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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8401 |
8401
Contango Wealth Management
Oakland,
California
| $85.6M | -$3.9M | -4% | 3.05% | – | 55 | 34.55% | 0.2 |
|
| 8402 |
8402
Altar Rock
New York
| $85.2M | +$1.74M | +2% | 1.98% | – | 180 | 42.78% | 0.2 |
|
| 8403 |
8403
Sunstone Asset Management
New York
| $85.2M | -$19.3M | -18% | 1.86% | – | 77 | 45.45% | 0.2 |
|
| 8404 |
8404
Capitol Family Office
Beaverton,
Oregon
| $84.7M | $0 | 0% | 4.95% | 72% | 48 | 0% | 1.7 |
|
| 8405 |
8405
Triad Investment Management
Newport Beach,
California
| $84.7M | -$14M | -14% | 11.1% | – | 38 | 10.53% | 3.5 |
|
| 8406 |
8406
Prism Planning Partners
Libertyville,
Illinois
| $84.5M | -$4.58M | -5% | 0.03% | – | 46 | 10.87% | 0.2 |
|
| 8407 |
SA
8407
Stonebridge Advisors
Wilton,
Connecticut
| $84.5M | -$98M | -54% | 4.47% | 0.03% | 5 | 60% | 2.4 |
|
| 8408 |
8408
Man Investment Partners (US)
New York
| $84.3M | +$20.4M | +32% | 36.6% | – | 6 | 16.67% | 0.2 |
|
| 8409 |
8409
Goodwin Investment Advisory
Woodstock,
Georgia
| $84M | -$7.1M | -8% | 5.9% | 60.8% | 29 | 10.34% | 2.5 |
|
| 8410 |
8410
Mayar Capital
London,
United Kingdom
| $83.9M | +$10.2M | +14% | 12.6% | 14.7% | 16 | 18.75% | 3 |
|
| 8411 |
8411
ORBA Wealth Advisors
Chicago,
Illinois
| $83.9M | -$31.3M | -27% | 0.25% | 70.5% | 79 | 17.72% | 1.7 |
|
| 8412 |
8412
CPWA LLC
Hood River,
Oregon
| $83.7M | – | – | 0.94% | – | 90 | – | 0 |
|
| 8413 |
8413
Delphi Management
Brookline,
Massachusetts
| $83.6M | -$19.1M | -19% | 2.49% | 107% | 84 | 15.48% | 3.5 |
|
| 8414 |
8414
Marvin & Palmer Associates
Wilmington,
Delaware
| $83.5M | -$58M | -41% | 8.44% | 392% | 33 | 54.55% | 0.6 |
|
| 8415 |
8415
Crystal Cove Asset Management
Newport Beach,
California
| $83.2M | – | – | 7.74% | – | 18 | – | 0 |
|
| 8416 |
8416
Pensionfund Sabic
Sittard,
Netherlands
| $83M | -$286M | -77% | 4.62% | 63.6% | 213 | 64.32% | 7.3 |
|
| 8417 |
OWMIAS
8417
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| $83M | -$8.66M | -9% | 7.82% | – | 56 | 14.29% | 1.7 |
|
| 8418 |
8418
Empery Asset Management
New York
| $83M | -$30.4M | -27% | 2.25% | – | 43 | 53.49% | 1.2 |
|
| 8419 |
CC
8419
CF Capital
Cohasset,
Massachusetts
| $83M | -$118M | -59% | 9.07% | – | 49 | 26.53% | 0.8 |
|
| 8420 |
8420
Blantyre Capital
London,
United Kingdom
| $82.8M | -$22.8M | -22% | 21.6% | – | 1 | 0% | 2.3 |
|
| 8421 |
8421
Wiser Advisor Group
Phoenix,
Arizona
| $82.7M | -$4.72M | -5% | 2.46% | – | 240 | 9.58% | 0.8 |
|
| 8422 |
8422
Variant Private Wealth
Tysons,
Virginia
| $82.6M | -$13.7M | -14% | 6.77% | – | 42 | 14.29% | 1.1 |
|
| 8423 |
8423
Axim Planning & Wealth
Springboro,
Ohio
| $82.4M | -$12.6M | -13% | 14.7% | 32.3% | 94 | 31.91% | 0.9 |
|
| 8424 |
8424
Fifth Lane Capital
Austin,
Texas
| $82.3M | -$49.6M | -38% | 5.14% | 80.4% | 153 | 84.97% | 0.3 |
|
| 8425 |
8425
MSD Partners
New York
| $82.3M | -$26.2M | -24% | 18.5% | 3.5% | 8 | 12.5% | 2.2 |
|