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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Stone Run Capital
New York
| $250M | -$11.3M | -4% | 0.44% | 77.8% | 68 | 7.35% | 6.7 |
|
| 4677 |
4677
Aubrey Capital Management
Edinburgh,
United Kingdom
| $250M | -$31.9M | -11% | 10% | 319% | 78 | 30.77% | 1.2 |
|
| 4678 |
4678
Reston Wealth Management
Reston,
Virginia
| $250M | +$3.83M | +2% | 1.43% | 60.7% | 54 | 5.56% | 3.6 |
|
| 4679 |
4679
Accel Wealth Management
Waverly,
Iowa
| $250M | +$14.2M | +6% | 1.41% | 82.4% | 255 | 15.29% | 2 |
|
| 4680 |
4680
L1 Capital International
Sydney NSW 2000,
Australia
| $250M | +$25M | +11% | 0.36% | – | 21 | 14.29% | 0.4 |
|
| 4681 |
4681
Mount Capital
London,
United Kingdom
| $250M | +$12.4M | +5% | 3.43% | 34.4% | 18 | 5.56% | 2.1 |
|
| 4682 |
4682
RBA Wealth Management
Newport Beach,
California
| $250M | +$2.79M | +1% | 2.14% | 77.7% | 94 | 7.45% | 2.2 |
|
| 4683 |
4683
JVL Associates
Wyoming,
Michigan
| $249M | +$6.77M | +3% | 3.08% | 81% | 55 | 9.09% | 3.5 |
|
| 4684 |
4684
Retirement Capital Strategies
San Jose,
California
| $249M | +$4.78M | +2% | 3.73% | 59% | 85 | 41.18% | 2.1 |
|
| 4685 |
GL
4685
GHE LLC
Memphis,
Tennessee
| $249M | +$33M | +15% | 18.9% | 188% | 53 | 1.89% | 2.3 |
|
| 4686 |
4686
Leading Edge Financial Planning
Knoxville,
Tennessee
| $249M | +$23.5M | +10% | 0.49% | 48.6% | 58 | 20.69% | 1.2 |
|
| 4687 |
4687
Veridan Wealth
West Linn,
Oregon
| $249M | – | – | 2.86% | – | 82 | – | 0 |
|
| 4688 |
4688
Congress Park Capital
Saratoga Springs,
New York
| $249M | +$23M | +10% | 5.55% | 99.9% | 125 | 15.2% | 3.6 |
|
| 4689 |
KA
4689
Kooman & Associates
Altoona,
Pennsylvania
| $249M | +$8.75M | +4% | 1.58% | 66% | 45 | 15.56% | 1.1 |
|
| 4690 |
4690
West Oak Capital
Westlake Village,
California
| $249M | +$13.4M | +6% | 4.09% | 110% | 339 | 10.91% | 5.9 |
|
| 4691 |
4691
Two Point Capital Management
Pittsford,
New York
| $248M | +$5.33M | +2% | 0.37% | – | 25 | 4% | 1.4 |
|
| 4692 |
4692
Precedent Wealth Partners
Houston,
Texas
| $248M | +$15.6M | +7% | 0.4% | 61.1% | 144 | 14.58% | 0.4 |
|
| 4693 |
4693
Global Trust Asset Management
West Palm Beach,
Florida
| $248M | +$4.66M | +2% | 2.5% | 178% | 479 | 5.64% | 3.8 |
|
| 4694 |
4694
Narus Financial Partners
Salt Lake City,
Utah
| $248M | +$13.8M | +6% | 6.48% | 85.3% | 154 | 15.58% | 3.1 |
|
| 4695 |
BWM
4695
Brown Wealth Management
Naperville,
Illinois
| $248M | +$6.3M | +3% | 1% | 51.2% | 98 | 17.35% | 0.8 |
|
| 4696 |
4696
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $248M | +$12.2M | +5% | 1.29% | 81.9% | 103 | 7.77% | 2.8 |
|
| 4697 |
4697
Infusive Asset Management
New York
| $248M | -$11.6M | -4% | 2.27% | 33.8% | 35 | 40% | 0.9 |
|
| 4698 |
4698
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $248M | +$3.6M | +1% | 0.63% | 54.3% | 411 | 8.76% | 3.8 |
|
| 4699 |
4699
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| $248M | +$3.82M | +2% | 1.79% | 65.5% | 445 | 15.73% | 4.2 |
|
| 4700 |
MP
4700
Mediatel Partners
Fort Worth,
Texas
| $248M | -$23.3M | -9% | 8.38% | 11.6% | 3 | 0% | 8 |
|