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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
WFA of San Diego
San Diego,
California
| $106M | -$322M | -75% | 8.6% | – | 278 | 73.38% | 0.2 |
|
| 4902 |
KLC
4902
Knowledge Leaders Capital
Denver,
Colorado
| $106M | +$6.83M | +7% | 8.13% | 51.6% | 121 | 14.88% | 0.3 |
|
| 4903 |
4903
Kapitalo Investimentos
Sao Paulo,
Brazil
| $106M | -$27.5M | -21% | 1.56% | 66.5% | 23 | 60.87% | 0.3 |
|
| 4904 |
OCP
4904
OCO Capital Partners
New York
| $106M | +$27.8M | +36% | 49% | 679% | 5 | 40% | 0.7 |
|
| 4905 |
4905
Seaport Global Asset Management
New York
| $106M | – | – | 42.4% | – | 43 | – | 0 |
|
| 4906 |
4906
Prostatis Group
Hanover,
Maryland
| $106M | +$55.8M | +112% | 8.71% | 72.9% | 83 | 33.73% | 0.4 |
|
| 4907 |
4907
Florin Court Capital
London,
United Kingdom
| $105M | +$36M | +52% | 9.11% | 129% | 20 | 30% | 0.5 |
|
| 4908 |
FA
4908
Financial Advantage
Columbia,
Maryland
| $105M | -$26.9M | -20% | 5.5% | 24.3% | 165 | 34.55% | 2.2 |
|
| 4909 |
4909
Corbett Road Capital Management
Mclean,
Virginia
| $105M | +$994K | +1% | 7.34% | – | 131 | 19.85% | 0.4 |
|
| 4910 |
TC
4910
Teilinger Capital
Houston,
Texas
| $105M | +$17.4M | +20% | 22.8% | 30.2% | 22 | 90.91% | 0.1 |
|
| 4911 |
4911
Cruiser Capital Advisors
Stamford,
Connecticut
| $105M | +$13.5M | +15% | 5.69% | 192% | 36 | 41.67% | 1 |
|
| 4912 |
4912
S.A. Mason
Holland,
Michigan
| $105M | +$10.2M | +11% | 8.33% | 116% | 289 | 7.61% | 0.7 |
|
| 4913 |
4913
Svenska Handelsbanken
Stockholm,
Sweden
| $105M | +$7.18M | +7% | 16.4% | – | 50 | 10% | 2.6 |
|
| 4914 |
AWM
4914
Aberdeen Wealth Management
Lake Bluff,
Illinois
| $105M | +$11.7M | +13% | 8.86% | 73.1% | 152 | 28.95% | 0.6 |
|
| 4915 |
4915
First National Bank of South Miami
South Miami,
Florida
| $105M | +$12.4M | +13% | 6.48% | 35.2% | 303 | 12.54% | 1.5 |
|
| 4916 |
4916
Copernicus Capital Management
San Francisco,
California
| $105M | +$13.8M | +15% | 1.48% | 126% | 24 | 50% | 0.5 |
|
| 4917 |
MAS
4917
Madden Advisory Services
Jacksonville,
Florida
| $105M | +$8.52M | +9% | 7.61% | 52.3% | 68 | 4.41% | 4.2 |
|
| 4918 |
4918
XXEC Inc
Tulsa,
Oklahoma
| $105M | – | – | 9.02% | 30.1% | 26 | – | 0 |
|
| 4919 |
RHDIC
4919
R.H. Dinel Investment Counsel
Los Angeles,
California
| $105M | +$2.06M | +2% | 9.24% | 55.9% | 45 | 0% | 6 |
|
| 4920 |
4920
Omnia Family Wealth
Aventura,
Florida
| $105M | +$2.84M | +3% | 5.86% | 80.6% | 74 | 9.46% | 3 |
|
| 4921 |
4921
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| $105M | +$42.9M | +69% | 11.9% | 89.7% | 24 | 20.83% | 2.1 |
|
| 4922 |
4922
Concentrum Wealth Management
San Jose,
California
| $105M | +$6.18M | +6% | 14.6% | 174% | 43 | 20.93% | 1.1 |
|
| 4923 |
4923
Insight Wealth Partners
Plano,
Texas
| $105M | +$7.3M | +7% | 1.38% | 56.2% | 52 | 19.23% | 0.5 |
|
| 4924 |
4924
Quad-Cities Investment Group
Davenport,
Iowa
| $105M | +$7.33M | +8% | 8.3% | 67.3% | 165 | 15.76% | 2 |
|
| 4925 |
4925
RiverGlades Family Offices
Naples,
Florida
| $105M | +$6.9M | +7% | 5.56% | – | 71 | 11.27% | 1.3 |
|