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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Circumference Group
Little Rock,
Arkansas
| $96.4M | +$14.8M | +18% | 11.9% | – | 24 | 12.5% | 1.1 |
|
| 7652 |
7652
PrairieView Wealth Partners
Orland Park,
Illinois
| $96.3M | +$14.5M | +18% | 6.61% | – | 31 | 41.94% | 0.8 |
|
| 7653 |
7653
JBGlobal.com
New York
| $96.2M | +$39.8K | +0% | 2.52% | – | 34 | 23.53% | 0.5 |
|
| 7654 |
7654
Northstar Financial Companies
Conshohocken,
Pennsylvania
| $96.2M | +$4M | +4% | 7.02% | – | 114 | 21.05% | 0.4 |
|
| 7655 |
7655
Terra Alpha Investments
Washington,
District of Columbia
| $96.2M | +$4.11M | +4% | 13.1% | – | 33 | 12.12% | 0.5 |
|
| 7656 |
7656
Waycross Investment Management
Bellingham,
Washington
| $96.1M | +$7.46M | +8% | 7.12% | 49.6% | 40 | 7.5% | 1.9 |
|
| 7657 |
7657
Raffles Associates
New York
| $96M | +$13.9M | +17% | 14.1% | 50% | 49 | 14.29% | 3 |
|
| 7658 |
7658
QSV Equity Investors
Naperville,
Illinois
| $96M | -$645K | -0.7% | 0.08% | – | 95 | 13.68% | 1.2 |
|
| 7659 |
7659
Chung Wu Investment Group
Sugar Land,
Texas
| $95.9M | +$12.3M | +15% | 17.7% | – | 251 | 74.1% | 0.1 |
|
| 7660 |
7660
Rye Brook Capital
Greenwich,
Connecticut
| $95.9M | +$16.1M | +20% | 17.1% | 77.2% | 26 | 30.77% | 1 |
|
| 7661 |
7661
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $95.7M | +$7.44M | +8% | 8.21% | – | 180 | 72.22% | 0.4 |
|
| 7662 |
7662
FinDec Wealth Services
Stockton,
California
| $95.6M | -$5.52M | -5% | 6.99% | 47.6% | 38 | 7.89% | 2.2 |
|
| 7663 |
7663
Prospect Financial Group
Arlington,
Virginia
| $95.6M | +$17.2M | +22% | 8.74% | – | 69 | 15.94% | 0.4 |
|
| 7664 |
7664
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| $95.6M | -$238M | -71% | 7.91% | 26.4% | 2 | 100% | 0 |
|
| 7665 |
7665
Grange Capital
Beaverton,
Oregon
| $95.6M | +$9.8M | +11% | 13.9% | – | 48 | 4.17% | 0.4 |
|
| 7666 |
7666
In-Depth Partners
Miami,
Florida
| $95.2M | +$8.11M | +9% | 30.5% | 157% | 14 | 35.71% | 2.6 |
|
| 7667 |
7667
Divco West Real Estate Services
San Francisco,
California
| $95.1M | +$1.08M | +1% | 1.25% | 22.3% | 4 | 0% | 2.5 |
|
| 7668 |
7668
Totem Point Management
New York
| $95M | +$13.8M | +17% | 35.8% | 577% | 15 | 33.33% | 1.4 |
|
| 7669 |
7669
Charles Schwab Trust Bank
Henderson,
Nevada
| $94.9M | +$14.2M | +18% | 5.22% | – | 1 | 0% | 1.3 |
|
| 7670 |
7670
MKD Wealth Coaches
Troy,
Michigan
| $94.8M | +$6.47M | +7% | 8.41% | – | 26 | 7.69% | 3.5 |
|
| 7671 |
7671
Optimas Capital
Central,
Hong Kong
| $94.8M | +$35.9M | +61% | 17.7% | 355% | 30 | 86.67% | 0.2 |
|
| 7672 |
7672
Flight Deck Capital
San Francisco,
California
| $94.5M | -$2.37M | -2% | 41.2% | 379% | 17 | 35.29% | 0.9 |
|
| 7673 |
7673
Whitford Management
New York
| $94.3M | +$15.7M | +20% | 18.3% | 76.2% | 25 | 64% | 0.6 |
|
| 7674 |
7674
York Capital Management Global Advisors
New York
| $94.2M | +$2.38M | +3% | 13.1% | 74.1% | 6 | 16.67% | 1.7 |
|
| 7675 |
7675
Davis Wealth Advisors
Salem,
New Hampshire
| $94.2M | +$5.68M | +6% | 8.01% | – | 68 | 17.65% | 0.4 |
|