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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Lynch Asset Management
Yardley,
Pennsylvania
| $283M | +$60.7M | +27% | 24% | 214% | 59 | 30.51% | 2.3 |
|
| 4777 |
4777
Q3 Asset Management
Birmingham,
Michigan
| $283M | +$137M | +94% | 6.06% | 96.2% | 83 | 77.11% | 0.4 |
|
| 4778 |
4778
Regents Gate Capital
London,
United Kingdom
| $283M | +$48.1M | +20% | 6.1% | – | 61 | 68.85% | 0.2 |
|
| 4779 |
4779
Providence First Trust
Scottsdale,
Arizona
| $283M | +$36.5M | +15% | 7.69% | 64.1% | 112 | 10.71% | 3 |
|
| 4780 |
IPA
4780
Investment Planning Advisors
Cumming,
Georgia
| $283M | +$36.9M | +15% | 7.82% | – | 81 | 16.05% | 0.7 |
|
| 4781 |
4781
Wealth Management Partners
Tucson,
Arizona
| $283M | +$67M | +31% | 18.2% | 194% | 140 | 21.43% | 2.5 |
|
| 4782 |
4782
Greenfield Seitz Capital Management
Dallas,
Texas
| $283M | +$20.7M | +8% | 12.7% | – | 116 | 9.48% | 1.2 |
|
| 4783 |
4783
Monolith Management
Hong Kong
| $283M | +$133M | +89% | 21.4% | – | 29 | 58.62% | 0.3 |
|
| 4784 |
4784
LECAP Asset Management
London,
United Kingdom
| $283M | -$145M | -34% | 6.51% | 35.6% | 412 | 64.08% | 0.3 |
|
| 4785 |
4785
Pines Wealth Management
Southern Pines,
North Carolina
| $283M | +$66.4M | +31% | 11.2% | – | 235 | 18.3% | 0.4 |
|
| 4786 |
4786
Robinswood Financial
Kirkland,
Washington
| $283M | +$12.1M | +4% | 7.26% | 43.2% | 417 | 8.63% | 1.4 |
|
| 4787 |
4787
Orion Investment Company
St. Louis,
Missouri
| $282M | +$37.9M | +15% | 18.7% | – | 72 | 8.33% | 0.9 |
|
| 4788 |
4788
Murchinson
Toronto,
Ontario, Canada
| $282M | -$1.6B | -85% | 8% | 107% | 123 | 69.92% | 0.4 |
|
| 4789 |
4789
Hi-Line Capital Management
Watertown,
South Dakota
| $282M | +$15.1M | +6% | 3.14% | 57.5% | 44 | 25% | 2.2 |
|
| 4790 |
4790
New Republic Capital
Charlotte,
North Carolina
| $282M | +$51.7M | +22% | 12.2% | 91.4% | 268 | 16.04% | 1.6 |
|
| 4791 |
4791
44 Wealth Management
Eugene,
Oregon
| $282M | +$15.9M | +6% | 8.81% | – | 205 | 16.59% | 2.4 |
|
| 4792 |
4792
Baron Wealth Management
Troy,
Michigan
| $282M | +$54.7M | +24% | 9.91% | 88.6% | 270 | 31.11% | 1.3 |
|
| 4793 |
4793
Marcho Partners
London,
United Kingdom
| $282M | +$10.2M | +4% | 26.4% | 115% | 11 | 36.36% | 2.2 |
|
| 4794 |
4794
Stone Ridge Holdings Group
New York
| $282M | -$58.2M | -17% | 1.64% | – | 40 | 0% | 0.5 |
|
| 4795 |
4795
First Citizens Asset Management
Raleigh,
North Carolina
| $282M | +$24.9M | +10% | 7.45% | 44.2% | 27 | 3.7% | 2.3 |
|
| 4796 |
4796
Amtrust Financial Services
New York
| $282M | +$74.5M | +36% | 9.29% | 61.9% | 15 | 6.67% | 3.2 |
|
| 4797 |
4797
Mariner Investment Group
Harrison,
New York
| $282M | +$27.5M | +11% | 12% | – | 79 | 68.35% | 0.3 |
|
| 4798 |
4798
Sweeney & Michel
Chico,
California
| $282M | +$53M | +23% | 6.31% | – | 134 | 14.18% | 1.7 |
|
| 4799 |
4799
Apis Capital Advisors
New York
| $282M | +$74.8M | +36% | 36.8% | 1,532% | 56 | 50% | 0.7 |
|
| 4800 |
4800
Juncture Wealth Strategies
Scottsdale,
Arizona
| $281M | +$24.1M | +9% | 9.47% | 76.5% | 133 | 14.29% | 3.1 |
|