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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Collective Family Office
York,
Pennsylvania
| $417M | +$27.1M | +7% | 5.9% | 52.5% | 164 | 6.1% | 3.3 |
|
| 3952 |
DI
3952
DKRT Investments
Toronto,
| $416M | +$4.31M | +1% | 4.79% | – | 47 | 12.77% | 0.2 |
|
| 3953 |
3953
Coleford Investment Management
Toronto, Ontario,
Canada
| $416M | +$29.2M | +8% | 9.08% | – | 22 | 9.09% | 0.7 |
|
| 3954 |
3954
American Investment Services
Great Barrington,
Massachusetts
| $416M | +$24.4M | +6% | 7.31% | 63.1% | 137 | 5.11% | 6.1 |
|
| 3955 |
3955
Standard General
New York
| $416M | +$32M | +8% | 16% | 259% | 3 | 0% | 7.1 |
|
| 3956 |
AA
3956
Ancient Art
Austin,
Texas
| $416M | +$106M | +34% | 37.6% | 168% | 17 | 41.18% | 3 |
|
| 3957 |
3957
III Capital Management
Boca Raton,
Florida
| $416M | -$142M | -25% | 8.09% | 28.7% | 64 | 48.44% | 0.7 |
|
| 3958 |
3958
West Michigan Advisors
Holland,
Michigan
| $416M | +$61.5M | +17% | 12.9% | 86.6% | 292 | 30.82% | 1.7 |
|
| 3959 |
3959
High Net Worth Advisory Group
Naples,
Florida
| $416M | +$37.9M | +10% | 7.6% | 75.7% | 243 | 9.88% | 2.7 |
|
| 3960 |
NI
3960
Naria Inc
Nassau,
Bahamas
| $416M | -$8.02M | -2% | 1.89% | – | 1 | 0% | 0.8 |
|
| 3961 |
3961
Reverence Capital Partners
New York
| $416M | +$34.2M | +9% | 8.96% | 5.38% | 1 | 0% | 1.5 |
|
| 3962 |
WC
3962
Weil Company
San Diego,
California
| $416M | +$36.3M | +10% | 6.93% | 71.7% | 118 | 5.08% | 3.6 |
|
| 3963 |
3963
Compton Financial Group
Towson,
Maryland
| $415M | +$30.8M | +8% | 5.25% | 37.7% | 53 | 11.32% | 2.4 |
|
| 3964 |
3964
EdenTree Asset Management
London,
United Kingdom
| $415M | +$54.4M | +15% | 7.03% | 50.2% | 64 | 6.25% | 1.9 |
|
| 3965 |
3965
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| $415M | +$32.1M | +8% | 7.52% | 83.4% | 75 | 13.33% | 3.4 |
|
| 3966 |
3966
Guidance Point Advisors
Wellesley,
Massachusetts
| $415M | +$25.4M | +7% | 6.93% | 71.8% | 98 | 12.24% | 3.6 |
|
| 3967 |
3967
DeDora Capital
Napa,
California
| $414M | +$31.2M | +8% | 10.1% | 91.2% | 115 | 2.61% | 3.4 |
|
| 3968 |
3968
InceptionR
Lafayette,
California
| $414M | -$18.1M | -4% | 9.7% | 62.9% | 982 | 70.47% | 0.2 |
|
| 3969 |
3969
Heirloom Wealth Management
Greenwood Village,
Colorado
| $414M | +$35.1M | +9% | 6.69% | 81.8% | 46 | 13.04% | 2.4 |
|
| 3970 |
3970
Timber Creek Capital Management
Boston,
Massachusetts
| $414M | +$21.2M | +5% | 7.66% | 139% | 84 | 3.57% | 5.7 |
|
| 3971 |
3971
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| $414M | -$69.2M | -14% | 2.18% | – | 36 | 50% | 0.5 |
|
| 3972 |
SWG
3972
Summit Wealth Group
White River Junction,
Vermont
| $414M | +$24.1M | +6% | 5.92% | 53% | 114 | 5.26% | 1.8 |
|
| 3973 |
3973
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $414M | +$54M | +15% | 14.8% | 116% | 16 | 6.25% | 8.2 |
|
| 3974 |
3974
Winthrop Capital Management
Carmel,
Indiana
| $413M | +$17.8M | +5% | 6.3% | – | 368 | 12.77% | 1 |
|
| 3975 |
3975
Seven Springs Wealth Group
Brentwood,
Tennessee
| $413M | +$9.5M | +2% | 7.15% | 59.2% | 87 | 8.05% | 3.3 |
|