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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Wambolt & Associates
Littleton,
Colorado
| $235M | +$43M | +22% | 7.23% | 62.2% | 247 | 14.17% | 1.5 |
|
| 4277 |
4277
Arabesque Asset Management
London,
United Kingdom
| $235M | +$8.86M | +4% | 9.81% | 122% | 168 | 68.45% | 0.2 |
|
| 4278 |
MFGP
4278
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $235M | +$14.7M | +7% | 6.38% | 65.5% | 58 | 3.45% | 2 |
|
| 4279 |
4279
Axar Capital Management
New York
| $235M | +$77.1M | +49% | 38.4% | 680% | 3 | 33.33% | 1.8 |
|
| 4280 |
4280
Compton Financial Group
Towson,
Maryland
| $235M | +$18.1M | +8% | 4.18% | 37.7% | 29 | 3.45% | 0.4 |
|
| 4281 |
4281
Hemington Wealth Management
Falls Church,
Virginia
| $235M | -$883K | -0.4% | 6.56% | 76.1% | 92 | 6.52% | 0.5 |
|
| 4282 |
4282
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $235M | +$16.6M | +8% | 4.71% | 47.9% | 231 | 14.29% | 1.7 |
|
| 4283 |
4283
Malaga Cove Capital
Pv Estates,
California
| $235M | +$333K | +0.1% | 6.72% | 97.3% | 171 | 19.88% | 1.6 |
|
| 4284 |
4284
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $235M | -$5.78M | -2% | 8.6% | 75.2% | 21 | 19.05% | 1 |
|
| 4285 |
4285
Ameraudi Asset Management
New York
| $235M | +$16.7M | +8% | 5.01% | 47.1% | 51 | 25.49% | 0.9 |
|
| 4286 |
4286
Adams Wealth Management
Logan,
Utah
| $235M | +$17.2M | +8% | 6.53% | 105% | 80 | 16.25% | 1 |
|
| 4287 |
FSA
4287
Financial Services Advisory
Rockville,
Maryland
| $234M | +$13.9M | +6% | 5.29% | 75.8% | 50 | 44% | 0.5 |
|
| 4288 |
4288
Falcon Wealth Planning
Ontario,
California
| $234M | +$29.4M | +14% | 6.78% | 52.7% | 60 | 6.67% | 0.4 |
|
| 4289 |
4289
Collective Family Office
York,
Pennsylvania
| $234M | +$29.1M | +14% | 5.16% | 52.5% | 174 | 6.9% | 0.4 |
|
| 4290 |
MWM
4290
Mascoma Wealth Management
Hanover,
New Hampshire
| $234M | +$1.66M | +0.7% | 4.93% | 43.7% | 474 | 78.48% | 2.4 |
|
| 4291 |
4291
Cambridge Financial Group
Columbus,
Ohio
| $234M | +$7.33M | +3% | 7% | – | 34 | 11.76% | 3.9 |
|
| 4292 |
4292
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $234M | +$53.2M | +29% | 22.2% | 34.5% | 47 | 21.28% | 1.2 |
|
| 4293 |
4293
Aries Wealth Management
Portland,
Maine
| $234M | +$11.2M | +5% | 6.15% | 87.7% | 188 | 9.57% | 2.2 |
|
| 4294 |
ACM
4294
Aljian Capital Management
Carson City,
Nevada
| $233M | +$24.1M | +12% | 13.8% | 146% | 60 | 13.33% | 1.8 |
|
| 4295 |
4295
SMI Advisory Services
Columbus,
Indiana
| $233M | +$13M | +6% | 5.06% | 80.7% | 28 | 17.86% | 0.2 |
|
| 4296 |
GDS
4296
Gimbel Daniel Scott
| $233M | +$48.4M | +26% | 24.5% | 57.1% | 3 | 0% | 0.5 |
|
| 4297 |
4297
KPCB GGF Associates
Menlo Park,
California
| $233M | – | – | 4.31% | – | 1 | – | 0 |
|
| 4298 |
4298
Fluent Financial
Dallas,
Texas
| $233M | +$42.4M | +22% | 4.74% | 46.9% | 74 | 51.35% | 1 |
|
| 4299 |
PGM
4299
Parian Global Management
Pound Ridge,
New York
| $233M | +$14.3M | +7% | 5.4% | 65.2% | 61 | 72.13% | 0.2 |
|
| 4300 |
4300
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $233M | +$13.8M | +6% | 7.63% | 284% | 292 | 31.85% | 2 |
|