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
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $272M | -$9.19M | -3% | 0.24% | 106% | 47 | 2.13% | 4 |
|
| 4727 |
4727
Blue Investment Partners
Alamo,
California
| $272M | +$29.9M | +12% | 5% | – | 54 | 12.96% | 1.1 |
|
| 4728 |
4728
Sequent Planning
Omaha,
Nebraska
| $272M | -$17.8M | -6% | 0.2% | – | 158 | 18.35% | 0.6 |
|
| 4729 |
4729
Robertson Opportunity Capital
Dallas,
Texas
| $272M | +$13.6M | +5% | 6.97% | 93.4% | 30 | 10% | 6.2 |
|
| 4730 |
4730
Grandview Asset Management
Harrisburg,
Pennsylvania
| $272M | +$97.9M | +56% | 6.8% | 200% | 122 | 52.46% | 1.7 |
|
| 4731 |
4731
IronBridge Private Wealth
Austin,
Texas
| $272M | +$4.63M | +2% | 3.35% | 143% | 56 | 21.43% | 1.5 |
|
| 4732 |
4732
Defender Capital
Charlotte,
North Carolina
| $272M | -$29.2M | -10% | 15.5% | 101% | 42 | 23.81% | 2.7 |
|
| 4733 |
4733
Sterling Financial Planning
Sparta,
New Jersey
| $272M | +$576K | +0.2% | 1.6% | 59.3% | 112 | 7.14% | 3.1 |
|
| 4734 |
4734
Ceeto Capital Group
Coral Gables,
Florida
| $272M | +$3.78M | +1% | 3.73% | 94.4% | 183 | 8.2% | 4.2 |
|
| 4735 |
4735
Viola Ventures VC Management 4
Herzliya,
Israel
| $271M | +$612K | +0.2% | 3.38% | 79.1% | 6 | 50% | 1.5 |
|
| 4736 |
4736
Peregrine Asset Advisers
Portland,
Oregon
| $271M | -$19.4M | -7% | 6.8% | 182% | 197 | 23.35% | 2.1 |
|
| 4737 |
4737
Emergence GP Partners
San Francisco,
California
| $271M | +$11.6M | +4% | 3.61% | – | 4 | 25% | 1.9 |
|
| 4738 |
4738
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| $271M | -$132M | -33% | 1.36% | – | 236 | 49.15% | 0.6 |
|
| 4739 |
4739
Wealth Management Resources
Smithfield,
Rhode Island
| $271M | +$21.5M | +9% | 2.37% | 37.7% | 34 | 17.65% | 2.1 |
|
| 4740 |
4740
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $271M | +$8.49M | +3% | 0.6% | 63.9% | 139 | 4.32% | 6 |
|
| 4741 |
4741
PCG Wealth Advisors
Overland Park,
Kansas
| $271M | +$11.5M | +4% | 0.97% | 87% | 131 | 10.69% | 1.8 |
|
| 4742 |
4742
Sterling Wealth Management
Champaign,
Illinois
| $271M | +$2.89M | +1% | 1.94% | – | 115 | 9.57% | 0.9 |
|
| 4743 |
4743
Union Heritage Capital
Bloomfield Hills,
Michigan
| $271M | -$314K | -0.1% | 1% | 82.1% | 59 | 0% | 3.3 |
|
| 4744 |
4744
Continental General Insurance Company
Austin,
Texas
| $271M | -$76.7M | -22% | 9.62% | 188% | 8 | 62.5% | 1 |
|
| 4745 |
4745
Northern Right Capital Management
Darien,
Connecticut
| $270M | +$1.82M | +0.7% | 8.85% | 187% | 33 | 45.45% | 2 |
|
| 4746 |
4746
Oak Asset Management
Westlake Village,
California
| $270M | -$12.1M | -4% | 1.85% | 91.8% | 106 | 3.77% | 2.3 |
|
| 4747 |
SC
4747
Sawyer & Company
Boston,
Massachusetts
| $270M | +$42K | +0% | 0.72% | 111% | 202 | 16.34% | 4.4 |
|
| 4748 |
4748
Hartree Partners
New York
| $270M | -$166M | -38% | 0.64% | 138% | 94 | 57.45% | 0.7 |
|
| 4749 |
FCP
4749
Fosse Capital Partners
London,
United Kingdom
| $270M | +$26.8M | +11% | 11.9% | 80% | 3 | 0% | 4 |
|
| 4750 |
4750
Blue Door Asset Management
Stamford,
Connecticut
| $270M | +$116M | +75% | 3.75% | 127% | 21 | 38.1% | 1.1 |
|