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 |
RWG
5451
Regal Wealth Group
Seal Beach,
California
| $146M | -$5.99M | -4% | 4.09% | 17% | 46 | 8.7% | 5.8 |
|
| 5452 |
5452
AFS Financial Group
Bethesda,
Maryland
| $146M | -$7.88M | -5% | 4.67% | – | 100 | 12% | 0.7 |
|
| 5453 |
MGM
5453
Miura Global Management
New York
| $146M | -$134M | -48% | 0.8% | 375% | 26 | 30.77% | 2 |
|
| 5454 |
5454
KM Capital Management
Austin,
Texas
| $146M | +$7.34M | +5% | 3.85% | 60.8% | 39 | 12.82% | 0.6 |
|
| 5455 |
BCFD
5455
Boit C.F. David
| $146M | -$4.64M | -3% | 1.51% | 75.4% | 109 | 2.75% | 2.1 |
|
| 5456 |
5456
Seneca Financial Advisors
Rochester,
New York
| $146M | -$4.58M | -3% | 3.77% | 50.9% | 54 | 9.26% | 2 |
|
| 5457 |
5457
O'Connor Financial Group
Quincy,
Illinois
| $146M | +$989K | +0.7% | 3.26% | 48.4% | 51 | 3.92% | 0.5 |
|
| 5458 |
5458
Creative Capital Management Investments
San Diego,
California
| $146M | +$7.1M | +5% | 3.12% | 53.6% | 257 | 22.18% | 0.6 |
|
| 5459 |
5459
WD Rutherford
Portland,
Oregon
| $146M | -$10.6M | -7% | 2.89% | 189% | 86 | 24.42% | 2.2 |
|
| 5460 |
5460
Wealth Management Solutions
Exton,
Pennsylvania
| $146M | -$7.52M | -5% | 3.13% | – | 87 | 9.2% | 1.4 |
|
| 5461 |
5461
Bain Capital Venture Investors
Boston,
Massachusetts
| $146M | -$17.2M | -11% | 11.2% | 34.2% | 3 | 33.33% | 1.2 |
|
| 5462 |
5462
Optimas Capital
Central,
Hong Kong
| $146M | +$59.2M | +68% | 2.67% | 355% | 47 | 80.85% | 0.2 |
|
| 5463 |
5463
Oakcliff Capital Partners
New York
| $146M | -$4.5M | -3% | 6.14% | 133% | 9 | 0% | 4.6 |
|
| 5464 |
5464
Tandem Capital Management
Woodcliff Lake,
New Jersey
| $146M | -$7.8M | -5% | 4.43% | 128% | 111 | 7.21% | 2.3 |
|
| 5465 |
5465
Loudon Investment Management
West Lebanon,
New Hampshire
| $145M | -$6.33M | -4% | 3.24% | 61.6% | 95 | 5.26% | 5.3 |
|
| 5466 |
5466
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $145M | -$4.11M | -3% | 3.96% | 72.4% | 79 | 20.25% | 1.3 |
|
| 5467 |
5467
Harrington Investments
Napa,
California
| $145M | -$7.17M | -5% | 3.58% | 109% | 79 | 5.06% | 5 |
|
| 5468 |
5468
New Potomac Partners
Bethesda,
Maryland
| $145M | -$6.3M | -4% | 2.83% | 37.2% | 74 | 2.7% | 3.9 |
|
| 5469 |
5469
Corrado Advisors
Ramsey,
New Jersey
| $145M | +$2.23M | +2% | 4.53% | 73.1% | 117 | 28.21% | 2.4 |
|
| 5470 |
5470
New England Capital Financial Advisors
Meriden,
Connecticut
| $145M | -$6.45M | -4% | 3.65% | 55.6% | 410 | 7.07% | 0.7 |
|
| 5471 |
5471
Sagil Capital
London,
United Kingdom
| $145M | +$25M | +21% | 4.49% | 104% | 27 | 55.56% | 0.5 |
|
| 5472 |
5472
Ergawealth Advisors
Oak Brook,
Illinois
| $145M | -$934K | -0.6% | 3.11% | 50% | 54 | 18.52% | 0.6 |
|
| 5473 |
5473
Nova R Wealth
Overland Park,
Kansas
| $145M | -$4.39M | -3% | 3.85% | 60.7% | 64 | 12.5% | 1.5 |
|
| 5474 |
5474
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $145M | -$12.5M | -8% | 3.58% | 100% | 167 | 10.78% | 7.2 |
|
| 5475 |
5475
Triatomic Management
Palo Alto,
California
| $145M | +$47M | +48% | 0.4% | – | 72 | 50% | 0.6 |
|