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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
8126
FinArc Investments
Norwood,
Massachusetts
| $104M | -$8.07M | -7% | 1.67% | – | 59 | 30.51% | 0.2 |
|
| 8127 |
8127
Birchwood Financial Partners
Bloomington,
Minnesota
| $104M | +$2.99M | +3% | 1.55% | – | 372 | 11.83% | 0.2 |
|
| 8128 |
8128
Scalar Gauge Management
Dallas,
Texas
| $104M | -$47.9M | -32% | 25.3% | – | 48 | 79.17% | 0.3 |
|
| 8129 |
8129
Reality Financial Planning Services
Sarasota,
Florida
| $104M | -$786K | -0.8% | 1.26% | – | 20 | 0% | 0.3 |
|
| 8130 |
8130
High Point Wealth Management
Chester,
New Jersey
| $104M | -$2.9M | -3% | 1.13% | – | 276 | 19.93% | 0.2 |
|
| 8131 |
8131
Fulcrum Equity Management
Plano,
Texas
| $103M | -$995K | -1% | 1.59% | 116% | 154 | 41.56% | 1.3 |
|
| 8132 |
MS
8132
Monetary Solutions
Dayton,
Ohio
| $103M | +$1.96M | +2% | 0.91% | – | 322 | 3.42% | 0.2 |
|
| 8133 |
8133
Ruggiero Investments
West Palm Beach,
Florida
| $103M | -$7.34M | -7% | 3.13% | – | 88 | 22.73% | 0.2 |
|
| 8134 |
8134
Crescent Sterling
Metairie,
Louisiana
| $103M | +$5.79M | +6% | 5.59% | 68.6% | 83 | 9.64% | 2.4 |
|
| 8135 |
8135
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| $103M | -$3.54M | -3% | 0.07% | – | 413 | 20.82% | 0.2 |
|
| 8136 |
8136
Townsend Financial Planning
Mt Sterling,
Kentucky
| $103M | +$3.4M | +3% | 0.82% | – | 29 | 10.34% | 0.2 |
|
| 8137 |
8137
MY Wealth Management
Germantown,
Maryland
| $103M | -$11.4M | -10% | 1.22% | 41.2% | 38 | 34.21% | 3 |
|
| 8138 |
8138
Dalton Investments
Las Vegas,
Nevada
| $103M | -$31.4M | -23% | 19.2% | 95.1% | 21 | 28.57% | 2.9 |
|
| 8139 |
8139
SVRN Asset Management
Austin,
Texas
| $103M | -$18.1M | -15% | 0.22% | – | 43 | 13.95% | 0.3 |
|
| 8140 |
8140
Alan B. Lancz & Associates
Toledo,
Ohio
| $103M | -$10.8M | -9% | 1.76% | – | 141 | 14.89% | 3.1 |
|
| 8141 |
8141
Generations Wealth LLC
Mason,
Ohio
| $103M | +$5.26M | +5% | 0.41% | – | 30 | 10% | 0.2 |
|
| 8142 |
8142
Rangeley Capital
New Canaan,
Connecticut
| $103M | -$17.5M | -15% | 3.19% | – | 169 | 46.15% | 0.4 |
|
| 8143 |
EFT
8143
Envision Financial Transparency
Greensboro,
North Carolina
| $103M | – | – | 0.72% | – | 56 | – | 0 |
|
| 8144 |
8144
Vavra Capital Management
Collegeville,
Pennsylvania
| $103M | +$1.06M | +1% | 1.24% | – | 24 | 4.17% | 0.2 |
|
| 8145 |
8145
1015 Capital Partners
Pottstown,
Pennsylvania
| $103M | +$1.03M | +1% | 1.08% | – | 641 | 8.58% | 0.2 |
|
| 8146 |
8146
Caspian Capital
New York
| $103M | -$48.4M | -32% | 1.37% | – | 12 | 33.33% | 1.5 |
|
| 8147 |
8147
Stoic Point Capital Management
Palo Alto,
California
| $103M | -$15.8M | -13% | 13.9% | – | 78 | 37.18% | 0.2 |
|
| 8148 |
PCM
8148
Park Capital Management
Madison,
Wisconsin
| $103M | -$37M | -27% | 2.2% | – | 99 | 43.43% | 0.9 |
|
| 8149 |
8149
Olympus Peak Asset Management
Greenwich,
Connecticut
| $103M | -$195M | -65% | 8.46% | – | 1 | 0% | 1.5 |
|
| 8150 |
8150
ETF Store
Overland Park,
Kansas
| $103M | +$4.65M | +5% | 0.64% | 61% | 104 | 9.62% | 2.7 |
|