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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Berkeley Inc
Boise,
Idaho
| $140M | +$5.11M | +4% | 4.74% | 49.4% | 88 | 13.64% | 0.4 |
|
| 5377 |
WWMSC
5377
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $140M | +$12.2M | +10% | 5.2% | 36.4% | 736 | 15.63% | 0.9 |
|
| 5378 |
GCM
5378
Granby Capital Management
Miami Beach,
Florida
| $140M | -$1.22M | -0.9% | 7.25% | 50% | 53 | 50.94% | 0.2 |
|
| 5379 |
AA
5379
Alta Advisers
London,
United Kingdom
| $139M | +$8.65M | +7% | 3.3% | 114% | 5 | 0% | 3.1 |
|
| 5380 |
ASFA
5380
All Season Financial Advisors
Denver,
Colorado
| $139M | – | – | 6.55% | 33.8% | 122 | – | 0 |
|
| 5381 |
5381
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| $139M | +$12.9M | +10% | 4.94% | 38.1% | 42 | 28.57% | 0.3 |
|
| 5382 |
5382
Kinloch Capital
Glen Allen,
Virginia
| $139M | +$9.04M | +7% | 5.48% | 63.4% | 68 | 11.76% | 0.4 |
|
| 5383 |
5383
Ciovacco Capital Management
Atlanta,
Georgia
| $139M | +$16.1M | +13% | 7.78% | 88.5% | 36 | 41.67% | 0.4 |
|
| 5384 |
5384
Choice Wealth Advisors
Waterville,
Maine
| $139M | +$18.1M | +15% | 6.5% | 60.3% | 29 | 31.03% | 0.4 |
|
| 5385 |
5385
EnCap Energy Capital Fund XI
Houston,
Texas
| $139M | – | – | 60.3% | 21% | 1 | – | 0 |
|
| 5386 |
5386
Chicago Wealth Management
Chicago,
Illinois
| $139M | +$13.2M | +11% | 5.18% | 134% | 44 | 13.64% | 0.6 |
|
| 5387 |
5387
Purus Wealth Management
Newport Beach,
California
| $139M | +$20M | +17% | 12.7% | 174% | 91 | 9.89% | 0.4 |
|
| 5388 |
5388
Garrison Point Advisors
Walnut Creek,
California
| $139M | +$10M | +8% | 7.54% | 81.5% | 149 | 5.37% | 1.9 |
|
| 5389 |
LFGH
5389
Lee Financial Group Hawaii
Honolulu,
Hawaii
| $139M | +$16.8M | +14% | 6.38% | 12.9% | 39 | 35.9% | 1 |
|
| 5390 |
5390
Accretive Wealth Partners
Parsippany,
New Jersey
| $139M | +$27.6M | +25% | 7.09% | 57.3% | 113 | 17.7% | 0.4 |
|
| 5391 |
5391
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| $139M | +$10M | +8% | 8.06% | 60.1% | 395 | 14.43% | 0.4 |
|
| 5392 |
5392
Strategic Financial Planning
Plano,
Texas
| $139M | +$4.5M | +3% | 5.33% | 47.5% | 32 | 3.13% | 1.4 |
|
| 5393 |
5393
Mork Capital Management
Healdsburg,
California
| $139M | +$7.23M | +6% | 5.92% | 61.9% | 90 | 3.33% | 2.6 |
|
| 5394 |
5394
Diametric Capital
Boston,
Massachusetts
| $138M | +$7.7M | +6% | 13.6% | 175% | 205 | 63.9% | 0.4 |
|
| 5395 |
DA
5395
DSC Advisors
Chicago,
Illinois
| $138M | -$23M | -14% | 7.28% | 3.18% | 91 | 31.87% | 1.5 |
|
| 5396 |
CM
5396
CM Management
Gulf Breeze,
Florida
| $138M | +$3.81M | +3% | 2.85% | 110% | 98 | 30.61% | 0.4 |
|
| 5397 |
PHM
5397
Prospect Hill Management
Short Hills,
New Jersey
| $138M | +$11.7M | +9% | 9.85% | 85.1% | 18 | 5.56% | 0.5 |
|
| 5398 |
LC
5398
LNZ Capital
New York
| $138M | +$15M | +12% | 2.51% | 58.8% | 27 | 74.07% | 0.1 |
|
| 5399 |
5399
Texas Capital Bancshares
Dallas,
Texas
| $138M | +$13.5M | +11% | 11.6% | 175% | 80 | 15% | 1.6 |
|
| 5400 |
5400
Solitude Financial Services
Charlottesville,
Virginia
| $138M | +$13.8M | +11% | 6.3% | 55.4% | 45 | 17.78% | 0.4 |
|