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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5626 |
5626
Twin Securities
New York
| $194M | +$22.9M | +13% | 32.7% | 506% | 26 | 76.92% | 0.2 |
|
| 5627 |
5627
Prosperitas Financial
Valencia,
California
| $193M | -$4.29M | -2% | 2.16% | 118% | 71 | 28.17% | 1.1 |
|
| 5628 |
5628
Cresta Advisors
Laredo,
Texas
| $193M | +$1.77M | +0.9% | 2.91% | 66.8% | 52 | 13.46% | 1.8 |
|
| 5629 |
5629
Decatur Capital Management
Decatur,
Georgia
| $193M | -$26.5M | -12% | 7.3% | 135% | 49 | 26.53% | 4 |
|
| 5630 |
5630
Crown Wealth Group
Charlotte,
North Carolina
| $193M | -$53M | -22% | 4.12% | 98.2% | 128 | 27.34% | 1.5 |
|
| 5631 |
5631
Abbot Financial Management
Andover,
Massachusetts
| $193M | -$8.11M | -4% | 3.85% | 102% | 129 | 5.43% | 5.2 |
|
| 5632 |
5632
Siemens
Munich,
Germany
| $193M | -$438M | -69% | 69.5% | 16.8% | 1 | 0% | 2.5 |
|
| 5633 |
5633
Reliant Investment Management
Memphis,
Tennessee
| $193M | -$33.6M | -15% | 5.59% | 129% | 64 | 14.06% | 3.5 |
|
| 5634 |
5634
Beaton Management Company
Haverhill,
Massachusetts
| $193M | -$5.7M | -3% | 1.36% | 95.9% | 143 | 9.79% | 5.5 |
|
| 5635 |
5635
Fortress Wealth Management
Culver City,
California
| $193M | -$13.6M | -7% | 1.69% | 52.1% | 80 | 25% | 1.9 |
|
| 5636 |
5636
ShariaPortfolio
Lake Mary,
Florida
| $193M | -$18.6M | -9% | 10.2% | 254% | 29 | 20.69% | 1.1 |
|
| 5637 |
5637
Littlejohn & Co
Greenwich,
Connecticut
| $192M | -$5.9M | -3% | 14.1% | 66.1% | 24 | 4.17% | 2.6 |
|
| 5638 |
5638
O'Connor Financial Group
Quincy,
Illinois
| $192M | +$1M | +0.5% | 0.67% | 48.4% | 59 | 13.56% | 1.5 |
|
| 5639 |
5639
Birch Capital Management
Dallas,
Texas
| $192M | -$6.37M | -3% | 0.62% | 62% | 85 | 4.71% | 4 |
|
| 5640 |
5640
Richards, Merrill & Peterson
Spokane,
Washington
| $192M | +$814K | +0.4% | 1.98% | – | 536 | 14.18% | 0.2 |
|
| 5641 |
5641
BCU Wealth Advisors
Vernon Hills,
Illinois
| $192M | +$17.2M | +10% | 0.39% | 57.7% | 57 | 17.54% | 1 |
|
| 5642 |
5642
Cherry Creek Investment Advisors
Englewood,
Colorado
| $192M | -$11.3M | -6% | 1.98% | 151% | 118 | 12.71% | 2.4 |
|
| 5643 |
5643
Crux Wealth Advisors
Long Beach,
California
| $192M | +$12.4M | +7% | 1.74% | – | 174 | 17.24% | 0.2 |
|
| 5644 |
5644
Register Financial Advisors
Atlanta,
Georgia
| $192M | -$7.09M | -4% | 4.12% | 130% | 318 | 11.64% | 1.7 |
|
| 5645 |
PHM
5645
Prospect Hill Management
Short Hills,
New Jersey
| $192M | -$35.4M | -16% | 13.8% | 85.1% | 16 | 6.25% | 3.5 |
|
| 5646 |
5646
Cordant Inc
Portland,
Oregon
| $192M | +$1.95M | +1% | 1.21% | 47% | 123 | 44.72% | 2.4 |
|
| 5647 |
5647
Curio Wealth
Annapolis,
Maryland
| $192M | +$6.05M | +3% | 0.82% | – | 411 | 31.63% | 0.2 |
|
| 5648 |
5648
JNE Partners
London,
United Kingdom
| $192M | +$23.6M | +14% | 4.64% | 100% | 7 | 0% | 1.9 |
|
| 5649 |
5649
Roubaix Capital
Denver,
Colorado
| $192M | -$16.6M | -8% | 10.7% | 174% | 74 | 68.92% | 0.6 |
|
| 5650 |
5650
Choice Wealth Advisors
Waterville,
Maine
| $192M | -$3.93M | -2% | 1.96% | 60.3% | 31 | 12.9% | 2.2 |
|