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
Wexford Capital
West Palm Beach,
Florida
| $418M | +$23.2M | +6% | 10.5% | 128% | 241 | 55.6% | 0.8 |
|
| 3577 |
3577
Liquid Strategies
Atlanta,
Georgia
| $418M | +$37.7M | +10% | 5.51% | 46.8% | 15 | 20% | 2.2 |
|
| 3578 |
3578
Clearstead Trust
Portland,
Maine
| $418M | +$15.6M | +4% | 4.31% | 111% | 440 | 7.27% | 2.6 |
|
| 3579 |
3579
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $418M | +$29.4M | +8% | 7.1% | 72.9% | 211 | 11.37% | 4.1 |
|
| 3580 |
3580
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $418M | +$29.8M | +8% | 6.25% | 82.6% | 195 | 17.44% | 5.3 |
|
| 3581 |
TLP
3581
Tri Locum Partners
New York
| $417M | +$21.9M | +6% | 19% | 357% | 27 | 33.33% | 0.8 |
|
| 3582 |
3582
PSquared Asset Management
Zurich,
Switzerland
| $417M | -$66.9M | -14% | 1.74% | 178% | 17 | 64.71% | 0.4 |
|
| 3583 |
3583
KPP Advisory Services
Louisville,
Kentucky
| $417M | +$40.6M | +11% | 6.69% | 87.9% | 261 | 9.2% | 0.7 |
|
| 3584 |
3584
Arista Wealth Management
Las Vegas,
Nevada
| $416M | +$36.3M | +10% | 5.29% | 67% | 72 | 11.11% | 0.8 |
|
| 3585 |
3585
Makena Capital Management
Menlo Park,
California
| $416M | -$15.2M | -4% | 12.4% | 78.7% | 43 | 20.93% | 1.1 |
|
| 3586 |
3586
WBI Investments
Red Bank,
New Jersey
| $416M | +$3.74M | +0.9% | 7.84% | 97.3% | 276 | 57.25% | 0.7 |
|
| 3587 |
3587
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
| $416M | +$39.5M | +10% | 7.43% | – | 154 | 5.84% | 0.2 |
|
| 3588 |
3588
Peddock Capital Advisors
Braintree,
Massachusetts
| $416M | +$27.6M | +7% | 5.5% | 113% | 162 | 6.17% | 5.7 |
|
| 3589 |
SCM
3589
Soros Capital Management
New York
| $415M | +$187M | +82% | 12% | 732% | 61 | 40.98% | 0.9 |
|
| 3590 |
3590
Raffa Wealth Management
Washington,
District of Columbia
| $414M | +$61.9M | +18% | 5.06% | 35.8% | 1,164 | 8.16% | 4.1 |
|
| 3591 |
3591
Old Second National Bank of Aurora
Aurora,
Illinois
| $414M | +$24.2M | +6% | 7.03% | 93.7% | 353 | 11.05% | 6.3 |
|
| 3592 |
FSA
3592
Financial Services Advisory
Rockville,
Maryland
| $414M | +$48.4M | +13% | 5.97% | 82.5% | 68 | 38.24% | 1 |
|
| 3593 |
3593
Bulltick Wealth Management
Miami,
Florida
| $413M | +$7.91M | +2% | 3.08% | 58.2% | 123 | 30.89% | 1.4 |
|
| 3594 |
3594
Scissortail Wealth Management
Tulsa,
Oklahoma
| $413M | +$20.7M | +5% | 5.57% | 65% | 134 | 14.93% | 0.8 |
|
| 3595 |
3595
Skaana Management
Brooklyn,
New York
| $413M | +$87.1M | +27% | 4.93% | 269% | 197 | 34.52% | 0.8 |
|
| 3596 |
AGM
3596
Alpine Global Management
New York
| $413M | -$162M | -28% | 2.08% | 149% | 537 | 83.99% | 0.6 |
|
| 3597 |
WPA
3597
WIT Partners Advisory
Singapore
| $413M | -$3.22M | -0.8% | 0.77% | 22.7% | 1 | 0% | 0.8 |
|
| 3598 |
3598
Nicolet Bankshares
Green Bay,
Wisconsin
| $413M | +$9.7M | +2% | 6.05% | 75.5% | 212 | 5.66% | 5.6 |
|
| 3599 |
3599
Marathon Capital Management
Hunt Valley,
Maryland
| $412M | +$20.1M | +5% | 4.86% | 74% | 162 | 15.43% | 2.9 |
|
| 3600 |
3600
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| $412M | +$40.7M | +11% | 5.28% | 56.9% | 117 | 13.68% | 3 |
|