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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Ashmore Group
London,
United Kingdom
| $127M | -$7.32M | -5% | 27.8% | 103% | 37 | 51.35% | 1.2 |
|
| 3752 |
3752
Hutner Capital Management
Manchester,
Vermont
| $127M | +$6.25M | +5% | 5.12% | 52.2% | 43 | 0% | 0.5 |
|
| 3753 |
3753
Tiller Private Wealth
Bethlehem,
Pennsylvania
| $127M | -$1M | -0.8% | 1.48% | 53.5% | 44 | 13.64% | 1.1 |
|
| 3754 |
AB
3754
Atlas Brown
Louisville,
Kentucky
| $127M | -$116M | -48% | 3.29% | 115% | 127 | 9.45% | 2.7 |
|
| 3755 |
3755
Wilshire Advisors
Santa Monica,
California
| $127M | +$446K | +0.4% | 2.89% | 118% | 21 | 14.29% | 0.9 |
|
| 3756 |
3756
Shayne & Jacobs LLC
Nashville,
Tennessee
| $127M | -$4.5M | -3% | 2.78% | 79.4% | 25 | 8% | 2.7 |
|
| 3757 |
BCA
3757
Benchmark Capital Advisors
New York
| $127M | +$5.97M | +5% | 4.31% | 29.5% | 138 | 14.49% | 2.5 |
|
| 3758 |
3758
Caprin Asset Management
Henrico,
Virginia
| $127M | -$271K | -0.2% | 0.86% | 7.87% | 20 | 15% | 1 |
|
| 3759 |
3759
Wall Capital Group
Phoenix,
Arizona
| $126M | – | – | 4.94% | – | 43 | – | 0 |
|
| 3760 |
3760
St. Johns Investment Management
Jacksonville,
Florida
| $126M | +$5.1M | +4% | 5.22% | 80.9% | 195 | 14.36% | 2.2 |
|
| 3761 |
WI
3761
Welch Investments
Birmingham,
Alabama
| $126M | +$11.8M | +10% | 4.02% | – | 45 | 4.44% | 0.2 |
|
| 3762 |
3762
Graybill Wealth Management
Elmhurst,
Illinois
| $126M | +$8.88M | +8% | 6.58% | – | 47 | 8.51% | 2.8 |
|
| 3763 |
3763
SigFig Wealth Management
San Francisco,
California
| $126M | +$9.09M | +8% | 5.82% | 49.3% | 21 | 4.76% | 0.2 |
|
| 3764 |
3764
Fernwood Investment Management
Quincy,
Massachusetts
| $126M | +$21.3M | +20% | 22.3% | 83.4% | 136 | 9.56% | 2.1 |
|
| 3765 |
3765
West Paces Advisors
Atlanta,
Georgia
| $125M | +$18.3M | +17% | 4.95% | 57.7% | 561 | 10.87% | 0.2 |
|
| 3766 |
BE
3766
Bonness Enterprises
Washington,
District of Columbia
| $125M | +$14M | +13% | 7.31% | 98.6% | 47 | 8.51% | 3.1 |
|
| 3767 |
3767
Context Capital Management
Lajolla,
California
| $125M | +$33.8M | +37% | 0.39% | 3.38% | 39 | 5.13% | 0.6 |
|
| 3768 |
3768
Hillswick Asset Management
Stamford,
Connecticut
| $125M | +$6.22M | +5% | 6.11% | 40.2% | 14 | 0% | 2.1 |
|
| 3769 |
BOCM
3769
Bontempo Ohly Capital Management
Bethesda,
Maryland
| $125M | +$2.44M | +2% | 4.92% | 49.6% | 40 | 47.5% | 1.3 |
|
| 3770 |
3770
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $125M | +$6.23M | +5% | 4.26% | 39.8% | 7 | 0% | 0.3 |
|
| 3771 |
3771
Elgethun Capital Management
Sioux Falls,
South Dakota
| $125M | -$3.24M | -3% | 3.32% | 61.5% | 285 | 71.93% | 0.3 |
|
| 3772 |
3772
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $125M | +$7.06M | +6% | 4.64% | 54.3% | 181 | 7.18% | 1.1 |
|
| 3773 |
3773
Addison Capital
Conshohocken,
Pennsylvania
| $125M | +$10.9M | +10% | 6.31% | 59.7% | 112 | 22.32% | 1.9 |
|
| 3774 |
3774
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $124M | -$8.28M | -6% | 4.48% | 73.3% | 102 | 12.75% | 2.8 |
|
| 3775 |
3775
Norwest Venture Partners X
Palo Alto,
California
| $124M | -$21.6M | -15% | 9.51% | 11.3% | 3 | 33.33% | 2.3 |
|