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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
SG Capital Management
Chicago,
Illinois
| $244M | -$48.7M | -17% | 9.17% | 250% | 80 | 75% | 0.3 |
|
| 4227 |
4227
Riposte Capital
New York
| $244M | -$640M | -72% | 14.1% | 370% | 34 | 47.06% | 0.3 |
|
| 4228 |
TA
4228
TrueWealth Advisors
Birmingham,
Alabama
| $244M | +$5.25M | +2% | 2.66% | 60.9% | 197 | 12.69% | 1.6 |
|
| 4229 |
TFA
4229
Triad Financial Advisors
Greensboro,
North Carolina
| $244M | +$13.9M | +6% | 5.07% | – | 100 | 8% | 1.3 |
|
| 4230 |
4230
Landmark Financial Advisors
Bowling Green,
Kentucky
| $244M | +$15.9M | +7% | 2.32% | 11.8% | 92 | 7.61% | 4.4 |
|
| 4231 |
4231
Newlight Partners
New York
| $243M | -$1.24B | -84% | 10.9% | 92.8% | 3 | 33.33% | 2.6 |
|
| 4232 |
4232
RDST Capital
Seattle,
Washington
| $243M | +$60.3M | +33% | 12.5% | 43% | 18 | 16.67% | 1.1 |
|
| 4233 |
4233
Cornell Pochily Investment Advisors
Ithaca,
New York
| $243M | +$9.6M | +4% | 5.69% | 97% | 172 | 6.4% | 4 |
|
| 4234 |
4234
Solidarity Wealth
Lehi,
Utah
| $243M | +$23M | +10% | 7.45% | 85.9% | 97 | 13.4% | 1 |
|
| 4235 |
4235
Stephens Group
Little Rock,
Arkansas
| $243M | -$8.93M | -4% | 0.04% | 45% | 4 | 0% | 1.3 |
|
| 4236 |
4236
Legacy Capital Group California
Los Gatos,
California
| $243M | +$38.3M | +19% | 7.37% | 129% | 301 | 33.89% | 0.2 |
|
| 4237 |
4237
Granger Management
New York
| $243M | +$16.4M | +7% | 8.79% | 69.9% | 25 | 12% | 2.1 |
|
| 4238 |
4238
Clean Yield Group
Norwich,
Vermont
| $243M | +$8.02M | +3% | 0.51% | 65% | 442 | 11.99% | 3.3 |
|
| 4239 |
F1I
4239
Fund 1 Investments
Rincon,
Puerto Rico
| $243M | -$48.5M | -17% | 4.02% | 128% | 90 | 61.11% | 0.2 |
|
| 4240 |
BCH
4240
Berkshire Capital Holdings
San Jose,
California
| $243M | +$19.2M | +9% | 32.5% | 2,748% | 97 | 12.37% | 2.4 |
|
| 4241 |
4241
Crabel Capital Management
Los Angeles,
California
| $242M | +$16.9M | +8% | 8.09% | 13.9% | 130 | 50.77% | 0.4 |
|
| 4242 |
4242
Prosperity Planning
Kansas City,
Missouri
| $242M | +$12.8M | +6% | 2.61% | 43.5% | 90 | 2.22% | 1.6 |
|
| 4243 |
FSA
4243
Financial Services Advisory
Rockville,
Maryland
| $242M | +$89.3M | +59% | 7.05% | 82.5% | 46 | 32.61% | 0.5 |
|
| 4244 |
4244
Mandatum Life Insurance Company
Helsinki,
Finland
| $242M | -$98.2M | -29% | 5.9% | 95.9% | 72 | 6.94% | 4.6 |
|
| 4245 |
4245
Nikulski Financial
Bettendorf,
Iowa
| $242M | +$15.5M | +7% | 7.61% | 95.8% | 134 | 13.43% | 3.3 |
|
| 4246 |
4246
Everhart Financial Group
Dublin,
Ohio
| $242M | +$18.9M | +8% | 9.39% | 123% | 226 | 14.6% | 1.3 |
|
| 4247 |
EE
4247
EWG Elevate
Roseville,
California
| $242M | +$7.41M | +3% | 4.72% | 76% | 109 | 25.69% | 1.5 |
|
| 4248 |
VST
4248
Van Strum & Towne
San Francisco,
California
| $242M | +$7.67M | +3% | 4.28% | 62.2% | 100 | 5% | 5 |
|
| 4249 |
4249
Denver PWM
Denver,
Colorado
| $242M | +$14.3M | +6% | 3.86% | 48.6% | 99 | 6.06% | 2.7 |
|
| 4250 |
4250
Neumann Capital Management
Foster City,
California
| $242M | +$14M | +6% | 6.8% | 89.9% | 94 | 6.38% | 6 |
|