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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
LA
3251
Lynch & Associates
Newburgh,
Indiana
| $413M | -$10.8M | -3% | 0.91% | 73.5% | 106 | 0.94% | 6.4 |
|
| 3252 |
3252
Bank of New Hampshire
Laconia,
New Hampshire
| $411M | -$80K | -0% | 2.85% | 96.5% | 526 | 61.98% | 0.3 |
|
| 3253 |
3253
Bridgewater Advisors
New York
| $411M | -$43.1M | -9% | 4.82% | 61% | 256 | 11.72% | 2.2 |
|
| 3254 |
3254
Martel Wealth Advisors
Vancouver,
Washington
| $411M | -$11.4M | -3% | 5.21% | 43.4% | 50 | 6% | 2.7 |
|
| 3255 |
3255
Asia Research & Capital Management
Hong Kong
| $411M | +$401M | +4,098% | 60.5% | – | 8 | 87.5% | 0.1 |
|
| 3256 |
3256
SOA Wealth Advisors
New York
| $410M | -$2.84M | -0.7% | 5.26% | 79.1% | 1,041 | 6.72% | 1.1 |
|
| 3257 |
3257
Capricorn Fund Managers
London,
United Kingdom
| $410M | +$54.4M | +15% | 1.05% | 169% | 122 | 65.57% | 0.1 |
|
| 3258 |
3258
MBL Wealth
Charlotte,
North Carolina
| $410M | – | – | 3.75% | 52.7% | 170 | – | 0.4 |
|
| 3259 |
3259
Alta Fox Capital Management
Fort Worth,
Texas
| $409M | +$214M | +109% | 16.6% | 261% | 18 | 50% | 0.2 |
|
| 3260 |
3260
Horst & Graben Wealth Management
Portland,
Oregon
| $409M | +$9.36M | +2% | 4.11% | 55.1% | 145 | 15.86% | 1.4 |
|
| 3261 |
3261
Brown University
Providence,
Rhode Island
| $409M | -$1.18M | -0.3% | 6.03% | 37.9% | 14 | 50% | 0.7 |
|
| 3262 |
3262
One Wealth Advisors
San Francisco,
California
| $408M | +$14.2M | +4% | 4.4% | 66% | 234 | 31.62% | 1.1 |
|
| 3263 |
3263
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $408M | -$32.2M | -7% | 4.53% | 129% | 199 | 34.67% | 0.7 |
|
| 3264 |
3264
Providence Capital Advisors
Charlotte,
North Carolina
| $408M | +$45.4M | +13% | 4.93% | 47.4% | 536 | 46.46% | 1.4 |
|
| 3265 |
CVV
3265
Curative Ventures V
Dallas,
Texas
| $408M | -$242M | -37% | 37.2% | 30.2% | 1 | 0% | 0.3 |
|
| 3266 |
3266
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $408M | -$20.3M | -5% | 3.63% | 57.2% | 67 | 16.42% | 4.1 |
|
| 3267 |
ACM
3267
AIGH Capital Management
Baltimore,
Maryland
| $408M | +$79.8M | +24% | 9.03% | 3,007% | 57 | 38.6% | 0.6 |
|
| 3268 |
3268
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| $408M | +$88.6M | +28% | 30.8% | 81.3% | 2 | 0% | 2.5 |
|
| 3269 |
SXL
3269
Summit X LLC
Chesterfield,
Missouri
| $407M | -$22.2M | -5% | 4.04% | 62.9% | 277 | 15.52% | 2.6 |
|
| 3270 |
3270
Ironwood Investment Counsel
Scottsdale,
Arizona
| $407M | -$30.7M | -7% | 2.55% | 64% | 230 | 14.78% | 4.1 |
|
| 3271 |
3271
Soviero Asset Management
New York
| $407M | -$25.4M | -6% | 1.79% | 676% | 52 | 69.23% | 0.4 |
|
| 3272 |
3272
Cornerstone Management
Duluth,
Georgia
| $407M | +$44.8M | +12% | 3.42% | 43.6% | 262 | 15.65% | 0.9 |
|
| 3273 |
3273
Prestige Wealth Management Group
Flemington,
New Jersey
| $406M | -$12.1M | -3% | 4.36% | 55.8% | 1,092 | 8.15% | 2.1 |
|
| 3274 |
3274
Financial Advisors Network
Tustin,
California
| $406M | -$38.4M | -9% | 5.47% | – | 162 | 33.95% | 2.3 |
|
| 3275 |
3275
Eagle Health Investments
Greenwich,
Connecticut
| $406M | -$4.59M | -1% | 11.6% | 241% | 28 | 0% | 1.1 |
|