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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| $930M | +$197M | +27% | 10.1% | – | 297 | 19.53% | 0.2 |
|
| 2327 |
AG
2327
Artal Group
Luxembourg
| $930M | +$46M | +5% | 12.5% | 181% | 2 | 0% | 7 |
|
| 2328 |
OCMI
2328
Oaktop Capital Management II
Chatham,
New Jersey
| $930M | +$179M | +24% | 30.2% | 451% | 15 | 0% | 7.9 |
|
| 2329 |
2329
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $929M | +$33.2M | +4% | 6.2% | 89.9% | 8 | 25% | 3.4 |
|
| 2330 |
CF
2330
Clarity Financial
Houston,
Texas
| $929M | +$59.9M | +7% | 9.13% | 56.8% | 117 | 12.82% | 1.9 |
|
| 2331 |
2331
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $929M | +$142M | +18% | 9.18% | 73.6% | 3,046 | 20.55% | 4 |
|
| 2332 |
KCM
2332
Kynam Capital Management
Princeton,
New Jersey
| $929M | -$261M | -22% | 1.67% | 320% | 34 | 14.71% | 1.8 |
|
| 2333 |
2333
CCM Investment Advisers
Columbia,
South Carolina
| $928M | +$113M | +14% | 16.8% | 170% | 74 | 9.46% | 5.2 |
|
| 2334 |
2334
Van Cleef Asset Management
Beachwood,
Ohio
| $928M | +$44M | +5% | 7.6% | 104% | 119 | 4.2% | 7.3 |
|
| 2335 |
2335
Alpha Wave Global
New York
| $928M | +$704M | +313% | 40.2% | 226% | 37 | 45.95% | 1.4 |
|
| 2336 |
2336
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $925M | -$41.7M | -4% | 6.81% | 22.7% | 35 | 11.43% | 5.7 |
|
| 2337 |
2337
Compass Ion Advisors
Conshohocken,
Pennsylvania
| $924M | +$75.3M | +9% | 9.36% | 75.6% | 280 | 10.71% | 1.9 |
|
| 2338 |
2338
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| $924M | -$257M | -22% | 13.7% | 142% | 22 | 13.64% | 3.5 |
|
| 2339 |
2339
Gleason Group
Prospect,
Kentucky
| $923M | +$369M | +67% | 9.03% | 69.1% | 208 | 11.54% | 4.2 |
|
| 2340 |
2340
Trivium Point Advisory
Westport,
Connecticut
| $921M | +$116M | +14% | 15.2% | 106% | 364 | 13.46% | 2.5 |
|
| 2341 |
2341
Norden Group
Provo,
Utah
| $921M | +$52.3M | +6% | 10.9% | 104% | 592 | 16.55% | 1.1 |
|
| 2342 |
2342
Sentinel Trust
Houston,
Texas
| $921M | +$73.1M | +9% | 13.5% | 79.2% | 137 | 8.03% | 3.5 |
|
| 2343 |
2343
SeaCrest Wealth Management
Purchase,
New York
| $921M | +$37.4M | +4% | 15.7% | 153% | 709 | 20.31% | 4.1 |
|
| 2344 |
2344
Jackson Wealth Management
Lake Mary,
Florida
| $919M | +$95.7M | +12% | 13.7% | 72.1% | 202 | 36.14% | 1.3 |
|
| 2345 |
2345
Nemes Rush Group
Novi,
Michigan
| $918M | +$126M | +16% | 15.5% | 111% | 784 | 17.98% | 1.4 |
|
| 2346 |
2346
Financial Synergies Wealth Advisors
Houston,
Texas
| $918M | +$96.4M | +12% | 9.33% | 79% | 93 | 16.13% | 3.2 |
|
| 2347 |
2347
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $918M | +$29.9M | +3% | 7.03% | 66.7% | 208 | 3.37% | 6.7 |
|
| 2348 |
2348
Inspire Investing
Meridian,
Idaho
| $918M | +$76.7M | +9% | 10.2% | 107% | 877 | 14.82% | 2.9 |
|
| 2349 |
2349
GFI Investment Counsel
Toronto,
Ontario, Canada
| $918M | +$58.1M | +7% | 7.93% | 41.8% | 21 | 14.29% | 3.6 |
|
| 2350 |
2350
LVW Advisors
Pittsford,
New York
| $917M | +$80.3M | +10% | 7.71% | 79.1% | 344 | 17.15% | 3.2 |
|