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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Fulcrum Capital
Seattle,
Washington
| $488M | +$15M | +3% | 7.07% | 102% | 102 | 4.9% | 3.6 |
|
| 3602 |
PWM
3602
Praetorian Wealth Management
Carmel,
California
| $487M | +$52.9M | +12% | 6.51% | 60.4% | 65 | 40% | 2.2 |
|
| 3603 |
3603
iSAM Funds (UK)
London,
United Kingdom
| $487M | +$30.6M | +7% | 5.54% | 53.7% | 847 | 76.98% | 0.1 |
|
| 3604 |
3604
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $487M | +$31.2M | +7% | 7.89% | 80.8% | 63 | 7.94% | 3.3 |
|
| 3605 |
3605
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $487M | +$89.3M | +22% | 10.6% | 72.5% | 138 | 26.81% | 2.7 |
|
| 3606 |
3606
Wealth Dimensions Group
Cincinnati,
Ohio
| $486M | +$32.7M | +7% | 6.04% | 57.1% | 183 | 7.1% | 3.2 |
|
| 3607 |
3607
Gemsstock Ltd
London,
United Kingdom
| $486M | -$74.7M | -13% | 23.9% | 149% | 20 | 40% | 0.8 |
|
| 3608 |
3608
High Falls Advisors
Rochester,
New York
| $486M | +$33.7M | +7% | 7.28% | 56.9% | 154 | 12.99% | 2.9 |
|
| 3609 |
3609
Liquid Strategies
Atlanta,
Georgia
| $486M | +$28M | +6% | 6.11% | 46.8% | 7 | 0% | 4.7 |
|
| 3610 |
3610
Welch Capital Partners
Harrison,
New York
| $486M | +$36.4M | +8% | 9.39% | 79.2% | 27 | 25.93% | 4.2 |
|
| 3611 |
3611
Old Second National Bank of Aurora
Aurora,
Illinois
| $485M | +$27.4M | +6% | 9.24% | 93.7% | 311 | 12.54% | 7 |
|
| 3612 |
3612
McLean Asset Management
Tysons,
Virginia
| $485M | +$104M | +27% | 8.46% | 64.3% | 175 | 12% | 3 |
|
| 3613 |
3613
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $485M | +$196M | +68% | 6.84% | 85% | 1,449 | 26.78% | 1.1 |
|
| 3614 |
CBTWT
3614
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $485M | +$43.1M | +10% | 10.9% | 124% | 151 | 6.62% | 6.3 |
|
| 3615 |
3615
RB Capital Management
Reno,
Nevada
| $485M | +$42.9M | +10% | 8.85% | 79.4% | 190 | 6.84% | 5 |
|
| 3616 |
3616
Peavine Capital
Reno,
Nevada
| $484M | +$57.4M | +13% | 3.85% | 30.8% | 9 | 0% | 5.7 |
|
| 3617 |
3617
Summit Securities Group
New York
| $484M | -$35.7M | -7% | 10.8% | 136% | 1,422 | 57.24% | 0.3 |
|
| 3618 |
3618
HeadInvest LLC
Portland,
Maine
| $484M | +$14.3M | +3% | 4.62% | 59.1% | 215 | 6.05% | 6.3 |
|
| 3619 |
A6
3619
Anchor @ 65
Singapore
| $483M | -$11M | -2% | 11.1% | – | 2 | 0% | 0.8 |
|
| 3620 |
3620
Second Line Capital
Metairie,
Louisiana
| $483M | +$52.7M | +12% | 9.11% | – | 169 | 17.16% | 1.1 |
|
| 3621 |
3621
Rockline Wealth Management
Plainview,
New York
| $483M | +$60.4M | +14% | 13.7% | 176% | 106 | 10.38% | 1.4 |
|
| 3622 |
3622
Family Investment Center
Saint Joseph,
Missouri
| $482M | +$40.2M | +9% | 4.08% | 53.1% | 111 | 25.23% | 1.4 |
|
| 3623 |
3623
Hedeker Wealth
Lincolnshire,
Illinois
| $481M | +$52.1M | +12% | 12.5% | 161% | 94 | 7.45% | 2.9 |
|
| 3624 |
MIC
3624
Maxi Investments CY
Limassol,
Cyprus
| $481M | -$121M | -20% | 0.68% | 83.2% | 143 | 61.54% | 0.8 |
|
| 3625 |
3625
TIFF Advisory Services
Radnor,
Pennsylvania
| $480M | +$58M | +14% | 8.85% | 86.3% | 25 | 40% | 1.7 |
|