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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
LWMM
4851
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| $180M | +$15.4M | +9% | 8.38% | 89.1% | 103 | 7.77% | 1.2 |
|
| 4852 |
4852
Townsend Asset Management
Raleigh,
North Carolina
| $180M | +$18.8M | +12% | 7.01% | 77% | 203 | 9.36% | 1.2 |
|
| 4853 |
4853
Marshall & Sullivan
Seattle,
Washington
| $180M | +$14.5M | +9% | 7.93% | 82% | 39 | 2.56% | 5.2 |
|
| 4854 |
4854
Chapman Investment Management
San Anselmo,
California
| $180M | +$21.6M | +14% | 10.8% | 44% | 41 | 4.88% | 1.2 |
|
| 4855 |
4855
Alphadyne Asset Management
New York
| $180M | +$58M | +47% | 6.93% | 159% | 8 | 75% | 0.2 |
|
| 4856 |
4856
TLW Wealth Management
Indian Rocks Beach,
Florida
| $180M | +$15.4M | +9% | 12.5% | 82.9% | 18 | 5.56% | 2.2 |
|
| 4857 |
PM
4857
Ponoi Management
San Francisco,
California
| $180M | +$10M | +6% | 18.1% | – | 5 | 0% | 0.5 |
|
| 4858 |
LWPC
4858
Legacy Wealth Partners (California)
Calabasas,
California
| $180M | +$9.1M | +5% | 7.85% | – | 103 | 31.07% | 0.9 |
|
| 4859 |
4859
Avory & Company
Miami,
Florida
| $180M | +$6.29M | +4% | 9.04% | 74.9% | 13 | 7.69% | 0.5 |
|
| 4860 |
4860
Twin Lakes Capital Management
Redwood Shores,
California
| $180M | +$17.5M | +11% | 8.54% | 131% | 233 | 6.87% | 0.3 |
|
| 4861 |
4861
WD Rutherford
Portland,
Oregon
| $180M | +$19M | +12% | 14.2% | 170% | 126 | 6.35% | 0.5 |
|
| 4862 |
4862
Wealth Advisors of Tampa Bay
Tampa,
Florida
| $180M | +$10.6M | +6% | 5.52% | 86.2% | 82 | 2.44% | 2.2 |
|
| 4863 |
SWMG
4863
Signature Wealth Management Group
Atlanta,
Georgia
| $180M | +$9.6M | +6% | 3.88% | – | 77 | 7.79% | 2.2 |
|
| 4864 |
4864
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| $179M | +$1.62M | +0.9% | 7.03% | 13.1% | 87 | 18.39% | 2.1 |
|
| 4865 |
4865
Diversified
Wilmington,
Delaware
| $179M | +$49.6M | +38% | 7.08% | 34.4% | 106 | 14.15% | 0.4 |
|
| 4866 |
4866
Leisure Capital Management
Costa Mesa,
California
| $179M | +$14M | +8% | 6.93% | 98% | 154 | 14.29% | 2.9 |
|
| 4867 |
4867
Harbert Fund Advisors
Birmingham,
Alabama
| $179M | -$32.8M | -15% | 4.7% | 70.8% | 44 | 68.18% | 0.5 |
|
| 4868 |
4868
Total Clarity Wealth Management
St. Charles,
Illinois
| $179M | +$5.12M | +3% | 6.35% | 69.7% | 836 | 77.15% | 0.8 |
|
| 4869 |
4869
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| $179M | +$7.45M | +4% | 4.65% | 66.8% | 147 | 5.44% | 2.8 |
|
| 4870 |
4870
Global Financial Private Client
Sarasota,
Florida
| $179M | +$39.6M | +28% | 5.84% | 100% | 614 | 8.14% | 1.1 |
|
| 4871 |
MIP
4871
Ma Investment Partnership
Hillsborough,
California
| $179M | +$30.4M | +20% | 23.3% | – | 12 | 0% | 0.5 |
|
| 4872 |
4872
VELT Partners Investimentos
Sao Paolo,
Brazil
| $179M | +$10.2M | +6% | 8.55% | 19.4% | 4 | 0% | 1.2 |
|
| 4873 |
4873
Key Financial Inc
West Chester,
Pennsylvania
| $179M | +$27.3M | +18% | 5.5% | 55.5% | 908 | 13.66% | 0.5 |
|
| 4874 |
SL
4874
SIB LLC
New York,
New York
| $179M | +$8.59M | +5% | 4.94% | 29.2% | 21 | 4.76% | 5.8 |
|
| 4875 |
4875
Landaas & Company
Milwaukee,
Wisconsin
| $179M | +$11.5M | +7% | 6.14% | 60.3% | 77 | 5.19% | 2.3 |
|