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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
AMANSA Capital
Raffles City Tower,
Singapore
| $391M | +$9.7M | +3% | 6.83% | 32% | 3 | 33.33% | 1.3 |
|
| 3727 |
3727
New Harbor Financial Group
Worcester,
Massachusetts
| $390M | +$58.7M | +18% | 9.47% | 94.6% | 78 | 29.49% | 1.7 |
|
| 3728 |
3728
Stokes Capital Advisors
Greenwood,
South Carolina
| $390M | +$30.7M | +9% | 8.65% | 61.3% | 77 | 5.19% | 4.4 |
|
| 3729 |
3729
REDW Wealth
Albuquerque,
New Mexico
| $390M | +$8.53M | +2% | 6.13% | 54.1% | 165 | 7.27% | 3.5 |
|
| 3730 |
3730
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $390M | +$41.5M | +12% | 8.23% | 116% | 644 | 13.04% | 1 |
|
| 3731 |
3731
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $390M | +$29.9M | +8% | 7.45% | 53.6% | 51 | 1.96% | 5.4 |
|
| 3732 |
3732
Kettle Hill Capital Management
New York
| $390M | -$6.84M | -2% | 5.92% | 37.4% | 66 | 75.76% | 0.4 |
|
| 3733 |
3733
Progressive Investment Management
Lake Oswego,
Oregon
| $390M | +$12.5M | +3% | 5.41% | 139% | 61 | 4.92% | 4.7 |
|
| 3734 |
3734
Pathway Financial Advisors
South Burlington,
Vermont
| $390M | +$19.4M | +5% | 6.01% | 52.7% | 177 | 11.3% | 3.8 |
|
| 3735 |
3735
Valicenti Advisory Services
Elmira,
New York
| $389M | +$16.9M | +5% | 6.77% | 134% | 78 | 14.1% | 5.5 |
|
| 3736 |
3736
Trinity Legacy Partners
Houston,
Texas
| $389M | +$37.6M | +11% | 5.69% | 63.3% | 109 | 17.43% | 2.7 |
|
| 3737 |
3737
Monetary Management Group
St Louis,
Missouri
| $389M | +$10.9M | +3% | 5.64% | 138% | 334 | 5.99% | 6.8 |
|
| 3738 |
3738
Enstar Group
Hamilton,
Bermuda
| $389M | +$39.7M | +11% | 12.5% | 29.5% | 7 | 0% | 3.7 |
|
| 3739 |
FVCM
3739
F&V Capital Management
Boca Raton,
Florida
| $389M | +$46.1M | +13% | 11.7% | 123% | 53 | 1.89% | 5.2 |
|
| 3740 |
3740
Financial & Tax Architects
St Louis,
Missouri
| $389M | +$16M | +4% | 8.84% | 50.2% | 98 | 19.39% | 1.7 |
|
| 3741 |
HF
3741
Halpern Financial
Ashburn,
Virginia
| $389M | +$24.8M | +7% | 6.71% | 26.3% | 250 | 20% | 2.7 |
|
| 3742 |
3742
Banco BTG Pactual
Rio De Janeiro,
Brazil
| $389M | -$257M | -40% | 5.14% | 135% | 225 | 59.11% | 0.5 |
|
| 3743 |
3743
Cypress Capital
Franklin,
Tennessee
| $388M | -$10.8M | -3% | 4.55% | 43.6% | 395 | 80% | 2.5 |
|
| 3744 |
3744
MSA Advisors
Santa Monica,
California
| $388M | +$38.8M | +11% | 8.68% | – | 30 | 13.33% | 0.6 |
|
| 3745 |
3745
Ackerman Capital Advisors
Dallas,
Texas
| $387M | +$10M | +3% | 4.93% | 46.4% | 108 | 17.59% | 3.1 |
|
| 3746 |
H2CM
3746
H/2 Credit Manager
Stamford,
Connecticut
| $387M | +$15.8M | +4% | 11.9% | 97.4% | 15 | 13.33% | 2.6 |
|
| 3747 |
3747
CIC Wealth
Rockville,
Maryland
| $387M | +$23.7M | +7% | 5.95% | – | 182 | 15.38% | 1.3 |
|
| 3748 |
3748
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $387M | +$26.6M | +7% | 7.98% | 49.3% | 53 | 5.66% | 7 |
|
| 3749 |
3749
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $387M | +$32.8M | +9% | 7.96% | 83.6% | 203 | 5.91% | 6.1 |
|
| 3750 |
3750
Arch Capital Group
Pembroke,
Bermuda
| $387M | +$159M | +69% | 0.84% | 3.08% | 3 | 0% | 2.9 |
|