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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3176 |
CAM
3176
Crestone Asset Management
Boulder,
Colorado
| $219M | +$18.1M | +9% | 0.73% | 6.65% | 46 | 8.7% |
|
| 3177 |
CGL
3177
Clarius Group LLC
Seattle,
Washington
| $219M | -$4.79M | -2% | 0.18% | 92.1% | 70 | 11.43% |
|
| 3178 |
FCT
3178
Family Capital Trust
Peabody,
Massachusetts
| $219M | +$6.65M | +3% | 9.25% | 32.3% | 60 | 3.33% |
|
| 3179 |
OA
3179
Outfitter Advisors
Mclean,
Virginia
| $219M | -$78.9M | -26% | 1.74% | 35.6% | 142 | 14.08% |
|
| 3180 |
RGIA
3180
Rainier Group Investment Advisory
Bellevue,
Washington
| $219M | +$18.2M | +9% | 1.07% | 41.4% | 50 | 24% |
|
| 3181 |
SWM
3181
Stockman Wealth Management
Billings,
Montana
| $219M | -$4.11M | -2% | 2.71% | 73.5% | 158 | 9.49% |
|
| 3182 |
GCM
3182
Grisanti Capital Management
New York
| $218M | -$25.1M | -10% | 3.13% | 17.9% | 79 | 25.32% |
|
| 3183 |
B
3183
Bridgeworth
Birmingham,
Alabama
| $218M | +$104M | +91% | 0.97% | 19.3% | 150 | 66% |
|
| 3184 |
EP
3184
Edinburgh Partners
Edinburgh,
United Kingdom
| $218M | -$160M | -42% | 4.33% | 39.2% | 23 | 47.83% |
|
| 3185 |
PCM
3185
Pennant Capital Management
Summit,
New Jersey
| $218M | -$886M | -80% | 1.47% | 35.2% | 34 | 41.18% |
|
| 3186 |
OFW
3186
Omnia Family Wealth
Aventura,
Florida
| $218M | -$695K | -0.3% | 0.89% | 80.6% | 653 | 12.25% |
|
| 3187 |
ML
3187
McAdam LLC
Philadelphia,
Pennsylvania
| $218M | +$76.2M | +54% | 1.28% | 57.4% | 837 | 93.67% |
|
| 3188 |
AWW
3188
Alan W. Weber
| $218M | -$10.8M | -5% | 16.2% | 192% | 71 | 5.63% |
|
| 3189 |
FNBOMD
3189
First National Bank of Mount Dora
Mount Dora,
Florida
| $218M | -$9.52M | -4% | 1.48% | 84.5% | 100 | 8% |
|
| 3190 |
CBTWT
3190
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $218M | -$11.1M | -5% | 2.26% | 108% | 135 | 5.93% |
|
| 3191 |
FCMC
3191
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $218M | -$8.27M | -4% | 1.88% | 88.9% | 55 | 10.91% |
|
| 3192 |
BCM
3192
Beck Capital Management
Austin,
Texas
| $217M | -$9.77M | -4% | 2.16% | 291% | 130 | 30.77% |
|
| 3193 |
YWP
3193
YorkBridge Wealth Partners
New York
| $217M | +$10.1M | +5% | 1.16% | 36.5% | 917 | 9.05% |
|
| 3194 |
3194
Nuveen Fund Advisors
Chicago,
Illinois
| $217M | -$128M | -37% | 1.23% | 52.3% | 311 | 19.94% |
|
| 3195 |
MOS
3195
MGO One Seven
Beachwood,
Ohio
| $217M | +$829K | +0.4% | 0.26% | 90.7% | 1,977 | 11.63% |
|
| 3196 |
KIC
3196
Keating Investment Counselors
Delray Beach,
Florida
| $217M | -$18.4M | -8% | 4.12% | 43.7% | 65 | 0% |
|
| 3197 |
MM
3197
Meridian Management
Little Rock,
Arkansas
| $217M | +$2.51M | +1% | 1.07% | 57.8% | 77 | 7.79% |
|
| 3198 |
CWM
3198
Chesapeake Wealth Management
Williamsburg,
Virginia
| $217M | – | – | 0.5% | 65.9% | 178 | – |
|
| 3199 |
AC
3199
Athanor Capital
New York
| $216M | +$4.04M | +2% | 0.44% | 171% | 90 | 85.56% |
|
| 3200 |
TWA
3200
TCI Wealth Advisors
Tucson,
Arizona
| $216M | -$11.8M | -5% | 1.32% | 65% | 1,502 | 15.85% |
|