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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
Renaissance Capital
Stamford,
Connecticut
| $188M | +$12.5M | +7% | 0.16% | 392% | 78 | 15.38% | 1.6 |
|
| 4802 |
4802
Abacus FCF Advisors
Orlando,
Florida
| $188M | -$10.2M | -5% | 0.63% | 197% | 153 | 18.3% | 1.5 |
|
| 4803 |
4803
Trinity Financial Advisors
Columbus,
Ohio
| $188M | +$1.87M | +1% | 1.96% | 74.5% | 81 | 18.52% | 1.1 |
|
| 4804 |
4804
Versant Venture Management
San Francisco,
California
| $188M | +$104M | +123% | 5.86% | 409% | 9 | 22.22% | 2.6 |
|
| 4805 |
4805
Lowe Wealth Advisors
Columbia,
Maryland
| $188M | -$9.08M | -5% | 2.23% | 63.3% | 371 | 21.83% | 4.8 |
|
| 4806 |
4806
Socha Financial Group
Corning,
New York
| $188M | -$1.71M | -0.9% | 3.34% | 81.5% | 29 | 6.9% | 0.9 |
|
| 4807 |
4807
Horan Securities
Cincinnati,
United States
| $188M | -$48.3M | -20% | 3.85% | 50.1% | 722 | 85.73% | 3.5 |
|
| 4808 |
4808
Davis Investment Partners
Charlotte,
North Carolina
| $188M | -$21.8M | -10% | 3.82% | 88.9% | 121 | 17.36% | 0.7 |
|
| 4809 |
CA
4809
Continental Advisors
Park City,
Utah
| $188M | -$33.6M | -15% | 0.91% | 73.6% | 55 | 9.09% | 4.7 |
|
| 4810 |
4810
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $187M | – | – | 3.59% | 85% | 679 | – | 0 |
|
| 4811 |
4811
Amitell Capital
Singapore
| $187M | -$15.2M | -7% | 3.32% | 196% | 43 | 32.56% | 0.7 |
|
| 4812 |
4812
Sonata Capital Group
Seattle,
Washington
| $187M | -$6.14M | -3% | 3.56% | 66.5% | 108 | 4.63% | 5.9 |
|
| 4813 |
4813
West Michigan Advisors
Holland,
Michigan
| $187M | -$63.1M | -25% | 2.49% | 86.6% | 262 | 48.47% | 1.2 |
|
| 4814 |
4814
Tiemann Investment Advisors
Menlo Park,
California
| $187M | -$9.34M | -5% | 3.89% | 77% | 195 | 7.69% | 6.3 |
|
| 4815 |
4815
CVS Health
Woonsocket,
Rhode Island
| $187M | -$6.34M | -3% | 2.48% | 48.7% | 9 | 0% | 1.2 |
|
| 4816 |
4816
Capasso Planning Partners
Charleston,
South Carolina
| $187M | +$944K | +0.5% | 3.36% | 51.6% | 106 | 15.09% | 1.3 |
|
| 4817 |
4817
Transatlantique Private Wealth
New York
| $187M | -$4.81M | -3% | 2.91% | 88.6% | 212 | 12.26% | 1 |
|
| 4818 |
4818
Houlihan Financial Resource Group
Ashburn,
Virginia
| $187M | -$3.03B | -94% | 2.85% | 50.6% | 180 | 73.33% | 1.6 |
|
| 4819 |
4819
MPM Asset Management
Boston,
Massachusetts
| $187M | -$17.2M | -8% | 6.09% | 5.89% | 8 | 12.5% | 2.6 |
|
| 4820 |
4820
Mendel Money Management
Northbrook,
Illinois
| $186M | -$8M | -4% | 4.41% | 75.4% | 127 | 5.51% | 3.3 |
|
| 4821 |
4821
BNC Wealth Management
Beaverton,
Oregon
| $186M | -$1.95M | -1% | 0.92% | 204% | 106 | 14.15% | 1.9 |
|
| 4822 |
AFP
4822
Advus Financial Partners
Winter Park,
Florida
| $186M | -$1.81M | -1% | 3.55% | 56.5% | 60 | 23.33% | 1.3 |
|
| 4823 |
4823
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $186M | -$22.9M | -11% | 6.32% | 215% | 169 | 33.73% | 1 |
|
| 4824 |
4824
Atlas Private Wealth Management
Albany,
New York
| $186M | -$3.36M | -2% | 2.36% | 19.8% | 120 | 9.17% | 3 |
|
| 4825 |
4825
ICW Investment Advisors
Scottsdale,
Arizona
| $186M | -$19.4K | -0% | 4.31% | 58.6% | 135 | 2.96% | 3.2 |
|