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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
SHFP
5151
Second Half Financial Partners
Sebring,
Florida
| $153M | +$72.9M | +91% | 6.32% | 36.8% | 45 | 22.22% | 0.5 |
|
| 5152 |
5152
FIDELIS iM
Medford,
Oregon
| $153M | +$9.8M | +7% | 6.58% | 44.8% | 23 | 8.7% | 1.1 |
|
| 5153 |
5153
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| $153M | +$28.9M | +23% | 6.06% | – | 71 | 26.76% | 0.7 |
|
| 5154 |
5154
Hunting Hill Global Capital
New York
| $153M | -$15.3M | -9% | 2.02% | 132% | 132 | 61.36% | 0.4 |
|
| 5155 |
5155
Abacus FCF Advisors
Orlando,
Florida
| $153M | +$8.14M | +6% | 11.7% | 197% | 159 | 24.53% | 1.4 |
|
| 5156 |
5156
Retirement Planning Company of New England
Warwick,
Rhode Island
| $153M | +$14.9M | +11% | 10.8% | 125% | 238 | 15.13% | 0.8 |
|
| 5157 |
GECH
5157
Garnet Equity Capital Holdings
New York
| $153M | +$111M | +266% | 14.7% | 302% | 40 | 55% | 0.8 |
|
| 5158 |
5158
Nightview Capital
Austin,
Texas
| $153M | -$356M | -70% | 49.2% | 170% | 15 | 6.67% | 1.6 |
|
| 5159 |
5159
ARQ Wealth Advisors
Scottsdale,
Arizona
| $153M | +$23.8M | +18% | 9.7% | 59.3% | 52 | 13.46% | 2.1 |
|
| 5160 |
5160
Equinox Partners Investment Management
Stamford,
Connecticut
| $153M | +$28.7M | +23% | 22.7% | 241% | 11 | 9.09% | 2.5 |
|
| 5161 |
5161
Tactive Advisors
Jacksonville,
Florida
| $153M | – | – | 8.16% | – | 41 | – | 0 |
|
| 5162 |
5162
Aspen Investment Management
Grand Rapids,
Michigan
| $153M | +$3.08M | +2% | 8.74% | 84.9% | 135 | 12.59% | 6.1 |
|
| 5163 |
5163
John W. Brooker & Co
Oakland,
California
| $153M | -$2.69M | -2% | 5.47% | 43.4% | 200 | 70.5% | 2.5 |
|
| 5164 |
5164
DGS Capital Management
Jersey City,
New Jersey
| $153M | +$3.23M | +2% | 5.07% | 177% | 240 | 22.5% | 0.7 |
|
| 5165 |
5165
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| $153M | +$5.14M | +3% | 7.73% | 65.3% | 121 | 14.05% | 1.1 |
|
| 5166 |
5166
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $153M | +$30M | +24% | 11.3% | 173% | 58 | 55.17% | 0.9 |
|
| 5167 |
5167
MBA Advisors
Hermitage,
Pennsylvania
| $153M | +$14.6M | +11% | 8.93% | 66.1% | 128 | 9.38% | 1.4 |
|
| 5168 |
XC
5168
XY Capital
Central,
Hong Kong
| $153M | – | – | 16.9% | 52.8% | 70 | – | 0 |
|
| 5169 |
5169
Level Financial Advisors
East Amherst,
New York
| $153M | +$17.2M | +13% | 6.41% | 44% | 310 | 24.84% | 0.7 |
|
| 5170 |
5170
Clarus Wealth Advisors
Peoria,
Arizona
| $153M | +$12.4M | +9% | 8.79% | 89.7% | 127 | 25.2% | 1.8 |
|
| 5171 |
5171
Phraction Management
Colchester,
Connecticut
| $152M | +$20M | +15% | 8.32% | 106% | 52 | 19.23% | 0.8 |
|
| 5172 |
5172
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| $152M | +$17.1M | +13% | 13.2% | 82.3% | 156 | 5.77% | 1.8 |
|
| 5173 |
5173
Harvest Group Wealth Management
Waltham,
Massachusetts
| $152M | +$2.03M | +1% | 5.38% | 28.1% | 203 | 9.85% | 1 |
|
| 5174 |
5174
Investment Research & Advisory Group
Atlanta,
Georgia
| $152M | +$18.7M | +14% | 8.65% | 105% | 195 | 12.31% | 1.9 |
|
| 5175 |
RCA
5175
Rex Capital Advisors
Providence,
Rhode Island
| $152M | +$17.5M | +13% | 8.3% | 7.31% | 26 | 34.62% | 2.8 |
|