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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Daily Journal Corp
Los Angeles,
California
| $152M | +$1.18M | +0.8% | 0.81% | 108% | 4 | 0% | 3.5 |
|
| 3552 |
3552
Courage Miller Partners
Norfolk,
Virginia
| $152M | +$7.05M | +5% | 2.13% | 43.5% | 66 | 10.61% | 3 |
|
| 3553 |
3553
Capital Investment Advisory Services
Raleigh,
North Carolina
| $152M | +$15.4M | +11% | 1.61% | 69.3% | 168 | 17.26% | 0.4 |
|
| 3554 |
MAS
3554
Madden Advisory Services
Jacksonville,
Florida
| $152M | -$3.22M | -2% | 2.1% | 52.3% | 266 | 69.55% | 3.4 |
|
| 3555 |
3555
Glassman Wealth Services
Vienna,
Virginia
| $152M | +$7.08M | +5% | 0.64% | 62.6% | 727 | 21.87% | 1.4 |
|
| 3556 |
3556
Orbis Investment Management (US)
San Francisco,
California
| $151M | +$7.95M | +6% | 6.87% | 48.8% | 25 | 32% | 1.3 |
|
| 3557 |
3557
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $151M | -$5.39M | -3% | 2.57% | 83.6% | 134 | 7.46% | 2.7 |
|
| 3558 |
3558
Weatherstone Capital Management
Denver,
Colorado
| $151M | +$61.4M | +68% | 1.99% | 32% | 96 | 27.08% | 1 |
|
| 3559 |
HRC
3559
Hoertkorn Richard Charles
| $151M | +$1.06M | +0.7% | 2.64% | 172% | 88 | 4.55% | 2.9 |
|
| 3560 |
3560
Progeny 3 Inc
Kirkland,
Washington
| $151M | -$5.71M | -4% | 0.22% | 96.8% | 28 | 25% | 0.9 |
|
| 3561 |
3561
Broadmark Asset Management
San Francisco,
California
| $151M | -$36.2M | -19% | 2.75% | 39.6% | 6 | 83.33% | 1.3 |
|
| 3562 |
3562
Globe Life
Mckinney,
Texas
| $150M | +$8.63M | +6% | 2.64% | 60.1% | 1 | 0% | 0.5 |
|
| 3563 |
3563
Lisanti Capital Growth
New York
| $150M | +$80.3M | +115% | 15.9% | 1,490% | 140 | 57.14% | 0.4 |
|
| 3564 |
BA
3564
Bristol Advisors
Conshohocken,
Pennsylvania
| $150M | +$62M | +70% | 4.07% | – | 84 | 64.29% | 0.2 |
|
| 3565 |
3565
Ashmore Group
London,
United Kingdom
| $150M | +$23.2M | +18% | 5.06% | 103% | 28 | 39.29% | 1.3 |
|
| 3566 |
3566
Roberts, Glore & Co
Deerfield,
Illinois
| $150M | +$4.8M | +3% | 3.98% | 72.3% | 144 | 3.47% | 2.9 |
|
| 3567 |
3567
Cranberry Lake Advisors
Houston,
Texas
| $150M | +$636K | +0.4% | 2.42% | 31.5% | 11 | 9.09% | 3.8 |
|
| 3568 |
3568
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $150M | +$10.8M | +8% | 2.94% | 97.5% | 401 | 22.94% | 0.4 |
|
| 3569 |
3569
TIFF Advisory Services
Radnor,
Pennsylvania
| $150M | -$42M | -22% | 2.18% | 86.3% | 6 | 50% | 0.5 |
|
| 3570 |
HM
3570
Harvest Management
New York
| $150M | +$21.4M | +17% | 35.9% | 610% | 106 | 71.7% | 0.4 |
|
| 3571 |
3571
Cook & Bynum Capital Management
Birmingham,
Alabama
| $150M | +$5.67M | +4% | 3.8% | 46.8% | 5 | 0% | 3.3 |
|
| 3572 |
MCM
3572
McMillion Capital Management
Greensboro,
North Carolina
| $149M | +$2.36M | +2% | 2.85% | 59.3% | 66 | 12.12% | 2.6 |
|
| 3573 |
3573
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $149M | – | – | 2.19% | 80% | 406 | – | 0 |
|
| 3574 |
3574
Gainplan
Bloomfield Hills,
Michigan
| $149M | -$7.47M | -5% | 1.05% | 103% | 18 | 77.78% | 0.1 |
|
| 3575 |
3575
Institutional Venture Management XIII
Menlo Park,
California
| $149M | -$19.2M | -11% | 4.43% | – | 6 | 33.33% | 2.7 |
|