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
Clare Market Investments
Dallas,
Texas
| $204M | +$36.3M | +22% | 14.7% | – | 128 | 44.53% | 0.7 |
|
| 3752 |
3752
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $204M | +$13.2M | +7% | 7.66% | 64.1% | 173 | 3.47% | 3 |
|
| 3753 |
3753
Confluence Wealth Management
Portland,
Oregon
| $204M | -$7.83M | -4% | 6.52% | 31.9% | 124 | 25% | 3.8 |
|
| 3754 |
3754
Essex Savings Bank
Essex,
Connecticut
| $204M | +$35.8M | +21% | 7.58% | 95.2% | 183 | 13.11% | 1.4 |
|
| 3755 |
3755
Benefit Street Partners
New York
| $204M | -$191M | -48% | 7.42% | – | 39 | 41.03% | 0.8 |
|
| 3756 |
3756
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $204M | +$17.8M | +10% | 9.64% | 151% | 83 | 19.28% | 1 |
|
| 3757 |
3757
Intrua Financial
Houston,
Texas
| $204M | -$57.9M | -22% | 11.2% | 77.4% | 290 | 40.34% | 0.2 |
|
| 3758 |
3758
Soapstone Management
Bethesda,
Maryland
| $204M | +$30.1M | +17% | 19.4% | 30.3% | 21 | 23.81% | 1.2 |
|
| 3759 |
LWA
3759
LWS Wealth Advisors
Basking Ridge,
New Jersey
| $204M | +$12.7M | +7% | 4.59% | 8.87% | 57 | 3.51% | 0.7 |
|
| 3760 |
LIC
3760
Laurus Investment Counsel
Toronto,
Canada
| $203M | +$16.8M | +9% | 8.47% | 14.1% | 45 | 8.89% | 1.6 |
|
| 3761 |
3761
Norman Fields Gottscho Capital Management
New York
| $203M | +$22M | +12% | 13.6% | 96.9% | 64 | 10.94% | 3.7 |
|
| 3762 |
3762
Blue Grotto Capital
Atlanta,
Georgia
| $203M | +$46.9M | +30% | 15.3% | 296% | 32 | 59.38% | 0.3 |
|
| 3763 |
3763
Rush Island Management
New York
| $203M | +$10.6M | +6% | 2.48% | 15.5% | 23 | 26.09% | 0.6 |
|
| 3764 |
HCIA
3764
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $203M | +$21.7M | +12% | 7.35% | 42.7% | 117 | 13.68% | 2.8 |
|
| 3765 |
3765
Defender Capital
Charlotte,
North Carolina
| $203M | +$33.6M | +20% | 7.64% | 101% | 31 | 19.35% | 0.9 |
|
| 3766 |
3766
Beech Hill Advisors
New York
| $203M | +$5.53M | +3% | 10.3% | 117% | 96 | 20.83% | 2.5 |
|
| 3767 |
3767
NWK Group
San Francisco,
California
| $203M | +$27M | +15% | 18.7% | 268% | 273 | 43.96% | 0.6 |
|
| 3768 |
3768
Cheyne Capital Management (UK)
London,
United Kingdom
| $203M | +$54.6M | +37% | 13.2% | 35.6% | 61 | 29.51% | 0.7 |
|
| 3769 |
3769
Lumbard & Kellner
Hollis,
New Hampshire
| $203M | +$28.5M | +16% | 9.16% | 137% | 75 | 10.67% | 3.6 |
|
| 3770 |
3770
Old Port Advisors
Portland,
Maine
| $202M | +$11.5M | +6% | 5.49% | 114% | 185 | 9.19% | 1.8 |
|
| 3771 |
3771
TFC Financial Management
Boston,
Massachusetts
| $202M | – | – | 7.77% | 66.9% | 569 | – | 0 |
|
| 3772 |
3772
Washington State Investment Board
Olympia,
Washington
| $202M | +$48.8M | +32% | 31.9% | 567% | 1 | 0% | 0.3 |
|
| 3773 |
3773
Summit Financial Group
Moorefield,
West Virginia
| $202M | +$9.44M | +5% | 5.83% | 26.1% | 158 | 5.7% | 2.1 |
|
| 3774 |
3774
Interactive Financial Advisors
New Lenox,
Illinois
| $201M | -$1.66M | -0.8% | 5.15% | 47.6% | 151 | 11.26% | 3.5 |
|
| 3775 |
3775
Daniels + Tansey
Wilmington,
Delaware
| $201M | – | – | 6.09% | 21.1% | 27 | – | 0 |
|