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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Agate Pass Investment Management
Bainbridge Island,
Washington
| $160M | -$609K | -0.4% | 2.2% | 76% | 99 | 6.06% | 0.3 |
|
| 5352 |
5352
Moser Wealth Advisors
Bellevue,
Washington
| $160M | -$5.38M | -3% | 3.97% | – | 146 | 10.96% | 1.7 |
|
| 5353 |
5353
Solitude Financial Services
Charlottesville,
Virginia
| $160M | +$9.7M | +6% | 1.66% | 62.4% | 44 | 22.73% | 1 |
|
| 5354 |
5354
Stone House Capital Management
Bay Harbor Islands,
Florida
| $160M | -$20.5M | -11% | 12.1% | 151% | 2 | 50% | 0.3 |
|
| 5355 |
5355
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $160M | +$13.5M | +9% | 6.67% | 63.5% | 19 | 21.05% | 0.2 |
|
| 5356 |
5356
Financial Avengers
Oakland,
California
| $160M | -$3.21M | -2% | 1.79% | 108% | 168 | 9.52% | 1.1 |
|
| 5357 |
5357
Jupiter Wealth Management
Glendale,
Colorado
| $160M | -$33M | -17% | 4.26% | 99.2% | 95 | 24.21% | 1.8 |
|
| 5358 |
5358
Trinity Financial Advisors
Columbus,
Ohio
| $160M | -$9.47M | -6% | 2.79% | 74.5% | 70 | 22.86% | 0.9 |
|
| 5359 |
5359
Integral Investment Advisors
Turlock,
California
| $160M | +$20.6M | +15% | 5.14% | 60% | 101 | 16.83% | 0.2 |
|
| 5360 |
5360
Avory & Company
Miami,
Florida
| $160M | -$6.75M | -4% | 17.7% | 74.9% | 25 | 24% | 0.6 |
|
| 5361 |
5361
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| $160M | -$15.5M | -9% | 2.94% | 91.4% | 160 | 35% | 0.9 |
|
| 5362 |
5362
Investment Research & Advisory Group
Atlanta,
Georgia
| $160M | -$5.2M | -3% | 5.44% | 105% | 202 | 13.37% | 1.5 |
|
| 5363 |
5363
Juniper Investment Company
New York
| $159M | +$11.3M | +8% | 2.26% | 358% | 10 | 10% | 1.8 |
|
| 5364 |
5364
Rutabaga Capital Management
Boston,
Massachusetts
| $159M | +$8.48M | +6% | 0.34% | 57% | 52 | 3.85% | 3.4 |
|
| 5365 |
5365
Bluestem Financial Advisors
Champaign,
Illinois
| $159M | -$1.49M | -0.9% | 5.37% | 42.2% | 28 | 14.29% | 1.8 |
|
| 5366 |
5366
Gables Capital Management
Miami,
Florida
| $159M | -$8.68M | -5% | 3.05% | 151% | 362 | 5.52% | 3 |
|
| 5367 |
5367
Accretive Wealth Partners
Parsippany,
New Jersey
| $159M | +$2.32M | +1% | 4.39% | 57.3% | 121 | 19.83% | 1 |
|
| 5368 |
KCM
5368
Knoll Capital Management
Miami,
Florida
| $159M | -$22.6M | -12% | 9.28% | 258% | 43 | 16.28% | 1.8 |
|
| 5369 |
5369
VELA Investment Management
New Albany,
Ohio
| $159M | +$10.5M | +7% | 2.38% | 56.8% | 124 | 16.13% | 0.2 |
|
| 5370 |
5370
Quaero Capital
Geneve,
Switzerland
| $159M | +$13.5M | +9% | 2.3% | 62.4% | 93 | 30.11% | 0.5 |
|
| 5371 |
5371
Industry Ventures
San Francisco,
California
| $159M | -$72M | -31% | 28.4% | 77.4% | 11 | 36.36% | 0.2 |
|
| 5372 |
5372
Cox Capital Management
Andover,
Massachusetts
| $159M | -$10.1M | -6% | 2.72% | 106% | 78 | 10.26% | 2.9 |
|
| 5373 |
NCM
5373
NCM Capital Management
Ramsey,
New Jersey
| $159M | +$46.2M | +41% | 3.33% | 105% | 190 | 26.84% | 0.2 |
|
| 5374 |
5374
Morgens Waterfall Vintiadis & Co
New York
| $159M | -$27M | -15% | 6.56% | 594% | 37 | 56.76% | 1.8 |
|
| 5375 |
5375
Cheyne Capital Management (UK)
London,
United Kingdom
| $159M | +$5.32M | +3% | 5.26% | 35.6% | 201 | 67.16% | 0.4 |
|