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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Wilkins Investment Counsel
Boston,
Massachusetts
| $361M | +$25.9M | +8% | 11.8% | 71.3% | 74 | 1.35% | 6.2 |
|
| 3152 |
3152
Strategic Point Investment Advisors
Providence,
Rhode Island
| $361M | +$46.2M | +15% | 10.5% | 58.2% | 27 | 25.93% | 2.8 |
|
| 3153 |
MAM
3153
Morse Asset Management
Darien,
Connecticut
| $361M | +$48.7M | +16% | 17% | 224% | 161 | 35.4% | 1.8 |
|
| 3154 |
RIM
3154
Regent Investment Management
Louisville,
Kentucky
| $361M | +$37.2M | +11% | 15.2% | 44% | 202 | 10.4% | 4.7 |
|
| 3155 |
3155
Viridian RIA
Bothell,
Washington
| $360M | +$58.3M | +19% | 15.4% | 63.1% | 72 | 22.22% | 1.6 |
|
| 3156 |
3156
Avestar Capital
New York
| $360M | +$56.9M | +19% | 12.7% | 112% | 283 | 26.15% | 1.1 |
|
| 3157 |
3157
Welch Capital Partners
Harrison,
New York
| $360M | +$34.2M | +10% | 11.4% | 79.2% | 24 | 8.33% | 2.7 |
|
| 3158 |
MG
3158
Meditor Group
Hamilton,
Bermuda
| $359M | -$86.9M | -19% | 16.3% | 41.1% | 5 | 0% | 5.5 |
|
| 3159 |
3159
Scale Management
Foster City,
California
| $359M | – | – | 25.7% | – | 3 | – | 2 |
|
| 3160 |
3160
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $359M | +$61M | +20% | 20.7% | 61.5% | 107 | 18.69% | 1.9 |
|
| 3161 |
3161
Kesler Norman & Wride
Ogden,
Utah
| $359M | – | – | 11.1% | 90% | 146 | – | 0 |
|
| 3162 |
TM
3162
Tikvah Management
Charlotte,
North Carolina
| $359M | +$35M | +11% | 16.9% | 176% | 17 | 0% | 4.3 |
|
| 3163 |
3163
Paradigm Asset Management
New York
| $359M | +$36.7M | +11% | 14.5% | 79.2% | 491 | 57.23% | 1.9 |
|
| 3164 |
3164
Cypress Asset Management
Houston,
Texas
| $359M | +$38.3M | +12% | 11.5% | 141% | 151 | 16.56% | 3.9 |
|
| 3165 |
3165
Ten Capital Wealth Advisors
Spokane,
Washington
| $358M | +$61.5M | +21% | 11.5% | 25% | 376 | 71.54% | 0.1 |
|
| 3166 |
DGM
3166
Darwin Global Management
St. Helier,
Jersey
| $358M | – | – | 57.5% | 2,582% | 12 | – | 0 |
|
| 3167 |
3167
Avalon Global Asset Management
San Francisco,
California
| $358M | -$14.1M | -4% | 25.9% | 278% | 53 | 52.83% | 2.3 |
|
| 3168 |
3168
Rikoon Group
Santa Fe,
New Mexico
| $358M | +$34.6M | +11% | 12.7% | 63.3% | 229 | 10.48% | 2.7 |
|
| 3169 |
3169
Ferris Capital
Marlborough,
Massachusetts
| $357M | +$48M | +16% | 14% | 67% | 183 | 9.29% | 2.3 |
|
| 3170 |
3170
Bayberry Capital Partners
New York
| $357M | +$7.45M | +2% | 23.1% | 99.7% | 20 | 25% | 0.6 |
|
| 3171 |
3171
Live Oak Private Wealth
Wilmington,
North Carolina
| $357M | +$65.8M | +23% | 15.8% | 74.6% | 148 | 12.16% | 0.6 |
|
| 3172 |
3172
IMA Advisory Services
Denver,
Colorado
| $357M | +$58.4M | +20% | 17.2% | 74.5% | 335 | 23.28% | 2.4 |
|
| 3173 |
3173
Financial Management Professionals
Austin,
Texas
| $357M | +$76.2M | +27% | 17.3% | 67.3% | 701 | 15.55% | 2 |
|
| 3174 |
3174
Stansberry Asset Management
Westlake,
Texas
| $356M | +$63.7M | +22% | 22.5% | 79.6% | 44 | 15.91% | 1 |
|
| 3175 |
AA
3175
Antipodean Advisors
New York
| $356M | +$82.8M | +30% | 37.8% | 67.8% | 10 | 20% | 1.5 |
|