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
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| $192M | +$65.9M | +52% | 37.8% | – | 12 | 25% | 0.8 |
|
| 6302 |
6302
Legacy Financial Independent Advisors
Louisville,
Kentucky
| $192M | – | – | 0.2% | – | 113 | – | 0 |
|
| 6303 |
6303
Westview Investment Advisors
Burlington,
Vermont
| $192M | -$17.7M | -8% | 0.39% | – | 83 | 25.3% | 0.2 |
|
| 6304 |
6304
Kintayl Capital
New York
| $192M | +$26.4M | +16% | 11% | – | 74 | 67.57% | 0.2 |
|
| 6305 |
6305
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| $192M | +$39.5M | +26% | 11.4% | 61.4% | 7 | 14.29% | 1.3 |
|
| 6306 |
KWM
6306
KRM Wealth Management
Reno,
Nevada
| $192M | +$9.6M | +5% | 0.69% | – | 44 | 11.36% | 0.2 |
|
| 6307 |
IFS
6307
Intelligent Financial Strategies
Excelsior,
Minnesota
| $192M | -$16M | -8% | 2.95% | 63.5% | 72 | 13.89% | 3.5 |
|
| 6308 |
6308
Riverchase Wealth Management
Flower Mound,
Texas
| $192M | +$7.81M | +4% | 0.5% | – | 80 | 17.5% | 1 |
|
| 6309 |
6309
Values First Advisors
Gray,
Tennessee
| $192M | -$831K | -0.4% | 2.96% | 87.6% | 189 | 9.52% | 3.1 |
|
| 6310 |
6310
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| $192M | – | – | 0.02% | – | 71 | – | 0.9 |
|
| 6311 |
6311
C.V. Starr & Co
New York
| $192M | +$9.8M | +5% | 5.91% | – | 5 | 0% | 1.6 |
|
| 6312 |
6312
Corrado Advisors
Ramsey,
New Jersey
| $192M | -$7.61M | -4% | 0.31% | 73.1% | 131 | 22.14% | 2.8 |
|
| 6313 |
6313
Arch Global Advisors
New York
| $192M | – | – | 4% | – | 53 | – | 0 |
|
| 6314 |
6314
Cincinnati Casualty Company
Fairfield,
Ohio
| $191M | -$5.61M | -3% | 0.01% | 68.7% | 25 | 8% | 9.5 |
|
| 6315 |
6315
Prime Buchholz
Portsmouth,
New Hampshire
| $191M | +$22.9M | +14% | 1.28% | – | 22 | 9.09% | 1.1 |
|
| 6316 |
6316
Granville Capital
Greensboro,
North Carolina
| $191M | +$2.85M | +2% | 1.7% | – | 88 | 6.82% | 0.2 |
|
| 6317 |
6317
Pennsylvania State University
University Park,
Pennsylvania
| $191M | -$1.64M | -0.8% | 6.31% | – | 2 | 0% | 0.3 |
|
| 6318 |
6318
Lipe & Dalton
Syracuse,
New York
| $191M | -$11.4M | -6% | 0.2% | 101% | 98 | 9.18% | 6.7 |
|
| 6319 |
6319
TFB Advisors
Overland Park,
Kansas
| $191M | -$167M | -47% | 2.1% | 85% | 317 | 46.37% | 1.9 |
|
| 6320 |
6320
Birch Capital Management
Dallas,
Texas
| $191M | -$9.6M | -5% | 3.32% | 62% | 81 | 8.64% | 4.8 |
|
| 6321 |
6321
BFI Infinity
Zurich,
Switzerland
| $191M | -$125M | -40% | 6.22% | – | 72 | 38.89% | 0.6 |
|
| 6322 |
6322
Mill Road Capital Management
Greenwich,
Connecticut
| $191M | +$22.5M | +13% | 6.11% | 85.1% | 26 | 19.23% | 2.8 |
|
| 6323 |
6323
Elevatus Welath Management
Victor,
New York
| $191M | -$175M | -48% | 1.55% | 270% | 169 | 24.26% | 1.4 |
|
| 6324 |
6324
HG Vora Capital Management
New York
| $191M | -$74.1M | -28% | 1.13% | 42.6% | 9 | 33.33% | 1.8 |
|
| 6325 |
KTC
6325
Kentucky Trust Company
Danville,
Kentucky
| $191M | +$2.23M | +1% | 3.43% | – | 322 | 9.01% | 1.1 |
|