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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
Twele Capital Management
Minnetonka,
Minnesota
| $472M | -$152K | -0% | 0.4% | 37.1% | 40 | 2.5% | 8.9 |
|
| 3352 |
III
3352
Independent Investors Inc
Nesconset,
New York
| $471M | -$34M | -7% | 5.39% | 94.5% | 71 | 8.45% | 8.3 |
|
| 3353 |
3353
Iowa State Bank
Urbandale,
Iowa
| $471M | -$9.6M | -2% | 0.04% | 85.7% | 122 | 15.57% | 5.6 |
|
| 3354 |
3354
Gallatin Point Capital
Greenwich,
Connecticut
| $470M | +$52.3M | +13% | 13% | – | 2 | 0% | 0.3 |
|
| 3355 |
3355
Altiora Financial Group
Lebanon,
Ohio
| $470M | +$10.7M | +2% | 0.6% | 41.1% | 96 | 8.33% | 1.6 |
|
| 3356 |
3356
Bearing Point Capital
Bloomington,
Minnesota
| $470M | -$9.5M | -2% | 1.07% | – | 177 | 18.08% | 0.2 |
|
| 3357 |
MAM
3357
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $470M | +$15.8M | +3% | 0.17% | 64.4% | 254 | 30.31% | 1 |
|
| 3358 |
3358
Technology Crossover Management VIII
Menlo Park,
California
| $470M | -$111M | -19% | 18% | 70% | 6 | 16.67% | 4.2 |
|
| 3359 |
3359
Laffer Tengler Investments
Nashville,
Tennessee
| $470M | -$38.9M | -8% | 2.28% | 96.5% | 158 | 24.05% | 3 |
|
| 3360 |
3360
Westside Investment Management
Santa Monica,
California
| $469M | -$5.07M | -1% | 1.56% | 126% | 1,027 | 8.67% | 4.4 |
|
| 3361 |
3361
Regents of the University of California
Oakland,
California
| $468M | +$146M | +45% | 10% | 76.6% | 8 | 50% | 0.5 |
|
| 3362 |
3362
Impact Partnership Wealth
Marietta,
Georgia
| $468M | -$27.2M | -5% | 1.2% | 47.3% | 350 | 43.43% | 0.8 |
|
| 3363 |
CNBTD
3363
Citizens National Bank Trust Department
Meridian,
Mississippi
| $468M | -$4.82M | -1% | 0.21% | 124% | 411 | 17.27% | 2.9 |
|
| 3364 |
3364
Schnieders Capital Management
Pasadena,
California
| $468M | -$36.5M | -7% | 1.59% | 103% | 214 | 8.88% | 6 |
|
| 3365 |
GUB
3365
Golden Unicorn BVI
Road Town,
| $468M | -$100M | -18% | 16.5% | – | 3 | 0% | 0.3 |
|
| 3366 |
3366
Prestige Wealth Management Group
Flemington,
New Jersey
| $468M | -$13.2M | -3% | 1.54% | 55.8% | 1,077 | 9.01% | 4.3 |
|
| 3367 |
CTAF
3367
Call To Action Foundation
Salt Lake City,
Utah
| $467M | -$21.2M | -4% | 4.62% | – | 1 | 0% | 1.3 |
|
| 3368 |
A6
3368
Anchor @ 65
Singapore
| $467M | +$58M | +14% | 27.1% | – | 2 | 0% | 0.3 |
|
| 3369 |
3369
Ironwood Financial
Tucson,
Arizona
| $466M | -$10.4M | -2% | 2.8% | 54.1% | 164 | 6.1% | 5.1 |
|
| 3370 |
3370
Mountain Capital Investment Advisors
Westminster,
Colorado
| $466M | -$16.7M | -3% | 2.5% | 70.1% | 69 | 18.84% | 1.7 |
|
| 3371 |
3371
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $466M | -$25.6M | -5% | 0% | 60% | 69 | 5.8% | 4.8 |
|
| 3372 |
3372
Raine Capital
New York
| $466M | +$163M | +54% | 11.5% | 119% | 4 | 25% | 3.1 |
|
| 3373 |
3373
Cadinha & Co
Honolulu,
Hawaii
| $465M | -$137M | -23% | 2.68% | 132% | 106 | 12.26% | 6.4 |
|
| 3374 |
3374
Deltec Asset Management
New York
| $465M | -$40.3M | -8% | 7.1% | 127% | 188 | 27.13% | 3 |
|
| 3375 |
3375
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $465M | -$43.9M | -9% | 2.65% | 24.6% | 1,109 | 13.44% | 3.1 |
|