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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6701 |
6701
MSD Partners
New York
| $142M | -$15.5M | -10% | 1.28% | 3.5% | 20 | 70% | 1.4 |
|
| 6702 |
6702
Byrne Asset Management
Kingston,
New Jersey
| $142M | -$4.56M | -3% | 1.58% | 126% | 597 | 28.14% | 1.4 |
|
| 6703 |
6703
Zynergy Retirement Planning
Red Bank,
New Jersey
| $142M | $0 | 0% | 3.26% | – | 111 | 0% | 0.5 |
|
| 6704 |
6704
SFM LLC
Manchester,
New Hampshire
| $142M | +$8.46M | +6% | 1.67% | 67.5% | 60 | 10% | 0.9 |
|
| 6705 |
6705
L.K. Benson & Company
Baltimore,
Maryland
| $142M | – | – | 0.79% | – | 95 | – | 0 |
|
| 6706 |
6706
CAP Partners LLC
Franklin,
Tennessee
| $142M | +$8.01M | +6% | 6.1% | 97% | 137 | 8.03% | 0.8 |
|
| 6707 |
6707
Financial Alternatives
La Jolla,
California
| $142M | -$333K | -0.2% | 1.7% | 50.2% | 86 | 6.98% | 1.8 |
|
| 6708 |
6708
Round Hill Asset Management
Pasadena,
California
| $142M | -$9.29M | -6% | 1.02% | 43.2% | 61 | 1.64% | 5.7 |
|
| 6709 |
6709
McCarthy Asset Management
Redwood Shores,
California
| $142M | -$19.1M | -12% | 0.31% | – | 35 | 28.57% | 3 |
|
| 6710 |
6710
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| $142M | -$3.13M | -2% | 2.04% | 117% | 274 | 44.89% | 1.2 |
|
| 6711 |
6711
Wealth Forward LLC
Fargo,
North Dakota
| $142M | -$884K | -0.6% | 2.11% | 48.8% | 31 | 3.23% | 1 |
|
| 6712 |
6712
Blue Capital Inc
Omaha,
Nebraska
| $142M | – | – | 6.25% | – | 112 | – | 0 |
|
| 6713 |
6713
AFG Fiduciary Services
Hingham,
Massachusetts
| $142M | -$6.83M | -5% | 0.58% | 72.4% | 86 | 25.58% | 1.7 |
|
| 6714 |
6714
Level Wealth Management
Greensboro,
North Carolina
| $142M | – | – | 1.42% | – | 53 | – | 0 |
|
| 6715 |
BG
6715
BRX Global
New York
| $141M | -$11.2M | -7% | 0.3% | 65.8% | 5 | 20% | 3.2 |
|
| 6716 |
KCM
6716
KRS Capital Management
Bloomfield,
Michigan
| $141M | +$4.3M | +3% | 6.46% | 272% | 122 | 13.93% | 2.3 |
|
| 6717 |
6717
Counterweight Ventures
Wilmington,
North Carolina
| $141M | +$156K | +0.1% | 0.84% | – | 70 | 1.43% | 0.9 |
|
| 6718 |
6718
RF&L Wealth Management
Acton,
Massachusetts
| $141M | +$99.1K | +0.1% | 0.4% | 73.8% | 58 | 1.72% | 1.8 |
|
| 6719 |
6719
Everstar Asset Management
Mooresville,
North Carolina
| $141M | -$4.5M | -3% | 2.04% | – | 209 | 20.1% | 0.2 |
|
| 6720 |
BM
6720
Bislett Management
Palo Alto,
California
| $141M | -$8.02M | -5% | 1.46% | 19.8% | 13 | 0% | 6.7 |
|
| 6721 |
6721
Monument Group Wealth Advisors
Concord,
Massachusetts
| $141M | -$25.1M | -15% | 1.64% | 68.6% | 53 | 13.21% | 0.9 |
|
| 6722 |
6722
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $141M | +$30.2M | +27% | 6.9% | – | 11 | 9.09% | 0.8 |
|
| 6723 |
6723
Future You Wealth
New York
| $141M | – | – | 0.27% | – | 47 | – | 0 |
|
| 6724 |
6724
Wilson & Boucher Capital Management
Moraga,
California
| $141M | -$3.99M | -3% | 1.41% | 69.8% | 118 | 6.78% | 2.6 |
|
| 6725 |
6725
Cladis Investment Advisory
Billings,
Montana
| $141M | -$3.29M | -2% | 2.7% | 131% | 142 | 12.68% | 2.2 |
|