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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
KS
3676
Karpas Strategies
Litchfield,
Connecticut
| $285M | +$21.3M | +8% | 9.27% | 16.1% | 118 | 5.08% | 6.6 |
|
| 3677 |
3677
WESCAP Management Group
Glendale,
California
| $285M | +$22.9M | +9% | 8.67% | 45.7% | 92 | 6.52% | 3.8 |
|
| 3678 |
3678
Flagstar Advisors
New York
| $285M | +$18.3M | +7% | 7.36% | 81.9% | 284 | 46.13% | 1 |
|
| 3679 |
3679
Seven Post Investment Office
San Francisco,
California
| $284M | +$27.4M | +11% | 4.01% | 44.4% | 56 | 23.21% | 2.4 |
|
| 3680 |
3680
Aprio Wealth Management
Atlanta,
Georgia
| $284M | +$35.3M | +14% | 7.73% | 66.1% | 129 | 20.93% | 1.2 |
|
| 3681 |
3681
Essex Savings Bank
Essex,
Connecticut
| $284M | +$32.6M | +13% | 12.7% | 95.2% | 227 | 11.45% | 2.8 |
|
| 3682 |
3682
Rainey & Randall Wealth Advisors
Celebration,
Florida
| $284M | +$25.2M | +10% | 5.15% | 52.3% | 51 | 27.45% | 2.5 |
|
| 3683 |
3683
Hourglass Capital
Houston,
Texas
| $284M | +$20.1M | +8% | 16.2% | 94.4% | 115 | 20.87% | 4.7 |
|
| 3684 |
3684
Sicart Associates
New York
| $284M | +$1.65M | +0.6% | 9.76% | 113% | 80 | 11.25% | 3.4 |
|
| 3685 |
3685
Keywise Capital Management (HK)
Hong Kong
| $283M | +$73.7M | +35% | 43.9% | 684% | 18 | 55.56% | 0.7 |
|
| 3686 |
3686
RB Capital Management
Reno,
Nevada
| $283M | +$22.2M | +9% | 7.05% | 79.4% | 179 | 6.7% | 3.5 |
|
| 3687 |
3687
Adams Wealth Management
Logan,
Utah
| $283M | +$16M | +6% | 4.33% | 105% | 98 | 12.24% | 1.7 |
|
| 3688 |
3688
ValueWorks
New York
| $283M | +$38.2M | +16% | 31.5% | 190% | 38 | 7.89% | 4 |
|
| 3689 |
3689
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $283M | +$275M | +3,623% | 6.97% | – | 17 | 88.24% | 0.8 |
|
| 3690 |
3690
O'Dell Group
Cincinnati,
Ohio
| $283M | +$6.43M | +2% | 9.34% | 72.2% | 443 | 83.75% | 2.2 |
|
| 3691 |
3691
Alpha DNA Investment Management
Columbia,
Maryland
| $283M | +$162M | +135% | 12.8% | 134% | 215 | 63.26% | 0.3 |
|
| 3692 |
3692
Donoghue Forlines
Boston,
Massachusetts
| $283M | +$5.66M | +2% | 8.47% | 199% | 280 | 36.79% | 1 |
|
| 3693 |
3693
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $282M | +$65.3M | +30% | 9.03% | 84.8% | 104 | 11.54% | 2.4 |
|
| 3694 |
3694
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $282M | +$15.3M | +6% | 8.97% | 86.1% | 198 | 7.58% | 6.1 |
|
| 3695 |
SPC
3695
Stony Point Capital
New York
| $282M | +$5.16M | +2% | 6.42% | 208% | 41 | 29.27% | 0.7 |
|
| 3696 |
3696
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $282M | +$14.2M | +5% | 7.29% | 62.3% | 126 | 23.02% | 4.4 |
|
| 3697 |
UAM
3697
UAS Asset Management
New York
| $282M | -$34.5M | -11% | 5.73% | 98% | 21 | 47.62% | 2.1 |
|
| 3698 |
3698
EnCap Energy Capital Fund XI
Houston,
Texas
| $282M | +$37.9M | +16% | 15.5% | 21% | 1 | 0% | 0.3 |
|
| 3699 |
3699
Montgomery Investment Management
Rockville,
Maryland
| $282M | +$37.5M | +15% | 17.2% | 105% | 83 | 4.82% | 6.6 |
|
| 3700 |
3700
Goehring & Rozencwajg Associates
New York
| $281M | – | – | 9.82% | 148% | 47 | – | 0 |
|