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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3576 |
NCA
3576
New Century Advisors
Chevy Chase,
Maryland
| $119M | -$577K | -0.5% | 1.1% | – | 47 | 14.89% |
|
| 3577 |
WAM
3577
Weiss Asset Management
Boston,
Massachusetts
| $118M | -$128M | -52% | 1.68% | 138% | 80 | 61.25% |
|
| 3578 |
RHFI
3578
Reilly Herbert Faulkner III
| $118M | +$5.65M | +5% | 1.74% | 80.6% | 43 | 9.3% |
|
| 3579 |
BWM
3579
Biltmore Wealth Management
Tempe,
Arizona
| $118M | +$3.48M | +3% | 1.58% | 55.6% | 44 | 20.45% |
|
| 3580 |
KA
3580
Kovack Advisors
Ft. Lauderdale,
Florida
| $118M | +$21.5M | +22% | 1.81% | 118% | 228 | 42.11% |
|
| 3581 |
FF
3581
Friedenthal Financial
Marlton,
New Jersey
| $118M | +$360K | +0.3% | 4.02% | 111% | 44 | 25% |
|
| 3582 |
LRIC
3582
Long Road Investment Counsel
Kalamazoo,
Michigan
| $118M | +$6.75M | +6% | 3.63% | 53.8% | 69 | 5.8% |
|
| 3583 |
LC
3583
Lightyear Capital
New York
| $118M | -$15.2M | -11% | 8.04% | – | 3 | 0% |
|
| 3584 |
3584
Financial Engines Advisors
Santa Clara,
California
| $118M | +$532K | +0.5% | 2.89% | 43% | 55 | 5.45% |
|
| 3585 |
BBCM
3585
Boardman Bay Capital Management
New York
| $118M | +$23.3M | +25% | 4.94% | 145% | 89 | 61.8% |
|
| 3586 |
KCPG
3586
Kavar Capital Partners Group
Leawood,
Kansas
| $118M | -$9.58M | -8% | 0.21% | 77.2% | 134 | 31.34% |
|
| 3587 |
AM
3587
Account Management
Boxford,
Massachusetts
| $117M | +$10.7M | +10% | 7.02% | 87.4% | 31 | 9.68% |
|
| 3588 |
AWW
3588
Alan W. Weber
| $117M | +$2.52M | +2% | 3.29% | 192% | 55 | 14.55% |
|
| 3589 |
GIM
3589
Guild Investment Management
Los Angeles,
California
| $117M | +$8.19M | +8% | 5.71% | 101% | 43 | 81.4% |
|
| 3590 |
PAM
3590
Pope Asset Management
Memphis,
Tennessee
| $117M | -$7.69M | -6% | 2.08% | – | 25 | 4% |
|
| 3591 |
SWM
3591
Stockman Wealth Management
Billings,
Montana
| $117M | +$75K | +0.1% | 1.22% | 73.5% | 85 | 11.76% |
|
| 3592 |
JIC
3592
JRM Investment Counsel
Omaha,
Nebraska
| $117M | +$6.25M | +6% | 0.36% | 65.5% | 41 | 12.2% |
|
| 3593 |
AIA
3593
AIMZ Investment Advisors
Los Altos,
California
| $117M | +$4.67M | +4% | 2.73% | 81.3% | 96 | 5.21% |
|
| 3594 |
CI
3594
Capital Innovations
Pewaukee,
Wisconsin
| $117M | +$3.68M | +3% | 1.78% | – | 100 | 26% |
|
| 3595 |
BKA
3595
Brick & Kyle Associates
Newtown,
Pennsylvania
| $117M | +$998K | +0.9% | 0.99% | 97.4% | 486 | 14.2% |
|
| 3596 |
RWM
3596
Rench Wealth Management
Denton,
Texas
| $117M | -$2.04M | -2% | 0.08% | 106% | 51 | 13.73% |
|
| 3597 |
JPC
3597
Jackson Park Capital
Alpine,
Utah
| $117M | -$8.77M | -7% | 0.17% | – | 41 | 34.15% |
|
| 3598 |
WCM
3598
Weyland Capital Management
Portsmouth,
New Hampshire
| $117M | +$4.53M | +4% | 2.86% | 25.7% | 11 | 0% |
|
| 3599 |
LC
3599
Lincoln Capital
Lincoln,
Nebraska
| $117M | +$1.25M | +1% | 0.83% | 63.8% | 57 | 3.51% |
|
| 3600 |
AF
3600
Aldebaran Financial
| $117M | +$2.75M | +2% | 0.97% | 89.7% | 117 | 14.53% |
|