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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Geller Advisors
New York
| $458M | -$3.2M | -0.7% | 0.42% | 20.4% | 170 | 25.29% | 1.3 |
|
| 2977 |
2977
Globeflex Capital
San Diego,
California
| $458M | -$98.7M | -18% | 3.73% | 186% | 503 | 19.48% | 1.8 |
|
| 2978 |
CM
2978
Capital Management
Glen Allen,
Virginia
| $458M | -$13.1M | -3% | 3.61% | 63.6% | 85 | 5.88% | 3.2 |
|
| 2979 |
2979
Marietta Wealth Management
Marietta,
Georgia
| $458M | +$14.7M | +3% | 0.15% | 93% | 118 | 6.78% | 2.9 |
|
| 2980 |
2980
ION Crossover Partners
Herzliya Pituach,
Israel
| $458M | +$45.6M | +11% | 27.1% | – | 5 | 20% | 0.4 |
|
| 2981 |
MWM
2981
Madison Wealth Management
Cincinnati,
Ohio
| $457M | +$4.08M | +0.9% | 1.13% | 35.1% | 152 | 8.55% | 1.3 |
|
| 2982 |
2982
Crestone Asset Management
Boulder,
Colorado
| $457M | -$10.7M | -2% | 4.37% | 6.65% | 87 | 11.49% | 2.2 |
|
| 2983 |
2983
Calton & Associates
Tampa,
Florida
| $457M | -$69.5M | -13% | 0.29% | 73.9% | 445 | 20% | 2 |
|
| 2984 |
2984
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| $456M | +$20.9M | +5% | 1.15% | 42.8% | 117 | 10.26% | 3 |
|
| 2985 |
2985
Disciplina Capital Management
Nashville,
Tennessee
| $456M | +$14.8M | +3% | 0.99% | 30% | 56 | 8.93% | 1.2 |
|
| 2986 |
SIA
2986
Strategic Investment Advisors
Farmington Hills,
Michigan
| $456M | +$19.5M | +4% | 0.44% | 66.1% | 197 | 15.74% | 1.5 |
|
| 2987 |
2987
Dorsey Wright & Associates
Pasadena,
California
| $456M | -$12.9M | -3% | 2.45% | 311% | 376 | 48.4% | 0.4 |
|
| 2988 |
2988
Arkansas Financial Group
Little Rock,
Arkansas
| $456M | +$14M | +3% | 1.04% | 41.4% | 45 | 4.44% | 3.6 |
|
| 2989 |
CT
2989
Chicago Trust
Grayslake,
Illinois
| $455M | +$32.7M | +8% | 0.18% | 96.7% | 348 | 14.94% | 2.5 |
|
| 2990 |
2990
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $455M | +$6.14M | +1% | 0.31% | 174% | 202 | 8.91% | 4.4 |
|
| 2991 |
2991
McRae Capital Management
Morristown,
New Jersey
| $454M | +$17.1M | +4% | 3.5% | 78.2% | 115 | 6.09% | 4.2 |
|
| 2992 |
2992
180 Wealth Advisors
Federal Way,
Washington
| $454M | +$16.6M | +4% | 0.2% | 136% | 404 | 12.87% | 1.8 |
|
| 2993 |
2993
Hussman Strategic Advisors
Ellicott City,
Maryland
| $454M | -$29.1M | -6% | 6.97% | 41.6% | 373 | 25.2% | 1.5 |
|
| 2994 |
2994
Aozora Bank
Tokyo,
Japan
| $453M | -$5.46M | -1% | 1.2% | 5.45% | 2 | 0% | 3.6 |
|
| 2995 |
2995
12th Street Asset Management Company
Nashville,
Tennessee
| $453M | -$28.5M | -6% | 0.13% | 106% | 36 | 30.56% | 2.3 |
|
| 2996 |
SM
2996
Scoggin Management
New York
| $453M | +$44.5M | +11% | 2.26% | 889% | 74 | 59.46% | 0.5 |
|
| 2997 |
LWANC
2997
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $452M | -$11M | -2% | 0.21% | 71.1% | 794 | 17.25% | 1.8 |
|
| 2998 |
2998
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $452M | +$22.5M | +5% | 0.3% | 84.5% | 406 | 18.23% | 1.8 |
|
| 2999 |
FAG
2999
Financial Advisory Group
Houston,
Texas
| $452M | +$33.4M | +8% | 0.5% | 20.6% | 96 | 9.38% | 3.6 |
|
| 3000 |
3000
Fieldpoint Private Securities
Greenwich,
Connecticut
| $452M | -$5.42M | -1% | 0.1% | 47.2% | 1,726 | 8.34% | 1 |
|