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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
5476
Worth Asset Management
Dallas,
Texas
| $153M | – | – | 3.08% | 115% | 558 | – | 0 |
|
| 5477 |
5477
Silver Oak Advisory Group
Portland,
Oregon
| $153M | -$4.72M | -3% | 4.96% | 27% | 61 | 9.84% | 0.2 |
|
| 5478 |
5478
Phase 2 Partners
San Francisco,
California
| $153M | -$8.3M | -5% | 7.41% | 25.1% | 30 | 63.33% | 0.1 |
|
| 5479 |
OGF
5479
Orin Green Financial
San Diego,
California
| $153M | +$15.2M | +11% | 6.64% | 59.1% | 68 | 14.71% | 1 |
|
| 5480 |
5480
Herbst Group
Westport,
Connecticut
| $153M | -$9.2M | -6% | 0.2% | 142% | 90 | 30% | 0.2 |
|
| 5481 |
5481
Bancreek Capital Management
Santa Monica,
California
| $153M | +$46.1M | +43% | 7.43% | 33.6% | 31 | 12.9% | 0.2 |
|
| 5482 |
5482
Yost Capital Management
Houston,
Texas
| $153M | +$11.1M | +8% | 3.69% | 125% | 17 | 47.06% | 0.7 |
|
| 5483 |
5483
Heritage Financial Services
Westwood,
Massachusetts
| $153M | +$25.3M | +20% | 4.4% | 38.3% | 84 | 9.52% | 0.2 |
|
| 5484 |
5484
Woodward Diversified Capital
Bakersfield,
California
| $153M | -$17M | -10% | 3.3% | 118% | 211 | 33.65% | 1 |
|
| 5485 |
5485
SWS Partners
Columbus,
Ohio
| $153M | -$23M | -13% | 10.4% | 127% | 116 | 42.24% | 1.4 |
|
| 5486 |
HM
5486
HCEP Management
Hong Kong
| $153M | -$11.8M | -7% | 17.6% | 182% | 6 | 16.67% | 0.4 |
|
| 5487 |
PL
5487
Polianta Ltd
St Helier,
Jersey
| $153M | -$79.3M | -34% | 7.64% | 31.6% | 107 | 69.16% | 0.2 |
|
| 5488 |
5488
WFA Asset Management
Whitefish Bay,
Wisconsin
| $153M | -$612K | -0.4% | 2.9% | 60% | 219 | 16.44% | 0.2 |
|
| 5489 |
5489
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $153M | -$10.1M | -6% | 3.45% | 70.6% | 636 | 32.86% | 1.6 |
|
| 5490 |
5490
Washburn Capital Management
Vero Beach,
Florida
| $153M | -$15.6M | -9% | 4.22% | 123% | 69 | 36.23% | 1.2 |
|
| 5491 |
EWG
5491
Executive Wealth Group
Kirkland,
Washington
| $153M | -$9.22M | -6% | 6.1% | 14.9% | 49 | 2.04% | 3.3 |
|
| 5492 |
5492
Central Asset Investments & Management Holdings
Hong Kong
| $152M | -$11.6M | -7% | 6.02% | 3,210% | 78 | 30.77% | 0.9 |
|
| 5493 |
5493
Ridgewood Investments
Springfield,
New Jersey
| $152M | -$5.23M | -3% | 1.09% | – | 221 | 23.53% | 2.4 |
|
| 5494 |
GDWAM
5494
Gold Dragon Worldwide Asset Management
Central,
Hong Kong
| $152M | -$144M | -49% | 25.8% | – | 9 | 55.56% | 0.5 |
|
| 5495 |
5495
Israel Discount Bank of New York
New York
| $152M | -$9.47M | -6% | 4.45% | 40.8% | 89 | 7.87% | 3.8 |
|
| 5496 |
5496
First Capital Advisors Group
Little Silver,
New Jersey
| $152M | -$30.2M | -17% | 3.41% | – | 78 | 39.74% | 2.1 |
|
| 5497 |
5497
Arena Investors
Purchase,
New York
| $152M | +$56.2M | +59% | 0% | – | 118 | 85.59% | 0 |
|
| 5498 |
CWA
5498
Clearview Wealth Advisors
Salem,
Oregon
| $152M | -$11.8M | -7% | 2.61% | 45.2% | 726 | 17.36% | 1 |
|
| 5499 |
5499
Cable Hill Partners
Portland,
Oregon
| $152M | -$332M | -69% | 1.58% | 20.3% | 179 | 34.64% | 2.8 |
|
| 5500 |
5500
Wick Capital Partners
Wayne,
Pennsylvania
| $152M | +$23M | +18% | 5.27% | 60% | 70 | 38.57% | 0.2 |
|