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
B&I Capital
Zurich,
Switzerland
| $253M | -$56M | -18% | 12.5% | 30.5% | 29 | 10.34% | 1.4 |
|
| 3752 |
3752
Chemistry Wealth Management
New York
| $253M | -$8.4M | -3% | 4.9% | 77.1% | 136 | 6.62% | 0.5 |
|
| 3753 |
3753
Sycale Advisors
New York
| $253M | -$27.4M | -10% | 6.8% | 31.5% | 28 | 32.14% | 1.1 |
|
| 3754 |
3754
RPD Fund Management
New York
| $253M | -$25.2M | -9% | 14.5% | – | 7 | 14.29% | 0.7 |
|
| 3755 |
HA
3755
Hamel Associates
Chatham,
New Jersey
| $253M | -$877K | -0.3% | 4.67% | 50.6% | 84 | 13.1% | 5 |
|
| 3756 |
HF
3756
Halpern Financial
Ashburn,
Virginia
| $253M | -$3.78M | -1% | 5.93% | 26.3% | 336 | 42.26% | 1.7 |
|
| 3757 |
3757
Ardmore Road Asset Management
New York
| $253M | +$98.2M | +64% | 3.5% | 245% | 36 | 47.22% | 0.3 |
|
| 3758 |
3758
Winmill & Co
Walpole,
New Hampshire
| $253M | -$23.1M | -8% | 6.51% | 146% | 80 | 12.5% | 2 |
|
| 3759 |
3759
Timber Creek Capital Management
Boston,
Massachusetts
| $253M | -$49.8M | -16% | 6.12% | 139% | 141 | 9.22% | 4.8 |
|
| 3760 |
3760
Source Financial Advisors
New York
| $253M | -$2.58M | -1% | 0.91% | 18.5% | 117 | 14.53% | 1.3 |
|
| 3761 |
3761
Long Run Wealth Advisors
Lake Placid,
New York
| $252M | -$5.75M | -2% | 5.31% | 50.5% | 102 | 19.61% | 0.6 |
|
| 3762 |
3762
Ninety One
Cape Town,
South Africa
| $252M | -$30.1M | -11% | 5.05% | 232% | 103 | 31.07% | 2.8 |
|
| 3763 |
3763
Riggs Asset Management
Dallas,
Pennsylvania
| $252M | +$9.9M | +4% | 1.92% | 207% | 359 | 20.61% | 2.6 |
|
| 3764 |
3764
OneAscent Financial Services
Birmingham,
Alabama
| $252M | +$31.5M | +14% | 5.05% | 63.8% | 249 | 32.93% | 0.5 |
|
| 3765 |
3765
NVWM LLC
Yardley,
Pennsylvania
| $252M | -$5.44M | -2% | 2.38% | 119% | 528 | 17.99% | 2.4 |
|
| 3766 |
3766
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $252M | -$24.9M | -9% | 5.09% | 70.2% | 259 | 17.37% | 3.1 |
|
| 3767 |
3767
Essex Savings Bank
Essex,
Connecticut
| $252M | -$10M | -4% | 3.53% | 95.2% | 225 | 14.22% | 2.8 |
|
| 3768 |
3768
Claro Advisors
Boston,
Massachusetts
| $252M | $0 | 0% | 5.49% | 85.5% | 280 | 1.43% | 2.2 |
|
| 3769 |
3769
Old Port Advisors
Portland,
Maine
| $251M | -$7.07M | -3% | 6.69% | 114% | 225 | 7.56% | 3 |
|
| 3770 |
3770
Advisors Management Group
La Crosse,
Wisconsin
| $251M | -$33.9M | -12% | 8.74% | 125% | 148 | 10.14% | 3.5 |
|
| 3771 |
3771
Centric Wealth Management
Chicago,
Illinois
| $251M | -$21.2M | -8% | 5.89% | 44.4% | 144 | 31.94% | 1.8 |
|
| 3772 |
3772
Summit Wealth & Retirement Planning
San Ramon,
California
| $251M | -$9.27M | -4% | 4.35% | 67.6% | 118 | 14.41% | 1.8 |
|
| 3773 |
3773
Packer & Co
Cottesloe,
Australia
| $251M | +$15.8M | +7% | 2.96% | – | 3 | 33.33% | 2.8 |
|
| 3774 |
3774
Cumberland Advisors
Sarasota,
Florida
| $251M | -$49.9M | -17% | 5.44% | 73.5% | 57 | 8.77% | 3.4 |
|
| 3775 |
3775
Virtus ETF Advisers
New York
| $251M | -$19M | -7% | 2.98% | 177% | 477 | 17.61% | 1.8 |
|