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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Pacific Wealth Strategies Group
Santa Barbara,
California
| $71.8M | -$5.85M | -8% | 4.37% | 75.5% | 46 | 15.22% | 4.2 |
|
| 6302 |
6302
Grand Central Investment Group
Tampa,
Florida
| $71.7M | +$2.3M | +3% | 4.78% | – | 36 | 11.11% | 1.5 |
|
| 6303 |
6303
KPCB DGF Associates
Menlo Park,
California
| $71.7M | -$20.5M | -22% | 22.3% | – | 2 | 0% | 0.8 |
|
| 6304 |
6304
EMJ Capital
Toronto,
Ontario, Canada
| $71.4M | -$18.4M | -20% | 39.2% | – | 24 | 54.17% | 0.3 |
|
| 6305 |
LCH
6305
Lee Capital Holdings
New York
| $71.3M | -$56.4M | -44% | 2.77% | 34.4% | 60 | 51.67% | 2.3 |
|
| 6306 |
6306
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $71M | -$46.4M | -40% | 9.32% | 961% | 48 | 72.92% | 0.6 |
|
| 6307 |
6307
Mayfair Advisory Group
Birmingham,
Alabama
| $70.8M | -$5.16M | -7% | 4.21% | 71.5% | 127 | 19.69% | 1.4 |
|
| 6308 |
6308
Davide Leone & Partners Investment Company
London,
United Kingdom
| $70.8M | +$48.2M | +214% | 5.53% | 64.1% | 5 | 80% | 1.6 |
|
| 6309 |
6309
Nvest Financial
Portsmouth,
New Hampshire
| $70.7M | -$24.6M | -26% | 4.6% | 92.8% | 52 | 11.54% | 0.5 |
|
| 6310 |
6310
SBB Research Group
Northbrook,
Illinois
| $70.6M | -$179M | -72% | 5.75% | – | 74 | 55.41% | 0.5 |
|
| 6311 |
6311
Lane Generational
Dover,
Massachusetts
| $70.6M | -$4.19M | -6% | 2.77% | 148% | 36 | 22.22% | 0.6 |
|
| 6312 |
6312
Montchanin Asset Management
Montchanin,
Delaware
| $70.6M | -$1.64M | -2% | 2.77% | – | 53 | 16.98% | 0.2 |
|
| 6313 |
6313
Meridian Financial Partners
Warrenton,
Virginia
| $70.6M | -$76.9M | -52% | 5.17% | 73.1% | 89 | 51.69% | 2.1 |
|
| 6314 |
6314
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| $70.5M | -$11M | -14% | 4.37% | 70.9% | 105 | 17.14% | 0.6 |
|
| 6315 |
6315
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| $70.3M | -$7.1M | -9% | 3.93% | 161% | 188 | 16.49% | 3.3 |
|
| 6316 |
6316
Covalent Partners
Concord,
Massachusetts
| $70.2M | -$10.1M | -13% | 0.08% | 36.6% | 53 | 16.98% | 1 |
|
| 6317 |
CCM
6317
Composite Capital Management
Hong Kong
| $70.1M | +$3.41M | +5% | 5.12% | – | 1 | 0% | 1.3 |
|
| 6318 |
6318
Sozo Ventures GP II
Redwood City,
California
| $70M | +$19M | +37% | 37.2% | 8.44% | 1 | 0% | 0.8 |
|
| 6319 |
6319
Tinicum
New York
| $69.9M | -$9M | -11% | 11.4% | 21.1% | 1 | 0% | 7.5 |
|
| 6320 |
6320
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $69.9M | -$2.53M | -3% | 3.79% | 111% | 67 | 13.43% | 0.7 |
|
| 6321 |
6321
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $69.8M | -$16.7M | -19% | 0.48% | 66% | 42 | 30.95% | 1.6 |
|
| 6322 |
6322
Caprin Asset Management
Henrico,
Virginia
| $69.6M | -$27.9M | -29% | 3.69% | 7.87% | 17 | 0% | 5.2 |
|
| 6323 |
6323
QP Wealth Management
Eatontown,
New Jersey
| $69.5M | -$3.5M | -5% | 2.41% | – | 76 | 23.68% | 1.9 |
|
| 6324 |
6324
Ramsey Quantitative Systems
Louisville,
Kentucky
| $69.4M | -$1.57M | -2% | 5.32% | 51.1% | 5 | 80% | 2.8 |
|
| 6325 |
6325
Iron Horse Wealth Management
Johston,
Iowa
| $69.3M | -$106M | -61% | 5.88% | 29.1% | 315 | 52.06% | 1.3 |
|