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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
BM
3526
Bislett Management
Palo Alto,
California
| $181M | +$629K | +0.3% | 1.03% | 19.8% | 23 | 13.04% | 3.1 |
|
| 3527 |
SHJ
3527
Sharkey, Howes & Javer
Denver,
Colorado
| $180M | +$3.24M | +2% | 2.3% | 54.6% | 237 | 9.28% | 2.4 |
|
| 3528 |
3528
Maven Securities
St Helier,
Jersey
| $180M | -$9M | -5% | 9.7% | 135% | 113 | 83.19% | 0.2 |
|
| 3529 |
TCM
3529
Talara Capital Management
Montclair,
New Jersey
| $180M | -$12.7M | -7% | 8.89% | 17.4% | 17 | 11.76% | 1.9 |
|
| 3530 |
IWA
3530
Intercontinental Wealth Advisors
San Antonio,
Texas
| $180M | +$7.31M | +4% | 2.06% | 46.7% | 149 | 20.81% | 1.5 |
|
| 3531 |
GIA
3531
Gargoyle Investment Advisor
Englewood,
New Jersey
| $180M | -$63.6M | -26% | 0.22% | 34.5% | 178 | 33.15% | 1.4 |
|
| 3532 |
RWMH
3532
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $180M | +$14.5M | +9% | 1.63% | 53.6% | 57 | 15.79% | 1.1 |
|
| 3533 |
TWA
3533
Tillar-Wenstrup Advisors
Centerville,
Ohio
| $180M | +$8.14M | +5% | 1.17% | 27.4% | 62 | 17.74% | 1.4 |
|
| 3534 |
CAC
3534
Certified Advisory Corp
Altamonte Springs,
Florida
| $180M | +$11.1M | +7% | 3.31% | 58.2% | 833 | 12.61% | 0.4 |
|
| 3535 |
NI
3535
NYL Investors
New York
| $180M | +$11.4M | +7% | 1.21% | 12.7% | 13 | 0% | 0.3 |
|
| 3536 |
SFG
3536
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $180M | +$5.25M | +3% | 2.44% | 81.7% | 640 | 6.56% | 1.7 |
|
| 3537 |
ACM
3537
Archer Capital Management
New York
| $179M | +$2.11M | +1% | 7.1% | 72.3% | 33 | 48.48% | 1.1 |
|
| 3538 |
SXL
3538
Summit X LLC
Chesterfield,
Missouri
| $179M | +$12.7M | +8% | 2.13% | 62.9% | 217 | 19.82% | 0.7 |
|
| 3539 |
SIG
3539
Schaller Investment Group
Winston Salem,
North Carolina
| $179M | +$4.05M | +2% | 1.91% | 21.9% | 40 | 12.5% | 3.7 |
|
| 3540 |
KFGK
3540
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $179M | -$728K | -0.4% | 2.76% | 116% | 184 | 20.11% | 0.4 |
|
| 3541 |
AHC
3541
Anderson Hoagland & Co
St Louis,
Missouri
| $179M | +$5.45M | +3% | 4.49% | 95.1% | 101 | 9.9% | 2.9 |
|
| 3542 |
TGM
3542
Tenzing Global Management
San Francisco,
California
| $179M | +$25.3M | +16% | 29% | 273% | 18 | 44.44% | 0.9 |
|
| 3543 |
MGI
3543
MayTech Global Investments
New York
| $179M | +$7.95M | +5% | 8.31% | 158% | 49 | 10.2% | 0.4 |
|
| 3544 |
CCM
3544
Canal Capital Management
Richmond,
Virginia
| $179M | +$5.47M | +3% | 0.77% | 67.8% | 131 | 10.69% | 1.8 |
|
| 3545 |
LFG
3545
LifePlan Financial Group
Dayton,
Ohio
| $179M | +$7.55M | +4% | 2.26% | 20.2% | 555 | 9.73% | 0.9 |
|
| 3546 |
DSN
3546
D. Scott Neal
Lexington,
Kentucky
| $179M | +$2.89M | +2% | 1.69% | 105% | 185 | 68.65% | 2.4 |
|
| 3547 |
TSWM
3547
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $179M | +$4.86M | +3% | 3.39% | 83.6% | 143 | 8.39% | 3.3 |
|
| 3548 |
VWA
3548
V Wealth Advisors
Overland Park,
Kansas
| $179M | -$8.54M | -5% | 2.93% | 36.9% | 236 | 27.54% | 1.3 |
|
| 3549 |
RMCP
3549
Red Mountain Capital Partners
Los Angeles,
California
| $179M | -$16.5M | -8% | 0.85% | 37.4% | 6 | 0% | 4.4 |
|
| 3550 |
AC
3550
Aperimus Capital
Marina Del Rey,
California
| $179M | +$18.7M | +12% | 4.96% | 44% | 3 | 0% | 5 |
|