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
Baker Hughes Holdings
Houston,
Texas
| $96.8M | -$9.9M | -9% | 10.5% | 38.6% | 1 | 0% | 2 |
|
| 6302 |
6302
Act Two Investors
Santa Cruz,
California
| $96.8M | -$2.04M | -2% | 4.33% | 53% | 27 | 22.22% | 2.7 |
|
| 6303 |
6303
Aldebaran Capital
Carmel,
Indiana
| $96.7M | – | – | 12.1% | 80.4% | 34 | – | 0 |
|
| 6304 |
HM
6304
Harvest Management
New York
| $96.7M | -$27.2M | -22% | 43.2% | 610% | 89 | 76.4% | 0.4 |
|
| 6305 |
6305
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $96.6M | -$286M | -75% | 3.8% | 88.9% | 121 | 80.99% | 0.9 |
|
| 6306 |
6306
Piper Sandler & Co
Minneapolis,
Minnesota
| $96.6M | -$27M | -22% | 0.26% | 0.05% | 43 | 25.58% | 0.5 |
|
| 6307 |
6307
Beacon Financial Planning
Hyannis,
Massachusetts
| $96.5M | – | – | 7.19% | 71.1% | 22 | – | 0 |
|
| 6308 |
6308
Cynosure Group
Salt Lake City,
Utah
| $96.4M | +$3M | +3% | 8.22% | 56.8% | 28 | 10.71% | 2.3 |
|
| 6309 |
6309
Delta Accumulation LLC
Sausalito,
California
| $96.4M | +$89M | +1,215% | 10.5% | 96.5% | 110 | 70% | 0.3 |
|
| 6310 |
6310
Palladiem
Bryn Mawr,
Pennsylvania
| $96.2M | +$1M | +1% | 4.06% | – | 59 | 18.64% | 2.2 |
|
| 6311 |
TA
6311
TCM Advisors
Martinsburg,
West Virginia
| $96.2M | -$247M | -72% | 9.5% | 56.1% | 60 | 0% | 0.5 |
|
| 6312 |
6312
Maripau Wealth Management
Fort Wayne,
Indiana
| $96.1M | +$3.44M | +4% | 6.03% | 55.6% | 86 | 11.63% | 0.8 |
|
| 6313 |
6313
Yost Capital Management
Houston,
Texas
| $96.1M | +$3.5M | +4% | 10.9% | 125% | 17 | 47.06% | 1 |
|
| 6314 |
CIG
6314
Cascade Investment Group
Colorado Springs,
Colorado
| $96.1M | – | – | 8.44% | 93.2% | 119 | – | 0 |
|
| 6315 |
6315
LifeSteps Financial
Claremont,
California
| $96M | +$7.28M | +8% | 7.56% | 98.4% | 83 | 28.92% | 2.3 |
|
| 6316 |
6316
RFG Holdings
Argyle,
Texas
| $95.9M | +$13.5M | +16% | 10.7% | 72.3% | 14 | 21.43% | 1.7 |
|
| 6317 |
6317
Beam Wealth Advisors
Covington,
Louisiana
| $95.9M | +$6.12M | +7% | 6.95% | 59.7% | 117 | 26.5% | 1.9 |
|
| 6318 |
6318
Precision Wealth Strategies
Saint Louis,
Missouri
| $95.9M | -$17.5M | -15% | 11.1% | 106% | 134 | 25.37% | 1.2 |
|
| 6319 |
6319
Mendel Capital Management
Little Rock,
Arkansas
| $95.9M | +$10.7M | +13% | 9.05% | – | 66 | 4.55% | 0.9 |
|
| 6320 |
6320
Melfa Wealth Management
Westborough,
Massachusetts
| $95.7M | – | – | 5.48% | 42.9% | 137 | – | 0 |
|
| 6321 |
6321
Laraway Financial Advisors
Saint Cloud,
Minnesota
| $95.7M | +$6.12M | +7% | 7.94% | 92.3% | 105 | 4.76% | 1 |
|
| 6322 |
6322
Delap Wealth Advisory
Lake Oswego,
Oregon
| $95.6M | – | – | 9.13% | 73% | 66 | – | 0 |
|
| 6323 |
6323
Richelieu Gestion
Paris,
France
| $95.6M | +$11.6M | +14% | 7.78% | – | 82 | 29.27% | 0.6 |
|
| 6324 |
6324
Widmann Financial Services
Bowie,
Maryland
| $95.5M | +$5.24M | +6% | 12% | 75.2% | 86 | 12.79% | 0.9 |
|
| 6325 |
6325
Catawba River Capital
Lake Wylie,
South Carolina
| $95.4M | +$11.4M | +14% | 2.67% | 89.5% | 19 | 15.79% | 1.7 |
|