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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $442M | +$32.9M | +8% | 2.02% | – | 170 | 21.18% | 1.2 |
|
| 3927 |
DTL
3927
Dynamic Technology Lab
Singapore
| $441M | -$149M | -25% | 0.73% | 30.8% | 1,147 | 71.49% | 0.3 |
|
| 3928 |
3928
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| $441M | +$30M | +7% | 2.2% | 62.3% | 134 | 9.7% | 4.9 |
|
| 3929 |
3929
MIC Capital Management (UK)
London,
United Kingdom
| $441M | -$59.1M | -12% | 2.37% | 67.2% | 13 | 0% | 2.7 |
|
| 3930 |
3930
First Reserve GP XIII
Stamford,
Connecticut
| $441M | -$27.2M | -6% | 5.58% | 5.56% | 2 | 0% | 1.4 |
|
| 3931 |
3931
Aikya Investment Management
London,
United Kingdom
| $441M | +$83.7M | +23% | 15.7% | 11.1% | 4 | 0% | 1.7 |
|
| 3932 |
3932
Shulman DeMeo Asset Management
Lake Success,
New York
| $441M | +$5.98M | +1% | 2.38% | 79.3% | 123 | 5.69% | 3.6 |
|
| 3933 |
PBF
3933
Petix & Botte Financial
La Mesa,
California
| $441M | +$7.41M | +2% | 1.21% | 47.5% | 139 | 6.47% | 3.5 |
|
| 3934 |
3934
Parisi Gray Wealth Management
Mendham,
New Jersey
| $440M | +$56.2M | +15% | 2.63% | 137% | 138 | 12.32% | 3.9 |
|
| 3935 |
3935
Boston Research & Management
Manchester,
Massachusetts
| $440M | -$17.6M | -4% | 2.68% | 53.2% | 125 | 7.2% | 8.4 |
|
| 3936 |
3936
Mason & Associates (Virginia)
Newport News,
Virginia
| $440M | +$41.6M | +10% | 1% | – | 43 | 13.95% | 1.3 |
|
| 3937 |
3937
Astoria Portfolio Advisors
New York
| $440M | +$58.8M | +15% | 2.76% | 75.4% | 336 | 34.23% | 1.6 |
|
| 3938 |
3938
Whitener Capital Management
Rocky Mount,
North Carolina
| $439M | +$21.7M | +5% | 5.1% | 113% | 172 | 5.81% | 4.8 |
|
| 3939 |
3939
Integris Wealth Management
Monterey,
California
| $439M | +$28.4M | +7% | 2.27% | 60.3% | 127 | 10.24% | 2.1 |
|
| 3940 |
MG
3940
MSOP GP
Menlo Park,
California
| $439M | – | – | 24.8% | – | 3 | – | 0 |
|
| 3941 |
CSNH
3941
Crow's Nest Holdings
Richmond,
Virginia
| $439M | -$40.9M | -9% | 3.32% | 103% | 10 | 20% | 2 |
|
| 3942 |
3942
WealthBridge Capital Management
Westerville,
Ohio
| $439M | +$12.8M | +3% | 2.84% | 89.4% | 221 | 9.05% | 4 |
|
| 3943 |
3943
Sagil Capital
London,
United Kingdom
| $439M | +$77.1M | +21% | 20.1% | 104% | 28 | 60.71% | 0.4 |
|
| 3944 |
3944
Tree Line Advisors
Central,
Hong Kong
| $439M | -$109M | -20% | 17.5% | 670% | 6 | 0% | 1 |
|
| 3945 |
3945
Leading Edge Financial Planning
Knoxville,
Tennessee
| $439M | +$40.4M | +10% | 2% | 48.6% | 69 | 13.04% | 2 |
|
| 3946 |
3946
Sector Gamma AS
Oslo,
Norway
| $439M | +$35.4M | +9% | 14.3% | 35.3% | 44 | 25% | 3 |
|
| 3947 |
3947
Millstreet Capital Management
Boston,
Massachusetts
| $439M | +$63.9M | +17% | 16.2% | – | 3 | 33.33% | 1.3 |
|
| 3948 |
3948
BetterWealth
San Jose,
California
| $439M | +$18.5M | +4% | 3.04% | 63.3% | 73 | 9.59% | 2.2 |
|
| 3949 |
3949
Scissortail Wealth Management
Tulsa,
Oklahoma
| $439M | -$20.2M | -4% | 1.41% | 71.9% | 119 | 12.61% | 1.8 |
|
| 3950 |
PAS
3950
PKS Advisory Services
Albany,
New York
| $438M | -$40.2M | -8% | 2.43% | – | 266 | 12.03% | 0.8 |
|