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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $187M | +$7.9M | +4% | 0.66% | 13.1% | 90 | 10% | 2.1 |
|
| 4727 |
4727
Applied Fundamental Research
Cambridge,
Massachusetts
| $187M | +$38.4M | +26% | 6.11% | 44.6% | 12 | 16.67% | 0.7 |
|
| 4728 |
4728
Bornite Capital Management
New York
| $187M | -$36.7M | -16% | 2.85% | 208% | 39 | 84.62% | 0.1 |
|
| 4729 |
LWMM
4729
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $187M | +$6.56M | +4% | 1.27% | 105% | 107 | 7.48% | 1.4 |
|
| 4730 |
MCA
4730
Mercer Capital Advisers
Little Silver,
New Jersey
| $187M | -$13.5M | -7% | 0.19% | 59.6% | 159 | 6.29% | 5.5 |
|
| 4731 |
4731
WC Walker & Associates
Fullerton,
California
| $187M | -$3.92M | -2% | 0.79% | – | 69 | 4.35% | 0.7 |
|
| 4732 |
4732
Courage Capital Management
Nashville,
Tennessee
| $187M | +$19.4M | +12% | 0.75% | 86.5% | 44 | 15.91% | 1.3 |
|
| 4733 |
4733
Insight Wealth Partners
Plano,
Texas
| $187M | -$1.18M | -0.6% | 2.25% | 56.2% | 58 | 1.72% | 1.3 |
|
| 4734 |
4734
Central Asset Investments & Management Holdings
Hong Kong
| $187M | -$80.3M | -30% | 0.68% | 3,210% | 75 | 36% | 0.5 |
|
| 4735 |
CC
4735
Codex Capital
New York
| $186M | -$4.96M | -3% | 0.67% | 84.4% | 46 | 15.22% | 0.8 |
|
| 4736 |
4736
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| $186M | +$1.28M | +0.7% | 0.86% | 61.9% | 81 | 11.11% | 0.6 |
|
| 4737 |
4737
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $186M | -$46.3M | -20% | 1.15% | 304% | 277 | 30.32% | 2.3 |
|
| 4738 |
4738
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $186M | +$10.9M | +6% | 0.36% | 82% | 69 | 17.39% | 1.8 |
|
| 4739 |
4739
IronBridge Private Wealth
Austin,
Texas
| $186M | +$16.5M | +10% | 3.92% | 122% | 322 | 22.98% | 0.6 |
|
| 4740 |
AFC
4740
AFT Forsyth & Company
West Palm Beach,
Florida
| $186M | -$1.13M | -0.6% | 2.56% | 135% | 166 | 10.84% | 4.6 |
|
| 4741 |
4741
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $186M | -$7.44M | -4% | 0.7% | 207% | 59 | 3.39% | 4.7 |
|
| 4742 |
4742
Strategic Financial Partners
Bend,
Oregon
| $186M | +$4.9M | +3% | 0.79% | 54.8% | 67 | 2.99% | 1.5 |
|
| 4743 |
4743
Leisure Capital Management
Costa Mesa,
California
| $186M | +$6.49M | +4% | 0.68% | 98% | 155 | 9.03% | 3.1 |
|
| 4744 |
AIA
4744
Arcadia Investment Advisors
Eagle,
Idaho
| $186M | -$1.79M | -1% | 0.91% | 56.4% | 252 | 55.56% | 1.8 |
|
| 4745 |
4745
Landmark Financial Advisors
Bowling Green,
Kentucky
| $186M | -$23.7M | -11% | 1.37% | 11.8% | 77 | 15.58% | 4.5 |
|
| 4746 |
4746
Bell & Brown Wealth Advisors
Newport Beach,
California
| $185M | – | – | 1.88% | 125% | 73 | – | 2.8 |
|
| 4747 |
4747
Lion Street Advisors
Austin,
Texas
| $185M | +$183M | +6,626% | 1.21% | 38% | 192 | 90.63% | 0 |
|
| 4748 |
4748
Wynnefield Capital
New York
| $185M | -$31.7M | -15% | 12.2% | 52.1% | 19 | 5.26% | 4.2 |
|
| 4749 |
4749
Oakwell Private Wealth Management
Austin,
Texas
| $185M | +$29.2M | +19% | 1.55% | 63% | 68 | 22.06% | 0.6 |
|
| 4750 |
4750
Kendall Capital Management
Rockville,
Maryland
| $185M | +$7.09M | +4% | 0.78% | 130% | 158 | 9.49% | 2.1 |
|