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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $328M | +$31.9M | +11% | 5.78% | 63.7% | 75 | 16% | 2 |
|
| 3377 |
3377
Northwest Quadrant Wealth Management
Bend,
Oregon
| $328M | +$23.2M | +8% | 7.69% | 45.6% | 60 | 13.33% | 4.2 |
|
| 3378 |
3378
Brandywine Trust
Hockessin,
Delaware
| $328M | +$50M | +18% | 18.6% | 32.7% | 24 | 8.33% | 7.9 |
|
| 3379 |
3379
Cooper Financial Group
Irvine,
California
| $327M | +$49.6M | +18% | 5.77% | 87.2% | 308 | 20.13% | 1.6 |
|
| 3380 |
3380
Astor Investment Management
Chicago,
Illinois
| $327M | -$22.6M | -6% | 1.64% | 23.3% | 24 | 12.5% | 1.8 |
|
| 3381 |
3381
Aire Advisors
Beverly Hills,
California
| $327M | +$37.1M | +13% | 7.73% | 77.4% | 147 | 10.2% | 0.8 |
|
| 3382 |
3382
Berkshire Bank
Pittsfield,
Massachusetts
| $327M | +$22.4K | +0% | 9.66% | 76.2% | 142 | 7.75% | 1.8 |
|
| 3383 |
MI
3383
M3F Inc
Salt Lake City,
Utah
| $327M | +$41.9M | +15% | 14.7% | 139% | 45 | 20% | 3.1 |
|
| 3384 |
3384
Singapore Technologies Telemedia
Singapore
| $327M | +$46.9M | +17% | 16.8% | 173% | 1 | 0% | 5.8 |
|
| 3385 |
3385
Legion Partners Asset Management
Los Angeles,
California
| $326M | +$49.5M | +18% | 13.3% | 206% | 17 | 29.41% | 1.9 |
|
| 3386 |
FC
3386
Franchise Capital
Grand Cayman,
Cayman Islands
| $326M | +$96.3M | +42% | 15.5% | 537% | 22 | 63.64% | 0.4 |
|
| 3387 |
3387
Monarch Capital Management
Fort Wayne,
Indiana
| $326M | +$19.3M | +6% | 13% | 77% | 114 | 5.26% | 7 |
|
| 3388 |
3388
Capricorn Investment Group
Palo Alto,
California
| $325M | -$120M | -27% | 24.4% | 95.9% | 8 | 0% | 1 |
|
| 3389 |
3389
Schoolcraft Capital
Boulder,
Colorado
| $325M | +$30M | +10% | 7.04% | 58.7% | 64 | 21.88% | 2.6 |
|
| 3390 |
3390
Great Diamond Partners
Portland,
Maine
| $325M | +$32.3M | +11% | 9.34% | 86.1% | 228 | 21.05% | 1.9 |
|
| 3391 |
3391
Prosperity Capital Advisors
Westlake,
Ohio
| $325M | – | – | 7.85% | 72.2% | 191 | – | 0 |
|
| 3392 |
3392
CoreCommodity Management
Stamford,
Connecticut
| $324M | +$49.8M | +18% | 16.4% | 65.8% | 168 | 22.02% | 3 |
|
| 3393 |
3393
Hi-Line Capital Management
Watertown,
South Dakota
| $324M | +$75.9M | +31% | 13.2% | 57.5% | 42 | 42.86% | 1.5 |
|
| 3394 |
3394
Pasadena Private Wealth
Pasadena,
California
| $324M | +$39.8M | +14% | 6.86% | 53% | 125 | 29.6% | 1.6 |
|
| 3395 |
3395
Pathway Financial Advisors
South Burlington,
Vermont
| $324M | +$33.6M | +12% | 6.98% | 52.7% | 138 | 16.67% | 3.4 |
|
| 3396 |
LT
3396
Legacy Trust
Grand Rapids,
Michigan
| $324M | – | – | 8.9% | 95% | 151 | – | 0 |
|
| 3397 |
3397
Equius Partners
Novato,
California
| $324M | +$45.6M | +16% | 13.1% | – | 28 | 35.71% | 0.5 |
|
| 3398 |
IBT
3398
International Biotechnology Trust
London,
United Kingdom
| $324M | +$11.9M | +4% | 15.4% | 11.1% | 69 | 13.04% | 1.8 |
|
| 3399 |
3399
Krensavage Asset Management
New York
| $324M | +$9.6M | +3% | 7.79% | 124% | 14 | 14.29% | 2.8 |
|
| 3400 |
3400
Element Pointe Advisors
Miami,
Florida
| $323M | +$149M | +86% | 5.67% | 75.1% | 86 | 43.02% | 1.7 |
|