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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
SimplyRich
Carlsbad,
California
| $123M | +$14.1M | +13% | 11.5% | 98.3% | 82 | 18.29% | 1.1 |
|
| 4327 |
4327
RB Capital Management
Reno,
Nevada
| $123M | +$23.5M | +24% | 12.7% | 79.4% | 122 | 13.11% | 1.7 |
|
| 4328 |
4328
HighVista Strategies
Boston,
Massachusetts
| $123M | +$7.01M | +6% | 14.8% | 622% | 163 | 61.35% | 0.6 |
|
| 4329 |
4329
One Wealth Advisors
San Francisco,
California
| $122M | +$22.1M | +22% | 12.3% | 66% | 583 | 83.7% | 0.2 |
|
| 4330 |
4330
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
| $122M | +$13M | +12% | 9.25% | – | 51 | 11.76% | 1.1 |
|
| 4331 |
4331
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $122M | +$9.9M | +9% | 8.9% | 37.8% | 29 | 6.9% | 3.6 |
|
| 4332 |
4332
IMS Capital Management
Portland,
Oregon
| $122M | +$15.5M | +15% | 16.5% | 119% | 123 | 11.38% | 3.2 |
|
| 4333 |
4333
Phoenician Capital
New York
| $122M | +$50M | +69% | 28.5% | 41.1% | 21 | 47.62% | 0.2 |
|
| 4334 |
MFGP
4334
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| $122M | +$16.7M | +16% | 11.7% | 65.5% | 53 | 11.32% | 0.2 |
|
| 4335 |
IBOK
4335
Independence Bank of Kentucky
Owensboro,
Kentucky
| $122M | +$12.1M | +11% | 12.4% | 94.3% | 408 | 23.04% | 1 |
|
| 4336 |
SL
4336
SOF Ltd
George Town,
Cayman Islands
| $122M | +$9.2M | +8% | 8.14% | 42.3% | 1 | 0% | 2.3 |
|
| 4337 |
SWMG
4337
Strategic Wealth Management Group
Fulton,
Maryland
| $122M | +$17.9M | +17% | 12.5% | – | 86 | 15.12% | 0.2 |
|
| 4338 |
4338
Searcy Financial Services
Overland Park,
Kansas
| $122M | +$43.2M | +55% | 12.3% | 60.2% | 19 | 52.63% | 0.2 |
|
| 4339 |
4339
Freedom Day Solutions
Houston,
Texas
| $122M | +$26.5M | +28% | 14.5% | 86.6% | 87 | 18.39% | 0.9 |
|
| 4340 |
4340
Growth Interface Management
Orlando,
Florida
| $122M | +$22.4M | +23% | 23.4% | 12% | 9 | 0% | 0.3 |
|
| 4341 |
4341
Fluent Financial
Dallas,
Texas
| $122M | -$26.4M | -18% | 11% | 46.9% | 60 | 20% | 0.8 |
|
| 4342 |
4342
Garrett Wealth Advisory Group
Weatherford,
Texas
| $122M | +$12.2M | +11% | 9.04% | 74.6% | 52 | 13.46% | 0.2 |
|
| 4343 |
4343
Cincinnati Casualty Company
Fairfield,
Ohio
| $122M | +$14M | +13% | 14% | 56% | 26 | 7.69% | 4.1 |
|
| 4344 |
4344
Richmond Hill Investments
New York
| $122M | -$37M | -23% | 1.07% | 55.2% | 9 | 33.33% | 3 |
|
| 4345 |
4345
Diametric Capital
Boston,
Massachusetts
| $122M | -$11.6M | -9% | 14.4% | 175% | 143 | 58.74% | 0.4 |
|
| 4346 |
4346
Jentner Corp
Akron,
Ohio
| $122M | +$12.1M | +11% | 10.1% | 38.9% | 36 | 19.44% | 1.6 |
|
| 4347 |
4347
Ridgewood Investments
Springfield,
New Jersey
| $122M | -$3.74M | -3% | 9.33% | – | 203 | 26.11% | 1.5 |
|
| 4348 |
4348
Rokos Capital Management (UK)
London,
United Kingdom
| $122M | +$85.1M | +234% | 20.3% | 227% | 29 | 82.76% | 0.1 |
|
| 4349 |
4349
Horiko Capital Management
New York
| $121M | +$27.2M | +29% | 16.1% | 275% | 33 | 21.21% | 0.2 |
|
| 4350 |
PAM
4350
Pegasus Asset Management
Montebello,
New York
| $121M | +$15.5M | +15% | 13.5% | 89% | 68 | 4.41% | 1.1 |
|