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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4251 |
AI
4251
ArchPoint Investors
Coral Gables,
Florida
| $304M | -$309K | -0.1% | 6.14% | 98.2% | 71 | 8.45% |
|
| 4252 |
WPW
4252
Warther Private Wealth
Akron,
Ohio
| $304M | +$6.84M | +2% | 0.78% | 88.4% | 90 | 34.44% |
|
| 4253 |
TCMG
4253
TSP Capital Management Group
Summit,
New Jersey
| $304M | +$9.47M | +3% | 8.3% | 178% | 47 | 2.13% |
|
| 4254 |
PC
4254
Prevatt Capital
Nassau,
Bahamas
| $304M | -$43.4M | -12% | 5.04% | – | 14 | 21.43% |
|
| 4255 |
OAJ
4255
Ogorek Anthony Joseph
Williamsville,
New York
| $304M | -$10.5M | -3% | 2.15% | 50.5% | 695 | 58.13% |
|
| 4256 |
T
4256
TrueFG
Cedar Park,
Texas
| $304M | -$2.38M | -0.8% | 1.08% | 51.4% | 55 | 12.73% |
|
| 4257 |
APC
4257
Aristotle Pacific Capital
Newport Beach,
California
| $304M | -$15.5M | -5% | 1.01% | 1.3% | 6 | 0% |
|
| 4258 |
VG
4258
Visualize Group
New York
| $304M | +$146M | +92% | 9.93% | – | 16 | 37.5% |
|
| 4259 |
FP
4259
Fiduciary Planning
Englewood,
Florida
| $304M | -$4.47M | -1% | 2.7% | 65.5% | 77 | 5.19% |
|
| 4260 |
CSB
4260
City State Bank
Norwalk,
Iowa
| $303M | +$19.9M | +7% | 0.48% | 72.5% | 771 | 8.17% |
|
| 4261 |
WPA
4261
WIT Partners Advisory
Singapore
| $303M | -$9.5M | -3% | 3.04% | – | 1 | 0% |
|
| 4262 |
CCG
4262
Cloverfields Capital Group
Minneapolis,
Minnesota
| $303M | -$8.21M | -3% | 3.31% | 91.5% | 102 | 15.69% |
|
| 4263 |
MAM
4263
McLean Asset Management
Tysons,
Virginia
| $303M | -$30.2M | -9% | 2% | 55.7% | 161 | 12.42% |
|
| 4264 |
CPIM
4264
Coalescence Partners Investment Management
New York
| $303M | +$38.5M | +15% | 6.13% | – | 19 | 31.58% |
|
| 4265 |
ACA
4265
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $303M | -$87.1M | -22% | 7.74% | – | 63 | 63.49% |
|
| 4266 |
WIS
4266
Wright Investors Service
Shelton,
Connecticut
| $303M | -$5.42M | -2% | 2.02% | 107% | 154 | 22.08% |
|
| 4267 |
BAM
4267
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $303M | -$141M | -32% | 3.67% | 60.8% | 10 | 40% |
|
| 4268 |
OA
4268
Operose Advisors
Milwaukee,
Wisconsin
| $302M | +$9.56M | +3% | 1.42% | 53.3% | 459 | 23.53% |
|
| 4269 |
LI
4269
LHM Inc
Sandy,
Utah
| $302M | -$12.6M | -4% | 6.01% | – | 25 | 20% |
|
| 4270 |
WMA
4270
West Michigan Advisors
Holland,
Michigan
| $302M | -$29.7M | -9% | 4.07% | 69% | 256 | 28.13% |
|
| 4271 |
CPA
4271
Court Place Advisors
Ellicott City,
Maryland
| $301M | -$6.87M | -2% | 0.49% | 92% | 150 | 2% |
|
| 4272 |
1CP
4272
11 Capital Partners
Darien,
Connecticut
| $301M | +$52.8M | +21% | 4.03% | 72.5% | 19 | 21.05% |
|
| 4273 |
DP
4273
Divergent Planning
Bethesda,
Maryland
| $301M | +$9.01M | +3% | 1.99% | 43.3% | 31 | 12.9% |
|
| 4274 |
AC
4274
Almitas Capital
Santa Monica,
California
| $301M | -$155M | -34% | 6.08% | 85.9% | 106 | 37.74% |
|
| 4275 |
DEA
4275
DoubleLine ETF Adviser
Tampa,
Florida
| $301M | -$69.4M | -19% | 0.14% | 56.4% | 196 | 37.76% |
|