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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Orion Capital Management
Coronado,
California
| $237M | +$9.6M | +4% | 2.57% | 75.3% | 507 | 13.81% | 1 |
|
| 5027 |
5027
Stone Run Capital
New York
| $237M | -$17.2M | -7% | 0.7% | 77.8% | 72 | 13.89% | 7.1 |
|
| 5028 |
5028
TTP Investments
San Jose,
California
| $237M | -$48.8M | -17% | 7.09% | 232% | 41 | 19.51% | 2 |
|
| 5029 |
IGYL
5029
I.G.Y. Ltd
London,
United Kingdom
| $237M | -$2.81M | -1% | 0.63% | 80.5% | 3 | 0% | 5 |
|
| 5030 |
5030
Lokken Investment Group
Lewes,
Delaware
| $237M | +$5.61M | +2% | 0.91% | 65.3% | 149 | 18.12% | 2.4 |
|
| 5031 |
5031
Rossby Financial
Melbourne,
Florida
| $237M | +$75.5M | +47% | 0.17% | – | 1,084 | 82.1% | 0 |
|
| 5032 |
5032
Biltmore Wealth Management
Tempe,
Arizona
| $237M | -$3.07M | -1% | 0.29% | 59.8% | 59 | 8.47% | 3.9 |
|
| 5033 |
5033
Theory Financial
Fort Collins,
Colorado
| $237M | -$2.05M | -0.9% | 0.03% | 54.5% | 89 | 25.84% | 1.4 |
|
| 5034 |
5034
Rivermont Capital Management
New York
| $237M | -$28.5M | -11% | 1.78% | 555% | 23 | 39.13% | 1 |
|
| 5035 |
5035
Wela Strategies
Atlanta,
Georgia
| $237M | +$4.89M | +2% | 0.77% | 51.3% | 75 | 60% | 2.6 |
|
| 5036 |
5036
William Marsh Rice University
Houston,
Texas
| $237M | +$21.7M | +10% | 1.26% | 1.81% | 4 | 50% | 2.8 |
|
| 5037 |
5037
Maestria Partners
Atlanta,
Georgia
| $237M | -$15.7M | -6% | 12.5% | – | 15 | 13.33% | 0.2 |
|
| 5038 |
5038
Gold Investment Management
Edmonton,
Alberta, Canada
| $237M | -$461K | -0.2% | 1.53% | 117% | 218 | 2.29% | 1.2 |
|
| 5039 |
5039
BHK Investment Advisors
Birmingham,
Alabama
| $237M | -$29.9M | -11% | 2.28% | 54.6% | 62 | 4.84% | 4.6 |
|
| 5040 |
5040
KKM Financial
Chicago,
Illinois
| $237M | -$3.38M | -1% | 0.28% | – | 155 | 7.74% | 1 |
|
| 5041 |
5041
BIP Alliance
Atlanta,
Georgia
| $236M | +$55K | +0% | 2.1% | – | 51 | 9.8% | 0.2 |
|
| 5042 |
5042
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| $236M | -$121M | -34% | 0.85% | 85% | 838 | 19.81% | 1.2 |
|
| 5043 |
5043
Stableford Capital II
Scottsdale,
Arizona
| $236M | -$16.6M | -7% | 2.61% | 66.9% | 136 | 25% | 1.6 |
|
| 5044 |
5044
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
| $236M | +$1.84M | +0.8% | 1.18% | – | 95 | 5.26% | 0.2 |
|
| 5045 |
5045
Westshore Wealth
Newport Beach,
California
| $236M | -$10.5M | -4% | 3.59% | 58.8% | 102 | 16.67% | 2.9 |
|
| 5046 |
5046
Deepwater Asset Management
Minneapolis,
Minnesota
| $236M | -$70.1M | -23% | 17.1% | 142% | 25 | 24% | 1.2 |
|
| 5047 |
5047
BWM Planning
The Woodlands,
Texas
| $236M | +$6.47M | +3% | 0.22% | – | 79 | 6.33% | 0.5 |
|
| 5048 |
5048
Texas Bank & Trust
Longview,
Texas
| $236M | -$6.38M | -3% | 0.06% | – | 184 | 8.7% | 0.2 |
|
| 5049 |
5049
Mad River Investors
Boston,
Massachusetts
| $236M | +$20.8M | +10% | 12.8% | 169% | 27 | 14.81% | 4 |
|
| 5050 |
5050
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $236M | -$511K | -0.2% | 4.06% | – | 70 | 74.29% | 0.2 |
|