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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Hartford Financial Management
Hartford,
Connecticut
| $393M | -$9.9M | -2% | 0.93% | 87.9% | 411 | 13.63% | 4 |
|
| 3227 |
3227
Procyon Advisors
Shelton,
Connecticut
| $392M | +$25.7M | +7% | 0.95% | 92.3% | 328 | 14.63% | 1.1 |
|
| 3228 |
3228
Renaissance Investment Group
Lenox,
Massachusetts
| $392M | +$1.6M | +0.4% | 2.33% | 110% | 90 | 12.22% | 5.2 |
|
| 3229 |
3229
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $392M | -$199M | -34% | 0.21% | 42.7% | 2 | 0% | 1.3 |
|
| 3230 |
3230
Pettinga Financial Advisors
Evansville,
Indiana
| $392M | +$19M | +5% | 1.04% | 78.1% | 118 | 12.71% | 1.6 |
|
| 3231 |
3231
Condire Management
Dallas,
Texas
| $392M | -$74.9M | -16% | 1.66% | 187% | 27 | 48.15% | 0.3 |
|
| 3232 |
3232
Gilman Hill Asset Management
New Canaan,
Connecticut
| $392M | +$1.27M | +0.3% | 1.72% | 54.2% | 206 | 12.14% | 3.7 |
|
| 3233 |
3233
Octavia Wealth Advisors
Cincinnati,
Ohio
| $391M | +$12M | +3% | 0.12% | 67.9% | 187 | 15.51% | 0.6 |
|
| 3234 |
CAM
3234
Coltrane Asset Management
New York
| $391M | +$228M | +140% | 0.49% | 50.3% | 7 | 71.43% | 0.3 |
|
| 3235 |
3235
Ipswich Investment Management
Beverly,
Massachusetts
| $391M | -$434K | -0.1% | 0.22% | 104% | 200 | 6% | 3.6 |
|
| 3236 |
MTC
3236
Matrix Trust Company
Denver,
Colorado
| $391M | +$8.34M | +2% | 1.72% | 51.4% | 22 | 18.18% | 1.9 |
|
| 3237 |
3237
Prestige Wealth Management Group
Flemington,
New Jersey
| $391M | +$14M | +4% | 0.33% | 55.8% | 1,079 | 6.3% | 1.7 |
|
| 3238 |
3238
Ironwood Investment Counsel
Scottsdale,
Arizona
| $390M | +$13.9M | +4% | 0.44% | 64% | 210 | 9.52% | 4 |
|
| 3239 |
3239
SOA Wealth Advisors
New York
| $390M | +$1.17M | +0.3% | 1.37% | 79.1% | 1,019 | 7.65% | 0.7 |
|
| 3240 |
3240
Vantage Wealth
Pasadena,
California
| $390M | -$18.5M | -5% | 1.47% | 56.1% | 35 | 5.71% | 3.9 |
|
| 3241 |
EFL
3241
ERn Financial LLC
Middleton,
Wisconsin
| $390M | +$108M | +38% | 1.4% | 61.2% | 139 | 26.62% | 1.3 |
|
| 3242 |
3242
Trust Company
Manhattan,
Kansas
| $390M | +$248M | +174% | 1.13% | 40.6% | 315 | 4.76% | 3.8 |
|
| 3243 |
3243
Laidlaw Wealth Management
New York City,
New York
| $390M | +$2.28M | +0.6% | 0.13% | 150% | 290 | 22.76% | 1 |
|
| 3244 |
3244
Cheviot Value Management
Beverly Hills,
California
| $390M | -$17.4M | -4% | 2.18% | 77.8% | 81 | 4.94% | 3.2 |
|
| 3245 |
BCA
3245
Bray Capital Advisors
Naples,
Florida
| $390M | -$195K | -0% | 0.28% | 36.6% | 273 | 3.66% | 3.7 |
|
| 3246 |
3246
Engine No 1 LLC
San Francisco,
California
| $389M | +$25.6M | +7% | 0.39% | 536% | 228 | 37.72% | 0.2 |
|
| 3247 |
3247
Simon Quick Advisors
Morristown,
New Jersey
| $389M | +$10.9M | +3% | 0.35% | 77.8% | 457 | 5.69% | 2 |
|
| 3248 |
ECM
3248
EagleClaw Capital Management
Boston,
Massachusetts
| $388M | +$1.47M | +0.4% | 2.12% | 104% | 139 | 5.04% | 4.6 |
|
| 3249 |
3249
Nicolet Bankshares
Green Bay,
Wisconsin
| $388M | +$7.35M | +2% | 0.89% | 75.5% | 215 | 9.77% | 3.7 |
|
| 3250 |
SG
3250
Swarthmore Group
Philadelphia,
Pennsylvania
| $387M | $0 | 0% | 0.11% | 44.2% | 44 | 0% | 1.6 |
|