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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
GII
3576
Gryphon International Investment
Toronto,
Ontario, Canada
| $224M | +$71.5M | +47% | 0% | 5.67% | 21 | 4.76% | 3.2 |
|
| 3577 |
3577
Creative Financial Designs
Kokomo,
Indiana
| $224M | +$38M | +20% | 5.43% | 56.2% | 679 | 24.01% | 1.9 |
|
| 3578 |
3578
Parkside Advisors
Berkeley,
California
| $224M | +$33.7M | +18% | 5.36% | 36.7% | 71 | 12.68% | 2.8 |
|
| 3579 |
3579
Princeton Capital Management
Red Bank,
New Jersey
| $224M | +$17.7M | +9% | 10.9% | 206% | 251 | 60.96% | 2.8 |
|
| 3580 |
3580
Westover Capital Advisors
Wilmington,
Delaware
| $224M | +$11.8M | +6% | 7.6% | 144% | 152 | 17.11% | 1.9 |
|
| 3581 |
3581
Monaco Asset Management
Monaco
| $223M | – | – | 9.98% | 120% | 69 | – | 0 |
|
| 3582 |
3582
U.S. Global Investors (USGI)
San Antonio,
Texas
| $223M | +$38.9M | +21% | 14.2% | 151% | 193 | 34.72% | 1.1 |
|
| 3583 |
3583
Enterprise Bank & Trust
Lowell,
Massachusetts
| $223M | +$17.1M | +8% | 6.37% | 65.9% | 97 | 12.37% | 0.6 |
|
| 3584 |
SFSIG
3584
San Francisco Sentry Investment Group
San Francisco,
California
| $223M | +$4.59M | +2% | 11.1% | 436% | 966 | 11.59% | 2.2 |
|
| 3585 |
3585
Financial Synergies Wealth Advisors
Houston,
Texas
| $222M | +$17.5M | +9% | 6.05% | 79% | 36 | 25% | 0.6 |
|
| 3586 |
3586
Janiczek Wealth Management
Denver,
Colorado
| $222M | +$2.36M | +1% | 5.9% | 16.4% | 171 | 8.77% | 1.4 |
|
| 3587 |
3587
Kelman-Lazarov Inc
Memphis,
Tennessee
| $222M | +$19.4M | +10% | 7.59% | 46.6% | 99 | 5.05% | 2.9 |
|
| 3588 |
3588
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $222M | +$29.9M | +16% | 6.94% | 164% | 76 | 34.21% | 2.3 |
|
| 3589 |
EWA
3589
ERTS Wealth Advisors
Marquette,
Michigan
| $222M | +$24.4M | +12% | 5.69% | 39.3% | 87 | 9.2% | 0.9 |
|
| 3590 |
3590
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $222M | +$15.4M | +7% | 7.86% | 76.5% | 90 | 3.33% | 3.1 |
|
| 3591 |
3591
Interactive Financial Advisors
New Lenox,
Illinois
| $222M | +$4.46M | +2% | 4.82% | 47.6% | 144 | 15.97% | 3.3 |
|
| 3592 |
3592
JHL Capital Group
Chicago,
Illinois
| $222M | -$163M | -42% | 0% | – | 3 | 66.67% | 1.8 |
|
| 3593 |
3593
Bender Robert & Associates
Pasadena,
California
| $222M | +$21.7M | +11% | 14.3% | 146% | 50 | 2% | 5 |
|
| 3594 |
3594
Weik Capital Management
Wyomissing,
Pennsylvania
| $221M | +$12.9M | +6% | 7.38% | 66.9% | 121 | 7.44% | 4.3 |
|
| 3595 |
3595
Johanson Financial Advisors
Campbell,
California
| $221M | +$29M | +15% | 9.58% | 101% | 269 | 63.94% | 0.8 |
|
| 3596 |
DI
3596
Diligent Investors
Redlands,
California
| $221M | +$16.5M | +8% | 7.84% | 82.2% | 227 | 8.81% | 2.9 |
|
| 3597 |
3597
Quadrant Capital Management
Fairfield,
New Jersey
| $221M | +$17.6M | +9% | 7.03% | 50.3% | 89 | 7.87% | 3.2 |
|
| 3598 |
MPEM
3598
Marathon Partners Equity Management
New York
| $221M | -$43M | -16% | 3.01% | – | 15 | 26.67% | 3.7 |
|
| 3599 |
3599
Capco Asset Management
Tampa,
Florida
| $221M | +$20.1M | +10% | 10.8% | 46.1% | 22 | 4.55% | 2.5 |
|
| 3600 |
OCM
3600
Ogborne Capital Management
San Francisco,
California
| $221M | +$70.9M | +47% | 22.4% | 251% | 12 | 58.33% | 0.5 |
|