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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
5576
WJ Interests
Sugar Land,
Texas
| $112M | -$17.4M | -13% | 6.59% | 55.2% | 17 | 41.18% | 0.3 |
|
| 5577 |
5577
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $112M | -$23.6M | -17% | 20.9% | 172% | 8 | 37.5% | 1.3 |
|
| 5578 |
CCM
5578
Conway Capital Management
Burbank,
California
| $112M | +$295K | +0.3% | 2.15% | 139% | 54 | 18.52% | 1.3 |
|
| 5579 |
AFC
5579
AFT Forsyth & Company
West Palm Beach,
Florida
| $112M | -$11.9M | -10% | 5.66% | 135% | 140 | 9.29% | 5.9 |
|
| 5580 |
5580
AH Equity Partners LSV II
Menlo Park,
California
| $112M | +$16.5M | +17% | 18.3% | – | 4 | 0% | 0.8 |
|
| 5581 |
5581
Garrison Point Advisors
Walnut Creek,
California
| $112M | -$8.45M | -7% | 5.14% | 81.5% | 147 | 6.8% | 3.1 |
|
| 5582 |
5582
Cahill Wealth Management
Portage,
Michigan
| $112M | -$6.26M | -5% | 4.13% | 24.7% | 43 | 9.3% | 0.4 |
|
| 5583 |
5583
DRH Investments
Thousand Oaks,
California
| $112M | +$8.04M | +8% | 7.39% | 81.2% | 12 | 25% | 1.4 |
|
| 5584 |
GCM
5584
Granby Capital Management
Miami Beach,
Florida
| $112M | -$15.9M | -12% | 4.33% | 50% | 48 | 31.25% | 1 |
|
| 5585 |
5585
Lakeside Advisors
Seattle,
Washington
| $112M | -$5.89M | -5% | 6.41% | 83.7% | 58 | 3.45% | 0.7 |
|
| 5586 |
WCM
5586
Westerly Capital Management
San Francisco,
California
| $112M | -$11.6M | -9% | 7.08% | 116% | 49 | 26.53% | 0.9 |
|
| 5587 |
5587
Rings Capital Management
Chicago,
Illinois
| $112M | -$59.3M | -35% | 3.76% | 40.9% | 6 | 33.33% | 2 |
|
| 5588 |
5588
Northstar Advisory Group
Northfield,
New Jersey
| $112M | -$23.1M | -17% | 0.72% | 141% | 98 | 32.65% | 0.6 |
|
| 5589 |
5589
Pacific Financial Group
Bellevue,
Washington
| $112M | -$23.2M | -17% | 4.03% | 61.1% | 59 | 13.56% | 5.4 |
|
| 5590 |
5590
ACME LLC
San Francisco,
California
| $112M | -$22.3M | -17% | 12.3% | 199% | 10 | 20% | 1 |
|
| 5591 |
5591
Ballew Advisors
Jackson,
Mississippi
| $111M | +$1.89M | +2% | 5.28% | 68% | 102 | 13.73% | 3 |
|
| 5592 |
5592
Norwood Investment Partners
Mill Valley,
California
| $111M | -$2.64M | -2% | 3.36% | 25.2% | 13 | 30.77% | 0.5 |
|
| 5593 |
5593
Resolute Capital Asset Partners
Denver,
Colorado
| $111M | -$27.7M | -20% | 5.06% | 657% | 55 | 58.18% | 0.3 |
|
| 5594 |
5594
Vida Ventures Advisors
Boston,
Massachusetts
| $111M | -$6.92M | -6% | 15.3% | 154% | 8 | 0% | 1.7 |
|
| 5595 |
5595
Lynch Asset Management
Yardley,
Pennsylvania
| $111M | -$10.8M | -9% | 7.52% | 190% | 55 | 3.64% | 0.7 |
|
| 5596 |
5596
Alpine Peaks Capital
New York
| $111M | +$25.7M | +30% | 5.6% | 24.3% | 24 | 4.17% | 0.7 |
|
| 5597 |
5597
Security National Bank of So Dak
Sioux City,
Iowa
| $111M | -$9.46M | -8% | 5.29% | 67.7% | 93 | 6.45% | 5.2 |
|
| 5598 |
5598
Straight Path Wealth Management
Jenison,
Michigan
| $111M | +$9.27M | +9% | 1.88% | 70.4% | 79 | 15.19% | 0.6 |
|
| 5599 |
5599
Investmark Advisory Group
Shelton,
Connecticut
| $111M | +$10.2M | +10% | 6.31% | 65.1% | 103 | 19.42% | 0.6 |
|
| 5600 |
SC
5600
Stephens Consulting
Flint,
Michigan
| $111M | -$11.6M | -9% | 5.14% | 50.1% | 572 | 6.47% | 0.7 |
|