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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6401 |
6401
Divco West Real Estate Services
San Francisco,
California
| $93.3M | -$23.2M | -20% | 19.6% | 2.32% | 6 | 0% | 0.3 |
|
| 6402 |
6402
AH Equity Partners LSV II
Menlo Park,
California
| $93.2M | +$11.1M | +13% | 16% | – | 4 | 0% | 1.3 |
|
| 6403 |
TM
6403
Titan Managers
Scottsdale,
Arizona
| $93.2M | +$872K | +0.9% | 0.4% | 2.57% | 7 | 0% | 1.5 |
|
| 6404 |
6404
4J Wealth Management
Alexandria,
Virginia
| $93.2M | +$7.05M | +8% | 7.39% | 74.7% | 83 | 16.87% | 1.5 |
|
| 6405 |
6405
Sinecera Capital
Austin,
Texas
| $93.1M | +$2.53M | +3% | 4.73% | 13.7% | 30 | 16.67% | 1.1 |
|
| 6406 |
SWP
6406
Semus Wealth Partners
Boca Raton,
Florida
| $93M | +$10.7M | +13% | 13.8% | 107% | 113 | 7.08% | 0.2 |
|
| 6407 |
ZCM
6407
Zenyatta Capital Management
Dover,
Delaware
| $93M | -$86M | -48% | 12.6% | – | 44 | 68.18% | 0.4 |
|
| 6408 |
6408
Insight Inv LLC
El Segundo,
California
| $92.7M | -$6.39M | -6% | 3.93% | 139% | 99 | 13.13% | 1.2 |
|
| 6409 |
6409
Morling Financial Advisors
Fremont,
California
| $92.7M | +$14.3M | +18% | 14.5% | 97.6% | 91 | 24.18% | 0.9 |
|
| 6410 |
6410
Yorktown Management & Research Company
Forest,
Virginia
| $92.7M | +$10.9M | +13% | 12.9% | 211% | 220 | 29.09% | 1.4 |
|
| 6411 |
6411
Owen LaRue
Elizabethtown,
Kentucky
| $92.5M | $0 | 0% | 4.71% | 126% | 72 | 0% | 0.3 |
|
| 6412 |
6412
DB Fitzpatrick & Co
Boise,
Idaho
| $92.3M | +$5.03M | +6% | 5.62% | 42.7% | 73 | 13.7% | 1.2 |
|
| 6413 |
6413
Ellerson Group
Annapolis,
Maryland
| $92.3M | -$2.15M | -2% | 13.4% | 178% | 47 | 12.77% | 0.3 |
|
| 6414 |
6414
Mayfair Advisory Group
Birmingham,
Alabama
| $92.2M | +$13.7M | +17% | 4.22% | 71.5% | 126 | 16.67% | 1.6 |
|
| 6415 |
6415
Firsthand Capital Management
San Jose,
California
| $92.1M | +$6.4M | +7% | 18.6% | 265% | 46 | 6.52% | 3.6 |
|
| 6416 |
6416
University of Maryland Foundation
Adelphi,
Maryland
| $91.7M | +$3.78M | +4% | 4.39% | 54.9% | 6 | 0% | 2.8 |
|
| 6417 |
6417
Pavadi Capital
New York
| $91.6M | -$14.5M | -14% | 1.88% | – | 22 | 45.45% | 0.7 |
|
| 6418 |
6418
Gemsstock Ltd
London,
United Kingdom
| $91.5M | -$34.1M | -27% | 0.32% | 149% | 9 | 33.33% | 0.9 |
|
| 6419 |
6419
Nine27 Capital Management
New York
| $91.5M | +$74M | +421% | 5.82% | – | 12 | 91.67% | 0 |
|
| 6420 |
6420
Motive Wealth Advisors
Birmingham,
Michigan
| $91.4M | -$39.4M | -30% | 7.31% | 73.4% | 60 | 18.33% | 1.3 |
|
| 6421 |
6421
Bradley & Co Private Wealth Management
Miami,
Florida
| $91.3M | +$9.17M | +11% | 17.9% | – | 177 | 7.34% | 1.6 |
|
| 6422 |
6422
Yarger Wealth Strategies
Westerville,
Ohio
| $91.3M | +$10.5M | +13% | 5.06% | 55.1% | 50 | 12% | 1 |
|
| 6423 |
6423
Yost Capital Management
Houston,
Texas
| $91.2M | -$4.88M | -5% | 7.29% | 125% | 16 | 50% | 0.9 |
|
| 6424 |
LCM
6424
Linker Capital Management
Prospect,
Kentucky
| $91.2M | +$4.08M | +5% | 4.3% | – | 39 | 0% | 1.2 |
|
| 6425 |
6425
Navis Wealth Advisors
Rye Brook,
New York
| $91.2M | +$20.8M | +30% | 25.8% | 107% | 92 | 18.48% | 1.5 |
|