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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Shulman DeMeo Asset Management
Lake Success,
New York
| $353M | +$53.3M | +18% | 10.8% | 79.3% | 138 | 9.42% | 1.9 |
|
| 3652 |
CPH
3652
C Partners Holding
Zurich,
Switzerland
| $353M | -$9.6M | -3% | 13.8% | 25.6% | 18 | 16.67% | 4.7 |
|
| 3653 |
3653
Bank of New Hampshire
Laconia,
New Hampshire
| $352M | +$18.9M | +6% | 9.69% | 96.5% | 499 | 4.61% | 1.9 |
|
| 3654 |
MM
3654
Meridian Management
Little Rock,
Arkansas
| $352M | +$45.2M | +15% | 10% | 57.8% | 105 | 18.1% | 4.5 |
|
| 3655 |
3655
Cypress Capital
Franklin,
Tennessee
| $352M | +$10.5M | +3% | 5.56% | 43.6% | 83 | 8.43% | 2.3 |
|
| 3656 |
SXL
3656
Summit X LLC
Chesterfield,
Missouri
| $352M | +$36.5M | +12% | 9.52% | 62.9% | 197 | 11.68% | 3.4 |
|
| 3657 |
3657
Progressive Investment Management
Lake Oswego,
Oregon
| $351M | +$43.6M | +14% | 15.6% | 139% | 66 | 16.67% | 4.4 |
|
| 3658 |
3658
Blankinship & Foster
Solana Beach,
California
| $351M | +$48.9M | +16% | 9.32% | 67.1% | 69 | 18.84% | 3.6 |
|
| 3659 |
3659
Presilium Private Wealth
Radnor,
Pennsylvania
| $351M | +$36.8M | +12% | 8.55% | 45.9% | 73 | 23.29% | 0.7 |
|
| 3660 |
3660
Nepsis Inc
Minneapolis,
Minnesota
| $351M | +$24.7M | +8% | 15.1% | 131% | 29 | 6.9% | 3.9 |
|
| 3661 |
RM
3661
Rudius Management
New York
| $351M | +$168M | +92% | 0.69% | 8.92% | 7 | 0% | 1.8 |
|
| 3662 |
3662
Legacy Financial Strategies
Overland Park,
Kansas
| $351M | +$39.6M | +13% | 10.8% | 76.7% | 81 | 9.88% | 3 |
|
| 3663 |
3663
Burt Wealth Advisors
North Bethesda,
Maryland
| $350M | +$24.7M | +8% | 8.15% | 57.3% | 109 | 9.17% | 4.9 |
|
| 3664 |
3664
Engrave Wealth Partners
The Woodlands,
Texas
| $350M | +$25M | +8% | 4.35% | 39.9% | 82 | 17.07% | 1.7 |
|
| 3665 |
3665
Financial Strategies Group
Okemos,
Michigan
| $350M | +$32.7M | +10% | 8.89% | 44.9% | 82 | 14.63% | 2.5 |
|
| 3666 |
3666
Cliffwater
Marina Del Rey,
California
| $350M | +$44.4M | +15% | 7.22% | 29.4% | 27 | 18.52% | 4.9 |
|
| 3667 |
FSA
3667
Financial Services Advisory
Rockville,
Maryland
| $350M | +$145M | +71% | 10.2% | 82.5% | 72 | 59.72% | 0.6 |
|
| 3668 |
3668
RIT Capital Partners
London,
United Kingdom
| $350M | -$49.7M | -12% | 5.11% | 71.4% | 14 | 21.43% | 0.8 |
|
| 3669 |
3669
RB Capital Management
Reno,
Nevada
| $349M | +$28.3M | +9% | 11.9% | 79.4% | 180 | 8.33% | 4.1 |
|
| 3670 |
3670
GE Investment Management
Norwalk,
Connecticut
| $349M | – | – | 5.66% | – | 3 | – | 0 |
|
| 3671 |
3671
Charles-Lim Capital
Central,
Hong Kong
| $349M | -$83.7M | -19% | 8% | 4.44% | 8 | 37.5% | 2.8 |
|
| 3672 |
3672
Harbor Group
Bedford,
New Hampshire
| $349M | +$171M | +97% | 10.3% | 43% | 82 | 20.73% | 1.6 |
|
| 3673 |
3673
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $349M | +$26.6M | +8% | 9.16% | 49.3% | 52 | 7.69% | 6.7 |
|
| 3674 |
3674
REDW Wealth
Albuquerque,
New Mexico
| $349M | +$24.3M | +7% | 9.59% | 59.1% | 155 | 10.32% | 3.2 |
|
| 3675 |
3675
JFG Wealth Management
Denver,
Colorado
| $348M | +$42.1M | +14% | 8.68% | 65.2% | 82 | 59.76% | 0.8 |
|