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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
Udine Wealth Management
Boca Raton,
Florida
| $145M | +$19.4M | +15% | 7.07% | 141% | 30 | 43.33% | 0.8 |
|
| 6152 |
6152
Fairbanks Capital Management
Rancho Santa Fe,
California
| $145M | +$4.95M | +4% | 10.4% | 81.3% | 56 | 8.93% | 4.5 |
|
| 6153 |
ASI
6153
Advisory Services & Investments
Bend,
Oregon
| $145M | +$9.38M | +7% | 6.57% | 19.9% | 37 | 13.51% | 1.6 |
|
| 6154 |
6154
Pacific Financial Group
Bellevue,
Washington
| $145M | +$10.7M | +8% | 7.43% | 61.1% | 60 | 10% | 6 |
|
| 6155 |
6155
Ballew Advisors
Jackson,
Mississippi
| $145M | +$11.8M | +9% | 6.4% | 68% | 104 | 8.65% | 3.5 |
|
| 6156 |
6156
Lind Value II ApS
Aarhus C,
Denmark
| $145M | – | – | 5.47% | – | 2 | – | 0 |
|
| 6157 |
6157
Aspen Wealth Strategies
Arvada,
Colorado
| $145M | +$7.26M | +5% | 8.22% | 65.8% | 82 | 12.2% | 1 |
|
| 6158 |
6158
Clarity Asset Management
Ames,
Iowa
| $145M | +$18.3M | +14% | 6.09% | 51.8% | 206 | 9.71% | 0.2 |
|
| 6159 |
6159
Morgens Waterfall Vintiadis & Co
New York
| $145M | +$10.1M | +8% | 32.1% | 594% | 50 | 60% | 1.5 |
|
| 6160 |
FA
6160
FF Advisors
Manhattan Beach,
California
| $145M | +$24.6M | +20% | 5.18% | 59.7% | 87 | 8.05% | 0.2 |
|
| 6161 |
YC
6161
Yunqi Capital
Hong Kong
| $145M | +$2.12M | +1% | 13% | 71.4% | 8 | 37.5% | 1.1 |
|
| 6162 |
SMP
6162
Santa Monica Partners
Palm Beach Gardens,
Florida
| $145M | +$9.44M | +7% | 7.98% | 102% | 16 | 0% | 5.5 |
|
| 6163 |
NI
6163
NCP Inc
La Quinta,
California
| $145M | – | – | 27.2% | – | 136 | – | 0 |
|
| 6164 |
6164
Ampfield Management
New York
| $145M | -$8.7M | -6% | 0.16% | 56.9% | 5 | 0% | 1.9 |
|
| 6165 |
6165
Armstrong Fleming & Moore
Washington,
District of Columbia
| $144M | +$11.8M | +9% | 15.4% | 135% | 96 | 10.42% | 0.7 |
|
| 6166 |
FAG
6166
Financial Architects (Georgia)
Woodstock,
Georgia
| $144M | +$17.5M | +14% | 4.07% | 35.9% | 23 | 17.39% | 0.2 |
|
| 6167 |
6167
Triton Wealth Management
Sun City,
Arizona
| $144M | -$7.9M | -5% | 8.24% | – | 84 | 20.24% | 2.7 |
|
| 6168 |
6168
Kellett Wealth Advisors
Cincinnati,
Ohio
| $144M | +$10M | +7% | 7.65% | 76.3% | 86 | 6.98% | 1.2 |
|
| 6169 |
6169
Byrne Asset Management
Kingston,
New Jersey
| $144M | +$13.1M | +10% | 11.5% | 126% | 604 | 35.43% | 1.1 |
|
| 6170 |
6170
Worth Financial Advisory Group
Charlotte,
North Carolina
| $144M | +$19.2M | +15% | 9.15% | 93.3% | 146 | 15.75% | 1 |
|
| 6171 |
6171
New Century Financial Group
Princeton,
New Jersey
| $144M | +$28.6M | +25% | 8.29% | – | 204 | 33.82% | 0.2 |
|
| 6172 |
6172
Highlander Partners
Dallas,
Texas
| $144M | +$19.2M | +15% | 21.5% | 241% | 45 | 53.33% | 0.9 |
|
| 6173 |
6173
Solstein Capital
Menlo Park,
California
| $144M | +$9.08M | +7% | 8.16% | 102% | 320 | 6.88% | 2.4 |
|
| 6174 |
6174
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $144M | -$2.97M | -2% | 6.83% | 82.1% | 148 | 13.51% | 1.4 |
|
| 6175 |
6175
Tacita Capital
Toronto,
Ontario, Canada
| $144M | +$9.15M | +7% | 6.03% | 72.3% | 229 | 10.92% | 2.3 |
|