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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Aurora Investment Counsel
Atlanta,
Georgia
| $199M | -$1.83M | -0.9% | 1.67% | 31.7% | 124 | 28.23% | 0.4 |
|
| 3327 |
3327
GFI Investment Counsel
Toronto,
Ontario, Canada
| $199M | +$4.68M | +2% | 1.35% | 41.8% | 38 | 36.84% | 0.7 |
|
| 3328 |
3328
Benedict Financial Advisors
Atlanta,
Georgia
| $199M | -$8.97M | -4% | 2.66% | 72.4% | 106 | 4.72% | 2.8 |
|
| 3329 |
3329
TrueWealth LLC
Atlanta,
Georgia
| $198M | -$14.7M | -7% | 2.38% | – | 976 | 19.26% | 0.2 |
|
| 3330 |
RAG
3330
Roof Advisory Group
Harrisburg,
Pennsylvania
| $198M | +$22.3M | +13% | 1.13% | – | 37 | 16.22% | 0.2 |
|
| 3331 |
3331
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $198M | -$1.87M | -0.9% | 1.31% | 82.6% | 165 | 9.7% | 3.2 |
|
| 3332 |
3332
Brickley Wealth Management
San Mateo,
California
| $198M | +$9.24M | +5% | 0.86% | 62.6% | 26 | 15.38% | 0.2 |
|
| 3333 |
3333
Fairfield University
Fairfield,
Connecticut
| $198M | -$2.36M | -1% | 1.16% | 61.9% | 4 | 0% | 2.1 |
|
| 3334 |
3334
Yorktown Energy Partners IX
New York
| $198M | -$15.6M | -7% | 6.59% | 67.3% | 3 | 0% | 0.8 |
|
| 3335 |
ECM
3335
EagleClaw Capital Management
Boston,
Massachusetts
| $198M | -$677K | -0.3% | 0.34% | 104% | 114 | 5.26% | 3 |
|
| 3336 |
3336
Hartford Financial Management
Hartford,
Connecticut
| $198M | -$6.26M | -3% | 1.34% | 87.9% | 369 | 12.74% | 2.4 |
|
| 3337 |
GC
3337
Gobi Capital
San Francisco,
California
| $197M | -$6.72M | -3% | 0.96% | 93.7% | 10 | 30% | 0.9 |
|
| 3338 |
3338
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $197M | -$7.17M | -4% | 3.05% | 74% | 66 | 1.52% | 2 |
|
| 3339 |
3339
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $197M | +$5.67M | +3% | 1.26% | 79.3% | 70 | 4.29% | 3.1 |
|
| 3340 |
3340
Vantage Wealth
Pasadena,
California
| $197M | +$8.22M | +4% | 1.88% | 56.1% | 24 | 4.17% | 3.5 |
|
| 3341 |
PTB
3341
Pioneer Trust Bank
Salem,
Oregon
| $197M | -$7.34M | -4% | 1.75% | 61.4% | 73 | 1.37% | 3.9 |
|
| 3342 |
3342
Toscafund Asset Management
London,
United Kingdom
| $197M | -$10.5M | -5% | 0.26% | 80.9% | 6 | 16.67% | 1.9 |
|
| 3343 |
3343
Burt Wealth Advisors
North Bethesda,
Maryland
| $196M | +$35.7M | +22% | 0.42% | 57.3% | 415 | 9.16% | 2.4 |
|
| 3344 |
SHA
3344
Shelter Harbor Advisors
Weatogue,
Connecticut
| $196M | +$112M | +132% | 0.75% | – | 31 | 61.29% | 0.1 |
|
| 3345 |
3345
Boston Research & Management
Manchester,
Massachusetts
| $196M | -$3.16M | -2% | 1.37% | 53.2% | 97 | 2.06% | 4.1 |
|
| 3346 |
3346
Northstar Wealth Partners
West Hartford,
Connecticut
| $196M | +$83M | +74% | 1.57% | 36.2% | 204 | 46.57% | 0.5 |
|
| 3347 |
3347
Confluence Wealth Management
Portland,
Oregon
| $196M | -$15.1M | -7% | 0.04% | 31.9% | 136 | 20.59% | 2.6 |
|
| 3348 |
CT
3348
CPF Texas
Plano,
Texas
| $196M | -$8.61M | -4% | 1.58% | – | 301 | 35.88% | 0.2 |
|
| 3349 |
3349
Wind River Trust Company
Jackson,
Wyoming
| $196M | -$10.1M | -5% | 1.53% | 62.1% | 8 | 0% | 4.4 |
|
| 3350 |
3350
Peavine Capital
Reno,
Nevada
| $195M | -$1.16M | -0.6% | 1.49% | 30.8% | 17 | 5.88% | 3.1 |
|