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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
APSP
3576
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| $120M | +$4.84M | +4% | 3.94% | 62.1% | 308 | 12.99% | 4.1 |
|
| 3577 |
LF
3577
Lannebo Fonder
Stockholm,
Sweden
| $120M | +$3.23M | +3% | 11.7% | 49.8% | 19 | 10.53% | 2.8 |
|
| 3578 |
GCA
3578
GSI Capital Advisors
Newport Beach,
California
| $120M | -$2.43M | -2% | 1.42% | 39.7% | 34 | 52.94% | 1.9 |
|
| 3579 |
MCM
3579
Mengis Capital Management
Portland,
Oregon
| $120M | +$6.71M | +6% | 5.76% | 91.8% | 113 | 8.85% | 5.7 |
|
| 3580 |
ADBIC
3580
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $120M | -$2.35M | -2% | 0.2% | 74.9% | 96 | 13.54% | 7.8 |
|
| 3581 |
PFS
3581
Physicians Financial Services
Raleigh,
North Carolina
| $120M | +$5.66M | +5% | 2.51% | 100% | 322 | 10.25% | 2.7 |
|
| 3582 |
GWS
3582
Glassman Wealth Services
Vienna,
Virginia
| $120M | +$3.08M | +3% | 2.57% | 62.6% | 646 | 43.96% | 3.8 |
|
| 3583 |
CMG
3583
Cavalry Management Group
San Francisco,
California
| $120M | +$27.5M | +30% | 23.2% | 59.6% | 32 | 65.63% | 1.1 |
|
| 3584 |
BOCM
3584
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $120M | +$3.68M | +3% | 3.01% | 49.6% | 29 | 0% | 5 |
|
| 3585 |
SJIM
3585
St. Johns Investment Management
Jacksonville,
Florida
| $119M | +$8.72M | +8% | 3.72% | 80.9% | 183 | 10.93% | 7.5 |
|
| 3586 |
TPW
3586
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $119M | -$133K | -0.1% | 3.46% | 53.5% | 39 | 2.56% | 2.7 |
|
| 3587 |
NERM
3587
New England Research & Management
Chicago,
Illinois
| $119M | +$3.11M | +3% | 2.16% | 56.4% | 184 | 25% | 5.3 |
|
| 3588 |
SCA
3588
Signpost Capital Advisors
New York
| $119M | -$71M | -37% | 0.53% | 24.7% | 16 | 50% | 2.7 |
|
| 3589 |
CAS
3589
Cue Advisory Services
Phoenix,
Arizona
| $119M | +$1.95M | +2% | 3.23% | 52.3% | 156 | 13.46% | 4.9 |
|
| 3590 |
CAW
3590
Cornerstone Advisors (Washington)
Bellevue,
Washington
| $119M | +$20.3M | +21% | 3.33% | 24.3% | 959 | 14.18% | 7.2 |
|
| 3591 |
JIC
3591
JRM Investment Counsel
Omaha,
Nebraska
| $118M | +$14.2M | +14% | 5.15% | 65.5% | 28 | 7.14% | 5.3 |
|
| 3592 |
MP
3592
Manifold Partners
San Francisco,
California
| $118M | -$7.12M | -6% | 1.51% | 24.9% | 41 | 78.05% | 2 |
|
| 3593 |
ARMT
3593
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $118M | +$1.17M | +1% | 4.43% | – | 445 | 12.58% | 7.7 |
|
| 3594 |
QCM
3594
Quadrant Capital Management
Fairfield,
New Jersey
| $118M | -$297K | -0.3% | 1.96% | 50.3% | 65 | 10.77% | 7.3 |
|
| 3595 |
WAM
3595
Water Asset Management
New York
| $118M | +$9.37M | +9% | 3.42% | 48.9% | 18 | 11.11% | 6.7 |
|
| 3596 |
DA
3596
Doliver Advisors
Houston,
Texas
| $118M | +$551K | +0.5% | 1.17% | 92.3% | 270 | 59.63% | 2.3 |
|
| 3597 |
FMA
3597
FNY Managed Accounts
New York
| $118M | +$8.79M | +8% | 10.9% | 14.7% | 601 | 80.7% | 0.5 |
|
| 3598 |
BW
3598
Bison Wealth
Atlanta,
Georgia
| $118M | -$48.2M | -29% | 1.69% | 37.4% | 208 | 20.67% | 4.8 |
|
| 3599 |
SCM
3599
Samson Capital Management
Leawood,
Kansas
| $118M | -$606K | -0.5% | 3.64% | 13.4% | 15 | 13.33% | 6.3 |
|
| 3600 |
AIC
3600
Ayalon Insurance Company
Ramat Gan,
Israel
| $118M | -$662K | -0.6% | 6.08% | 99.6% | 92 | 15.22% | 5.4 |
|