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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $89.4M | -$17M | -16% | 13.3% | 36.4% | 110 | 18.18% | 2.1 |
|
| 4752 |
4752
Gainplan
Bloomfield Hills,
Michigan
| $89.3M | -$101M | -53% | 12.3% | 103% | 54 | 62.96% | 0.6 |
|
| 4753 |
4753
Boyar Asset Management
New York
| $89.3M | -$49.1M | -35% | 23.3% | 87% | 73 | 21.92% | 4.9 |
|
| 4754 |
4754
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| $89.3M | -$29.1M | -25% | 20% | 64.9% | 112 | 22.32% | 0.2 |
|
| 4755 |
4755
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $89.3M | -$29.5M | -25% | 17.1% | 58.8% | 129 | 23.26% | 1.9 |
|
| 4756 |
4756
Andesa Financial Management
Allentown,
Pennsylvania
| $89.3M | -$25.4M | -22% | 17.2% | 73.6% | 113 | 38.05% | 1.3 |
|
| 4757 |
4757
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $89.2M | -$19.3M | -18% | 20% | 100% | 70 | 21.43% | 1.5 |
|
| 4758 |
4758
SpiderRock Advisors
Wilimington,
Delaware
| $89.2M | +$82.5M | +1,231% | – | – | 155 | 0% | 0.8 |
|
| 4759 |
4759
L2 Asset Management
Wayland,
Massachusetts
| $89.1M | -$25M | -22% | 18.5% | 139% | 92 | 40.22% | 0.2 |
|
| 4760 |
4760
Summit Rock Advisors
New York
| $89M | -$32.6M | -27% | 23.2% | – | 6 | 66.67% | 0.9 |
|
| 4761 |
4761
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $88.8M | -$27.7M | -24% | 21.7% | 128% | 78 | 14.1% | 0.2 |
|
| 4762 |
DLDF
4762
Dan L. Duncan Foundation
Houston,
Texas
| $88.7M | -$3.93M | -4% | 9.21% | 11.8% | 4 | 0% | 0.3 |
|
| 4763 |
4763
Lead Edge Capital Management
New York
| $88.6M | -$60.1M | -40% | 14.9% | 20.2% | 6 | 50% | 0.2 |
|
| 4764 |
4764
Ballew Advisors
Jackson,
Mississippi
| $88.5M | -$28.2M | -24% | 12.7% | 68% | 98 | 27.55% | 1.9 |
|
| 4765 |
4765
VV Manager
Boston,
Massachusetts
| $88.5M | -$37M | -29% | 16.4% | – | 5 | 40% | 0.9 |
|
| 4766 |
4766
AlpInvest Partners
Amsterdam,
Netherlands
| $88.5M | -$29.1M | -25% | 8.45% | 178% | 32 | 56.25% | 0.5 |
|
| 4767 |
4767
Lederer & Associates Investment Counsel
Long Beach,
California
| $88.4M | -$26.7M | -23% | 16.7% | 92.7% | 99 | 31.31% | 3.1 |
|
| 4768 |
4768
Kendall Capital Management
Rockville,
Maryland
| $88.4M | -$38.7M | -30% | 24.4% | 130% | 116 | 14.66% | 1.8 |
|
| 4769 |
4769
HBC Financial Services
Seattle,
Washington
| $88.2M | -$27.2M | -24% | 17.9% | 12.6% | 178 | 12.36% | 0.2 |
|
| 4770 |
4770
StrongBox Wealth
Lee's Summit,
Missouri
| $88.2M | – | – | 11.3% | 63.9% | 77 | – | 0 |
|
| 4771 |
IWAG
4771
Integer Wealth Advisors Group
Cartersville,
Georgia
| $88M | -$12.8M | -13% | 20.7% | – | 69 | 15.94% | 0.2 |
|
| 4772 |
SL
4772
SOF Ltd
George Town,
Cayman Islands
| $87.9M | -$54M | -38% | 38% | 42.3% | 1 | 0% | 3.3 |
|
| 4773 |
4773
ARQ Wealth Advisors
Scottsdale,
Arizona
| $87.9M | – | – | 18.3% | 59.3% | 39 | – | 0 |
|
| 4774 |
4774
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $87.9M | -$35.7M | -29% | 23.4% | 60.2% | 44 | 27.27% | 2.7 |
|
| 4775 |
SC
4775
Steph & Co
Marinette,
Wisconsin
| $87.9M | -$29.5M | -25% | 20.4% | 61.6% | 272 | 12.87% | 0.2 |
|