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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
SJL
3851
Shayne & Jacobs LLC
Nashville,
Tennessee
| $141M | -$4.25M | -3% | 1.11% | 73.4% | 27 | 14.81% | 3.5 |
|
| 3852 |
3852
Prime Capital Investment Advisors
Overland Park,
Kansas
| $141M | +$11.4M | +9% | 0.8% | 71.3% | 293 | 34.81% | 0.2 |
|
| 3853 |
CPIA
3853
Cornell Pochily Investment Advisors
Ithaca,
New York
| $141M | -$13.8M | -9% | 2.69% | 83.7% | 134 | 11.94% | 0.2 |
|
| 3854 |
CAN
3854
Claraphi Advisory Network
Aliso Viejo,
United States
| $141M | +$12.1M | +9% | 0.33% | 88.3% | 275 | 26.55% | 0.2 |
|
| 3855 |
TG
3855
TRV GP
Boston,
Massachusetts
| $141M | -$80.2M | -36% | 11.5% | 3,178% | 5 | 0% | 0.3 |
|
| 3856 |
A
3856
Apoletto
Road Town, Tortola,
British Virgin Islands
| $141M | +$5.45M | +4% | 4.32% | 192% | 2 | 50% | 0.3 |
|
| 3857 |
FSCM
3857
First Sabrepoint Capital Management
Dallas,
Texas
| $141M | +$31.6M | +29% | 1.26% | 218% | 36 | 50% | 0.2 |
|
| 3858 |
PWSG
3858
Pacific Wealth Strategies Group
Santa Barbara,
California
| $141M | -$238K | -0.2% | 1.69% | 75.5% | 84 | 5.95% | 1.1 |
|
| 3859 |
ATC
3859
Adirondack Trust Company
Saratoga Springs,
New York
| $140M | +$2.71M | +2% | 1.43% | 96.8% | 345 | 8.99% | 3.6 |
|
| 3860 |
PA
3860
Parkside Advisors
Berkeley,
California
| $140M | -$1.75M | -1% | 0.72% | 36.7% | 40 | 17.5% | 3 |
|
| 3861 |
WAM
3861
Westport Asset Management
Southport,
Connecticut
| $140M | +$7.97M | +6% | 0.38% | 63.9% | 63 | 3.17% | 2.2 |
|
| 3862 |
BWM
3862
BigSur Wealth Management
Miami,
Florida
| $140M | +$39.6M | +39% | 0.8% | 94.8% | 111 | 18.02% | 0.9 |
|
| 3863 |
MIC
3863
MU Investments Company
Tokyo,
Japan
| $140M | -$5.9M | -4% | 0.68% | 40.4% | 161 | 84.47% | 3.2 |
|
| 3864 |
EU
3864
Emory University
Atlanta,
Georgia
| $140M | +$23.5M | +20% | 8.01% | – | 53 | 30.19% | 1 |
|
| 3865 |
LD
3865
Lipe & Dalton
Syracuse,
New York
| $140M | -$4.88M | -3% | 3.33% | 101% | 84 | 14.29% | 2.4 |
|
| 3866 |
RA
3866
Resource America
New York
| $140M | +$8.25M | +6% | 5.53% | 12.2% | 47 | 29.79% | 0.2 |
|
| 3867 |
MMPW
3867
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $140M | -$5.01M | -3% | 1.85% | 90.7% | 177 | 1.69% | 2.7 |
|
| 3868 |
SRCM
3868
Swift Run Capital Management
Charlottesville,
Virginia
| $140M | -$22.3M | -14% | 3.23% | 9.9% | 57 | 29.82% | 2.1 |
|
| 3869 |
SWA
3869
Sutton Wealth Advisors
Tampa,
Florida
| $140M | +$3.14M | +2% | 0.26% | 40.9% | 1,165 | 11.07% | 1.7 |
|
| 3870 |
KC
3870
Kelso & Company
New York
| $140M | -$7M | -5% | 4.78% | – | 1 | 0% | 4.3 |
|
| 3871 |
AIM
3871
Aspen Investment Management
Grand Rapids,
Michigan
| $139M | -$1.17M | -0.8% | 1.38% | 84.9% | 146 | 8.22% | 3.3 |
|
| 3872 |
SCGM
3872
Starwood Capital Group Management
Miami Beach,
Florida
| $139M | -$3.92M | -3% | 1.12% | 16.2% | 2 | 0% | 2.5 |
|
| 3873 |
I2I
3873
Insight 2811 Inc
Chicago,
Illinois
| $139M | +$2.92M | +2% | 1.69% | 30.8% | 82 | 15.85% | 2.5 |
|
| 3874 |
FFC
3874
First Financial Corp
Terre Haute,
Indiana
| $139M | -$15.6M | -10% | 3.51% | 95.3% | 363 | 6.61% | 3.8 |
|
| 3875 |
PMLI
3875
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| $139M | +$40.5M | +41% | 4.9% | 1.64% | 27 | 29.63% | 1.7 |
|