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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Martin & Co
Knoxville,
Tennessee
| $543M | +$25.4M | +5% | 6.01% | 67.8% | 107 | 5.61% | 9 |
|
| 3227 |
3227
Walkner Condon Financial Advisors
Madison,
Wisconsin
| $543M | +$49M | +10% | 8.2% | 56.8% | 290 | 12.41% | 2.6 |
|
| 3228 |
3228
Bearing Point Capital
Bloomington,
Minnesota
| $543M | +$73.3M | +16% | 15.2% | – | 179 | 18.44% | 0.4 |
|
| 3229 |
3229
CacheTech Inc
Logan,
Utah
| $543M | +$30.1M | +6% | 10.4% | – | 205 | 26.83% | 0.5 |
|
| 3230 |
3230
Maytus Capital Management
New York
| $543M | +$218M | +67% | 28.6% | 442% | 85 | 56.47% | 0.4 |
|
| 3231 |
3231
Castellan Group
Louisville,
Kentucky
| $543M | +$185M | +52% | 3.13% | 184% | 68 | 58.82% | 1.5 |
|
| 3232 |
3232
Wilsey Asset Management
San Diego,
California
| $543M | +$43.8M | +9% | 3.04% | 66.9% | 25 | 8% | 4.5 |
|
| 3233 |
3233
Secure Asset Management
Troy,
Michigan
| $543M | +$43.7M | +9% | 12.7% | 97.2% | 366 | 30.33% | 1.6 |
|
| 3234 |
3234
Partners in Financial Planning
Salem,
Virginia
| $542M | +$44.7M | +9% | 6.65% | 38.9% | 109 | 9.17% | 3.2 |
|
| 3235 |
3235
Silverarc Capital Management
Boston,
Massachusetts
| $542M | +$53.3M | +11% | 21.9% | 2,765% | 88 | 47.73% | 1 |
|
| 3236 |
3236
Impact Partnership Wealth
Marietta,
Georgia
| $542M | +$74M | +16% | 6.86% | 47.3% | 358 | 46.09% | 0.8 |
|
| 3237 |
3237
EFG Asset Management (Americas)
Miami,
Florida
| $542M | +$48.3M | +10% | 14.6% | 112% | 145 | 14.48% | 4 |
|
| 3238 |
3238
Noked Israel
Ramat Hasharon,
Israel
| $542M | +$106M | +24% | 34.1% | 265% | 18 | 50% | 1.6 |
|
| 3239 |
3239
Burling Wealth Partners
Chicago,
Illinois
| $542M | +$66.8M | +14% | 8.87% | – | 182 | 14.29% | 0.4 |
|
| 3240 |
3240
Entrust Global Partners
New York
| $541M | +$49.4M | +10% | 19.5% | 82.3% | 5 | 0% | 2.4 |
|
| 3241 |
3241
Systelligence LLC
Bloomington,
Minnesota
| $541M | +$124M | +30% | 8.79% | 57.3% | 66 | 46.97% | 1 |
|
| 3242 |
3242
Matthew Goff Investment Advisor
Houston,
Texas
| $541M | -$1.53M | -0.3% | 10% | 89.6% | 110 | 18.18% | 4.4 |
|
| 3243 |
3243
Personal CFO Solutions
Chester,
New Jersey
| $541M | +$48M | +10% | 10.3% | 91.4% | 516 | 19.96% | 2.4 |
|
| 3244 |
3244
Kryger Capital
London,
United Kingdom
| $540M | -$312M | -37% | 2.92% | 421% | 28 | 71.43% | 0.3 |
|
| 3245 |
RIM
3245
Rovida Investment Management
Grand Cayman,
Cayman Islands
| $540M | +$207M | +62% | 48.8% | – | 19 | 21.05% | 0.4 |
|
| 3246 |
3246
RV Capital
Schindellegi,
Switzerland
| $540M | +$87.2M | +19% | 26.3% | 250% | 12 | 8.33% | 2.5 |
|
| 3247 |
3247
Golden State Equity Partners
South Coast Metro,
California
| $540M | +$34.9M | +7% | 12% | – | 481 | 20.37% | 1.8 |
|
| 3248 |
TAA
3248
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $540M | +$110M | +25% | 29.6% | 312% | 53 | 39.62% | 1.1 |
|
| 3249 |
3249
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $540M | +$51.2M | +10% | 8.22% | 39.1% | 68 | 10.29% | 4.6 |
|
| 3250 |
3250
Orion Resource Partners
New York
| $540M | +$14.1M | +3% | 18.5% | – | 29 | 55.17% | 0.4 |
|