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
Acasta Partners UK
London,
| $263M | -$18.1M | -6% | 0.6% | – | 22 | 13.64% | 0.2 |
|
| 5302 |
5302
Sagil Capital
London,
United Kingdom
| $263M | -$176M | -40% | 12.9% | 104% | 30 | 66.67% | 0.4 |
|
| 5303 |
5303
Excelsior Advisor Network
Denver,
Colorado
| $263M | +$57.2M | +28% | 1.64% | – | 232 | 30.17% | 0.2 |
|
| 5304 |
5304
DoubleLine ETF Adviser
Tampa,
Florida
| $263M | -$70.6M | -21% | 3.49% | 51.6% | 216 | 41.2% | 0.9 |
|
| 5305 |
5305
Trellis Wealth Advisors
San Luis Obispo,
California
| $263M | +$7.07M | +3% | 0.11% | 62.2% | 52 | 25% | 1.8 |
|
| 5306 |
5306
Legacy Capital Group California
Los Gatos,
California
| $263M | -$150M | -36% | 1.98% | 129% | 375 | 36.53% | 1.7 |
|
| 5307 |
5307
Kerrisdale Advisers
Miami,
Florida
| $263M | +$50.4M | +24% | 0.87% | 78.8% | 123 | 47.15% | 1.2 |
|
| 5308 |
5308
1492 Capital Management
Milwaukee,
Wisconsin
| $263M | +$1.52M | +0.6% | 9.79% | 332% | 145 | 32.41% | 1.4 |
|
| 5309 |
5309
Peachtree Investment Partners
Indian River Shores,,
Florida
| $262M | -$38.9M | -13% | 5.29% | 111% | 136 | 11.76% | 3.8 |
|
| 5310 |
5310
Vienna Insurance Group
Warsaw,
Poland
| $262M | +$57.3M | +28% | 7.03% | 230% | 31 | 25.81% | 1.9 |
|
| 5311 |
5311
Legacy Bridge
West Des Moines,
Iowa
| $262M | +$15.8M | +6% | 3.87% | 236% | 482 | 37.34% | 4.3 |
|
| 5312 |
5312
Ananym Capital Management
New York
| $262M | +$19M | +8% | 10% | – | 12 | 50% | 0.7 |
|
| 5313 |
HCC
5313
Hatch Cove Capital
Chicago,
Illinois
| $262M | +$5.9M | +2% | 23.2% | – | 30 | 63.33% | 0.1 |
|
| 5314 |
5314
Three Seasons Wealth
Salt Lake City,
Utah
| $262M | -$787M | -75% | 3.69% | 169% | 239 | 42.68% | 0.9 |
|
| 5315 |
5315
Traveka Wealth
Los Altos,
California
| $262M | +$16.3M | +7% | 1.06% | 78.1% | 205 | 17.56% | 1.4 |
|
| 5316 |
5316
Maltin Wealth Management
Ridgewood,
New Jersey
| $262M | +$10.3M | +4% | 3.01% | 58.2% | 150 | 21.33% | 3.3 |
|
| 5317 |
MCS
5317
Mercuria Capital Strategies
Houston,
Texas
| $262M | +$85.6M | +49% | 34.9% | – | 46 | 71.74% | 0.1 |
|
| 5318 |
5318
Global Trust Asset Management
West Palm Beach,
Florida
| $262M | +$8.24M | +3% | 8.94% | 178% | 504 | 18.85% | 4.2 |
|
| 5319 |
DIM
5319
DC Investments Management
Mclean,
Virginia
| $261M | +$35.1M | +16% | 1.95% | 56.3% | 78 | 41.03% | 1.1 |
|
| 5320 |
5320
Dayah Capital
Stamford,
Connecticut
| $261M | -$123M | -32% | 4.49% | – | 58 | 74.14% | 0.1 |
|
| 5321 |
5321
Luken Investment Analytics
Brentwood,
Tennessee
| $261M | +$7.84M | +3% | 4.04% | 51% | 406 | 62.07% | 3.3 |
|
| 5322 |
5322
Adaptive Financial Consulting
Beachwood,
Ohio
| $261M | +$4.06M | +2% | 2.39% | 33.4% | 18 | 0% | 5.3 |
|
| 5323 |
5323
Tribune Investment Group
New York
| $261M | +$76.7M | +42% | 16.2% | – | 42 | 80.95% | 0.1 |
|
| 5324 |
5324
Gallacher Capital Management
Lone Tree,
Colorado
| $261M | +$2.15M | +0.8% | 3.66% | 82.8% | 387 | 46.25% | 1.5 |
|
| 5325 |
5325
Penney Financial
Houston,
Texas
| $261M | +$1.5M | +0.6% | 1.04% | 54.8% | 53 | 16.98% | 1.5 |
|