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 |
VWM
5576
VCI Wealth Management
St Louis,
Missouri
| $164M | – | – | 9.29% | 86.3% | 107 | – | 0 |
|
| 5577 |
5577
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| $164M | +$19M | +13% | 9.45% | 72.4% | 82 | 18.29% | 1.4 |
|
| 5578 |
5578
Diametric Capital
Boston,
Massachusetts
| $164M | -$74.8M | -31% | 16.6% | 175% | 451 | 68.07% | 0.6 |
|
| 5579 |
5579
Raelipskie Partnership
Waterloo,
Ontario, Canada
| $164M | – | – | 9.25% | – | 97 | – | 0 |
|
| 5580 |
5580
Canopy Partners
Cincinnati,
Ohio
| $164M | – | – | 11.8% | 108% | 162 | – | 0 |
|
| 5581 |
5581
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $164M | +$19.4M | +13% | 10.6% | 112% | 170 | 10% | 6.8 |
|
| 5582 |
SA
5582
Sunesis Advisors
Overland Park,
Kansas
| $164M | +$23.1M | +16% | 9.85% | – | 78 | 20.51% | 1.9 |
|
| 5583 |
5583
3G Capital Partners
New York
| $164M | -$15.9M | -9% | 10.3% | 351% | 13 | 38.46% | 0.8 |
|
| 5584 |
5584
Wealth Quarterback
Toms River,
New Jersey
| $164M | +$48.2M | +42% | 11% | 109% | 128 | 21.88% | 2.5 |
|
| 5585 |
TL
5585
TowerView LLC
New York
| $164M | +$13.4M | +9% | 9.81% | 16.3% | 33 | 42.42% | 3.3 |
|
| 5586 |
5586
Cherry Creek Investment Advisors
Englewood,
Colorado
| $164M | +$16.4M | +11% | 12.1% | 151% | 104 | 17.31% | 1.7 |
|
| 5587 |
LFM
5587
Lumina Fund Management
New York
| $164M | -$130M | -44% | 11.3% | 28.1% | 57 | 94.74% | 10.2 |
|
| 5588 |
5588
Arch Venture Management
Chicago,
Illinois
| $164M | +$9.5M | +6% | 4.72% | 228% | 8 | 25% | 1.3 |
|
| 5589 |
CIA
5589
Citadel Investment Advisory
Chesterland,
Ohio
| $163M | +$10.6M | +7% | 6.73% | 66.1% | 82 | 1.22% | 2.7 |
|
| 5590 |
5590
Kessler Investment Group
Columbus,
Indiana
| $163M | +$43.9M | +37% | 18% | 251% | 181 | 19.34% | 2.5 |
|
| 5591 |
5591
Eight 31 Financial
Midland,
Texas
| $163M | – | – | 5.36% | – | 79 | – | 0 |
|
| 5592 |
5592
Cordant Inc
Portland,
Oregon
| $163M | +$12M | +8% | 7.36% | 47% | 172 | 59.3% | 1.3 |
|
| 5593 |
5593
Banyan Capital Management
Atlanta,
Georgia
| $163M | +$9.18M | +6% | 7.84% | 44.4% | 21 | 19.05% | 3.6 |
|
| 5594 |
5594
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| $163M | +$15.9M | +11% | 11.8% | 83.9% | 111 | 9.01% | 1.7 |
|
| 5595 |
5595
AllSquare Wealth Management
Albany,
New York
| $163M | +$9.7M | +6% | 8.56% | 62.4% | 553 | 4.52% | 4.9 |
|
| 5596 |
5596
Cohanzick Management
Pleasantville,
New York
| $163M | +$47.3M | +41% | 0.48% | 1.18% | 77 | 51.95% | 0.5 |
|
| 5597 |
5597
Resurgent Financial Advisors
Atlanta,
Georgia
| $163M | +$16.1M | +11% | 9.44% | 86.4% | 536 | 17.16% | 1.1 |
|
| 5598 |
WIA
5598
Wetzel Investment Advisors
Indianapolis,
Indiana
| $163M | – | – | 9.96% | 72.2% | 1,085 | – | 0 |
|
| 5599 |
5599
HMS Capital Management
Nashville,
Tennessee
| $163M | +$11.6M | +8% | 12.2% | 140% | 120 | 20.83% | 2.4 |
|
| 5600 |
5600
BOCHK Asset Management
Hong Kong
| $163M | – | – | 18.9% | 503% | 64 | – | 0 |
|