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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
BNC Wealth Management
Beaverton,
Oregon
| $271M | +$2.17M | +0.8% | 6.45% | 204% | 114 | 31.58% | 2.4 |
|
| 4627 |
4627
Sterling Financial Planning
Sparta,
New Jersey
| $271M | +$24.8M | +10% | 7.32% | 59.3% | 109 | 3.67% | 2.9 |
|
| 4628 |
4628
University of Illinois Foundation
Champaign,
Illinois
| $271M | -$14.8M | -5% | 8.63% | – | 4 | 25% | 0.7 |
|
| 4629 |
4629
Three Bridge Wealth Advisors
Los Altos,
California
| $271M | +$18.7M | +7% | 5.5% | 169% | 93 | 8.6% | 2 |
|
| 4630 |
4630
Alaethes Wealth
Glenbrook,
Nevada
| $271M | +$29.2M | +12% | 4.4% | 96.4% | 118 | 13.56% | 2.2 |
|
| 4631 |
4631
Union Heritage Capital
Bloomfield Hills,
Michigan
| $271M | +$16.7M | +7% | 6.59% | 82.1% | 59 | 0% | 3 |
|
| 4632 |
KA
4632
Kooman & Associates
Altoona,
Pennsylvania
| $271M | +$22.1M | +9% | 5.9% | 66% | 48 | 12.5% | 1.3 |
|
| 4633 |
4633
Viola Ventures VC Management 4
Herzliya,
Israel
| $271M | +$8.6M | +3% | 2.36% | 79.1% | 5 | 0% | 1.6 |
|
| 4634 |
4634
360 Financial
Wayzata,
Minnesota
| $271M | +$6.11M | +2% | 6.71% | 82.5% | 96 | 14.58% | 2.5 |
|
| 4635 |
4635
Cypress Financial Planning
Haddon Heights,
New Jersey
| $270M | +$28.8M | +12% | 6.71% | 41.2% | 80 | 13.75% | 1.2 |
|
| 4636 |
SC
4636
Sawyer & Company
Boston,
Massachusetts
| $270M | +$18.6M | +7% | 7.55% | 111% | 199 | 11.06% | 4 |
|
| 4637 |
4637
Rovin Capital
Mesa,
Arizona
| $270M | +$30M | +12% | 5.77% | 63.8% | 184 | 22.83% | 1.6 |
|
| 4638 |
4638
Global Trust Asset Management
West Palm Beach,
Florida
| $270M | +$21.7M | +9% | 6.85% | 178% | 512 | 12.7% | 3.8 |
|
| 4639 |
4639
CEDRUS
Littleton,
Colorado
| $270M | +$70M | +35% | 5.94% | 19.8% | 192 | 25% | 1.5 |
|
| 4640 |
4640
Graybill Wealth Management
Elmhurst,
Illinois
| $270M | +$23.4M | +10% | 8.36% | – | 60 | 5% | 5.4 |
|
| 4641 |
4641
Congress Park Capital
Saratoga Springs,
New York
| $270M | +$20.8M | +8% | 5.33% | 99.9% | 123 | 14.63% | 3.9 |
|
| 4642 |
MFG
4642
Monumental Financial Group
Rockville,
Maryland
| $270M | +$40.2M | +18% | 4.65% | 18.2% | 43 | 6.98% | 1.8 |
|
| 4643 |
4643
Townsend Asset Management
Raleigh,
North Carolina
| $269M | +$11.4M | +4% | 5.75% | 88.5% | 203 | 7.39% | 3.4 |
|
| 4644 |
4644
Patient Square Capital
Menlo Park,
California
| $269M | +$54M | +25% | 0.67% | 329% | 11 | 81.82% | 0.2 |
|
| 4645 |
4645
Performa Ltd (US)
Charleston,
South Carolina
| $269M | +$26M | +11% | 6.54% | 55.8% | 60 | 18.33% | 2.5 |
|
| 4646 |
4646
Argent Advisors
Monroe,
Louisiana
| $269M | +$17.4M | +7% | 7.91% | 63.1% | 140 | 5.71% | 3.3 |
|
| 4647 |
4647
Delta Financial Group
Basking Ridge,
New Jersey
| $269M | +$30.6M | +13% | 8.12% | – | 140 | 13.57% | 1.1 |
|
| 4648 |
4648
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $269M | +$4.5M | +2% | 1.21% | 44.2% | 149 | 34.23% | 1.5 |
|
| 4649 |
4649
Robinswood Financial
Kirkland,
Washington
| $269M | +$21.8M | +9% | 5.67% | 43.2% | 394 | 16.5% | 0.9 |
|
| 4650 |
4650
Siguler Guff Advisers
New York
| $269M | +$35.4M | +15% | 16.4% | 37.7% | 5 | 0% | 3.1 |
|