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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Alibaba Group
Causeway Bay,
Hong Kong
| $509M | -$143M | -22% | 21.9% | 2.06% | 2 | 0% | 8.1 |
|
| 3852 |
3852
Aries Wealth Management
Portland,
Maine
| $509M | +$54.5M | +12% | 12.2% | 87.7% | 246 | 6.5% | 3.1 |
|
| 3853 |
3853
Financial Sense Advisors
San Diego,
California
| $508M | +$15.7M | +3% | 1.54% | 152% | 165 | 30.91% | 2 |
|
| 3854 |
3854
Renaissance Investment Group
Lenox,
Massachusetts
| $508M | +$42.9M | +9% | 16.6% | 110% | 88 | 12.5% | 7.2 |
|
| 3855 |
3855
Hourglass Capital
Houston,
Texas
| $508M | +$27.9M | +6% | 8.85% | 94.4% | 134 | 8.21% | 4.5 |
|
| 3856 |
3856
55 North Private Wealth
Winter Park,
Florida
| $508M | +$118M | +30% | 12.7% | – | 326 | 42.33% | 0.3 |
|
| 3857 |
3857
McRae Capital Management
Morristown,
New Jersey
| $508M | +$26M | +5% | 11.6% | 78.2% | 116 | 11.21% | 6.1 |
|
| 3858 |
3858
Beacon Financial Advisory
Cleveland,
Ohio
| $508M | +$65.1M | +15% | 15.2% | 76.8% | 434 | 11.29% | 2.6 |
|
| 3859 |
3859
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $508M | +$36.6M | +8% | 12.8% | 70.2% | 289 | 15.22% | 4.3 |
|
| 3860 |
3860
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $508M | +$71.7M | +16% | 11.3% | 62.3% | 129 | 4.65% | 5.3 |
|
| 3861 |
3861
Old Port Advisors
Portland,
Maine
| $508M | +$73.2M | +17% | 26.9% | 114% | 273 | 14.65% | 4.3 |
|
| 3862 |
3862
Liberty Street Advisors
New York
| $507M | +$466M | +1,124% | 2.43% | – | 6 | 66.67% | 0.2 |
|
| 3863 |
3863
HGC Investment Management
Toronto,
Ontario, Canada
| $507M | +$55.2M | +12% | 1.19% | 33.2% | 217 | 38.25% | 0.5 |
|
| 3864 |
3864
Lightrock Netherlands
Utrecht,
Netherlands
| $506M | +$38.4M | +8% | 15.3% | – | 40 | 15% | 1.3 |
|
| 3865 |
3865
Ulysses Management
New York
| $506M | -$296M | -37% | 18.1% | 51.8% | 52 | 51.92% | 2 |
|
| 3866 |
3866
Herold Advisors
New York
| $506M | +$50.6M | +11% | 12.5% | 90.2% | 281 | 9.25% | 3.1 |
|
| 3867 |
KC
3867
Keenan Capital
Burlingame,
California
| $506M | +$31.9M | +7% | 11.3% | 110% | 12 | 33.33% | 3 |
|
| 3868 |
3868
Rialto Wealth Management
Syracuse,
New York
| $505M | +$60M | +13% | 10.7% | – | 2,018 | 18.43% | 1 |
|
| 3869 |
3869
one8zero8 LLC
Greensboro,
North Carolina
| $505M | +$56M | +12% | 17.9% | – | 282 | 13.48% | 1.2 |
|
| 3870 |
3870
Eldridge Investment Advisors
Manchester,
New Hampshire
| $505M | +$48.7M | +11% | 11.8% | 50.9% | 169 | 12.43% | 4.2 |
|
| 3871 |
3871
Builder Investment Group
Atlanta,
Georgia
| $505M | +$43.8M | +9% | 10.2% | 169% | 112 | 13.39% | 2.7 |
|
| 3872 |
3872
Abound Wealth Management
Franklin,
Tennessee
| $504M | +$63.8M | +14% | 13.9% | 65.7% | 1,599 | 22.08% | 2.4 |
|
| 3873 |
3873
JPL Wealth Management
Highlands Ranch,
Colorado
| $504M | +$69.1M | +16% | 15.2% | – | 1,996 | 28.06% | 0.3 |
|
| 3874 |
3874
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $504M | +$63.1M | +14% | 15% | 83.6% | 221 | 10.41% | 6.4 |
|
| 3875 |
DI
3875
DDFG Inc
Thousand Oaks,
California
| $504M | +$39.6M | +9% | 9.12% | 56.3% | 94 | 10.64% | 2.5 |
|