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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Signet Investment Advisory Group
Providence,
Rhode Island
| $159M | +$3.36M | +2% | 0.4% | 59.6% | 91 | 4.4% | 1.9 |
|
| 5077 |
5077
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $158M | +$10.7M | +7% | 0.2% | 87.2% | 114 | 34.21% | 1.2 |
|
| 5078 |
5078
Samson Rock Capital
London,
United Kingdom
| $158M | -$349M | -69% | 4.91% | 166% | 90 | 95.56% | 0 |
|
| 5079 |
5079
AUA Capital Management
Camp Hill,
Pennsylvania
| $158M | -$3.78M | -2% | 0.4% | 70.2% | 361 | 5.54% | 2.4 |
|
| 5080 |
5080
Clearstead Trust
Portland,
Maine
| $158M | +$4.61M | +3% | 1.24% | 111% | 202 | 17.82% | 1.9 |
|
| 5081 |
5081
Altus Wealth Management
Ft Mitchell,
Kentucky
| $158M | +$2.63M | +2% | 0.22% | 73% | 39 | 15.38% | 1.3 |
|
| 5082 |
CWA
5082
Clearview Wealth Advisors
Salem,
Oregon
| $158M | -$4.09M | -3% | 0.5% | 45.2% | 717 | 11.58% | 0.6 |
|
| 5083 |
5083
United Bank (Georgia)
Zebulon,
Georgia
| $158M | +$9.24M | +6% | 0.16% | 81.2% | 86 | 3.49% | 3.3 |
|
| 5084 |
5084
Athyrium Capital Management
New York
| $158M | -$82.2M | -34% | 27.6% | 25.1% | 4 | 0% | 0.6 |
|
| 5085 |
5085
Alphadyne Asset Management
New York
| $158M | -$22.7M | -13% | 2.97% | 159% | 8 | 87.5% | 0.1 |
|
| 5086 |
5086
BCK Partners
Corning,
New York
| $157M | +$6.27M | +4% | 0.9% | 46% | 29 | 6.9% | 0.7 |
|
| 5087 |
5087
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $157M | +$2.04M | +1% | 5.8% | 117% | 41 | 14.63% | 0.6 |
|
| 5088 |
5088
KPCB GGF Associates
Menlo Park,
California
| $157M | -$75.7M | -32% | 40.9% | – | 1 | 0% | 0.3 |
|
| 5089 |
5089
&Partners
Nashville,
Tennessee
| $157M | +$2.78M | +2% | 0.38% | 78.4% | 189 | 10.05% | 1.4 |
|
| 5090 |
5090
Apogem Capital
New York
| $157M | +$672K | +0.4% | 1.39% | – | 229 | 36.24% | 0.4 |
|
| 5091 |
5091
Banyan Capital Management
Atlanta,
Georgia
| $157M | -$3.59M | -2% | 0.55% | 42.5% | 20 | 5% | 2.4 |
|
| 5092 |
5092
Boyu Capital Investment Management Company
Hong Kong
| $157M | -$46.1M | -23% | 5% | – | 8 | 25% | 0.7 |
|
| 5093 |
5093
Sterling Financial Planning
Sparta,
New Jersey
| $157M | +$3.12M | +2% | 1.48% | 59.3% | 434 | 9.22% | 0.6 |
|
| 5094 |
5094
Sterneck Capital Management
Kansas City,
Missouri
| $157M | -$4.6M | -3% | 1.44% | 61.5% | 109 | 8.26% | 3.2 |
|
| 5095 |
CC
5095
Corsicana & Co
Corsicana,
Texas
| $157M | -$1.34M | -0.8% | 0.81% | – | 213 | 6.1% | 0.2 |
|
| 5096 |
5096
Rainwater Charitable Foundation
Fort Worth,
Texas
| $157M | +$19.6M | +14% | 0.32% | 44% | 2 | 0% | 1.6 |
|
| 5097 |
5097
Brooktree Capital Management
Gand Rapids,
Michigan
| $157M | +$1.15M | +0.7% | 1.4% | 82.9% | 44 | 11.36% | 1.5 |
|
| 5098 |
5098
Sterling Investment Management
Tucson,
Arizona
| $157M | +$4.34M | +3% | 1.17% | 45.3% | 70 | 11.43% | 3.4 |
|
| 5099 |
5099
Goepper Burkhardt
Greenville,
South Carolina
| $157M | -$1.53M | -1% | 0.25% | 50.4% | 65 | 4.62% | 0.7 |
|
| 5100 |
5100
Hall Private Wealth Advisors
Waxhaw,
North Carolina
| $157M | +$3.22M | +2% | 1.77% | – | 59 | 25.42% | 0.6 |
|