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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Twin Securities
New York
| $155M | -$31.4M | -17% | 18.7% | 506% | 28 | 89.29% | 0.1 |
|
| 5452 |
5452
Heronetta Management
New York
| $155M | +$22.9M | +17% | 18.9% | 59.7% | 26 | 7.69% | 5.9 |
|
| 5453 |
5453
Prosight Management
Dallas,
Texas
| $155M | -$12.2M | -7% | 9.07% | 39.5% | 43 | 41.86% | 0.8 |
|
| 5454 |
5454
Arkfeld Wealth Strategies
Omaha,
Nebraska
| $155M | -$11.3M | -7% | 2.69% | 90.8% | 81 | 20.99% | 1.6 |
|
| 5455 |
5455
Main Management Fund Advisors
San Francisco,
California
| $155M | +$14.1M | +10% | 3.55% | 80% | 7 | 14.29% | 0.8 |
|
| 5456 |
5456
Altai Capital Management
West Hollywood,
California
| $155M | -$73.2M | -32% | 19.8% | 24.9% | 13 | 15.38% | 0.9 |
|
| 5457 |
MA
5457
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $154M | -$11.9M | -7% | 1.77% | 166% | 71 | 8.45% | 6.2 |
|
| 5458 |
CC
5458
Corsicana & Co
Corsicana,
Texas
| $154M | -$11.1M | -7% | 2.53% | – | 220 | 8.18% | 0.7 |
|
| 5459 |
5459
Clearstead Trust
Portland,
Maine
| $154M | -$15.3M | -9% | 0.75% | 111% | 208 | 12.5% | 2.2 |
|
| 5460 |
5460
Penbrook Management
New York
| $154M | -$11.8M | -7% | 3.05% | 107% | 114 | 14.91% | 4.3 |
|
| 5461 |
MWA
5461
Miller Wealth Advisors
Ridgeway,
Colorado
| $154M | +$5.37M | +4% | 3.09% | 117% | 100 | 13% | 0.2 |
|
| 5462 |
5462
Lakehouse Capital
Sydney NSW,
Australia
| $154M | -$23.9M | -13% | 15.9% | 87.4% | 15 | 26.67% | 1.6 |
|
| 5463 |
5463
Trustees of Princeton University
Princeton,
New Jersey
| $154M | +$71.9M | +88% | 20% | – | 9 | 77.78% | 2.2 |
|
| 5464 |
5464
Flight Deck Capital
San Francisco,
California
| $154M | -$59.3M | -28% | 11.3% | 379% | 24 | 54.17% | 0.2 |
|
| 5465 |
5465
Legacy CG
Plano,
Texas
| $154M | -$12.5M | -8% | 2.9% | 61.2% | 73 | 58.9% | 0.2 |
|
| 5466 |
5466
McNaughton Wealth Management
San Diego,
California
| $154M | -$707K | -0.5% | 4.98% | 55.6% | 53 | 7.55% | 1.8 |
|
| 5467 |
5467
Pacifica Partners
Surrey,
Canada
| $154M | +$709K | +0.5% | 4.11% | 127% | 509 | 6.48% | 1.5 |
|
| 5468 |
LI
5468
Latash Investments
Anchorage,
Alaska
| $154M | -$7.92M | -5% | 1.74% | 110% | 22 | 4.55% | 1.8 |
|
| 5469 |
5469
Pacific Financial Group
Bellevue,
Washington
| $154M | +$1.26M | +0.8% | 4.28% | 61.1% | 69 | 20.29% | 4.2 |
|
| 5470 |
5470
Newman & Schimel
Deerfield,
Illinois
| $154M | -$22.7M | -13% | 3.14% | – | 52 | 13.46% | 1.1 |
|
| 5471 |
5471
Naman Capital
Sao Paulo,
Brazil
| $154M | -$17.2M | -10% | 7.09% | 89.9% | 17 | 0% | 2.7 |
|
| 5472 |
5472
Brooktree Capital Management
Gand Rapids,
Michigan
| $153M | -$10.2M | -6% | 8.74% | 82.9% | 49 | 34.69% | 1.7 |
|
| 5473 |
5473
Warther Private Wealth
Akron,
Ohio
| $153M | +$18.7M | +14% | 1.32% | 94.1% | 148 | 28.38% | 0.5 |
|
| 5474 |
5474
Cooper/Haims Advisors
Victor,
New York
| $153M | -$9.07M | -6% | 5.1% | 53.1% | 89 | 22.47% | 2.4 |
|
| 5475 |
5475
Blackston Financial Advisory Group
The Villages,
Florida
| $153M | -$19.3M | -11% | 5.93% | 69.1% | 98 | 19.39% | 0.2 |
|