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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Salvus Wealth Management
Red Bank,
New Jersey
| $141M | +$14.3M | +11% | 13.8% | 108% | 109 | 6.42% | 2.2 |
|
| 6027 |
6027
New Republic Capital
Charlotte,
North Carolina
| $141M | +$18M | +15% | 11.2% | 91.4% | 240 | 18.75% | 0.7 |
|
| 6028 |
6028
Cascade Investment Advisors
Oregon City,
Oregon
| $140M | +$14.1M | +11% | 11.7% | 79.1% | 114 | 12.28% | 3.9 |
|
| 6029 |
6029
Strategic Investment Management
Arlington,
Virginia
| $140M | +$58.8M | +72% | 5.66% | 53.4% | 12 | 16.67% | 5.4 |
|
| 6030 |
6030
TLW Wealth Management
Indian Rocks Beach,
Florida
| $140M | +$8.79M | +7% | 9.9% | 98.3% | 20 | 10% | 3.2 |
|
| 6031 |
SCM
6031
Soros Capital Management
New York
| $140M | -$98.2M | -41% | 18.3% | 732% | 43 | 46.51% | 1.6 |
|
| 6032 |
6032
Fortis Advisors
Wayne,
Pennsylvania
| $140M | +$7.28M | +5% | 6.4% | 72.8% | 93 | 9.68% | 3.3 |
|
| 6033 |
6033
iSAM Funds (UK)
London,
United Kingdom
| $140M | -$17.8M | -11% | 10.9% | 53.7% | 364 | 86.26% | 0.1 |
|
| 6034 |
6034
Long Island Wealth Management
Melville,
New York
| $140M | – | – | 9.74% | 58.2% | 433 | – | 0 |
|
| 6035 |
6035
Planning Directions
Glen Mills,
Pennsylvania
| $140M | +$9.5M | +7% | 8.48% | 46.3% | 72 | 13.89% | 2.9 |
|
| 6036 |
6036
InceptionR
Lafayette,
California
| $140M | -$36.1M | -20% | 11.5% | 62.9% | 560 | 74.11% | 0.2 |
|
| 6037 |
6037
Superstring Capital Management
New York
| $140M | – | – | 49.5% | – | 30 | – | 0 |
|
| 6038 |
6038
Fairbanks Capital Management
Rancho Santa Fe,
California
| $140M | +$21.3M | +18% | 14.6% | 81.3% | 54 | 3.7% | 4.3 |
|
| 6039 |
6039
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $140M | +$1.39M | +1% | 8.46% | 44.9% | 39 | 15.38% | 2.3 |
|
| 6040 |
6040
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| $140M | +$16.4M | +13% | 1.38% | 63.5% | 37 | 35.14% | 0.7 |
|
| 6041 |
6041
American Capital Advisory
Ketchum,
Idaho
| $140M | – | – | 9.51% | 69% | 439 | – | 0 |
|
| 6042 |
6042
Worth Asset Management
Dallas,
Texas
| $140M | +$16.2M | +13% | 9.49% | 115% | 137 | 52.55% | 0.9 |
|
| 6043 |
6043
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $140M | +$16.4M | +13% | 10.3% | 51.7% | 389 | 14.91% | 1.5 |
|
| 6044 |
6044
BCR Wealth Strategies
Vestavia,
Alabama
| $139M | +$14M | +11% | 8.99% | 42.2% | 19 | 0% | 1.8 |
|
| 6045 |
6045
Black Diamond Capital Management
Stamford,
Connecticut
| $139M | +$446K | +0.3% | 3.37% | 28.3% | 11 | 9.09% | 2.4 |
|
| 6046 |
6046
William Allan Corp
Fort Collins,
Colorado
| $139M | +$13.1M | +10% | 13.2% | 94.2% | 49 | 6.12% | 1.8 |
|
| 6047 |
6047
EPIQ Partners
Minneapolis,
Minnesota
| $139M | +$6.96M | +5% | 7.28% | 49.6% | 74 | 14.86% | 2.9 |
|
| 6048 |
TFG
6048
Team Financial Group
Temecula,
California
| $139M | +$18.3M | +15% | 7.41% | 46% | 237 | 19.41% | 0.2 |
|
| 6049 |
6049
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $139M | +$15.6M | +13% | 12.7% | 81.5% | 128 | 13.28% | 7.4 |
|
| 6050 |
6050
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| $139M | +$6.75M | +5% | 9.78% | 61.1% | 121 | 9.09% | 6.3 |
|