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 |
3676
Regatta Capital Group
El Segundo,
California
| $315M | +$34M | +12% | 8.25% | 78.1% | 185 | 15.14% | 1.3 |
|
| 3677 |
3677
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $314M | -$7.55M | -2% | 1.49% | 68.6% | 136 | 16.18% | 4.7 |
|
| 3678 |
3678
Concentric Wealth Management
Lafayette,
California
| $314M | +$12.2M | +4% | 5.27% | 33.4% | 121 | 4.96% | 4.8 |
|
| 3679 |
BFM
3679
Blacksheep Fund Management
Co. Dublin,
Ireland
| $314M | -$41.8M | -12% | 13.5% | 71.5% | 5 | 20% | 2.2 |
|
| 3680 |
3680
Aspire Private Capital
Cornelius,
North Carolina
| $314M | +$13M | +4% | 3.38% | 49.6% | 692 | 7.37% | 2.4 |
|
| 3681 |
3681
Formula Growth
Montreal,
Quebec, Canada
| $314M | +$3.57M | +1% | 6.26% | 118% | 157 | 31.85% | 2.8 |
|
| 3682 |
3682
First International Bank & Trust
Watford City,
North Dakota
| $314M | +$12.1M | +4% | 3.24% | 38.6% | 88 | 2.27% | 1.2 |
|
| 3683 |
3683
Kingswood Wealth Advisors
San Diego,
California
| $314M | – | – | 7.73% | 134% | 267 | – | 0 |
|
| 3684 |
3684
Monument Capital Management
Alexandria,
Virginia
| $314M | +$14.9M | +5% | 8.34% | 170% | 177 | 27.12% | 1.9 |
|
| 3685 |
3685
Long Run Wealth Advisors
Lake Placid,
New York
| $313M | +$19.5M | +7% | 4.02% | 50.5% | 101 | 12.87% | 1.2 |
|
| 3686 |
3686
Steward Financial Group
Colleyville,
Texas
| $313M | +$12.9M | +4% | 3.72% | – | 1,106 | 81.83% | 0.3 |
|
| 3687 |
3687
Versant Capital Management
Phoenix,
Arizona
| $313M | +$15.3M | +5% | 3.24% | 97.3% | 2,102 | 18.79% | 4 |
|
| 3688 |
3688
Curtis Advisory Group
Santa Barbara,
California
| $313M | +$38.9M | +14% | 9.32% | 67.6% | 93 | 8.6% | 2.2 |
|
| 3689 |
3689
Delta Air Lines
Atlanta,
Georgia
| $313M | +$13.6M | +5% | 40.8% | 5.3% | 5 | 0% | 1.3 |
|
| 3690 |
VCM
3690
V3 Capital Management
Dallas,
Texas
| $313M | -$34M | -10% | 0.23% | 20.5% | 13 | 38.46% | 1.1 |
|
| 3691 |
3691
Financial Strategies Group
Okemos,
Michigan
| $313M | +$52.9M | +20% | 3.95% | 44.9% | 80 | 11.25% | 2.5 |
|
| 3692 |
3692
Roberts, Glore & Co
Deerfield,
Illinois
| $313M | +$13.4M | +4% | 5.59% | 72.3% | 204 | 4.41% | 5.5 |
|
| 3693 |
3693
Headlands Technologies
Chicago,
Illinois
| $313M | +$162M | +108% | 6.02% | 158% | 1,056 | 80.68% | 0.1 |
|
| 3694 |
3694
Geisinger Health
Danville,
Pennsylvania
| $312M | -$99.4M | -24% | 0.02% | – | 5 | 0% | 0.5 |
|
| 3695 |
3695
Clear Sky Carbon Solutions Investment Management
Bellaire,
Texas
| $312M | -$81.1M | -21% | 7.6% | – | 76 | 51.32% | 0.6 |
|
| 3696 |
3696
United Capital Management of KS
Salina,
Kansas
| $312M | +$43.9M | +16% | 19.8% | 272% | 88 | 15.91% | 2.8 |
|
| 3697 |
3697
Perry Creek Capital
New York
| $312M | -$6.23M | -2% | 2.34% | 51.2% | 16 | 0% | 2.3 |
|
| 3698 |
3698
Hunting Hill Global Capital
New York
| $312M | +$185M | +145% | 4.16% | 132% | 133 | 60.9% | 0.3 |
|
| 3699 |
3699
Clearstead Trust
Portland,
Maine
| $311M | -$2.01M | -0.6% | 9.48% | 111% | 405 | 11.6% | 1.9 |
|
| 3700 |
3700
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $311M | +$4.16M | +1% | 13.9% | 89.7% | 67 | 13.43% | 1.9 |
|