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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
SFA
4451
Spectrum Financial Alliance
Nicholasville,
Kentucky
| $200M | +$23.8M | +14% | 14.3% | 187% | 15 | 26.67% | 1.8 |
|
| 4452 |
4452
Onyx Bridge Wealth Group
Tarrytown,
New York
| $200M | +$47.1M | +31% | 3.43% | 74.6% | 117 | 36.75% | 0.2 |
|
| 4453 |
4453
Deep Field Asset Management
Beverly Hills,
California
| $200M | +$7.96M | +4% | 8.18% | 20.1% | 34 | 47.06% | 0.8 |
|
| 4454 |
4454
Nixon Capital
Austin,
Texas
| $200M | +$50.8M | +34% | 18% | 118% | 40 | 52.5% | 0.2 |
|
| 4455 |
4455
Institutional Venture Management XV
Menlo Park,
California
| $199M | -$11.2M | -5% | 13.4% | 116% | 6 | 33.33% | 0.8 |
|
| 4456 |
4456
AJO LP
Philadelphia,
Pennsylvania
| $199M | -$766M | -79% | 33.7% | 102% | 271 | 85.98% | 1.2 |
|
| 4457 |
4457
Kercheville Advisors
San Antonio,
Texas
| $199M | +$15.7M | +9% | 9.64% | 261% | 124 | 18.55% | 0.2 |
|
| 4458 |
PCMK
4458
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $199M | +$14M | +8% | 6.72% | 87.5% | 68 | 14.71% | 3.9 |
|
| 4459 |
4459
Smith & Howard Wealth Management
Atlanta,
Georgia
| $199M | +$11.6M | +6% | 3.99% | 43.8% | 68 | 13.24% | 3.1 |
|
| 4460 |
4460
Mountain Capital Investment Advisors
Westminster,
Colorado
| $199M | +$33.5M | +20% | 4.77% | 70.1% | 155 | 20% | 0.6 |
|
| 4461 |
4461
Lowe Wealth Advisors
Columbia,
Maryland
| $199M | +$1.98M | +1% | 2.48% | 63.3% | 302 | 9.93% | 3.8 |
|
| 4462 |
4462
Waterfront Wealth
Overland Park,
Kansas
| $199M | +$57.7M | +41% | 10.9% | 77.2% | 184 | 26.63% | 0.2 |
|
| 4463 |
4463
Bickling Financial Services
Lexington,
Massachusetts
| $199M | +$36.5M | +23% | 3.91% | – | 116 | 20.69% | 0.2 |
|
| 4464 |
4464
Biechele Royce Advisors
Fishers,
Indiana
| $199M | +$21.3M | +12% | 18.2% | 39.2% | 45 | 6.67% | 2.5 |
|
| 4465 |
FBT
4465
First Bank & Trust
Brookings,
South Dakota
| $199M | +$40.7M | +26% | 8.52% | 85.6% | 432 | 8.33% | 2.5 |
|
| 4466 |
4466
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $199M | -$52K | -0% | 1.42% | 57.9% | 36 | 2.78% | 1.5 |
|
| 4467 |
4467
Cardinal Point Wealth Management
Irvine,
California
| $198M | +$1.66M | +0.8% | 1.11% | – | 40 | 25% | 0.2 |
|
| 4468 |
BM
4468
Bislett Management
Palo Alto,
California
| $198M | +$20M | +11% | 10.7% | 19.8% | 16 | 6.25% | 5.2 |
|
| 4469 |
4469
Foresite Capital Management I
Larkspur,
California
| $198M | +$8.18M | +4% | 29% | 40.7% | 4 | 0% | 2.4 |
|
| 4470 |
GCM
4470
Gabalex Capital Management
New York
| $198M | +$13.4M | +7% | 4.32% | 24.9% | 24 | 12.5% | 3.3 |
|
| 4471 |
4471
Stamos Capital Partners
Menlo Park,
California
| $198M | -$36.4M | -16% | 14% | 36.7% | 54 | 14.81% | 1 |
|
| 4472 |
VST
4472
Van Strum & Towne
San Francisco,
California
| $198M | +$18.2M | +10% | 9.17% | 72.3% | 102 | 15.69% | 3.6 |
|
| 4473 |
AIP
4473
Ahrens Investment Partners
Lafayette,
Louisiana
| $198M | +$11.4M | +6% | 6.09% | 82.3% | 237 | 31.65% | 1.7 |
|
| 4474 |
4474
Jupiter Wealth Management
Glendale,
Colorado
| $198M | +$34.7M | +21% | 7.12% | 99.2% | 91 | 27.47% | 1 |
|
| 4475 |
4475
Athyrium Capital Management
New York
| $198M | -$9.8M | -5% | 7.32% | 25.1% | 3 | 33.33% | 0.2 |
|