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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Hedeker Wealth
Lincolnshire,
Illinois
| $281M | +$13.8M | +5% | 5.09% | 161% | 101 | 17.82% | 2.6 |
|
| 3802 |
3802
First Reserve GP XIII
Stamford,
Connecticut
| $281M | -$14.2M | -5% | 4.81% | 5.56% | 1 | 0% | 0.5 |
|
| 3803 |
3803
Harrell Investment Partners
Austin,
Texas
| $281M | +$26.7M | +10% | 7.94% | 121% | 94 | 1.06% | 2.4 |
|
| 3804 |
3804
Strategic Equity Management
Tucson,
Arizona
| $281M | +$20.3M | +8% | 4.3% | 74.9% | 47 | 36.17% | 0.9 |
|
| 3805 |
3805
Regatta Capital Group
El Segundo,
California
| $281M | -$56 | -0% | 8.03% | 78.1% | 174 | 0% | 1.1 |
|
| 3806 |
SPC
3806
Stony Point Capital
New York
| $281M | -$1.4M | -0.5% | 14.6% | 208% | 38 | 31.58% | 0.9 |
|
| 3807 |
3807
GR Financial Group
Tucson,
Arizona
| $281M | -$17.3M | -6% | 6.33% | 75.4% | 12 | 8.33% | 0.2 |
|
| 3808 |
H2CM
3808
H/2 Credit Manager
Stamford,
Connecticut
| $281M | +$55.9M | +25% | 1.94% | 97.4% | 13 | 7.69% | 1.5 |
|
| 3809 |
3809
Thrive Capital Management (New York)
New York
| $281M | +$60M | +27% | 43.9% | 205% | 9 | 55.56% | 1.4 |
|
| 3810 |
3810
SailingStone Capital Partners
Houston,
Texas
| $281M | -$18.5M | -6% | 3.07% | 152% | 33 | 66.67% | 2.8 |
|
| 3811 |
3811
Broadleaf Partners
Hudson,
Ohio
| $280M | +$26.9M | +11% | 8.21% | 180% | 74 | 5.41% | 3.3 |
|
| 3812 |
3812
Waypoint Wealth Partners
Mill Valley,
California
| $280M | +$26M | +10% | 8.13% | 52.1% | 74 | 20.27% | 1.3 |
|
| 3813 |
3813
AH Equity Partners LSV I
Menlo Park,
California
| $280M | +$83.9M | +43% | 55.2% | – | 3 | 0% | 1.3 |
|
| 3814 |
3814
Timber Creek Capital Management
Boston,
Massachusetts
| $280M | +$16M | +6% | 8.36% | 139% | 135 | 7.41% | 5.4 |
|
| 3815 |
3815
Steginsky Capital
Port Washington,
New York
| $280M | +$9.43M | +3% | 8.15% | 99.4% | 7 | 0% | 6.1 |
|
| 3816 |
LIC
3816
Laurus Investment Counsel
Toronto,
Canada
| $280M | +$10.9M | +4% | 12.3% | 14.1% | 50 | 22% | 3 |
|
| 3817 |
3817
Optas LLC
Austin,
Texas
| $280M | +$37.8M | +16% | 10.4% | 118% | 169 | 17.75% | 2 |
|
| 3818 |
3818
Castle Rock Wealth Management
Walnut Creek,
California
| $280M | +$56.2M | +25% | 4.52% | 115% | 234 | 15.38% | 1.8 |
|
| 3819 |
3819
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $280M | +$6.88M | +3% | 4.94% | 83.6% | 184 | 2.17% | 5.4 |
|
| 3820 |
3820
Diversified
Wilmington,
Delaware
| $279M | +$24.9M | +10% | 8.46% | 34.4% | 162 | 14.81% | 1.3 |
|
| 3821 |
3821
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $279M | +$11.3M | +4% | 4.02% | 64.1% | 201 | 6.97% | 4.6 |
|
| 3822 |
3822
Elevated Capital Advisors
Sandy,
Utah
| $279M | +$17M | +6% | 4.75% | 50.2% | 171 | 10.53% | 2 |
|
| 3823 |
3823
Athyrium Capital Management
New York
| $279M | +$41.2M | +17% | 45.4% | 25.1% | 10 | 20% | 1.3 |
|
| 3824 |
3824
Manchester Global Management
London,
United Kingdom
| $279M | +$32.1M | +13% | 17.1% | 156% | 23 | 26.09% | 0.2 |
|
| 3825 |
3825
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $279M | +$21.3M | +8% | 7.29% | 63.5% | 197 | 24.87% | 1.3 |
|