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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
BL
3201
BWCP LP
Dallas,
Texas
| $700M | +$44.5M | +7% | 28.4% | 198% | 33 | 45.45% | 0.7 |
|
| 3202 |
RRWA
3202
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $700M | +$84.1M | +14% | 11.6% | 47.8% | 82 | 13.41% | 3.3 |
|
| 3203 |
LCP
3203
Larch Capital Partners
Miami,
Florida
| $700M | +$9.55M | +1% | 2.67% | – | 64 | 26.56% | 0.3 |
|
| 3204 |
PA
3204
Probity Advisors
Dallas,
Texas
| $699M | +$68M | +11% | 14.3% | 55.8% | 238 | 5.88% | 5.5 |
|
| 3205 |
FA
3205
Fiducient Advisors
Chicago,
Illinois
| $698M | -$66.6M | -9% | 10.3% | 52.3% | 163 | 20.86% | 2.3 |
|
| 3206 |
TFO
3206
Tarbox Family Office
Newport Beach,
California
| $698M | +$82.4M | +13% | 13.2% | 60.5% | 99 | 7.07% | 8.4 |
|
| 3207 |
PGAM
3207
Princeton Global Asset Management
Princeton,
New Jersey
| $698M | +$84.9M | +14% | 15.5% | 104% | 908 | 17.18% | 3.3 |
|
| 3208 |
DE
3208
DV Equities
Chicago,
Illinois
| $698M | – | – | 26.8% | – | 107 | – | 0.2 |
|
| 3209 |
SVCM
3209
Saturn V Capital Management
Austin,
Texas
| $697M | +$145M | +26% | 24.6% | 1,083% | 24 | 16.67% | 0.8 |
|
| 3210 |
MAA
3210
Mraz Amerine & Associates
Modesto,
California
| $697M | +$18.9M | +3% | 3.89% | 69.8% | 210 | 14.76% | 5 |
|
| 3211 |
FMN
3211
Financial Management Network
Mission Viejo,
California
| $697M | +$43.9M | +7% | 10.8% | 62.5% | 215 | 13.02% | 2.8 |
|
| 3212 |
CA
3212
Crane Advisory
Fullerton,
California
| $697M | +$28.5M | +4% | 8.38% | 38.2% | 56 | 8.93% | 2.3 |
|
| 3213 |
BWM
3213
Brickley Wealth Management
San Mateo,
California
| $696M | +$113M | +19% | 13% | 62.6% | 69 | 14.49% | 3.7 |
|
| 3214 |
IIA
3214
IPG Investment Advisors
San Diego,
California
| $696M | +$114M | +20% | 27.7% | 106% | 308 | 34.42% | 1.9 |
|
| 3215 |
AF
3215
Affiance Financial
St. Louis Park,
Minnesota
| $695M | +$78.3M | +13% | 11.3% | 50.1% | 114 | 9.65% | 5.7 |
|
| 3216 |
CM
3216
Cornerstone Management
Duluth,
Georgia
| $695M | +$67.5M | +11% | 9.32% | 40% | 68 | 5.88% | 5.3 |
|
| 3217 |
DAMU
3217
Deltroit Asset Management (UK)
London,
| $695M | +$72.1M | +12% | 23.4% | – | 46 | 34.78% | 0.4 |
|
| 3218 |
AGC
3218
Aspen Grove Capital
Avon,
Colorado
| $694M | +$180M | +35% | 14.9% | 90% | 225 | 16% | 2.2 |
|
| 3219 |
VT
3219
Volterra Technologies
New York
| $694M | -$129M | -16% | 10.3% | – | 477 | 73.38% | 0.2 |
|
| 3220 |
ROP
3220
Rule One Partners
Moreland,
Georgia
| $694M | +$593M | +589% | 15.1% | – | 19 | 63.16% | 0.5 |
|
| 3221 |
WCAMG
3221
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $694M | +$68.9M | +11% | 18.9% | 84.8% | 185 | 11.89% | 3.2 |
|
| 3222 |
TTSTC
3222
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $692M | +$64.4M | +10% | 9.32% | 43.7% | 7 | 42.86% | 1.7 |
|
| 3223 |
BSG
3223
Black Swift Group
Boulder,
Colorado
| $692M | +$121M | +21% | 25% | 139% | 157 | 34.39% | 1.1 |
|
| 3224 |
PCS
3224
Personal CFO Solutions
Chester,
New Jersey
| $692M | -$20M | -3% | 16.1% | 91.4% | 598 | 24.58% | 2.6 |
|
| 3225 |
CA
3225
Cortland Associates
St Louis,
Missouri
| $692M | -$4.96M | -0.7% | 6.47% | 57.1% | 67 | 14.93% | 6.3 |
|