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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Muhlenkamp & Co
Wexford,
Pennsylvania
| $224M | +$10.4M | +5% | 0.94% | 107% | 29 | 10.34% | 3.8 |
|
| 4002 |
4002
Grant Street Asset Management
Canonsburg,
Pennsylvania
| $224M | +$31.1M | +16% | 3.95% | 47.2% | 60 | 20% | 1.4 |
|
| 4003 |
4003
Fairhaven Wealth Management
Oak Brook,
Illinois
| $224M | +$10.7M | +5% | 5.08% | – | 121 | 14.05% | 2.4 |
|
| 4004 |
4004
Platte River Wealth Advisors
Louisville,
Colorado
| $224M | -$7.3M | -3% | 5.04% | 28.6% | 88 | 7.95% | 2.3 |
|
| 4005 |
NME
4005
Notis-McConarty Edward
| $224M | -$16.4M | -7% | 3.88% | 91.2% | 99 | 3.03% | 6.6 |
|
| 4006 |
4006
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $224M | $0 | 0% | 6.27% | 34.2% | 54 | 0% | 3.6 |
|
| 4007 |
4007
Sovereign Investment Advisors
Phoenix,
Arizona
| $223M | -$7.37M | -3% | 2.89% | 43.7% | 32 | 0% | 2.2 |
|
| 4008 |
4008
Keating Investment Counselors
Delray Beach,
Florida
| $223M | -$13.7M | -6% | 8.08% | 50% | 60 | 6.67% | 6.2 |
|
| 4009 |
4009
Outlook Wealth Advisors
Shenandoah,
Texas
| $223M | -$21.4M | -9% | 4.33% | 70% | 202 | 17.82% | 2 |
|
| 4010 |
4010
Western Asset Management Company
Pasadena,
California
| $223M | -$10.3M | -4% | 1.53% | 2.29% | 25 | 12% | 1.5 |
|
| 4011 |
4011
Algebris (UK)
London,
United Kingdom
| $223M | -$65.7M | -23% | 3.72% | 24.5% | 47 | 59.57% | 0.6 |
|
| 4012 |
4012
Oxbow Capital Management (HK)
Hong Kong
| $222M | -$6.92M | -3% | 3.85% | 2,244% | 9 | 22.22% | 0.3 |
|
| 4013 |
4013
Stonepine Capital Management
Bend,
Oregon
| $222M | +$7.51M | +3% | 4.14% | 231% | 26 | 30.77% | 1.4 |
|
| 4014 |
4014
TMD Wealth Management
Scottsdale,
Arizona
| $222M | -$16.4M | -7% | 6.19% | 2.41% | 44 | 13.64% | 1.3 |
|
| 4015 |
4015
Ameraudi Asset Management
New York
| $222M | -$19.7M | -8% | 5.8% | 47.1% | 58 | 18.97% | 1.5 |
|
| 4016 |
4016
Navalign LLC
Encino,
California
| $222M | -$6.71M | -3% | 5.09% | 50.7% | 127 | 9.45% | 1.3 |
|
| 4017 |
4017
SimplyRich
Carlsbad,
California
| $222M | -$18.8M | -8% | 5.83% | 98.3% | 167 | 13.17% | 2.8 |
|
| 4018 |
4018
Whitcomb & Hess
Ashland,
Ohio
| $222M | -$8.96M | -4% | 5.52% | 54% | 37 | 16.22% | 1 |
|
| 4019 |
UID
4019
Union Investments & Development
Tel Aviv,
Israel
| $222M | -$2.37M | -1% | 6.51% | 17% | 60 | 8.33% | 0.6 |
|
| 4020 |
4020
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $222M | +$9.34M | +4% | 6.04% | 65.6% | 88 | 18.18% | 0.5 |
|
| 4021 |
IAA
4021
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $222M | -$42.7M | -16% | 0.67% | 49.3% | 101 | 18.81% | 2.6 |
|
| 4022 |
4022
Alpha Square Group S
New York
| $222M | -$15.1M | -6% | 0.1% | 53.8% | 60 | 46.67% | 0.4 |
|
| 4023 |
4023
Bard Associates
Chicago,
Illinois
| $222M | -$11.9M | -5% | 3.85% | 241% | 193 | 8.81% | 4.4 |
|
| 4024 |
EVM
4024
Evelyn V. Moreno
| $221M | -$207M | -48% | 4.63% | 39.4% | 164 | 17.07% | 2.5 |
|
| 4025 |
4025
Continental Grain Company
New York
| $221M | -$20.8M | -9% | 9.62% | 5.73% | 4 | 0% | 1.8 |
|