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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Stone Ridge Holdings Group
New York
| $340M | +$248M | +268% | 1.67% | – | 40 | 17.5% | 0.2 |
|
| 4052 |
4052
Globe Life
Mckinney,
Texas
| $340M | -$18.1M | -5% | 3.97% | 67.5% | 2 | 0% | 4.9 |
|
| 4053 |
4053
Astoria Strategic Wealth
Conroe,
Texas
| $340M | +$4.1M | +1% | 0.97% | 46.1% | 33 | 3.03% | 3.7 |
|
| 4054 |
4054
Montis Financial
Waltham,
Massachusetts
| $340M | +$16.3M | +5% | 0.66% | 53.8% | 149 | 12.75% | 1.6 |
|
| 4055 |
4055
Crestview Partners III
New York
| $340M | -$20.7M | -6% | 5.2% | 51.2% | 3 | 0% | 3.9 |
|
| 4056 |
4056
Meridian Investment Counsel
Lafayette,
California
| $340M | +$4.65M | +1% | 0.31% | 116% | 219 | 6.39% | 6.6 |
|
| 4057 |
4057
Horiko Capital Management
New York
| $340M | -$6.64M | -2% | 3.12% | 275% | 22 | 4.55% | 4 |
|
| 4058 |
4058
Monterey Private Wealth
Monterey,
California
| $339M | +$36.2M | +12% | 1.06% | 29.8% | 150 | 14% | 2.9 |
|
| 4059 |
4059
Fonville Wealth Management
Richmond,
Virginia
| $339M | +$36.6M | +12% | 0.64% | 53.9% | 124 | 17.74% | 1 |
|
| 4060 |
4060
Charles-Lim Capital
Central,
Hong Kong
| $339M | -$59.9M | -15% | 9.55% | 4.44% | 8 | 37.5% | 3 |
|
| 4061 |
4061
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $339M | +$1.32M | +0.4% | 1.32% | 207% | 37 | 18.92% | 3.3 |
|
| 4062 |
4062
Aristides Capital
Louisville,
Kentucky
| $339M | -$149M | -31% | 4.4% | 126% | 358 | 54.47% | 1.4 |
|
| 4063 |
4063
AMJ Financial Wealth Management
Leesburg,
Virginia
| $339M | -$22.8M | -6% | 0.97% | 167% | 106 | 41.51% | 1.4 |
|
| 4064 |
4064
MBM Wealth Consultants
Chesterfield,
Missouri
| $338M | +$2.53M | +0.8% | 1.57% | 57.1% | 108 | 6.48% | 3.7 |
|
| 4065 |
4065
US Financial Advisors
Braintree,
Massachusetts
| $338M | +$13.2M | +4% | 1.22% | 12.6% | 97 | 8.25% | 3 |
|
| 4066 |
4066
West Wealth Group
Irvine,
California
| $338M | +$3.16M | +0.9% | 2.74% | 79.8% | 105 | 20% | 1.7 |
|
| 4067 |
4067
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $338M | +$120K | +0% | 0.79% | 74% | 82 | 1.22% | 6.5 |
|
| 4068 |
4068
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| $338M | -$42.8M | -11% | 3.96% | 66.3% | 62 | 12.9% | 3 |
|
| 4069 |
4069
Old Port Advisors
Portland,
Maine
| $338M | -$9.9M | -3% | 1.72% | 114% | 241 | 12.03% | 4.4 |
|
| 4070 |
4070
AllGen Financial Advisors
Orlando,
Florida
| $338M | +$40M | +13% | 1.09% | 39.7% | 44 | 29.55% | 1.8 |
|
| 4071 |
4071
Harrell Investment Partners
Austin,
Texas
| $337M | -$20.7M | -6% | 3.74% | 121% | 101 | 15.84% | 3.2 |
|
| 4072 |
4072
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $337M | -$639K | -0.2% | 3.53% | 80% | 83 | 7.23% | 5 |
|
| 4073 |
AA
4073
Ancient Art
Austin,
Texas
| $337M | -$133M | -28% | 3.56% | 168% | 15 | 26.67% | 3 |
|
| 4074 |
4074
Machina Capital
Paris,
France
| $337M | +$100M | +42% | 1.46% | 42.5% | 397 | 63.98% | 0.4 |
|
| 4075 |
4075
Helix Partners Management
New York
| $337M | -$234M | -41% | 18.8% | – | 19 | 36.84% | 0.3 |
|