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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
HMI Capital Management
San Francisco,
California
| $712M | -$41.9M | -6% | 12% | 5.95% | 18 | 61.11% | 1 |
|
| 3177 |
TWP
3177
Tyche Wealth Partners
Plano,
Texas
| $712M | +$63.9M | +10% | 14.7% | – | 375 | 17.07% | 1.8 |
|
| 3178 |
3178
Radnor Capital Management
Wayne,
Pennsylvania
| $712M | +$36.3M | +5% | 14.5% | 96.9% | 328 | 10.98% | 2.9 |
|
| 3179 |
3179
First National Advisers
Omaha,
Nebraska
| $712M | +$28.3M | +4% | 17% | 87.9% | 266 | 15.79% | 2 |
|
| 3180 |
SFG
3180
SageGuard Financial Group
Goodlettsville,
Tennessee
| $712M | +$65.5M | +10% | 10.3% | – | 224 | 18.3% | 0.6 |
|
| 3181 |
3181
Hexagon Capital Partners
Rogers,
Arkansas
| $711M | +$28M | +4% | 8.06% | 104% | 282 | 15.6% | 1.4 |
|
| 3182 |
3182
Findell Capital Management
New York
| $710M | +$369M | +108% | 75.2% | – | 21 | 52.38% | 1 |
|
| 3183 |
3183
Trust Company of the South
Greensboro,
North Carolina
| $710M | +$88.3M | +14% | 13.6% | 70.2% | 153 | 11.76% | 1.9 |
|
| 3184 |
3184
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| $710M | +$140M | +25% | 14.2% | – | 170 | 14.12% | 0.3 |
|
| 3185 |
3185
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $710M | +$60.9M | +9% | 15.6% | 79.3% | 203 | 13.3% | 4.1 |
|
| 3186 |
3186
Chandler Asset Management
San Diego,
California
| $710M | +$50.3M | +8% | 7.93% | 35.6% | 23 | 8.7% | 5.7 |
|
| 3187 |
3187
Destiny Wealth Partners
Tavares,
Florida
| $709M | -$206M | -22% | 12.6% | 63.7% | 1,158 | 85.23% | 2.5 |
|
| 3188 |
3188
Monarch Alternative Capital
New York
| $707M | -$924M | -57% | 49.9% | 497% | 12 | 58.33% | 0.6 |
|
| 3189 |
3189
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $706M | +$97.5M | +16% | 17.4% | 140% | 280 | 39.64% | 2.6 |
|
| 3190 |
CBT
3190
Central Bank & Trust
Lexington,
Kentucky
| $705M | +$68.8M | +11% | 20.3% | 118% | 192 | 9.9% | 7.7 |
|
| 3191 |
3191
Kelleher Financial Advisors
New York
| $705M | +$310M | +78% | 10.6% | 72.4% | 979 | 40.76% | 1.1 |
|
| 3192 |
3192
Rivermont Capital Management
New York
| $705M | +$230M | +48% | 67% | 555% | 29 | 62.07% | 0.5 |
|
| 3193 |
3193
Pacific Sage Partners
Edmonds,
Washington
| $705M | +$68.9M | +11% | 7.88% | 58.9% | 133 | 13.53% | 2.3 |
|
| 3194 |
3194
Vega Investment Solutions
Paris,
France
| $705M | +$286M | +68% | 31.2% | – | 211 | 48.82% | 0.9 |
|
| 3195 |
3195
DSG Capital Advisors
Edina,
Minnesota
| $704M | +$78.9M | +13% | 16.9% | – | 127 | 10.24% | 1.2 |
|
| 3196 |
TFHU
3196
TLT Family Holdco ULC
Toronto,
| $704M | -$20.2M | -3% | 0.22% | – | 9 | 11.11% | 0.9 |
|
| 3197 |
PPI
3197
Platinum Paramount Investment
Nassau,
| $704M | +$14.5M | +2% | 2.21% | – | 3 | 33.33% | 0.3 |
|
| 3198 |
3198
Talos Asset Management
New York
| $703M | +$118M | +20% | 112% | – | 37 | 70.27% | 0.2 |
|
| 3199 |
3199
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $703M | +$68.7M | +11% | 9.64% | 44% | 122 | 14.75% | 3.6 |
|
| 3200 |
3200
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $703M | +$64.3M | +10% | 10.8% | 67.5% | 170 | 12.94% | 4.3 |
|