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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Shira Ridge Wealth Management
Larkspur,
California
| $201M | -$3.84M | -2% | 2.96% | 72.8% | 83 | 16.87% | 1.7 |
|
| 5527 |
5527
Walnut Level Capital
Denver,
Colorado
| $200M | -$61.9M | -24% | 10.8% | – | 55 | 40% | 0.7 |
|
| 5528 |
5528
May Barnhard Investments
Bethesda,
Maryland
| $200M | -$9.8M | -5% | 4.89% | 65.4% | 93 | 12.9% | 1 |
|
| 5529 |
5529
Acorn Creek Capital
Fort Collins,
Colorado
| $200M | +$5.71M | +3% | 0.65% | 66.6% | 80 | 6.25% | 1 |
|
| 5530 |
5530
Game Creek Capital
Boston,
Massachusetts
| $200M | -$55.9M | -22% | 0.94% | 176% | 91 | 31.87% | 3.3 |
|
| 5531 |
5531
Richmond Hill Investments
New York
| $200M | -$58.7M | -23% | 11.8% | 55.2% | 4 | 25% | 6.3 |
|
| 5532 |
CCM
5532
Conway Capital Management
Burbank,
California
| $200M | -$25.9M | -11% | 6.28% | 139% | 51 | 21.57% | 3.1 |
|
| 5533 |
5533
Lakeridge Wealth Management
Mentor,
Ohio
| $200M | +$6.43M | +3% | 0.55% | – | 160 | 10.63% | 1.1 |
|
| 5534 |
5534
Genesee Capital Advisors
Auburn,
New York
| $200M | -$15M | -7% | 2.47% | 107% | 126 | 10.32% | 1.9 |
|
| 5535 |
CSA
5535
Cottage Street Advisors
Marion,
Massachusetts
| $200M | +$7.94M | +4% | 5.27% | 95.8% | 119 | 19.33% | 2.8 |
|
| 5536 |
5536
Optimist Retirement Group
Bellevue,
Washington
| $200M | -$11.6M | -5% | 1.3% | 92.2% | 134 | 23.88% | 0.9 |
|
| 5537 |
5537
Vivid Wealth Management
West Des Moines,
Iowa
| $200M | +$2.24M | +1% | 4.21% | 107% | 74 | 36.49% | 0.8 |
|
| 5538 |
5538
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| $200M | – | – | 0.01% | – | 72 | – | 0 |
|
| 5539 |
5539
Uniting Wealth Partners
Mission,
Kansas
| $200M | -$7.5M | -4% | 1.99% | – | 128 | 29.69% | 0.2 |
|
| 5540 |
5540
Bain Capital Venture Investors
Boston,
Massachusetts
| $200M | -$20.2M | -9% | 8.74% | 34.2% | 3 | 0% | 2.4 |
|
| 5541 |
5541
Consilium Wealth Advisory
Richardson,
Texas
| $199M | -$10.2M | -5% | 1.12% | 126% | 95 | 15.79% | 2.2 |
|
| 5542 |
5542
GE Investment Management
Norwalk,
Connecticut
| $199M | +$32.2M | +19% | 17% | – | 4 | 0% | 1.1 |
|
| 5543 |
PIP
5543
Palisades Investment Partners
Santa Monica,
California
| $199M | -$37.7M | -16% | 10.2% | – | 43 | 11.63% | 0.6 |
|
| 5544 |
BCFD
5544
Boit C.F. David
| $199M | -$46.8M | -19% | 1.93% | 84.2% | 128 | 2.34% | 2.8 |
|
| 5545 |
5545
Scion Asset Management
Saratoga,
California
| $199M | +$122M | +157% | 12% | 1.91% | 19 | 94.74% | 0 |
|
| 5546 |
5546
TCFG Wealth Management
Laguna Niguel,
California
| $199M | +$504K | +0.3% | 0.02% | – | 247 | 12.15% | 0.4 |
|
| 5547 |
5547
Drummond Knight Asset Management
Crows Nest, NSW,
Australia
| $199M | +$61.6M | +45% | 1.55% | – | 16 | 56.25% | 0.2 |
|
| 5548 |
5548
Lloyd Advisory Services
Suwanee,
Georgia
| $199M | -$12M | -6% | 0.92% | 51.1% | 122 | 37.7% | 0.7 |
|
| 5549 |
5549
Physician Wealth Solutions
North Las Vegas,
Nevada
| $199M | -$684K | -0.3% | 0.07% | 43.6% | 41 | 0% | 1.2 |
|
| 5550 |
5550
Viola Ventures VC Management 4
Herzliya,
Israel
| $199M | -$72.7M | -27% | 5.52% | 79.1% | 4 | 0% | 1.8 |
|