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
Lafayette Investments
Ashton,
Maryland
| $240M | +$31.8M | +15% | 13.2% | 77.9% | 84 | 13.1% | 4.1 |
|
| 3327 |
3327
Rothschild Capital Partners
New York
| $240M | +$59.8M | +33% | 21.2% | 90.8% | 38 | 13.16% | 3 |
|
| 3328 |
3328
Delta Investment Management
San Francisco,
California
| $240M | +$109M | +83% | 25.8% | 65.8% | 160 | 41.88% | 0.5 |
|
| 3329 |
3329
Northstar Wealth Partners
West Hartford,
Connecticut
| $239M | +$42.7M | +22% | 17.3% | 36.2% | 186 | 15.05% | 2.1 |
|
| 3330 |
3330
MidWestOne Financial Group
Iowa City,
Iowa
| $239M | -$32.7M | -12% | 9.17% | 62.7% | 206 | 39.81% | 0.9 |
|
| 3331 |
3331
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $239M | +$33.8M | +16% | 15.4% | 46.5% | 72 | 5.56% | 0.4 |
|
| 3332 |
3332
HHM Wealth Advisors
Chattanooga,
Tennessee
| $239M | +$34.5M | +17% | 18.9% | 62.3% | 542 | 18.08% | 0.4 |
|
| 3333 |
3333
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| $239M | +$44.3M | +23% | 21.1% | 86.1% | 187 | 13.9% | 4.6 |
|
| 3334 |
3334
Lincoln Capital
Lincoln,
Nebraska
| $239M | +$40.9M | +21% | 15.9% | 67.1% | 81 | 12.35% | 3.8 |
|
| 3335 |
CBTWT
3335
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| $239M | +$39.2M | +20% | 20.1% | 124% | 124 | 12.9% | 3.4 |
|
| 3336 |
3336
Henry James International Management
New York
| $239M | +$44.2M | +23% | 25.1% | 125% | 134 | 10.45% | 1.6 |
|
| 3337 |
3337
Kayak Investment Partners
San Francisco,
California
| $239M | +$13.1M | +6% | 41.1% | 27% | 26 | 42.31% | 1.1 |
|
| 3338 |
CCM
3338
Compton Capital Management
Providence,
Rhode Island
| $239M | +$35.7M | +18% | 20.8% | 75.6% | 133 | 11.28% | 5.1 |
|
| 3339 |
3339
Rizvi Traverse Management
West Palm Beach,
Florida
| $239M | +$120M | +102% | 81.8% | – | 2 | 0% | 1.5 |
|
| 3340 |
3340
BCM Advisors
Lafayette,
Louisiana
| $239M | +$30.8M | +15% | 8.95% | 59.3% | 50 | 14% | 1.8 |
|
| 3341 |
3341
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| $239M | +$50.6M | +27% | 17.6% | – | 157 | 36.94% | 0.3 |
|
| 3342 |
3342
Voleon Capital Management
Berkeley,
California
| $239M | – | – | 49.8% | – | 10 | – | 0.2 |
|
| 3343 |
TCPWM
3343
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| $238M | +$26.1M | +12% | 11.1% | 16.4% | 104 | 14.42% | 1.2 |
|
| 3344 |
3344
Argyle Capital Management
Center Valley,
Pennsylvania
| $238M | +$26.7M | +13% | 14.3% | 106% | 124 | 4.03% | 5.8 |
|
| 3345 |
3345
Financial Planning & Information Services
De Pere,
Wisconsin
| $238M | +$46M | +24% | 17.6% | 13% | 51 | 3.92% | 4.3 |
|
| 3346 |
3346
TrueWealth LLC
Atlanta,
Georgia
| $238M | +$32.6M | +16% | 15.2% | – | 804 | 13.68% | 2 |
|
| 3347 |
3347
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $238M | +$15.2M | +7% | 19.6% | 44.2% | 140 | 39.29% | 1.5 |
|
| 3348 |
3348
Kalos Management
Alpharetta,
Georgia
| $237M | +$13.1M | +6% | 21.5% | 48.5% | 234 | 20.09% | 1.1 |
|
| 3349 |
3349
Northwest Quadrant Wealth Management
Bend,
Oregon
| $237M | +$16.7M | +8% | 14.5% | 45.6% | 58 | 6.9% | 2.6 |
|
| 3350 |
LFA
3350
Lighthouse Financial Advisors
New Market,
Maryland
| $237M | +$73.1M | +45% | 25.4% | – | 105 | 34.29% | 0.3 |
|