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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6776 |
6776
Opinicus Capital
Tampa,
Florida
| $113M | +$14.8M | +15% | 13.5% | 129% | 107 | 15.89% | 0.2 |
|
| 6777 |
6777
Processus Wealth & Capital Management
Brentwood,
Tennessee
| $113M | +$12.7M | +13% | 19.5% | 160% | 46 | 32.61% | 0.2 |
|
| 6778 |
6778
Long Corridor Asset Management
Hong Kong
| $113M | -$7.06M | -6% | 6.25% | 73.6% | 14 | 35.71% | 1.2 |
|
| 6779 |
6779
HFG Advisors
Cincinatti,
Ohio
| $113M | +$8.91M | +9% | 8.9% | 69.7% | 117 | 19.66% | 1.4 |
|
| 6780 |
6780
Richwood Investment Advisors
Cincinnati,
Ohio
| $113M | +$6.13M | +6% | 8.46% | 71.9% | 101 | 1.98% | 2.2 |
|
| 6781 |
6781
FreeGulliver LLC
New Orleans,
Louisiana
| $113M | +$37.3M | +50% | 9.95% | – | 73 | 45.21% | 0.1 |
|
| 6782 |
S2L
6782
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| $113M | +$11.1M | +11% | 5.24% | 86% | 11 | 36.36% | 0.6 |
|
| 6783 |
SA
6783
Sage Advisors
Boulder,
Colorado
| $112M | +$11.8M | +12% | 8.01% | – | 31 | 32.26% | 0.2 |
|
| 6784 |
6784
Indie Asset Partners
Carmel,
Indiana
| $112M | +$1.54M | +1% | 21% | 119% | 95 | 18.95% | 2.5 |
|
| 6785 |
6785
Cape Ann Asset Management
London,
United Kingdom
| $112M | +$1.38M | +1% | 5.36% | 199% | 6 | 16.67% | 3.1 |
|
| 6786 |
6786
Davis Capital Management
Jacksonville,
Florida
| $112M | +$8M | +8% | 7.47% | – | 303 | 5.28% | 2.7 |
|
| 6787 |
LL
6787
LMDAGG LLC
San Francisco,
California
| $112M | +$13.1M | +13% | 13.2% | – | 1 | 0% | 1.5 |
|
| 6788 |
6788
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| $112M | +$1.04M | +0.9% | 6.39% | – | 12 | 16.67% | 0.2 |
|
| 6789 |
6789
Fidato Wealth
Middleburg Heights,
Ohio
| $112M | +$6.77M | +6% | 7.66% | 61.1% | 10 | 0% | 1.3 |
|
| 6790 |
6790
EntryPoint Capital
New York
| $112M | +$7.21M | +7% | 2.29% | – | 1,843 | 52.63% | 0.2 |
|
| 6791 |
OTL
6791
Oak Thistle LLC
New York
| $111M | -$237M | -68% | 7.92% | 58.3% | 554 | 72.74% | 0.2 |
|
| 6792 |
6792
Oaktree Fund Advisors
Los Angles,
California
| $111M | -$102K | -0.1% | 1.74% | 132% | 61 | 11.48% | 0.9 |
|
| 6793 |
6793
LRT Capital Management
Austin,
Texas
| $111M | +$5.25M | +5% | 9.05% | 76.2% | 95 | 26.32% | 1 |
|
| 6794 |
6794
Lake Hills Wealth Management
Austin,
Texas
| $111M | +$11.2M | +11% | 8.61% | 83.7% | 57 | 52.63% | 0.5 |
|
| 6795 |
SLFPAM
6795
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| $111M | +$3.82M | +4% | 5.88% | 139% | 45 | 44.44% | 0.5 |
|
| 6796 |
UAML
6796
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $111M | +$10M | +10% | 14.1% | – | 133 | 7.52% | 2.2 |
|
| 6797 |
6797
Duncan Williams Asset Management
Memphis,
Tennessee
| $111M | – | – | 9.29% | – | 68 | – | 0 |
|
| 6798 |
6798
Impala Asset Management
Palm Beach,
Florida
| $111M | +$18.5M | +20% | 15.2% | 62.6% | 25 | 68% | 0.5 |
|
| 6799 |
6799
Koa Wealth Management
Encinitas,
California
| $111M | +$9.6M | +10% | 7.13% | 74.8% | 52 | 13.46% | 0.2 |
|
| 6800 |
6800
Stevard LLC
Chicago,
Illinois
| $111M | +$9.47M | +9% | 12.2% | – | 59 | 18.64% | 2.6 |
|