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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Avaii Wealth Management
Appleton,
Wisconsin
| $112M | +$15.6M | +16% | 7.03% | 100% | 137 | 31.39% | 0.6 |
|
| 5977 |
5977
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| $112M | – | – | 10.4% | 54.4% | 9 | – | 0 |
|
| 5978 |
5978
Concentrum Wealth Management
San Jose,
California
| $112M | -$2.9M | -3% | 1.44% | 174% | 64 | 18.75% | 2 |
|
| 5979 |
5979
Jones Road Capital Management
New York
| $112M | -$32.1M | -22% | 10.5% | 88.5% | 55 | 29.09% | 1.1 |
|
| 5980 |
5980
Atmos Advisory
Pittsburgh,
Pennsylvania
| $112M | +$6.51M | +6% | 5.41% | 31.9% | 26 | 26.92% | 0.8 |
|
| 5981 |
5981
Boulder Wealth Advisors
Boulder,
Colorado
| $112M | – | – | 5.58% | – | 135 | – | 0 |
|
| 5982 |
RHDIC
5982
R.H. Dinel Investment Counsel
Los Angeles,
California
| $112M | +$11.3M | +11% | 12.4% | 55.9% | 51 | 0% | 7.1 |
|
| 5983 |
DRD
5983
Dennis R. Delaney
| $112M | +$7.57M | +7% | 11.5% | 84.3% | 53 | 7.55% | 5.1 |
|
| 5984 |
5984
Holistic Financial Partners
Indianapolis,
Indiana
| $112M | +$10.7M | +11% | 9.18% | 95.7% | 99 | 13.13% | 2.7 |
|
| 5985 |
5985
Echo45 Advisors
Walnut Creek,
California
| $112M | +$13M | +13% | 5.4% | 53.6% | 56 | 35.71% | 0.6 |
|
| 5986 |
5986
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $112M | +$4.23M | +4% | 6.1% | 80.2% | 50 | 20% | 2.7 |
|
| 5987 |
ECM
5987
EMC Capital Management
Houston,
Texas
| $111M | +$3.35M | +3% | 6.56% | – | 313 | 16.93% | 0.8 |
|
| 5988 |
5988
Diamant Asset Management
Ridgefield,
Connecticut
| $111M | +$8.32M | +8% | 9.52% | 66.9% | 64 | 4.69% | 4.2 |
|
| 5989 |
5989
Family CFO
Los Altos,
California
| $111M | +$17M | +18% | 7.78% | 84% | 57 | 3.51% | 0.9 |
|
| 5990 |
5990
Broadview Financial Management
Wauwatosa,
Wisconsin
| $111M | +$11.5M | +11% | 9.43% | 52.4% | 43 | 9.3% | 3.9 |
|
| 5991 |
GMEI
5991
Global Media & Entertainment Investments
Nassau,
Bahamas
| $111M | -$21.8M | -16% | 0% | 0% | 1 | 0% | 1 |
|
| 5992 |
5992
Von Berge Wealth Management Group
San Diego,
California
| $111M | +$17M | +18% | 8.74% | 60.5% | 66 | 15.15% | 0.8 |
|
| 5993 |
5993
Blue Door Asset Management
Stamford,
Connecticut
| $111M | +$29.4M | +36% | 13.3% | 127% | 23 | 43.48% | 0.5 |
|
| 5994 |
5994
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| $111M | +$3.58M | +3% | 3.33% | 21.9% | 2 | 0% | 3.9 |
|
| 5995 |
5995
4Thought Financial Group
Syosset,
New York
| $111M | +$9.3M | +9% | 5.71% | 37.6% | 93 | 5.38% | 1.6 |
|
| 5996 |
5996
Financial Futures
Brielle,
New Jersey
| $111M | +$6.47M | +6% | 5.71% | 48.5% | 52 | 17.31% | 0.7 |
|
| 5997 |
5997
Fifth Lane Capital
Austin,
Texas
| $111M | -$80.9M | -42% | 13.3% | 80.4% | 291 | 59.11% | 0.4 |
|
| 5998 |
5998
Magma Venture Partners General Partner
Tel Aviv,
Israel
| $111M | -$21.8M | -16% | 0.23% | 4.7% | 3 | 0% | 1 |
|
| 5999 |
5999
Costello Asset Management
Feasterville,
Pennsylvania
| $111M | +$4.94M | +5% | 13.4% | 65.9% | 224 | 5.8% | 2.2 |
|
| 6000 |
6000
Eclipse Ventures
Palo Alto,
California
| $111M | -$157M | -59% | 34.7% | – | 3 | 0% | 1 |
|