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 |
GCM
5351
Garland Capital Management
Bellevue,
Washington
| $147M | -$6.19M | -4% | 2.21% | 55.7% | 35 | 2.86% | 5.1 |
|
| 5352 |
DCM
5352
Dudley Capital Management
Middleburg,
Virginia
| $147M | +$4.31M | +3% | 6.76% | 129% | 138 | 15.22% | 0.2 |
|
| 5353 |
5353
Left Brain Wealth Management
Naperville,
Illinois
| $147M | +$13.4M | +10% | 14.5% | 376% | 85 | 30.59% | 0.2 |
|
| 5354 |
5354
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $147M | +$1.82M | +1% | 3.47% | 281% | 45 | 8.89% | 1.1 |
|
| 5355 |
CIA
5355
Citadel Investment Advisory
Chesterland,
Ohio
| $147M | +$660K | +0.5% | 3% | 66.1% | 79 | 0% | 2.1 |
|
| 5356 |
5356
Kanen Wealth Management
Coconut Creek,
Florida
| $147M | -$48.7M | -25% | 4.54% | 328% | 28 | 42.86% | 0.9 |
|
| 5357 |
CCP
5357
Cunning Capital Partners
Morrisville,
North Carolina
| $147M | +$5.5M | +4% | 5.49% | 268% | 75 | 0% | 1 |
|
| 5358 |
5358
Wisconsin Capital Management
Madison,
Wisconsin
| $147M | +$15M | +11% | 15.3% | 153% | 49 | 14.29% | 4.1 |
|
| 5359 |
5359
Fluent Financial
Dallas,
Texas
| $147M | -$21.3M | -13% | 5.6% | 46.9% | 79 | 29.11% | 1.5 |
|
| 5360 |
5360
Jentner Corp
Akron,
Ohio
| $146M | +$11.2M | +8% | 7.27% | 38.9% | 45 | 6.67% | 3.3 |
|
| 5361 |
5361
Ayrshire Capital Management
Westport,
Connecticut
| $146M | +$3.65M | +3% | 5.12% | 84.8% | 50 | 10% | 2.7 |
|
| 5362 |
PWP
5362
Pursue Wealth Partners
Clayton,
California
| $146M | +$17M | +13% | 13.7% | 108% | 110 | 22.73% | 1 |
|
| 5363 |
5363
Stone House Capital Management
Bay Harbor Islands,
Florida
| $146M | -$5.11M | -3% | 0.38% | 151% | 3 | 33.33% | 0.8 |
|
| 5364 |
BCFD
5364
Boit C.F. David
| $146M | +$6.13M | +4% | 2.76% | 84.2% | 112 | 7.14% | 1.6 |
|
| 5365 |
5365
Castellan Group
Louisville,
Kentucky
| $146M | +$2.91M | +2% | 12.8% | 184% | 64 | 26.56% | 1.3 |
|
| 5366 |
5366
Highline Wealth Partners
Sherman Oaks,
California
| $146M | +$10.8M | +8% | 11.4% | 93.8% | 355 | 12.39% | 0.5 |
|
| 5367 |
5367
Piper Sandler & Co
Minneapolis,
Minnesota
| $146M | +$49.5M | +51% | 0.03% | 0.05% | 35 | 22.86% | 0.5 |
|
| 5368 |
5368
True Capital Management
San Francisco,
California
| $146M | +$23M | +19% | 19.6% | – | 134 | 13.43% | 0.2 |
|
| 5369 |
5369
Kercheville Advisors
San Antonio,
Texas
| $146M | +$1M | +0.7% | 11% | 261% | 89 | 19.1% | 1.6 |
|
| 5370 |
5370
Virginia Wealth Management Group
Virginia Beach,
Virginia
| $146M | +$1.44M | +1% | 0.94% | 49.4% | 77 | 5.19% | 1.1 |
|
| 5371 |
5371
Highland Peak Capital
Old Greenwich,
Connecticut
| $146M | +$556K | +0.4% | 13.1% | 260% | 35 | 65.71% | 0.1 |
|
| 5372 |
MA
5372
Menlo Advisors
Menlo Park,
California
| $146M | +$12.6M | +9% | 7.92% | 108% | 30 | 10% | 5.8 |
|
| 5373 |
5373
Alhambra Investment Management
Palmetto Bay,
Florida
| $146M | +$8.39M | +6% | 4.28% | 67.7% | 151 | 9.93% | 2.3 |
|
| 5374 |
5374
Family Investment Center
Saint Joseph,
Missouri
| $146M | +$8.45M | +6% | 3.33% | 53.1% | 50 | 6% | 0.2 |
|
| 5375 |
5375
Florin Court Capital
London,
United Kingdom
| $145M | +$71.6M | +97% | 3.93% | 129% | 27 | 55.56% | 0.3 |
|