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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
RFN
6126
Redwood Financial Network
Solon,
Ohio
| $91.7M | -$16.1M | -15% | 11.2% | 74.1% | 156 | 17.31% | 0.2 |
|
| 6127 |
GFWEX
6127
G.F.W. Energy XII
Dallas,
Texas
| $91.7M | +$10.9M | +14% | 22.1% | 68.9% | 9 | 22.22% | 0.4 |
|
| 6128 |
FC
6128
Family CFO
Los Altos,
California
| $91.6M | -$6.94M | -7% | 14.4% | 84% | 57 | 7.02% | 0.5 |
|
| 6129 |
AAM
6129
American Asset Management
Boca Raton,
Florida
| $91.4M | -$19.1M | -17% | 12.2% | 42.5% | 8 | 0% | 5 |
|
| 6130 |
GL
6130
GHE LLC
Memphis,
Tennessee
| $91.4M | -$28.4M | -24% | 23.6% | 188% | 59 | 27.12% | 0.4 |
|
| 6131 |
ZR
6131
Zeno Research
New York
| $91.3M | -$24.5M | -21% | 12.5% | 25.2% | 33 | 63.64% | 0.3 |
|
| 6132 |
BWA
6132
Blodgett Wealth Advisors
Concord,
California
| $91.3M | -$28.9M | -24% | 15.7% | 124% | 88 | 27.27% | 0.4 |
|
| 6133 |
RK
6133
Rather & Kittrell
Knoxville,
Tennessee
| $91.2M | -$11.4M | -11% | 13.7% | 41.1% | 68 | 30.88% | 0.4 |
|
| 6134 |
ERM
6134
Elm Ridge Management
Briarcliff Manor,
New York
| $91.2M | -$4.81M | -5% | 16.7% | 93.6% | 32 | 21.88% | 2.7 |
|
| 6135 |
UAML
6135
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $91.1M | -$17.5M | -16% | 14.6% | – | 256 | 6.25% | 0.5 |
|
| 6136 |
WBCM
6136
Wilson & Boucher Capital Management
Moraga,
California
| $91.1M | -$19.3M | -18% | 12.7% | 69.8% | 111 | 13.51% | 0.5 |
|
| 6137 |
WPA
6137
Winning Points Advisors
Boca Raton,
Florida
| $91M | -$37.8M | -29% | 17.1% | – | 60 | 15% | 3.6 |
|
| 6138 |
KLM
6138
Kennedy Lewis Management
New York
| $91M | -$70M | -43% | 43% | 70.2% | 21 | 9.52% | 0.4 |
|
| 6139 |
DFC
6139
DB Fitzpatrick & Co
Boise,
Idaho
| $90.8M | -$9.54M | -10% | 10.9% | 37.1% | 75 | 8% | 0.5 |
|
| 6140 |
BCPWM
6140
Bradley & Co Private Wealth Management
Miami,
Florida
| $90.8M | -$25.6M | -22% | 19.2% | – | 191 | 19.9% | 1 |
|
| 6141 |
PWM
6141
Pacific Wealth Management
San Diego,
California
| $90.7M | -$21.4M | -19% | 12.8% | 72.8% | 20 | 45% | 0.8 |
|
| 6142 |
BIS
6142
BG Investment Services
Hagatna,
Guam
| $90.7M | -$11.5M | -11% | 12.3% | – | 12 | 8.33% | 0.4 |
|
| 6143 |
HCVG
6143
H Capital V GP
Grand Cayman,
Cayman Islands
| $90.7M | +$27M | +42% | 43.6% | – | 2 | 0% | 0.5 |
|
| 6144 |
CSI
6144
Cross Staff Investments
Pittsford,
New York
| $90.7M | -$17.3M | -16% | 13.6% | 81.2% | 121 | 11.57% | 0.5 |
|
| 6145 |
P
6145
Pariax
Newport Beach,
California
| $90.5M | -$15.6M | -15% | 20.1% | – | 32 | 18.75% | 0.4 |
|
| 6146 |
KLCMU
6146
Kite Lake Capital Management (UK)
London,
United Kingdom
| $90.4M | -$38.6M | -30% | 23.9% | 337% | 7 | 14.29% | 0.5 |
|
| 6147 |
MCM
6147
McDonough Capital Management
Orlando,
Florida
| $90.4M | -$24.8M | -21% | 17.7% | 98.1% | 41 | 9.76% | 0.5 |
|
| 6148 |
RC
6148
Resonate Capital
San Francisco,
California
| $90.3M | -$22.2M | -20% | 22.8% | – | 23 | 17.39% | 0.5 |
|
| 6149 |
OFG
6149
OmniStar Financial Group
Wilmington,
North Carolina
| $90.2M | -$10.4M | -10% | 9.28% | 67.1% | 114 | 7.89% | 1.3 |
|
| 6150 |
SA
6150
SFI Advisors
Montclair,
New Jersey
| $90.2M | -$73.9M | -45% | 18.7% | 82.9% | 71 | 22.54% | 0.4 |
|