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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Barnett & Company
Chattanooga,
Tennessee
| $171M | -$6.5M | -4% | 0.25% | 65.9% | 486 | 43.83% | 1.7 |
|
| 3752 |
3752
Prestige Wealth Management Group
Flemington,
New Jersey
| $171M | +$5.52M | +3% | 0.96% | 55.8% | 671 | 30.25% | 0.5 |
|
| 3753 |
EP
3753
Elkhorn Partners
Omaha,
Nebraska
| $171M | +$3.17M | +2% | 4.46% | 32.2% | 40 | 10% | 4.1 |
|
| 3754 |
3754
Old West Investment Management
Los Angeles,
California
| $170M | -$41.9M | -20% | 5% | 242% | 74 | 13.51% | 2.1 |
|
| 3755 |
3755
GSI Capital Advisors
Newport Beach,
California
| $170M | +$13.5M | +9% | 8.29% | 39.7% | 32 | 34.38% | 1.2 |
|
| 3756 |
3756
Providence Capital Advisors
Charlotte,
North Carolina
| $170M | +$1.62M | +1% | 1.89% | 47.4% | 256 | 26.17% | 1.3 |
|
| 3757 |
3757
REDW Wealth
Albuquerque,
New Mexico
| $170M | +$2.9M | +2% | 1.5% | 54.1% | 86 | 5.81% | 2.1 |
|
| 3758 |
3758
West Oak Capital
Westlake Village,
California
| $170M | +$2.67M | +2% | 2.56% | 110% | 344 | 13.95% | 3.8 |
|
| 3759 |
LA
3759
LFL Advisers
Evanston,
Illinois
| $170M | +$6.54M | +4% | 6.09% | 83% | 10 | 0% | 2.3 |
|
| 3760 |
3760
Shorepoint Capital Partners
Norwood,
Massachusetts
| $170M | -$5.85M | -3% | 1.29% | – | 93 | 10.75% | 0.5 |
|
| 3761 |
3761
TAP Consulting
Kirkwood,
Missouri
| $170M | – | – | 1.77% | 3.08% | 108 | – | 0.4 |
|
| 3762 |
3762
Searle & Co
Greenwich,
Connecticut
| $169M | +$5.01M | +3% | 0.63% | 93.8% | 141 | 10.64% | 2.4 |
|
| 3763 |
CA
3763
Continental Advisors
Park City,
Utah
| $169M | -$7.94M | -4% | 1.45% | 73.6% | 80 | 16.25% | 3.4 |
|
| 3764 |
3764
LexAurum Advisors
Overland Park,
Kansas
| $169M | +$7M | +4% | 1.08% | – | 200 | 20% | 1.1 |
|
| 3765 |
3765
SWS Partners
Columbus,
Ohio
| $169M | +$11.5M | +7% | 1.76% | 112% | 124 | 11.29% | 1.1 |
|
| 3766 |
3766
Steel Grove Capital Advisors
Memphis,
Tennessee
| $169M | +$8.13M | +5% | 0.78% | 106% | 124 | 11.29% | 3 |
|
| 3767 |
VCA
3767
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| $169M | +$43.4M | +35% | 2.15% | 30.6% | 27 | 55.56% | 0.4 |
|
| 3768 |
3768
Torch Wealth Management
Cincinnati,
Ohio
| $169M | +$2.14M | +1% | 2.94% | 48.8% | 109 | 3.67% | 3.6 |
|
| 3769 |
BM
3769
Bislett Management
Palo Alto,
California
| $169M | +$4.72M | +3% | 6.05% | 19.8% | 18 | 0% | 4.4 |
|
| 3770 |
3770
GQ Asset Management
New York City,
New York
| $169M | -$408K | -0.2% | 1.58% | – | 188 | 54.26% | 0.3 |
|
| 3771 |
3771
SimpliFi Inc
San Diego,
California
| $169M | +$1.37M | +0.8% | 1.31% | 26.7% | 20 | 15% | 1.1 |
|
| 3772 |
3772
Conrad N. Hilton Foundation
Agoura Hills,
California
| $168M | +$54.3M | +48% | 1.09% | – | 5 | 20% | 1.4 |
|
| 3773 |
3773
Blankinship & Foster
Solana Beach,
California
| $168M | +$2.38M | +1% | 0.96% | 67.1% | 47 | 4.26% | 1.9 |
|
| 3774 |
3774
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $168M | +$4.4M | +3% | 1.41% | 72.9% | 145 | 9.66% | 2.8 |
|
| 3775 |
3775
Integre Asset Management
New York
| $168M | -$6.44M | -4% | 1.14% | 74.1% | 132 | 28.79% | 2.1 |
|