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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Juniper Capital Advisors
Houston,
Texas
| $352M | -$15.2M | -4% | 4.13% | – | 1 | 0% | 0.5 |
|
| 3827 |
3827
Donoghue Forlines
Boston,
Massachusetts
| $352M | +$899K | +0.3% | 1.39% | 199% | 271 | 38.38% | 1.2 |
|
| 3828 |
SC
3828
Stephens Consulting
Flint,
Michigan
| $352M | +$26M | +8% | 0.55% | 50.1% | 666 | 31.38% | 1.6 |
|
| 3829 |
3829
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $352M | +$72.6M | +26% | 2.35% | 85% | 996 | 10.44% | 0.6 |
|
| 3830 |
3830
Horiko Capital Management
New York
| $352M | +$24.6M | +8% | 6.46% | 275% | 21 | 0% | 3.6 |
|
| 3831 |
3831
Trinity Legacy Partners
Houston,
Texas
| $352M | +$10.2M | +3% | 2.07% | 63.3% | 108 | 11.11% | 2.5 |
|
| 3832 |
HPC
3832
Hobart Private Capital
Charlotte,
North Carolina
| $351M | +$23.4M | +7% | 1.66% | 60% | 77 | 18.18% | 1 |
|
| 3833 |
3833
JFG Wealth Management
Denver,
Colorado
| $351M | -$21.7M | -6% | 1.72% | 65.2% | 77 | 48.05% | 1.5 |
|
| 3834 |
VCM
3834
Vivaldi Capital Management
Chicago,
Illinois
| $351M | +$8.31M | +2% | 2.84% | 69.2% | 231 | 5.63% | 3.3 |
|
| 3835 |
3835
LTS One Management
New York
| $351M | -$84.5M | -19% | 1.73% | 67.9% | 20 | 50% | 0.7 |
|
| 3836 |
3836
Wealth Dimensions Group
Cincinnati,
Ohio
| $351M | +$12.2M | +4% | 1.96% | 57.1% | 147 | 7.48% | 2.8 |
|
| 3837 |
3837
Alliance Wealth Management Group
Flemington,
New Jersey
| $350M | +$9.6M | +3% | 1.17% | – | 84 | 7.14% | 4.8 |
|
| 3838 |
SEP
3838
Southland Equity Partners
Wildwood,
Missouri
| $350M | -$5.99M | -2% | 3.01% | 66.1% | 234 | 18.8% | 2.2 |
|
| 3839 |
3839
Boyd Watterson Asset Management
Cleveland,
Ohio
| $350M | +$71.2M | +26% | 3.04% | 101% | 461 | 8.89% | 2.9 |
|
| 3840 |
3840
Rothschild Capital Partners
New York
| $350M | +$5.86M | +2% | 6.45% | 90.8% | 48 | 10.42% | 3.5 |
|
| 3841 |
3841
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $350M | -$27.5M | -7% | 14.6% | 105% | 19 | 31.58% | 2 |
|
| 3842 |
CPH
3842
C Partners Holding
Zurich,
Switzerland
| $350M | +$7M | +2% | 4.04% | 25.6% | 15 | 20% | 4.5 |
|
| 3843 |
3843
Winch Advisory Services
Appleton,
Wisconsin
| $350M | +$22.3M | +7% | 6.89% | 80.8% | 478 | 9.41% | 4.8 |
|
| 3844 |
3844
Mount Lucas Management
Newtown,
Pennsylvania
| $350M | -$16.4M | -4% | 0.49% | 109% | 190 | 42.11% | 0.7 |
|
| 3845 |
3845
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $349M | -$100M | -22% | 0.13% | 26.4% | 2 | 50% | 4.8 |
|
| 3846 |
3846
Enstar Group
Hamilton,
Bermuda
| $349M | -$22.6M | -6% | 0.46% | 29.5% | 7 | 0% | 3.4 |
|
| 3847 |
3847
MSA Advisors
Santa Monica,
California
| $349M | +$14.8M | +4% | 3.54% | – | 27 | 14.81% | 0.4 |
|
| 3848 |
3848
Cornerstone Planning Group
Fairfield,
New Jersey
| $349M | +$27.3M | +8% | 0.94% | 60% | 1,365 | 26.37% | 0.9 |
|
| 3849 |
3849
Solus Alternative Asset Management
Summit,
New Jersey
| $349M | +$19.9M | +6% | 7.52% | 79.3% | 10 | 0% | 2.4 |
|
| 3850 |
3850
Sycale Advisors
New York
| $349M | -$9.7M | -3% | 0.1% | 31.5% | 21 | 19.05% | 1 |
|