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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 4801 |
EA
4801
Elm Advisors
Burlingame,
California
| $161M | -$3.1M | -2% | 6.64% | 50.5% | 274 | 68.25% |
|
| 4802 |
VIM
4802
Vista Investment Management
Pittsburgh,
Pennsylvania
| $161M | +$11.4M | +8% | 6.48% | 42.4% | 157 | 6.37% |
|
| 4803 |
JC
4803
Jetstream Capital
Brentwood,
Tennessee
| $161M | +$54.6M | +52% | 27% | – | 31 | 74.19% |
|
| 4804 |
CCP
4804
Cunning Capital Partners
Morrisville,
North Carolina
| $161M | -$26.7M | -14% | 6.78% | 180% | 63 | 76.19% |
|
| 4805 |
AFG
4805
Affinia Financial Group
Burlington,
Massachusetts
| $160M | +$16.5M | +11% | 5.2% | 37.5% | 31 | 32.26% |
|
| 4806 |
A
4806
Attestor
London,
United Kingdom
| $160M | +$83.4M | +108% | 6.56% | 55.7% | 2 | 50% |
|
| 4807 |
LCC
4807
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $160M | +$7.88M | +5% | 5.95% | 73.9% | 66 | 27.27% |
|
| 4808 |
FPF
4808
First Pacific Financial
Vancouver,
Washington
| $160M | -$3.41M | -2% | 7.32% | 48.5% | 101 | 13.86% |
|
| 4809 |
CC
4809
Codex Capital
New York
| $160M | -$6.92M | -4% | 1.43% | 84.4% | 36 | 2.78% |
|
| 4810 |
MC
4810
MRJ Capital
New York
| $160M | +$12M | +8% | 9.61% | 127% | 50 | 4% |
|
| 4811 |
SFG
4811
Sovereign Financial Group
Stamford,
Connecticut
| $160M | +$21.2M | +15% | 4.76% | 90.7% | 172 | 23.26% |
|
| 4812 |
HI
4812
Harrington Investments
Napa,
California
| $160M | +$9.53M | +6% | 5.4% | 92.5% | 78 | 5.13% |
|
| 4813 |
MI
4813
Merk Investments
Menlo Park,
California
| $160M | -$26.1M | -14% | 17.2% | 338% | 19 | 21.05% |
|
| 4814 |
SCM
4814
SCW Capital Management
Dallas,
Texas
| $160M | -$43.7M | -21% | 13% | 179% | 10 | 30% |
|
| 4815 |
CPM
4815
Corre Partners Management
New York
| $160M | -$16.2M | -9% | 7.06% | 201% | 9 | 22.22% |
|
| 4816 |
RH
4816
RFG Holdings
Argyle,
Texas
| $160M | +$6.5M | +4% | 9.7% | 51.3% | 38 | 42.11% |
|
| 4817 |
CWA
4817
Clarus Wealth Advisors
Peoria,
Arizona
| $160M | +$9.21M | +6% | 7.28% | – | 144 | 18.75% |
|
| 4818 |
NWM
4818
Northwest Wealth Management
Spencer,
Iowa
| $159M | +$14.6M | +10% | 7.77% | 63.4% | 111 | 8.11% |
|
| 4819 |
HGWM
4819
Harvest Group Wealth Management
Waltham,
Massachusetts
| $159M | -$8.11M | -5% | 1.58% | 28.1% | 838 | 97.14% |
|
| 4820 |
AC
4820
Amitell Capital
Singapore
| $159M | -$5.19M | -3% | 9.48% | 180% | 58 | 29.31% |
|
| 4821 |
JF
4821
JSF Financial
Los Angeles,
California
| $159M | +$16.2M | +11% | 4.24% | 79% | 105 | 20% |
|
| 4822 |
OKSA
4822
O'Keefe Stevens Advisory
Rochester,
New York
| $159M | +$13.4M | +9% | 14.3% | 216% | 41 | 12.2% |
|
| 4823 |
CCC
4823
Cincinnati Casualty Company
Fairfield,
Ohio
| $159M | +$13M | +9% | 7.91% | 50.5% | 26 | 3.85% |
|
| 4824 |
JWS
4824
Juncture Wealth Strategies
Scottsdale,
Arizona
| $159M | +$945K | +0.6% | 6.74% | 71.5% | 126 | 34.13% |
|
| 4825 |
LFWA
4825
LBJ Family Wealth Advisors
Austin,
Texas
| $159M | +$5.21M | +3% | 5.51% | 59% | 20 | 5% |
|