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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
Ankerstar Wealth
Leander,
Texas
| $94.7M | -$5.71M | -6% | 3.69% | – | 1,114 | 21.81% | 0.2 |
|
| 8302 |
8302
Galaxy Digital Capital Management
New York
| $94.5M | -$1.65M | -2% | 5.22% | – | 70 | 55.71% | 0.4 |
|
| 8303 |
JC
8303
JCSD Capital
Walnut Creek,
California
| $94.5M | +$9.8M | +12% | 8.06% | – | 42 | 61.9% | 0.8 |
|
| 8304 |
BV
8304
Boxwood Ventures
Chicago,
Illinois
| $94.3M | -$5.02M | -5% | 0.44% | 88% | 35 | 8.57% | 2.6 |
|
| 8305 |
8305
Boyer Financial Services
Newport Beach,
California
| $94.3M | +$35.9K | +0% | 1.77% | – | 53 | 20.75% | 0.2 |
|
| 8306 |
8306
Shelter Rock Management
Jericho,
New York
| $94.3M | -$5.28M | -5% | 1.36% | – | 44 | 25% | 0.2 |
|
| 8307 |
8307
Briggs Wealth Management
Glastonbury,
Connecticut
| $94.3M | +$1.29M | +1% | 2.3% | – | 61 | 16.39% | 0.2 |
|
| 8308 |
NVIM
8308
New Vernon Investment Management
Highland Park,
Illinois
| $94.2M | -$8.54M | -8% | 6.6% | 83.1% | 43 | 23.26% | 3.9 |
|
| 8309 |
8309
FirstWave Capital Management
Miami,
Florida
| $94.1M | -$74.3M | -44% | 15.8% | – | 79 | 73.42% | 0.2 |
|
| 8310 |
8310
Montchanin Asset Management
Montchanin,
Delaware
| $94.1M | – | – | 1.13% | – | 54 | – | 2.4 |
|
| 8311 |
8311
WealthCare Asset Management
Springfield,
Missouri
| $94M | -$64.2M | -41% | 9.28% | – | 45 | 51.11% | 0.2 |
|
| 8312 |
8312
Arrow Investment Advisors
Laurel,
Maryland
| $93.9M | +$3.92M | +4% | 1.89% | 36.3% | 70 | 45.71% | 0.9 |
|
| 8313 |
8313
Wall Capital Group
Phoenix,
Arizona
| $93.7M | -$11.4M | -11% | 1.75% | – | 27 | 22.22% | 2.7 |
|
| 8314 |
8314
LWM Advisory Services
Plantation,
Florida
| $93.7M | -$77M | -45% | 2.85% | 64.9% | 90 | 23.33% | 2.4 |
|
| 8315 |
8315
Gritstone Asset Management
Bethesda,
Maryland
| $93.6M | -$11.2M | -11% | 0.03% | – | 193 | 43.52% | 0.5 |
|
| 8316 |
8316
Avail Investment Partners
Lemont,
Pennsylvania
| $93.6M | – | – | 2.3% | – | 137 | – | 0 |
|
| 8317 |
8317
Wallace Advisory Group
Lafayette,
California
| $93.6M | -$1.69M | -2% | 5.01% | 50.9% | 140 | 20.71% | 2.3 |
|
| 8318 |
TF
8318
Telligent Fund
Hong Kong
| $93.6M | +$3.67M | +4% | 7.07% | – | 32 | 59.38% | 0.5 |
|
| 8319 |
8319
Robocap Asset Management
London,
United Kingdom
| $93.5M | -$18.5M | -16% | 0.54% | 259% | 27 | 22.22% | 2.2 |
|
| 8320 |
8320
Surience Private Wealth
Yakima,
Washington
| $93.2M | +$30.1K | +0% | 1.88% | 169% | 52 | 59.62% | 0.4 |
|
| 8321 |
8321
Eurizon Asset Management Hungary
Budapest,
| $93.1M | +$86.1M | +1,219% | 7.46% | – | 20 | 65% | 0.1 |
|
| 8322 |
8322
Seven Six Capital Management
New York
| $93M | -$6.39M | -6% | 11.1% | – | 30 | 33.33% | 0.9 |
|
| 8323 |
8323
Kore Advisors
Boynton Beach,
Florida
| $92.9M | -$44M | -32% | 23.9% | – | 20 | 30% | 0.9 |
|
| 8324 |
8324
Investment Insight Wealth Management
North Massapequa,
New York
| $92.7M | -$9.13M | -9% | 8.75% | – | 37 | 5.41% | 0.2 |
|
| 8325 |
8325
Anchor Capital Management Company
Raleigh,
North Carolina
| $92.7M | -$19.9M | -18% | 0.9% | – | 8 | 25% | 1.2 |
|