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
Reverence Capital Partners
New York
| $381M | -$36.7M | -9% | 8.78% | 5.38% | 1 | 0% | 1.3 |
|
| 4002 |
4002
Rothschild Capital Partners
New York
| $381M | -$1.06M | -0.3% | 9.47% | 90.8% | 98 | 14.29% | 2.4 |
|
| 4003 |
4003
McLean Asset Management
Tysons,
Virginia
| $381M | +$78.2M | +26% | 8.46% | 64.3% | 166 | 13.25% | 2.9 |
|
| 4004 |
4004
Prentice Wealth Management
Rochester,
New York
| $381M | +$34.2M | +10% | 6.6% | 47.8% | 117 | 14.53% | 2.5 |
|
| 4005 |
4005
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $381M | +$47.8M | +14% | 20.6% | 115% | 37 | 0% | 8.2 |
|
| 4006 |
4006
Mandatum Life Insurance Company
Helsinki,
Finland
| $380M | +$54.2M | +17% | 13.4% | 95.9% | 82 | 9.76% | 5.3 |
|
| 4007 |
4007
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $380M | +$58.4M | +18% | 13.3% | 130% | 161 | 11.18% | 3.6 |
|
| 4008 |
4008
Three Bridge Wealth Advisors
Los Altos,
California
| $380M | +$92.1M | +32% | 21.5% | 169% | 123 | 31.71% | 1.8 |
|
| 4009 |
4009
Arjuna Capital
Durham,
North Carolina
| $379M | +$18.1M | +5% | 9.56% | 105% | 123 | 13.01% | 2.4 |
|
| 4010 |
4010
von Borstel & Associates
The Dalles,
Oregon
| $379M | +$44.7M | +13% | 7.84% | – | 148 | 72.97% | 0.7 |
|
| 4011 |
WC
4011
Weil Company
San Diego,
California
| $379M | +$44.1M | +13% | 6.6% | 71.7% | 120 | 18.33% | 3.4 |
|
| 4012 |
4012
Farmers National Bank
Danville,
Kentucky
| $379M | +$24.6M | +7% | 7.99% | – | 169 | 1.78% | 6.4 |
|
| 4013 |
4013
Heirloom Wealth Management
Greenwood Village,
Colorado
| $379M | +$30M | +9% | 11.6% | 81.8% | 45 | 11.11% | 2.3 |
|
| 4014 |
4014
SailingStone Capital Partners
Houston,
Texas
| $378M | +$109M | +40% | 52.3% | 152% | 16 | 25% | 2.8 |
|
| 4015 |
4015
Hel Ved Capital Management
Central,
Hong Kong
| $378M | +$102M | +37% | 27.5% | 1,351% | 102 | 68.63% | 0.3 |
|
| 4016 |
4016
Wealthspring Capital
West Harrison,
New York
| $378M | +$313M | +483% | 3.98% | 24.1% | 167 | 59.88% | 0.4 |
|
| 4017 |
4017
Kendall Capital Management
Rockville,
Maryland
| $378M | +$37.8M | +11% | 11.1% | 130% | 240 | 15.42% | 3.3 |
|
| 4018 |
VC
4018
Vision Capital
Toronto,
Ontario, Canada
| $378M | -$59.1M | -14% | 4.67% | 19.8% | 18 | 33.33% | 0.7 |
|
| 4019 |
4019
High Net Worth Advisory Group
Naples,
Florida
| $378M | +$23.4M | +7% | 7.6% | 75.7% | 229 | 6.99% | 2.6 |
|
| 4020 |
4020
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| $378M | +$48.9M | +15% | 10.1% | 62.6% | 179 | 36.87% | 1.1 |
|
| 4021 |
4021
Whitener Capital Management
Rocky Mount,
North Carolina
| $378M | +$24.2M | +7% | 10.2% | 113% | 158 | 4.43% | 4.7 |
|
| 4022 |
4022
Evergreen Advisors
Chattanooga,
Tennessee
| $377M | +$17.2M | +5% | 5.99% | – | 22 | 22.73% | 3.3 |
|
| 4023 |
4023
Bridgefront Capital
Austin,
Texas
| $377M | +$31.1M | +9% | 9.81% | 52.1% | 906 | 71.08% | 0.2 |
|
| 4024 |
NTIC
4024
Napean Trading & Investment Company
Singapore
| $377M | +$34.3M | +10% | 49.3% | – | 38 | 18.42% | 1 |
|
| 4025 |
4025
Landmark Investment Partners
West Palm Beach,
Florida
| $377M | -$3.26M | -0.9% | 0.44% | – | 84 | 72.62% | 0.1 |
|