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 |
CH
3651
Canton Hathaway
Providence,
Rhode Island
| $319M | +$26M | +9% | 8.65% | 87.8% | 251 | 13.94% | 2.6 |
|
| 3652 |
MM
3652
Meridian Management
Little Rock,
Arkansas
| $319M | +$14.4M | +5% | 4.19% | 57.8% | 96 | 8.33% | 4.4 |
|
| 3653 |
AIS
3653
AM Investment Strategies
Chattanooga,
Tennessee
| $319M | +$26.5M | +9% | 10.5% | 121% | 107 | 20.56% | 1.8 |
|
| 3654 |
CPIH
3654
Consolidated Press International Holdings
Sydney,
Australia
| $319M | +$110M | +52% | 13.9% | – | 28 | 42.86% | 0.2 |
|
| 3655 |
3655
Strategic Value Partners
Greenwich,
Connecticut
| $319M | +$25.3M | +9% | 12.1% | – | 7 | 42.86% | 1.5 |
|
| 3656 |
3656
Decheng Capital Management III (Cayman)
Grand Cayman,
Cayman Islands
| $319M | +$70.9M | +29% | 13.6% | – | 29 | 31.03% | 0.9 |
|
| 3657 |
3657
Corrigan Financial
Middletown,
Rhode Island
| $319M | +$14M | +5% | 3.73% | 9.54% | 81 | 7.41% | 4.1 |
|
| 3658 |
3658
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $318M | +$33.6M | +12% | 1.28% | 69.3% | 46 | 6.52% | 5.3 |
|
| 3659 |
3659
ESL Trust Services
Rochester,
New York
| $318M | +$9.6M | +3% | 3.43% | 53.9% | 24 | 8.33% | 2.5 |
|
| 3660 |
FCPV
3660
FS Capital Partners VI
Los Angeles,
California
| $318M | +$65.3M | +26% | 25.8% | – | 1 | 0% | 1.5 |
|
| 3661 |
MI
3661
M3F Inc
Salt Lake City,
Utah
| $318M | +$13.7M | +4% | 8.01% | 139% | 46 | 23.91% | 2.9 |
|
| 3662 |
3662
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $318M | +$23.1M | +8% | 4.35% | 58.6% | 144 | 14.58% | 3.2 |
|
| 3663 |
3663
Lodbrok Capital
London,
United Kingdom
| $318M | -$44.1M | -12% | 4.64% | 25.9% | 7 | 14.29% | 1 |
|
| 3664 |
3664
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| $318M | +$13.9M | +5% | 5.09% | 68.6% | 83 | 22.89% | 1.2 |
|
| 3665 |
3665
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $317M | +$16.5M | +5% | 6.2% | 39.8% | 5 | 0% | 5.8 |
|
| 3666 |
3666
Paragon Wealth Strategies
Jacksonville,
Florida
| $317M | +$152M | +93% | 6.73% | 59.8% | 44 | 31.82% | 1.3 |
|
| 3667 |
3667
Sentinus LLC
Oak Brook,
Illinois
| $316M | +$17.5M | +6% | 3.48% | – | 210 | 14.76% | 0.5 |
|
| 3668 |
3668
Xcel Wealth Management
Holly Hill,
Florida
| $316M | +$32.3M | +11% | 12.6% | 98.8% | 139 | 8.63% | 2.8 |
|
| 3669 |
3669
Systelligence LLC
Bloomington,
Minnesota
| $316M | -$73.2M | -19% | 2.33% | 57.3% | 47 | 27.66% | 1.3 |
|
| 3670 |
MJP
3670
Michael J. Puzo
| $316M | +$16.1M | +5% | 6.99% | 90.3% | 79 | 2.53% | 6.5 |
|
| 3671 |
3671
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $316M | -$2.6M | -0.8% | 5.51% | 70.2% | 301 | 16.94% | 2.9 |
|
| 3672 |
3672
Engrave Wealth Partners
The Woodlands,
Texas
| $316M | +$19M | +6% | 3.67% | 39.9% | 74 | 14.86% | 1.7 |
|
| 3673 |
3673
Krensavage Asset Management
New York
| $316M | -$13.7M | -4% | 2.46% | 124% | 12 | 0% | 3.3 |
|
| 3674 |
3674
Valicenti Advisory Services
Elmira,
New York
| $315M | +$15.2M | +5% | 7.5% | 134% | 83 | 14.46% | 4.9 |
|
| 3675 |
3675
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| $315M | +$25.8M | +9% | 4.88% | 53.6% | 51 | 7.84% | 4.5 |
|