
| 3093 |
3093
Wedgewood Partners
St Louis,
Missouri
| $500M | +$24.6M | +5% | 12.5% | 78.1% | 20 | 5% | 5.1 |
|
| 3094 |
3094
GC Wealth Management RIA
Cambridge,
Massachusetts
| $500M | +$278M | +125% | 9.8% | 91.5% | 289 | 29.07% | 0.2 |
|
| 3095 |
3095
Leelyn Smith
Geneva,
Illinois
| $500M | +$43M | +9% | 8.22% | 86% | 133 | 14.29% | 2.9 |
|
| 3096 |
3096
Manitou Investment Management
Toronto,
Ontario, Canada
| $499M | +$38.8M | +8% | 9.79% | 69.3% | 58 | 12.07% | 3.1 |
|
| 3097 |
3097
ICA Group Wealth Management
Denver,
Colorado
| $499M | +$50.8M | +11% | 8.65% | – | 1,436 | 12.67% | 0.5 |
|
| 3098 |
3098
CFM Wealth Partners
Austin,
Texas
| $498M | +$56.2M | +13% | 16.9% | 175% | 164 | 9.15% | 3.1 |
|
| 3099 |
3099
PAX Financial Group
San Antonio,
Texas
| $498M | +$13.8M | +3% | 5.87% | 56% | 249 | 26.1% | 2.1 |
|
| 3100 |
3100
Swiss Re
Zurich,
Switzerland
| $498M | +$496M | +33,033% | 9.96% | – | 2 | 50% | 0.9 |
|