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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
HIH
3401
HRS Investment Holdings
New York
| $199M | -$7.22M | -4% | 0.86% | 21.5% | 89 | 24.72% | 1.6 |
|
| 3402 |
GAM
3402
Garrison Asset Management
Fayetteville,
Arkansas
| $199M | +$19.9M | +11% | 2.25% | 52.1% | 106 | 9.43% | 3.4 |
|
| 3403 |
VM
3403
VPR Management
Houston,
Texas
| $198M | -$8.92M | -4% | 3.97% | 54.5% | 14 | 0% | 0.9 |
|
| 3404 |
LFR
3404
Lehman Financial Resources
Media,
Pennsylvania
| $198M | +$3.17M | +2% | 4.65% | 58.2% | 88 | 9.09% | 2.5 |
|
| 3405 |
PAMG
3405
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $198M | -$24.3M | -11% | 2% | 109% | 124 | 16.13% | 3.2 |
|
| 3406 |
RCG
3406
Ruggie Capital Group
Tavares,
Florida
| $198M | +$12.6M | +7% | 1.13% | 22% | 363 | 24.79% | 1.1 |
|
| 3407 |
BRC
3407
Bell Rock Capital
Rehoboth Beach,
Delaware
| $198M | +$9.29M | +5% | 5.4% | – | 480 | 9.79% | 1.2 |
|
| 3408 |
MLIM
3408
Mountain Lake Investment Management
Boca Raton,
Florida
| $198M | +$5M | +3% | 4.07% | 64% | 26 | 34.62% | 1.2 |
|
| 3409 |
MCC
3409
Malaga Cove Capital
Pv Estates,
California
| $198M | +$11.4M | +6% | 6.72% | 88.1% | 171 | 18.71% | 1.1 |
|
| 3410 |
FC
3410
Financial Consulate
Hunt Valley,
Maryland
| $197M | +$8.67M | +5% | 1.92% | 53.3% | 124 | 13.71% | 1.7 |
|
| 3411 |
SIA
3411
Starfire Investment Advisers
Southfield,
Michigan
| $197M | +$5.43M | +3% | 3.16% | 19.2% | 143 | 8.39% | 0.8 |
|
| 3412 |
FA
3412
Fiducient Advisors
Chicago,
Illinois
| $197M | +$1.99M | +1% | 1.62% | 52.3% | 20 | 5% | 0.3 |
|
| 3413 |
PMFA
3413
Plante Moran Financial Advisors
Southfield,
Michigan
| $197M | +$13.2M | +7% | 2.49% | 62.8% | 1,034 | 26.98% | 2.8 |
|
| 3414 |
SC
3414
Slow Capital
Greenbrae,
California
| $197M | -$25.4M | -11% | 4.4% | 124% | 208 | 35.1% | 0.5 |
|
| 3415 |
EFSCE
3415
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $197M | +$2.97M | +2% | 3.58% | 100% | 1,014 | 10.55% | 3.6 |
|
| 3416 |
KA
3416
Kaizen Advisory
Wheaton,
Illinois
| $197M | +$95.5M | +94% | 5.49% | – | 591 | 3.72% | 0.5 |
|
| 3417 |
NG
3417
Northstar Group
New York
| $196M | +$4M | +2% | 0.63% | 63.9% | 125 | 5.6% | 2.7 |
|
| 3418 |
ZF
3418
Zhang Financial
Portage,
Michigan
| $196M | +$5.23M | +3% | 2.42% | 67.9% | 80 | 8.75% | 3.6 |
|
| 3419 |
HWM
3419
Holloway Wealth Management
Gainesville,
Florida
| $196M | +$11.8M | +6% | 2.74% | 50.7% | 202 | 0% | 1.3 |
|
| 3420 |
WRTC
3420
Wind River Trust Company
Jackson,
Wyoming
| $196M | +$248K | +0.1% | 0.68% | 62.1% | 8 | 0% | 4.7 |
|
| 3421 |
TFCP
3421
Twin Focus Capital Partners
Boston,
Massachusetts
| $196M | -$5.58M | -3% | 0.21% | 92.5% | 111 | 10.81% | 2.4 |
|
| 3422 |
SIAS
3422
Shine Investment Advisory Services
Lone Tree,
Colorado
| $196M | +$7.23M | +4% | 5.13% | 29% | 684 | 10.67% | 1 |
|
| 3423 |
MA
3423
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $195M | +$5.84M | +3% | 3.98% | 166% | 78 | 2.56% | 3.7 |
|
| 3424 |
TCMG
3424
TSP Capital Management Group
Summit,
New Jersey
| $195M | -$14.2M | -7% | 2.33% | 186% | 57 | 3.51% | 3.1 |
|
| 3425 |
SM
3425
Soapstone Management
Bethesda,
Maryland
| $195M | +$28.7M | +17% | 2.4% | 30.3% | 17 | 11.76% | 0.4 |
|