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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Blue Barn Wealth
Orem,
Utah
| $141M | +$10M | +8% | 10.1% | 46.4% | 124 | 12.1% | 1 |
|
| 5052 |
5052
KPS Global Asset Management (UK)
London,
United Kingdom
| $140M | -$33.7M | -19% | 15.2% | 373% | 5 | 0% | 2.4 |
|
| 5053 |
5053
Newton One Investments
Newark,
Delaware
| $140M | +$5.97M | +4% | 5.32% | 42% | 127 | 6.3% | 1.4 |
|
| 5054 |
5054
CJM Wealth Advisers
Falls Church,
Virginia
| $140M | -$3.45M | -2% | 4.35% | 71.5% | 56 | 10.71% | 0.7 |
|
| 5055 |
5055
Turiya Advisors Asia
Hong Kong
| $140M | +$62.8M | +81% | 8.41% | 247% | 2 | 50% | 0.8 |
|
| 5056 |
5056
Abbot Financial Management
Andover,
Massachusetts
| $140M | -$25M | -15% | 6.3% | 102% | 125 | 12.8% | 4.1 |
|
| 5057 |
5057
New England Professional Planning Group
Westerly,
Rhode Island
| $140M | -$3.94M | -3% | 5.8% | 59% | 40 | 10% | 4.2 |
|
| 5058 |
5058
WFA Asset Management
Whitefish Bay,
Wisconsin
| $140M | -$2.41M | -2% | 5.71% | 60% | 246 | 12.2% | 0.6 |
|
| 5059 |
5059
Beacon Financial Advisory
Cleveland,
Ohio
| $140M | -$35.6M | -20% | 5.61% | 76.8% | 224 | 18.3% | 2 |
|
| 5060 |
5060
JLP Asset Management
New York
| $140M | -$11M | -7% | 9.81% | 16.1% | 22 | 9.09% | 2 |
|
| 5061 |
5061
Clarus Wealth Advisors
Peoria,
Arizona
| $140M | -$1.89M | -1% | 4.26% | 89.7% | 120 | 29.17% | 1.9 |
|
| 5062 |
5062
DB Wealth Management Group
San Diego,
California
| $140M | -$6.6M | -4% | 4.57% | 19% | 296 | 3.72% | 1.5 |
|
| 5063 |
5063
Fortis Advisors
Wayne,
Pennsylvania
| $140M | -$10.8M | -7% | 4.9% | 72.8% | 300 | 18% | 2.4 |
|
| 5064 |
5064
Seldon Capital
San Francisco,
California
| $140M | -$32.9M | -19% | 1.22% | 604% | 290 | 6.21% | 0.7 |
|
| 5065 |
5065
Greycroft
New York
| $140M | -$30.4M | -18% | 15.9% | 20% | 6 | 50% | 0.7 |
|
| 5066 |
5066
Scholtz & Company
Stamford,
Connecticut
| $140M | -$22.6M | -14% | 2.92% | 89.2% | 58 | 48.28% | 2 |
|
| 5067 |
5067
Act Wealth Management
Plano,
Texas
| $140M | -$13M | -9% | 5.64% | 70% | 43 | 18.6% | 1.3 |
|
| 5068 |
5068
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $140M | +$5.81M | +4% | 1.01% | 75.2% | 18 | 27.78% | 1.6 |
|
| 5069 |
5069
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $140M | -$7.88M | -5% | 5.72% | 46.3% | 23 | 17.39% | 1.5 |
|
| 5070 |
HH
5070
HWG Holdings
Houston,
Texas
| $140M | – | – | 3.94% | – | 156 | – | 1.4 |
|
| 5071 |
5071
Seneca Financial Advisors
Rochester,
New York
| $140M | -$8.89M | -6% | 5.68% | 47.3% | 45 | 6.67% | 1.4 |
|
| 5072 |
5072
Alta Wealth Advisors
Woburn,
Massachusetts
| $140M | -$4.59M | -3% | 3.91% | 120% | 141 | 6.38% | 1.4 |
|
| 5073 |
WAM
5073
WT Asset Management
Hong Kong
| $140M | -$35.9M | -20% | 11.6% | 2,788% | 7 | 14.29% | 1 |
|
| 5074 |
5074
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $140M | -$984K | -0.7% | 4.59% | 56.7% | 258 | 10.85% | 1.3 |
|
| 5075 |
5075
Chou Associates Management
Toronto,
Ontario, Canada
| $140M | +$85K | +0.1% | 19.6% | 66.4% | 20 | 5% | 5.1 |
|