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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
6901
Seed Wealth Management
Evanston,
Illinois
| $105M | +$5.53M | +6% | 7.64% | 62% | 156 | 7.69% | 1 |
|
| 6902 |
6902
Western Asset Management Company
Pasadena,
California
| $105M | -$47.5M | -31% | 1.47% | 2.29% | 15 | 6.67% | 2.5 |
|
| 6903 |
6903
Bey-Douglas LLC
Marietta,
Georgia
| $105M | +$7.01M | +7% | 12.9% | – | 39 | 12.82% | 0.2 |
|
| 6904 |
6904
Ariston Services Group
San Diego,
California
| $104M | +$1.14M | +1% | 5.76% | 71.7% | 60 | 16.67% | 0.2 |
|
| 6905 |
6905
EnCap Energy Capital Fund IX
Houston,
Texas
| $104M | -$58M | -36% | 15.7% | 69.2% | 2 | 50% | 3.3 |
|
| 6906 |
6906
Roberts Capital Advisors
Denver,
Colorado
| $104M | – | – | 13.7% | – | 89 | – | 2.1 |
|
| 6907 |
6907
Bare Financial Services
Gap,
Pennsylvania
| $104M | +$54.4M | +110% | 6.65% | – | 150 | 40% | 0.2 |
|
| 6908 |
6908
University of Maryland Foundation
Adelphi,
Maryland
| $104M | +$7.72M | +8% | 8.05% | 51.2% | 6 | 0% | 3.8 |
|
| 6909 |
6909
Robinson Smith Wealth Advisors
South Portland,
Maine
| $104M | +$2.39M | +2% | 6.95% | 62.6% | 85 | 10.59% | 0.2 |
|
| 6910 |
6910
Pin Oak Investment Advisors
Houston,
Texas
| $104M | +$5.36M | +5% | 7.43% | 62.7% | 484 | 11.16% | 3.7 |
|
| 6911 |
6911
Accel Growth Fund IV Associates
Palo Alto,
California
| $104M | -$10M | -9% | 8.74% | 61.4% | 1 | 0% | 2.8 |
|
| 6912 |
6912
QSV Equity Investors
Naperville,
Illinois
| $104M | +$1.12M | +1% | 2.9% | – | 95 | 11.58% | 0.2 |
|
| 6913 |
6913
Divco West Real Estate Services
San Francisco,
California
| $104M | -$12.4M | -11% | 10.1% | 22.3% | 5 | 0% | 1.3 |
|
| 6914 |
6914
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $104M | +$9.42M | +10% | 10.1% | – | 63 | 12.7% | 0.2 |
|
| 6915 |
6915
Gibson Wealth Advisors
Tyler,
Texas
| $104M | – | – | 8.22% | – | 35 | – | 2 |
|
| 6916 |
6916
Kinnevik AB
Stockholm,
Sweden
| $104M | +$1.14M | +1% | 1.12% | 51.4% | 1 | 0% | 1.3 |
|
| 6917 |
6917
Caerus Investment Advisors
West Lake Hills,
Texas
| $104M | -$780K | -0.7% | 6.47% | 85% | 40 | 25% | 1.4 |
|
| 6918 |
6918
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $104M | – | – | 6.6% | – | 51 | – | 0 |
|
| 6919 |
WCM
6919
W Capital Management
New York
| $104M | -$14.9M | -13% | 7.4% | – | 4 | 0% | 2.1 |
|
| 6920 |
6920
Sandia Investment Management
Boston,
Massachusetts
| $104M | -$41.8M | -29% | 0.43% | 20.5% | 201 | 50.75% | 0.5 |
|
| 6921 |
6921
Idaho Trust Bank
Boise,
Idaho
| $104M | -$69M | -40% | 8.31% | 47.5% | 159 | 92.45% | 0.1 |
|
| 6922 |
6922
Fingerlakes Wealth Management
Ithaca,
New York
| $104M | +$10.6M | +11% | 8.31% | 80.2% | 90 | 5.56% | 1.9 |
|
| 6923 |
6923
Twenty Acre Capital
Newtown,
Pennsylvania
| $104M | -$1.59M | -2% | 6.53% | 196% | 19 | 15.79% | 1.4 |
|
| 6924 |
6924
Scion Asset Management
Saratoga,
California
| $103M | +$8.9M | +9% | 15.5% | 1.91% | 30 | 63.33% | 0.3 |
|
| 6925 |
6925
Barden Capital Management
Austin,
Texas
| $103M | -$19.3M | -16% | 10.8% | 80.1% | 75 | 21.33% | 1.8 |
|