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 |
4351
Phraction Management
Colchester,
Connecticut
| $375M | +$28.8M | +8% | 6.43% | 106% | 73 | 17.81% | 2.4 |
|
| 4352 |
4352
Snider Financial Group
Bellevue,
Washington
| $375M | +$8.63M | +2% | 2.87% | 87% | 121 | 15.7% | 1.9 |
|
| 4353 |
4353
Prism Advisors
Studio City,
California
| $375M | +$5.02M | +1% | 1.97% | 54.6% | 79 | 8.86% | 3.1 |
|
| 4354 |
4354
Winmill & Co
Walpole,
New Hampshire
| $375M | -$37.5M | -9% | 5.84% | 146% | 60 | 15% | 3.4 |
|
| 4355 |
4355
Prasad Wealth Partners
Independence,
Ohio
| $375M | +$16.1M | +4% | 2.75% | – | 153 | 13.73% | 0.8 |
|
| 4356 |
4356
Daybright Advisory Services
Miami,
Florida
| $375M | – | – | 2.56% | – | 133 | – | 0 |
|
| 4357 |
4357
New Republic Capital
Charlotte,
North Carolina
| $375M | +$48.4M | +15% | 4.36% | 91.4% | 392 | 38.52% | 1.4 |
|
| 4358 |
LWMM
4358
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $375M | +$42.3M | +13% | 2.82% | 105% | 102 | 9.8% | 3.3 |
|
| 4359 |
PWMG
4359
Private Wealth Management Group
Princeton,
New Jersey
| $374M | +$11.1M | +3% | 1.98% | 63.2% | 1,561 | 11.27% | 1.6 |
|
| 4360 |
4360
BOCHK Asset Management
Hong Kong
| $374M | -$4.92M | -1% | 3.17% | 503% | 118 | 58.47% | 0.5 |
|
| 4361 |
4361
BWM Planning
The Woodlands,
Texas
| $374M | +$38.2M | +11% | 3.16% | – | 100 | 16% | 1 |
|
| 4362 |
TM
4362
Tikvah Management
Charlotte,
North Carolina
| $374M | +$35.5M | +10% | 26.7% | 169% | 24 | 8.33% | 5 |
|
| 4363 |
4363
Bell Asset Management
Melbourne,
Australia
| $374M | +$8.25M | +2% | 0.67% | 45.3% | 69 | 23.19% | 3.4 |
|
| 4364 |
FFG
4364
Fortem Financial Group
Palm Desert,
California
| $374M | +$25.9M | +7% | 3.37% | 183% | 190 | 21.05% | 2.4 |
|
| 4365 |
4365
Tiger Pacific Capital
New York
| $374M | -$21.5M | -5% | 10.7% | 84.5% | 17 | 58.82% | 2.1 |
|
| 4366 |
4366
CGC Financial Services
Lake Oswego,
Oregon
| $374M | +$11.1M | +3% | 1.76% | 46% | 354 | 7.06% | 2.1 |
|
| 4367 |
4367
BOS Asset Management
Springfield,
Illinois
| $374M | +$18.7M | +5% | 3.61% | 70.3% | 200 | 8% | 1.9 |
|
| 4368 |
4368
Revisor Wealth Management
Akron,
Ohio
| $374M | +$83.8M | +29% | 2.36% | 72% | 342 | 25.73% | 1.1 |
|
| 4369 |
4369
First American Financial Corporation
Santa Ana,
California
| $373M | +$68.3M | +22% | 1.31% | – | 3 | 0% | 2 |
|
| 4370 |
4370
Retail Employees Superannuation Trust
Sydney,
| $373M | – | – | 3.55% | – | 29 | – | 0 |
|
| 4371 |
4371
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $373M | +$12.6M | +3% | 6.54% | 92% | 158 | 5.06% | 5.2 |
|
| 4372 |
4372
Diametric Capital
Boston,
Massachusetts
| $373M | +$103M | +38% | 1.13% | 175% | 547 | 64.72% | 0.4 |
|
| 4373 |
4373
Vision Retirement
Ridgewood,
New Jersey
| $373M | – | – | 2.77% | – | 598 | – | 0 |
|
| 4374 |
DA
4374
DCF Advisers
Greenwich,
Connecticut
| $373M | +$61.6M | +20% | 23.7% | 379% | 126 | 50% | 2.1 |
|
| 4375 |
4375
Physicians Financial Services
Raleigh,
North Carolina
| $373M | +$6.41M | +2% | 5.1% | 116% | 109 | 2.75% | 6.9 |
|