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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
WA
4351
WP Advisors
San Francisco,
California
| $243M | +$2.78M | +1% | 0.01% | 113% | 116 | 9.48% | 2.2 |
|
| 4352 |
4352
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $243M | +$16.6M | +7% | 4.88% | 61.9% | 89 | 14.61% | 1 |
|
| 4353 |
4353
MSH Capital Advisors
Scottsdale,
Arizona
| $242M | +$19M | +8% | 3.13% | 66.5% | 205 | 16.1% | 0.2 |
|
| 4354 |
SGH
4354
Sivik Global Healthcare
Greenwich,
Connecticut
| $242M | +$8.86M | +4% | 2.88% | 83.8% | 60 | 43.33% | 1.2 |
|
| 4355 |
4355
Compton Financial Group
Towson,
Maryland
| $242M | -$3.71M | -2% | 4.08% | 37.7% | 36 | 22.22% | 0.9 |
|
| 4356 |
IP
4356
Isomer Partners
New York
| $242M | -$63.3M | -21% | 8.3% | 57.2% | 20 | 45% | 0.9 |
|
| 4357 |
4357
Windward Private Wealth Management
Overland Park,
Kansas
| $242M | -$17M | -7% | 4.49% | 35.5% | 49 | 12.24% | 1.2 |
|
| 4358 |
PWP
4358
Pursue Wealth Partners
Clayton,
California
| $242M | -$16.4M | -6% | 10.2% | 108% | 254 | 49.61% | 0.1 |
|
| 4359 |
4359
Horiko Capital Management
New York
| $242M | -$50.2M | -17% | 10.2% | 275% | 28 | 17.86% | 2 |
|
| 4360 |
SCM
4360
Stormborn Capital Management
Greenwich,
Connecticut
| $242M | -$28.3M | -10% | 12.7% | 256% | 43 | 51.16% | 0.5 |
|
| 4361 |
DI
4361
Disciplined Investments
Tulsa,
Oklahoma
| $242M | +$15.1M | +7% | 2.06% | 51.4% | 1,704 | 71.77% | 0.5 |
|
| 4362 |
OFCM
4362
One Fin Capital Management
San Francisco,
California
| $242M | +$1.7M | +0.7% | 8.28% | 92% | 31 | 64.52% | 0.5 |
|
| 4363 |
4363
Westbourne Investment Advisors
Annapolis,
Maryland
| $242M | -$12.8M | -5% | 3.23% | 107% | 104 | 9.62% | 2.5 |
|
| 4364 |
4364
Silverarc Capital Management
Boston,
Massachusetts
| $242M | -$5.1M | -2% | 0.84% | 2,765% | 86 | 37.21% | 0.7 |
|
| 4365 |
4365
BCS Wealth Management
Johnson City,
Tennessee
| $241M | -$37.2M | -13% | 2.79% | 46.7% | 213 | 18.78% | 1.3 |
|
| 4366 |
4366
Pinpoint Asset Management
Hong Kong
| $241M | +$132M | +120% | 9.44% | 185% | 38 | 50% | 0.6 |
|
| 4367 |
4367
Copperwynd Financial
Scottsdale,
Arizona
| $241M | -$22.1M | -8% | 2.52% | 90% | 131 | 19.85% | 2.4 |
|
| 4368 |
4368
Financial Life Advisors
San Antonio,
Texas
| $241M | -$12.7M | -5% | 6.2% | 47% | 55 | 3.64% | 2.5 |
|
| 4369 |
4369
Stonepine Capital Management
Bend,
Oregon
| $241M | +$23.2M | +11% | 0.53% | 231% | 31 | 35.48% | 0.9 |
|
| 4370 |
ZCM
4370
Zenyatta Capital Management
Dover,
Delaware
| $241M | -$25.4M | -10% | 4.89% | – | 58 | 65.52% | 0.2 |
|
| 4371 |
4371
AH Equity Partners III (Parallel)
Menlo Park,
California
| $241M | -$182M | -43% | 25.7% | 33.1% | 3 | 0% | 0.6 |
|
| 4372 |
4372
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| $241M | +$20.5M | +9% | 4.49% | 21.1% | 81 | 11.11% | 1 |
|
| 4373 |
4373
RIT Capital Partners
London,
United Kingdom
| $241M | -$41.6M | -15% | 15.1% | 71.4% | 13 | 30.77% | 0.5 |
|
| 4374 |
4374
MBM Wealth Consultants
Chesterfield,
Missouri
| $241M | -$219K | -0.1% | 4.13% | 57.1% | 326 | 12.27% | 2.1 |
|
| 4375 |
4375
Veracity Capital
Atlanta,
Georgia
| $241M | -$8.49M | -3% | 0.95% | 149% | 263 | 22.81% | 1.4 |
|