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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Great Point Wealth Advisors
Boston,
Massachusetts
| $532M | – | – | 5.14% | – | 64 | – | 3.5 |
|
| 3427 |
3427
Spinnaker Investment Group
Newport Beach,
California
| $532M | +$106M | +25% | 6.1% | 56.9% | 159 | 38.36% | 1.4 |
|
| 3428 |
3428
Kahn Brothers Group
New York
| $532M | +$33.9M | +7% | 10.1% | 53.4% | 55 | 12.73% | 4.7 |
|
| 3429 |
3429
Paragon Capital Management (Colorado)
Denver,
Colorado
| $532M | -$20M | -4% | 2.89% | 109% | 222 | 13.06% | 2.8 |
|
| 3430 |
3430
Perkins Coie Trust Company
Seattle,
Washington
| $532M | -$55.6M | -9% | 8.08% | 83.2% | 326 | 26.69% | 5.6 |
|
| 3431 |
3431
Nalanda India Equity Fund
Mauritius
| $531M | -$155M | -23% | 4.82% | 13.6% | 2 | 50% | 6.8 |
|
| 3432 |
3432
Liberty Capital Management
Birmingham,
Michigan
| $531M | +$35.7M | +7% | 6.59% | – | 180 | 5% | 5.9 |
|
| 3433 |
3433
Marotta Asset Management
Charlottesville,
Virginia
| $531M | +$32.5M | +7% | 5.02% | 51% | 110 | 5.45% | 4.1 |
|
| 3434 |
3434
Leonard Rickey Investment Advisors
Yakima,
Washington
| $531M | +$30.4M | +6% | 5.78% | 60.4% | 119 | 6.72% | 3.5 |
|
| 3435 |
3435
Hazelview Securities
Toronto,
Ontario, Canada
| $531M | -$33.2M | -6% | 2.83% | – | 40 | 45% | 1.3 |
|
| 3436 |
3436
Founders Financial Alliance
Raleigh,
North Carolina
| $531M | +$91.1M | +21% | 8.32% | 84.9% | 725 | 26.62% | 2.5 |
|
| 3437 |
3437
Stieven Capital Advisors
St. Louis,
Missouri
| $530M | +$18.1M | +4% | 7.89% | 117% | 47 | 27.66% | 3.7 |
|
| 3438 |
3438
Stamos Capital Partners
Menlo Park,
California
| $530M | -$27.4M | -5% | 6.68% | 36.7% | 142 | 2.82% | 2.7 |
|
| 3439 |
3439
Studio Investment Management
Chicago,
Illinois
| $530M | +$31.7M | +6% | 6.32% | 51.3% | 182 | 9.34% | 2.8 |
|
| 3440 |
3440
Olstein Capital Management
Purchase,
New York
| $530M | -$3.81M | -0.7% | 3.55% | 16.6% | 105 | 5.71% | 5.8 |
|
| 3441 |
3441
SkyOak Wealth
Southfield,
Michigan
| $529M | +$31.8M | +6% | 7.41% | 80.7% | 266 | 13.53% | 3.3 |
|
| 3442 |
MAM
3442
Milestone Asset Management
Pittsburgh,
Pennsylvania
| $529M | +$55.3M | +12% | 5.64% | 64.4% | 257 | 34.24% | 1.1 |
|
| 3443 |
3443
SMI Advisory Services
Columbus,
Indiana
| $529M | +$11.1M | +2% | 6.8% | 80.7% | 62 | 27.42% | 1.2 |
|
| 3444 |
3444
Strong Tower Advisory Services
Minneapolis,
Minnesota
| $528M | +$20.8M | +4% | 8.61% | 155% | 103 | 8.74% | 2.7 |
|
| 3445 |
3445
111 Capital
Paris,
France
| $528M | -$54M | -9% | 7.81% | – | 728 | 71.57% | 0.2 |
|
| 3446 |
3446
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| $528M | +$28.1M | +6% | 7.58% | 55.7% | 139 | 4.32% | 8.8 |
|
| 3447 |
3447
First National Corp
Rockland,
Massachusetts
| $527M | +$31.4M | +6% | 6.5% | 56.3% | 184 | 16.85% | 3.8 |
|
| 3448 |
3448
Systelligence LLC
Bloomington,
Minnesota
| $527M | -$13.5M | -2% | 6.06% | 57.3% | 64 | 31.25% | 0.9 |
|
| 3449 |
3449
Moody Aldrich Partners
Marblehead,
Massachusetts
| $527M | +$10.6M | +2% | 21.3% | 312% | 209 | 24.88% | 1.4 |
|
| 3450 |
3450
Varenne Capital Partners
Paris,
France
| $527M | -$49.8M | -9% | 17.7% | 212% | 36 | 72.22% | 0.3 |
|