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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7851 |
7851
Goldstream Capital Management
Central,
Hong Kong
| $132M | +$11.5M | +10% | 98% | 686% | 47 | 40.43% | 1 |
|
| 7852 |
7852
First Growth Capital
Pikesville,
Maryland
| $132M | +$21M | +19% | 24% | – | 149 | 20.81% | 0.4 |
|
| 7853 |
7853
McCartney Wealth Management
Clayton,
Missouri
| $132M | +$13.1M | +11% | 10.5% | – | 66 | 3.03% | 0.5 |
|
| 7854 |
7854
Innovative Advisory Group
Lexington,
Massachusetts
| $132M | +$10.1M | +8% | 2.25% | – | 37 | 32.43% | 1.1 |
|
| 7855 |
7855
Quantedge Capital
Singapore
| $132M | -$50.9M | -28% | 12.9% | 110% | 69 | 55.07% | 1.3 |
|
| 7856 |
7856
Finward Bancorp
Munster,
Indiana
| $132M | +$6.76M | +5% | 12.6% | – | 112 | 11.61% | 1.3 |
|
| 7857 |
7857
Tortuga Wealth Management
Torrance,
California
| $132M | +$24.9M | +23% | 14.4% | – | 141 | 19.86% | 0.4 |
|
| 7858 |
7858
Kane Co Wealth Management
Johnston,
Iowa
| $132M | +$13.2M | +11% | 8.93% | – | 54 | 7.41% | 0.5 |
|
| 7859 |
7859
Kelsey Financial
Moorpark,
California
| $132M | +$17.4M | +15% | 14.2% | – | 68 | 11.76% | 0.4 |
|
| 7860 |
SGH
7860
Sivik Global Healthcare
Greenwich,
Connecticut
| $132M | $0 | 0% | 10.1% | 83.8% | 34 | 0% | 2.6 |
|
| 7861 |
7861
Nest Investments
Conshohocken,
Pennsylvania
| $132M | +$8.59M | +7% | 5.41% | – | 34 | 14.71% | 0.4 |
|
| 7862 |
FCM
7862
Floyd Capital Management
Texarkana,
Texas
| $132M | +$122M | +1,240% | 14.8% | – | 1 | 0% | 1.5 |
|
| 7863 |
7863
Nan Fung Group Holdings
Kai Tak,
Hong Kong
| $131M | +$10.2M | +8% | 25.6% | 281% | 25 | 4% | 2.3 |
|
| 7864 |
7864
Waycross Investment Management
Bellingham,
Washington
| $131M | +$26.6M | +25% | 8.66% | 49.6% | 59 | 25.42% | 1.7 |
|
| 7865 |
UAML
7865
US Asset Management LLC
Pittsburgh,
Pennsylvania
| $131M | +$15.9M | +14% | 25.7% | – | 122 | 12.3% | 4.1 |
|
| 7866 |
7866
Emissary Wealth LLC
Hackensack,
New Jersey
| $131M | +$24.6M | +23% | 17.9% | – | 65 | 20% | 0.4 |
|
| 7867 |
7867
Larry Mathis Financial Planning
Phoenix,
Arizona
| $131M | +$19.7M | +18% | 15.2% | – | 196 | 43.88% | 0.3 |
|
| 7868 |
7868
Morgens Waterfall Vintiadis & Co
New York
| $131M | +$50M | +62% | 52.7% | 594% | 22 | 54.55% | 2.2 |
|
| 7869 |
7869
Eagle Wealth Advisors
Westport,
Connecticut
| $131M | +$22.7M | +21% | 36.3% | – | 109 | 18.35% | 0.4 |
|
| 7870 |
7870
Investors Portfolio Services
Puyallup,
Washington
| $131M | +$23.1M | +21% | 11.5% | – | 821 | 33.25% | 0.3 |
|
| 7871 |
7871
James Reed Financial Services
Cleveland,
Ohio
| $131M | +$15.5M | +13% | 14% | – | 19 | 10.53% | 2.3 |
|
| 7872 |
7872
Ramiah Investment Group
Brookfield,
Wisconsin
| $131M | +$16.6M | +14% | 20.5% | 62.2% | 95 | 46.32% | 2.1 |
|
| 7873 |
7873
Anabranch Capital Management
Stamford,
Connecticut
| $131M | +$16M | +14% | 5.1% | 139% | 5 | 0% | 5 |
|
| 7874 |
7874
Chesapeake Asset Management
New York
| $131M | +$4.86M | +4% | 17.9% | 153% | 405 | 26.67% | 2.5 |
|
| 7875 |
7875
Fulcrum Wealth Advisors
Bellevue,
Washington
| $131M | +$10.1M | +8% | 11.3% | – | 91 | 31.87% | 0.4 |
|