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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Praetorian PR
Rincon,
Puerto Rico
| $314M | +$38.8M | +14% | 1.05% | 80.3% | 16 | 31.25% | 0.8 |
|
| 5177 |
5177
Macro Advisors
York,
Pennsylvania
| $314M | +$71.5M | +30% | 11.5% | – | 48 | 20.83% | 0.2 |
|
| 5178 |
5178
Merk Investments
Menlo Park,
California
| $314M | -$54.3M | -15% | 18.4% | 303% | 11 | 0% | 3.9 |
|
| 5179 |
5179
Raleigh Capital Management
Cary,
North Carolina
| $313M | +$23.5M | +8% | 10.9% | 79.9% | 785 | 24.84% | 2.3 |
|
| 5180 |
5180
Plum Street Advisors
New Orleans,
Louisiana
| $313M | +$24.3M | +8% | 8.45% | – | 109 | 11.93% | 1.8 |
|
| 5181 |
5181
StoneCrest Wealth Management
Chandler,
Arizona
| $313M | +$76.6M | +32% | 42.2% | – | 84 | 26.19% | 1.4 |
|
| 5182 |
5182
Bennett Selby Investments
Falmouth,
Maine
| $313M | +$28.2M | +10% | 11% | 82.1% | 90 | 15.56% | 3.2 |
|
| 5183 |
5183
First Citizens Asset Management
Raleigh,
North Carolina
| $313M | +$30.8M | +11% | 10.7% | 44.2% | 30 | 6.67% | 2.7 |
|
| 5184 |
5184
Ravenswood Partners
Mclean,
Virginia
| $313M | +$41.9M | +15% | 38.9% | – | 42 | 30.95% | 0.6 |
|
| 5185 |
5185
Worth Asset Management
Dallas,
Texas
| $313M | +$44.4M | +17% | 20.2% | 115% | 249 | 41.77% | 1.1 |
|
| 5186 |
5186
Windward Private Wealth Management
Overland Park,
Kansas
| $313M | +$23.3M | +8% | 7.66% | 35.5% | 44 | 2.27% | 4.8 |
|
| 5187 |
5187
Prosperitas Financial
Valencia,
California
| $312M | +$43.9M | +16% | 13.4% | 118% | 113 | 26.55% | 1.3 |
|
| 5188 |
5188
Monte Financial Group
Guilford,
Connecticut
| $312M | +$30.6M | +11% | 7.94% | 57.9% | 109 | 14.68% | 3.8 |
|
| 5189 |
5189
Pennington Partners & Co
Bethesda,
Maryland
| $312M | +$20.1M | +7% | 14.2% | – | 134 | 17.16% | 0.9 |
|
| 5190 |
5190
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $312M | +$28.5M | +10% | 9.97% | 47% | 26 | 0% | 3.2 |
|
| 5191 |
5191
Maryland Capital Advisors
Chester,
Maryland
| $312M | – | – | 7.56% | – | 1,043 | – | 0.9 |
|
| 5192 |
5192
Peachtree Investment Partners
Indian River Shores,,
Florida
| $312M | +$49.5M | +19% | 18.3% | 92.2% | 152 | 21.05% | 3.5 |
|
| 5193 |
5193
Townsend Asset Management
Raleigh,
North Carolina
| $312M | +$35.1M | +13% | 16% | 88.5% | 199 | 8.04% | 4.3 |
|
| 5194 |
5194
Weinberger Asset Management
Los Angeles,
California
| $312M | +$45.1M | +17% | 14.8% | 89.6% | 101 | 8.91% | 3 |
|
| 5195 |
5195
Armor Investment Advisors
Raleigh,
North Carolina
| $312M | +$34.2M | +12% | 14.1% | 62% | 163 | 6.75% | 5.3 |
|
| 5196 |
5196
Five Oceans Advisors
Santa Monica,
California
| $311M | +$34.7M | +13% | 16.3% | 85.3% | 214 | 14.49% | 2.7 |
|
| 5197 |
5197
Hengistbury Investment Partners
London,
United Kingdom
| $311M | +$71M | +30% | 13.9% | 108% | 4 | 25% | 3.6 |
|
| 5198 |
5198
Oak Asset Management
Westlake Village,
California
| $311M | +$20.6M | +7% | 12% | 91.8% | 117 | 9.4% | 3.2 |
|
| 5199 |
5199
Tenon Financial
Metuchen,
New Jersey
| $311M | +$56.3M | +22% | 12.7% | – | 64 | 20.31% | 1.4 |
|
| 5200 |
5200
Centennial Bank
Conway,
Arkansas
| $311M | +$32.1M | +12% | 14% | 69.9% | 347 | 8.65% | 2.7 |
|