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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7926 |
PAM
7926
Parvin Asset Management
Sioux Falls,
South Dakota
| $127M | -$11.2M | -8% | 0.53% | – | 333 | 10.81% | 4.7 |
|
| 7927 |
FC
7927
Farley Capital
New York
| $127M | +$4.07M | +3% | 10.6% | 105% | 18 | 16.67% | 24.9 |
|
| 7928 |
EHAM
7928
Eagle Harbor Asset Management
Seattle,
Washington
| $127M | +$10.4M | +9% | 13.6% | 69.7% | 144 | 15.97% | 11.1 |
|
| 7929 |
KCM
7929
Kids Capital Management
Los Angeles,
California
| $127M | +$21.6M | +20% | 32.1% | – | 16 | 50% | 7.3 |
|
| 7930 |
MWML
7930
M Wealth Management LLC
San Diego,
California
| $127M | +$8.55M | +7% | 7.57% | – | 60 | 13.33% | 4.7 |
|
| 7931 |
APMC
7931
Alta Partners Management Company
Jackson,
Wyoming
| $127M | -$23.7M | -16% | 15.4% | – | 2 | 0% | 6 |
|
| 7932 |
FG
7932
Fairman Group
Chesterbrook,
Pennsylvania
| $127M | +$10.3M | +9% | 8.22% | – | 343 | 8.16% | 6.9 |
|
| 7933 |
DIG
7933
Dauntless Investment Group
Etna,
New Hampshire
| $127M | -$23.8M | -16% | 2.09% | – | 99 | 56.57% | 1.6 |
|
| 7934 |
RWIA
7934
Roger Wittlin Investment Advisory
San Francisco,
California
| $127M | +$5M | +4% | 12.1% | 54.1% | 45 | 17.78% | 9.9 |
|
| 7935 |
AWS
7935
Alliance Wealth Strategies
Lynchburg,
Virginia
| $127M | +$16M | +14% | 13.5% | – | 65 | 3.08% | 1.9 |
|
| 7936 |
CPX
7936
Canaan Partners XI
Menlo Park,
California
| $127M | +$51.2M | +67% | 92.9% | 1,312% | 3 | 0% | 12.7 |
|
| 7937 |
SAM
7937
Smith Asset Management
Chiefland,
Florida
| $127M | +$10.6M | +9% | 8.37% | – | 75 | 12% | 5.2 |
|
| 7938 |
NA
7938
NWM Advisors
San Luis Obispo,
California
| $127M | +$17.2M | +16% | 16.7% | – | 24 | 8.33% | 1.9 |
|
| 7939 |
TCK
7939
Topor & Co Korea
Seoul,
| $127M | +$8.6M | +7% | 10.6% | – | 19 | 5.26% | 1.7 |
|
| 7940 |
NHH
7940
North Horizon Holdings
Toronto,
| $127M | +$9.26M | +8% | 14.8% | – | 1 | 0% | 2 |
|
| 7941 |
CCG
7941
Capital CS Group
Irvine,
California
| $127M | +$78.1M | +161% | 12.7% | 22.5% | 95 | 61.05% | 4.4 |
|
| 7942 |
LHEI
7942
Leo H. Evart Inc
Redwood City,
California
| $127M | +$9.71M | +8% | 9.16% | – | 307 | 6.84% | 2.8 |
|
| 7943 |
PGDP
7943
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| $127M | -$62.7M | -33% | 16.4% | 75.2% | 20 | 30% | 7.3 |
|
| 7944 |
FF
7944
Frankly Finances
Winter Park,
Florida
| $127M | +$16M | +14% | 8.76% | – | 93 | 34.41% | 1.4 |
|
| 7945 |
VFO
7945
Virtus Family Office
El Paso,
Texas
| $126M | +$9.29M | +8% | 8.32% | 48.4% | 78 | 26.92% | 5 |
|
| 7946 |
RF
7946
Roxbury Financial
Mount Arlington,
New Jersey
| $126M | +$15.3M | +14% | 12.4% | – | 434 | 15.21% | 4.8 |
|
| 7947 |
LC
7947
Lubar & Co
Milwaukee,
Wisconsin
| $126M | +$7.39M | +6% | 6.22% | – | 3 | 0% | 35.3 |
|
| 7948 |
YG
7948
York GP
Grand Cayman,
Cayman Islands
| $126M | -$1.34M | -1% | 7.55% | – | 3 | 33.33% | 5.7 |
|
| 7949 |
DI
7949
DRH Investments
Thousand Oaks,
California
| $126M | +$3.14M | +3% | 19.1% | 81.2% | 23 | 43.48% | 8.9 |
|
| 7950 |
UOWF
7950
University of Wisconsin Foundation
Madison,
Wisconsin
| $126M | +$13.7M | +12% | 14.8% | 142% | 12 | 41.67% | 3.3 |
|