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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
D.B. Root & Company
Pittsburgh,
Pennsylvania
| $394M | +$55.3M | +16% | 5.89% | 57.3% | 203 | 16.75% | 3.9 |
|
| 4102 |
4102
Martin Investment Management
Palm Beach Gardens,
Florida
| $394M | +$3.42M | +0.9% | 4.05% | 44% | 52 | 7.69% | 5.1 |
|
| 4103 |
WA
4103
WP Advisors
San Francisco,
California
| $393M | +$29.3M | +8% | 9.78% | 113% | 123 | 7.32% | 4.2 |
|
| 4104 |
NAH
4104
Neumann Advisory (HK)
Central,
Hong Kong
| $393M | +$113M | +40% | 37.3% | 77.3% | 9 | 11.11% | 4.5 |
|
| 4105 |
4105
Farringdon Capital
London,
United Kingdom
| $393M | +$95.7M | +32% | 3.94% | – | 685 | 75.77% | 0.1 |
|
| 4106 |
4106
Weaver Consulting Group
Huntington Beach,
California
| $393M | +$31.5M | +9% | 6.18% | 56.4% | 271 | 11.81% | 3.2 |
|
| 4107 |
WIM
4107
WIM Investment Management
Hong Kong
| $393M | +$92.1M | +31% | 19.9% | – | 23 | 43.48% | 0.5 |
|
| 4108 |
SSI
4108
Scott & Selber Inc
Houston,
Texas
| $393M | +$33.8M | +9% | 11% | 202% | 96 | 7.29% | 5 |
|
| 4109 |
4109
Legacy Capital Group California
Los Gatos,
California
| $393M | +$31.6M | +9% | 10.2% | 129% | 357 | 16.53% | 1.4 |
|
| 4110 |
4110
Aspen Capital Management
Boise,
Idaho
| $392M | +$35.5M | +10% | 5.61% | – | 82 | 13.41% | 0.4 |
|
| 4111 |
4111
Pacific Center for Financial Services
San Ramon,
California
| $392M | +$23.5M | +6% | 6.14% | 60.1% | 480 | 4.17% | 5.3 |
|
| 4112 |
4112
Charles-Lim Capital
Central,
Hong Kong
| $392M | -$9.14M | -2% | 4.45% | 4.44% | 9 | 44.44% | 3.2 |
|
| 4113 |
4113
Birinyi Associates
Westport,
Connecticut
| $392M | +$49.7M | +15% | 13.2% | 133% | 59 | 10.17% | 6.9 |
|
| 4114 |
4114
WBI Investments
Red Bank,
New Jersey
| $391M | +$5.85M | +2% | 10.6% | 97.3% | 381 | 51.71% | 0.8 |
|
| 4115 |
4115
Diadema Partners
Morristown,
New Jersey
| $391M | +$62.8M | +19% | 47.7% | – | 170 | 67.65% | 0.2 |
|
| 4116 |
4116
Mezzasalma Advisors
Tinton Falls,
New Jersey
| $391M | +$57.6M | +17% | 15% | 203% | 160 | 9.38% | 1.6 |
|
| 4117 |
4117
RIA Advisory Group
Des Moines,
Iowa
| $390M | +$50M | +15% | 12.1% | – | 160 | 23.75% | 1.1 |
|
| 4118 |
4118
Brown, Lisle/Cummings
Providence,
Rhode Island
| $390M | +$13.9M | +4% | 6.52% | 82.3% | 785 | 4.84% | 2.4 |
|
| 4119 |
4119
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $390M | +$39.1M | +11% | 11% | 60.3% | 44 | 13.64% | 2 |
|
| 4120 |
RA
4120
Resolute Advisors
San Francisco,
California
| $389M | -$13.1M | -3% | 31.8% | 36.7% | 78 | 11.54% | 2.3 |
|
| 4121 |
4121
Trustees of Dartmouth College
Hanover,
New Hampshire
| $389M | +$32.5M | +9% | 5.52% | 52.5% | 8 | 12.5% | 1.8 |
|
| 4122 |
RC
4122
Reik & Co
New York
| $389M | -$11.3M | -3% | 0.73% | 47.2% | 57 | 3.51% | 8.2 |
|
| 4123 |
4123
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| $389M | +$24.6M | +7% | 7.17% | 84.4% | 561 | 12.12% | 1.4 |
|
| 4124 |
4124
Whitcomb & Hess
Ashland,
Ohio
| $389M | +$34.3M | +10% | 8.4% | 54% | 58 | 8.62% | 2.8 |
|
| 4125 |
4125
Global Wealth Strategies & Associates
Denver,
Colorado
| $389M | +$39.5M | +11% | 7.15% | 68.7% | 498 | 27.11% | 1.5 |
|