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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
SFI
3651
Sonic Fund II
Honolulu,
Hawaii
| $201M | +$85.6M | +74% | 54.7% | 119% | 18 | 38.89% | 0.3 |
|
| 3652 |
3652
Eldridge Investment Advisors
Manchester,
New Hampshire
| $201M | +$25.1M | +14% | 15.1% | 50.9% | 106 | 17.92% | 1.5 |
|
| 3653 |
3653
Searchlight Capital Partners
New York
| $201M | +$21.2M | +12% | 16.5% | 38.5% | 7 | 28.57% | 2.2 |
|
| 3654 |
3654
RDA Financial Network
Akron,
Iowa
| $200M | +$34.8M | +21% | 16.7% | 93.4% | 230 | 22.17% | 1 |
|
| 3655 |
HCM
3655
Horrell Capital Management
Little Rock,
Arkansas
| $200M | +$34.6M | +21% | 22.4% | 55.6% | 193 | 12.95% | 4.4 |
|
| 3656 |
3656
Scholtz & Company
Stamford,
Connecticut
| $200M | +$69.7M | +53% | 38% | 89.2% | 66 | 31.82% | 1.2 |
|
| 3657 |
3657
Minot Wealth Management
Westwood,
Massachusetts
| $200M | +$60.7M | +43% | 21.5% | – | 122 | 19.67% | 0.4 |
|
| 3658 |
3658
Glade Brook Capital Partners
Greenwich,
Connecticut
| $200M | +$7.47M | +4% | 11.8% | – | 2 | 0% | 1.1 |
|
| 3659 |
3659
Johanson Financial Advisors
Campbell,
California
| $200M | +$26.5M | +15% | 19.9% | 101% | 106 | 21.7% | 2.4 |
|
| 3660 |
3660
Goodman Financial
Houston,
Texas
| $200M | +$36.5M | +22% | 26.9% | 52.5% | 45 | 15.56% | 2.2 |
|
| 3661 |
3661
Enterprise Bank & Trust
Lowell,
Massachusetts
| $200M | +$30.7M | +18% | 18.6% | 65.9% | 87 | 8.05% | 1.1 |
|
| 3662 |
3662
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $200M | +$41.1M | +26% | 17.3% | 56.3% | 58 | 10.34% | 1.9 |
|
| 3663 |
3663
Jupiter Wealth Management
Glendale,
Colorado
| $200M | +$28.1M | +16% | 23.4% | 99.2% | 80 | 17.5% | 0.9 |
|
| 3664 |
3664
Globe Life
Mckinney,
Texas
| $200M | +$32.8M | +20% | 19.7% | 60.1% | 1 | 0% | 3.5 |
|
| 3665 |
3665
Investors Research Corp
Atlanta,
Georgia
| $199M | +$39M | +24% | 25% | 62.1% | 1,162 | 6.37% | 1.4 |
|
| 3666 |
3666
Stone House Investment Management
Tunkhannock,
Pennsylvania
| $199M | +$28.1M | +16% | 12.3% | 57.9% | 43 | 48.84% | 1 |
|
| 3667 |
3667
Teewinot Capital Advisers
New York
| $199M | +$67.5M | +51% | 32.4% | 149% | 40 | 47.5% | 2.1 |
|
| 3668 |
3668
Pacifica Capital Investments
Leander,
Texas
| $199M | +$16M | +9% | 21.8% | 70.4% | 22 | 9.09% | 4.6 |
|
| 3669 |
3669
Wisconsin Capital Management
Madison,
Wisconsin
| $198M | +$45.8M | +30% | 33.7% | 153% | 49 | 18.37% | 3.1 |
|
| 3670 |
3670
Hi-Line Capital Management
Watertown,
South Dakota
| $198M | +$27.6M | +16% | 15.2% | 57.5% | 32 | 25% | 1.1 |
|
| 3671 |
3671
Jackson Square Capital
San Francisco,
California
| $198M | +$69.4M | +54% | 36% | 423% | 355 | 17.18% | 0.4 |
|
| 3672 |
3672
CenturyLink Investment Management
Denver,
Colorado
| $198M | +$40.7M | +26% | 21.3% | – | 147 | 100% | 0 |
|
| 3673 |
3673
Chase Investment Counsel
Charlottesville,
Virginia
| $198M | +$49.5M | +33% | 33.3% | 350% | 109 | 50.46% | 1.2 |
|
| 3674 |
FVCM
3674
F&V Capital Management
Boca Raton,
Florida
| $197M | +$40.2M | +26% | 23.7% | 123% | 67 | 10.45% | 3.7 |
|
| 3675 |
3675
Beck Capital Management
Austin,
Texas
| $197M | +$88.1M | +81% | 34.1% | 291% | 102 | 58.82% | 0.9 |
|