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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Financial Consulate
Hunt Valley,
Maryland
| $167M | -$9.18M | -5% | 12.7% | 61.4% | 120 | 17.5% | 2.3 |
|
| 3577 |
IP
3577
Isomer Partners
New York
| $167M | – | – | 21.6% | 57.2% | 17 | – | 0 |
|
| 3578 |
3578
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| $167M | -$16.4M | -9% | 10.9% | 116% | 148 | 45.27% | 0.2 |
|
| 3579 |
3579
Soapstone Management
Bethesda,
Maryland
| $166M | -$20.5M | -11% | 19.8% | 30.3% | 25 | 44% | 0.6 |
|
| 3580 |
3580
Cowen Prime Advisors
New York
| $166M | -$49M | -23% | 13.4% | 116% | 212 | 19.81% | 3.4 |
|
| 3581 |
3581
Singapore Technologies Telemedia
Singapore
| $166M | -$86.5M | -34% | 34.3% | 173% | 1 | 0% | 1.8 |
|
| 3582 |
3582
CMH Wealth Management
Portsmouth,
New Hampshire
| $166M | -$25.1M | -13% | 11% | 88% | 68 | 29.41% | 1.2 |
|
| 3583 |
MAS
3583
Madden Advisory Services
Jacksonville,
Florida
| $166M | -$57K | -0% | 12.6% | 52.3% | 90 | 18.89% | 4 |
|
| 3584 |
3584
Trust Asset Management
Houston,
Texas
| $166M | -$3.09M | -2% | 13% | 91.1% | 53 | 67.92% | 2.5 |
|
| 3585 |
3585
Crestwood Capital Management
New York
| $166M | -$26.1M | -14% | 15.3% | 203% | 25 | 24% | 1.9 |
|
| 3586 |
3586
Cornerstone Management
Duluth,
Georgia
| $166M | -$20.7M | -11% | 8.44% | 43.6% | 42 | 9.52% | 2.3 |
|
| 3587 |
FVCM
3587
F&V Capital Management
Boca Raton,
Florida
| $165M | -$20.6M | -11% | 12.5% | 123% | 62 | 9.68% | 3.3 |
|
| 3588 |
3588
Finepoint Capital
Boston,
Massachusetts
| $165M | -$79.5M | -32% | 4.06% | 27.4% | 4 | 25% | 1.4 |
|
| 3589 |
3589
Affinity Wealth Management
Wilmington,
Delaware
| $165M | – | – | 13.2% | 116% | 94 | – | 1.3 |
|
| 3590 |
3590
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $165M | -$20.8M | -11% | 11% | 47.5% | 192 | 7.29% | 1.1 |
|
| 3591 |
3591
TLWM Financial
San Antonio,
Texas
| $165M | -$6.71M | -4% | 11.3% | 53.9% | 56 | 16.07% | 0.8 |
|
| 3592 |
3592
Fortis Advisors
Wayne,
Pennsylvania
| $165M | -$12.9M | -7% | 4.2% | 72.8% | 353 | 25.78% | 1 |
|
| 3593 |
3593
Bank of Stockton
Stockton,
California
| $165M | -$32.7M | -17% | 13% | 99.2% | 110 | 14.55% | 3.9 |
|
| 3594 |
3594
Lumbard & Kellner
Hollis,
New Hampshire
| $165M | -$26.5M | -14% | 10.4% | 137% | 85 | 9.41% | 3.2 |
|
| 3595 |
3595
Trivium Point Advisory
Westport,
Connecticut
| $165M | – | – | 8.88% | 106% | 140 | – | 0 |
|
| 3596 |
3596
Cedar Brook Financial Partners
Cleveland,
Ohio
| $165M | – | – | 12.4% | 47% | 242 | – | 0 |
|
| 3597 |
3597
Piershale Financial Group
Barrington,
Illinois
| $165M | -$40.2M | -20% | 12% | 82% | 31 | 54.84% | 1.2 |
|
| 3598 |
CCC
3598
Chelsea Counsel Company
Los Angeles,
California
| $165M | -$27.1M | -14% | 11.4% | 106% | 77 | 7.79% | 3.9 |
|
| 3599 |
3599
Avalon Global Asset Management
San Francisco,
California
| $165M | -$125M | -43% | 17.6% | 278% | 47 | 46.81% | 2.4 |
|
| 3600 |
3600
Beacon Pointe Advisors
Newport Beach,
California
| $165M | – | – | 13.5% | 76.7% | 158 | – | 0 |
|