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
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
| $264M | +$43.5M | +20% | 44.2% | – | 7 | 28.57% | 0.6 |
|
| 5377 |
5377
Tencap Wealth Coaching
South Jordan,
Utah
| $264M | – | – | 2.14% | – | 7 | – | 0 |
|
| 5378 |
5378
Silchester International Investors
London,
United Kingdom
| $264M | -$41.4M | -14% | 5.42% | 53.9% | 3 | 0% | 1.9 |
|
| 5379 |
5379
PW Nova Financial Services
Newtown,
Pennsylvania
| $264M | – | – | 2.63% | – | 110 | – | 0 |
|
| 5380 |
5380
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $264M | +$14.3M | +6% | 6.16% | 215% | 231 | 39.39% | 1.7 |
|
| 5381 |
5381
Long Road Investment Counsel
Kalamazoo,
Michigan
| $264M | -$18.6M | -7% | 0.53% | 64.4% | 81 | 3.7% | 8 |
|
| 5382 |
5382
Adams Street Partners
Chicago,
Illinois
| $264M | +$111M | +72% | 18.6% | 399% | 7 | 57.14% | 3.8 |
|
| 5383 |
5383
Cura Wealth Advisors
Chicago,
Illinois
| $264M | +$2.14M | +0.8% | 0.93% | – | 151 | 22.52% | 0.7 |
|
| 5384 |
5384
Cumberland Advisors
Sarasota,
Florida
| $264M | +$3.27M | +1% | 3.6% | 80.7% | 49 | 2.04% | 5.2 |
|
| 5385 |
LPC
5385
Lineage Point Capital
Palm Beach,
Florida
| $264M | – | – | 0.38% | – | 169 | – | 0 |
|
| 5386 |
5386
FWG Holdings
Winter Park,
Florida
| $263M | +$31.7M | +14% | 2.66% | 91.6% | 136 | 26.47% | 2.2 |
|
| 5387 |
AA
5387
AF Advisors
Sacramento,
California
| $263M | +$17M | +7% | 11.2% | 14.8% | 33 | 21.21% | 2.4 |
|
| 5388 |
5388
Intrepid Financial Planning Group
Carmel,
Indiana
| $263M | +$799K | +0.3% | 2.69% | 92.5% | 131 | 9.16% | 2.4 |
|
| 5389 |
5389
Houlihan Financial Resource Group
Ashburn,
Virginia
| $263M | +$149M | +131% | 2.56% | 50.6% | 108 | 34.26% | 2.2 |
|
| 5390 |
5390
Owen LaRue
Elizabethtown,
Kentucky
| $263M | +$8.73M | +3% | 2.49% | 126% | 137 | 27.01% | 1.4 |
|
| 5391 |
5391
Wheelhouse Advisory Group
St. Louis,
Missouri
| $263M | +$30.7M | +13% | 2.48% | 67.9% | 52 | 19.23% | 1.5 |
|
| 5392 |
5392
Camarda Financial Advisors
Fleming Island,
Florida
| $263M | -$8.57M | -3% | 7.27% | 196% | 122 | 25.41% | 1.4 |
|
| 5393 |
WOCP
5393
White Oak Capital Partners
Singapore
| $263M | +$5.57M | +2% | 1.17% | – | 17 | 5.88% | 0.8 |
|
| 5394 |
5394
Carnegie Lake Advisors
Princeton,
New Jersey
| $263M | +$2.69M | +1% | 4.04% | – | 171 | 6.43% | 1.1 |
|
| 5395 |
5395
Fluent Financial
Dallas,
Texas
| $262M | +$6.92M | +3% | 1.15% | 46.9% | 95 | 67.37% | 1.6 |
|
| 5396 |
5396
REDW Wealth
Albuquerque,
New Mexico
| $262M | -$2.26M | -0.9% | 1.91% | 59.1% | 114 | 12.28% | 4.4 |
|
| 5397 |
5397
First Citizens Investor Services
Raleigh,
North Carolina
| $262M | +$3.42M | +1% | 1.23% | – | 23 | 0% | 0.3 |
|
| 5398 |
5398
White Mountains Insurance Group
Hanover,
New Hampshire
| $262M | +$58.7M | +29% | 12.5% | 105% | 2 | 50% | 2.5 |
|
| 5399 |
5399
Goodlander Investment Management
Dallas,
Texas
| $262M | -$461K | -0.2% | 14.3% | – | 18 | 77.78% | 0.2 |
|
| 5400 |
5400
Cambridge Financial Group
Columbus,
Ohio
| $262M | +$3.88M | +2% | 3.04% | – | 35 | 11.43% | 5.3 |
|