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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
5301
Lake Hills Wealth Management
Austin,
Texas
| $135M | -$3.87M | -3% | 0.97% | 83.7% | 45 | 53.33% | 0.3 |
|
| 5302 |
5302
Corepath Wealth Partners
Scottsdale,
Arizona
| $135M | -$8.6M | -6% | 11.6% | 62.1% | 38 | 7.89% | 1.4 |
|
| 5303 |
5303
Infusive Asset Management
New York
| $135M | -$75.8M | -36% | 12.8% | 33.8% | 41 | 65.85% | 1.3 |
|
| 5304 |
5304
Alaethes Wealth
Glenbrook,
Nevada
| $135M | -$22.5M | -14% | 15.1% | 96.4% | 308 | 69.16% | 1.1 |
|
| 5305 |
5305
Quad-Cities Investment Group
Davenport,
Iowa
| $135M | -$21.6M | -14% | 13.4% | 67.3% | 193 | 15.54% | 2.7 |
|
| 5306 |
CWM
5306
Capital Wealth Management
W. Warwick,
Rhode Island
| $135M | -$13.5M | -9% | 13.3% | 46.7% | 45 | 22.22% | 2.2 |
|
| 5307 |
5307
Tabor Asset Management
New York
| $135M | -$46.8M | -26% | 21.3% | 214% | 47 | 57.45% | 0.5 |
|
| 5308 |
5308
Seelaus Asset Management
Chatham,
New Jersey
| $135M | -$33.6M | -20% | 12.2% | 134% | 297 | 30.3% | 1.9 |
|
| 5309 |
5309
Pacific Financial Group
Bellevue,
Washington
| $135M | -$18.9M | -12% | 13% | 61.1% | 66 | 16.67% | 4.6 |
|
| 5310 |
5310
Northstar Advisory Group
Northfield,
New Jersey
| $135M | -$20.8M | -13% | 7.99% | 141% | 109 | 33.03% | 0.5 |
|
| 5311 |
5311
Varley Holdings
Tomago NSW,
Australia
| $135M | – | – | 39.3% | – | 1 | – | 0 |
|
| 5312 |
5312
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| $135M | -$16M | -11% | 37.1% | 22.2% | 3 | 0% | 0.3 |
|
| 5313 |
5313
Albert D. Mason Inc
Boston,
Massachusetts
| $135M | -$20.9M | -13% | 8.71% | 82% | 157 | 7.01% | 4.7 |
|
| 5314 |
5314
Newton One Investments
Newark,
Delaware
| $134M | -$2.72M | -2% | 11.4% | 42% | 127 | 3.15% | 1.2 |
|
| 5315 |
5315
Harrington Investments
Napa,
California
| $134M | -$32.5M | -19% | 14.9% | 109% | 82 | 6.1% | 4 |
|
| 5316 |
5316
First National Bank of Hutchinson
Hutchinson,
Kansas
| $134M | -$37.2M | -22% | 15.5% | 121% | 120 | 21.67% | 3.5 |
|
| 5317 |
5317
Moser Wealth Advisors
Bellevue,
Washington
| $134M | -$25.5M | -16% | 14.8% | – | 134 | 1.49% | 2 |
|
| 5318 |
5318
Verger Capital Management
Winston-Salem,
North Carolina
| $134M | +$6.87M | +5% | 11.9% | 58.3% | 29 | 58.62% | 2.4 |
|
| 5319 |
5319
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| $134M | -$76.5M | -36% | 24% | 34.5% | 49 | 24.49% | 1.7 |
|
| 5320 |
5320
Golden Gate Private Equity
San Francisco,
California
| $134M | -$83.8M | -38% | 40.7% | 8.72% | 4 | 0% | 1.3 |
|
| 5321 |
5321
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $134M | -$11.4M | -8% | 7.01% | 7.8% | 405 | 49.38% | 0.5 |
|
| 5322 |
5322
Spreng Capital Management
Bucyrus,
Ohio
| $134M | -$28.6M | -18% | 13.8% | 72.5% | 102 | 9.8% | 2.1 |
|
| 5323 |
5323
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $134M | -$22.3M | -14% | 11.8% | 62.6% | 157 | 8.28% | 3.8 |
|
| 5324 |
5324
Five Oceans Advisors
Santa Monica,
California
| $134M | +$21.8M | +19% | 11.3% | 85.3% | 145 | 27.59% | 0.5 |
|
| 5325 |
5325
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $134M | -$48.6M | -27% | 24.3% | 75.2% | 18 | 22.22% | 1.5 |
|