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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8351 |
8351
Cedrus Wealth Group LLC
Andover,
Minnesota
| $89.8M | -$18.6M | -17% | 0.97% | – | 50 | 8% | 0.2 |
|
| 8352 |
8352
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $89.8M | -$2.71M | -3% | 2.64% | 60.5% | 8 | 0% | 5.4 |
|
| 8353 |
8353
PMG Family Office
Plano,
Texas
| $89.6M | +$3.03M | +4% | 4.84% | – | 103 | 8.74% | 0.5 |
|
| 8354 |
8354
Coral Wealth Management
Miami,
Florida
| $89.4M | – | – | 0.15% | – | 16 | – | 0 |
|
| 8355 |
8355
Layline Advisors
Rochester,
New York
| $89.4M | – | – | 1.32% | – | 67 | – | 0 |
|
| 8356 |
8356
Zinnia Wealth Advisory
Ocala,
Florida
| $89.3M | -$3.14M | -3% | 0.35% | – | 103 | 18.45% | 0.2 |
|
| 8357 |
8357
J. Team Financial
Abilene,
Texas
| $89.3M | -$10.7M | -11% | 3.19% | – | 97 | 23.71% | 0.4 |
|
| 8358 |
BC
8358
Bayforest Capital
London,
United Kingdom
| $89.3M | -$44.9M | -33% | 2.77% | – | 1,116 | 51.52% | 0.4 |
|
| 8359 |
8359
Up Capital Management
Roseville,
California
| $89.1M | -$22.7M | -20% | 0.99% | – | 28 | 50% | 0.2 |
|
| 8360 |
8360
Brooklands Fund Management
London,
United Kingdom
| $88.9M | -$124M | -58% | 2.62% | – | 117 | 77.78% | 0.1 |
|
| 8361 |
8361
Verdad Advisers
Boston,
Massachusetts
| $88.8M | +$1.45M | +2% | 13.2% | – | 237 | 80.59% | 0.2 |
|
| 8362 |
CAM
8362
Capital Asset Management
Denver,
Colorado
| $88.8M | -$1.45M | -2% | 2.28% | – | 79 | 8.86% | 0.2 |
|
| 8363 |
SCA
8363
Sassicaia Capital Advisers
Jericho,
New York
| $88.8M | +$43.1M | +94% | 27.8% | 4,519% | 56 | 76.79% | 0.2 |
|
| 8364 |
HI
8364
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| $88.7M | -$13.9M | -14% | 12.1% | 74.8% | 73 | 2.74% | 0.3 |
|
| 8365 |
8365
Xena Financial Planning
Portland,
Oregon
| $88.6M | +$3.46M | +4% | 2.19% | – | 35 | 5.71% | 0.3 |
|
| 8366 |
8366
Blue Line Capital
Chicago,
Illinois
| $88.4M | +$3.76M | +4% | 0.24% | – | 82 | 31.71% | 0.2 |
|
| 8367 |
GBA
8367
Garrison Bradford & Associates
New York
| $88.4M | -$3.73M | -4% | 2.06% | 62.2% | 41 | 26.83% | 5.9 |
|
| 8368 |
MPEM
8368
Marathon Partners Equity Management
New York
| $88.3M | -$12.3M | -12% | 2.76% | – | 18 | 22.22% | 2 |
|
| 8369 |
RFL
8369
RD Finance Ltd
Limassol,
Cyprus
| $88.1M | -$10.8M | -11% | 13% | – | 33 | 36.36% | 0.4 |
|
| 8370 |
8370
Point Break Capital Management
Miami,
Florida
| $88M | -$28.8M | -25% | 2.46% | – | 20 | 50% | 1.6 |
|
| 8371 |
PM
8371
Parametrica Management
Wanchai,
Hong Kong
| $88M | +$23.1M | +36% | 1.66% | 543% | 25 | 32% | 1.9 |
|
| 8372 |
BCP
8372
Balance Capital Partners
New York
| $87.9M | -$35.2M | -29% | 12.3% | – | 6 | 50% | 0.1 |
|
| 8373 |
8373
Decision Investments
San Diego,
California
| $87.9M | -$3.44M | -4% | 4.56% | – | 146 | 11.64% | 0.2 |
|
| 8374 |
8374
Englebert Financial Advisers
Allentown,
Pennsylvania
| $87.9M | +$549K | +0.6% | 0.59% | – | 67 | 38.81% | 0.2 |
|
| 8375 |
8375
Civilization Ventures Management
Belvedere Tiburon,
California
| $87.9M | -$78.1M | -47% | 3.75% | – | 3 | 33.33% | 0.3 |
|