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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
3876
Hayek Kallen Investment Management
Fairhope,
Alabama
| $177M | +$27.6M | +18% | 16.7% | 71.9% | 71 | 9.86% | 4.5 |
|
| 3877 |
3877
WealthBridge Capital Management
Westerville,
Ohio
| $176M | +$32.5M | +23% | 21.2% | 89.4% | 124 | 11.29% | 1.2 |
|
| 3878 |
3878
PhiloSmith Capital
Stamford,
Connecticut
| $176M | +$33M | +23% | 14.7% | 47% | 35 | 2.86% | 2.6 |
|
| 3879 |
3879
Paragon Wealth Strategies
Jacksonville,
Florida
| $176M | +$159M | +908% | 18.4% | 59.8% | 30 | 66.67% | 0.6 |
|
| 3880 |
3880
Peregrine Asset Advisers
Portland,
Oregon
| $176M | +$43.6M | +33% | 22.6% | 182% | 148 | 52.7% | 2.2 |
|
| 3881 |
3881
Providence Capital Advisors
Charlotte,
North Carolina
| $176M | +$10.2M | +6% | 17.4% | 47.4% | 267 | 37.45% | 1.6 |
|
| 3882 |
3882
Squar Milner Financial Services
Irvine,
California
| $176M | +$9.6M | +6% | 19.4% | – | 816 | 75.37% | 1.8 |
|
| 3883 |
BC
3883
Belmont Capital
Los Angeles,
California
| $176M | +$60.8M | +53% | 56.9% | 182% | 68 | 26.47% | 0.4 |
|
| 3884 |
3884
Bank OZK
Little Rock,
Arkansas
| $176M | -$6.54M | -4% | 17.3% | 112% | 129 | 15.5% | 4.7 |
|
| 3885 |
3885
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $176M | +$46.3M | +36% | 22.2% | 90.7% | 190 | 14.74% | 4.1 |
|
| 3886 |
3886
Shaker Investments
Cleveland,
Ohio
| $176M | +$59.1M | +51% | 49.9% | 205% | 84 | 14.29% | 1.9 |
|
| 3887 |
3887
SCP Investment
Orinda,
California
| $176M | +$39.4M | +29% | 62.8% | 32.8% | 40 | 62.5% | 0.5 |
|
| 3888 |
3888
Ethic Inc
New York
| $176M | +$56M | +47% | 22.7% | 130% | 290 | 33.45% | 0.3 |
|
| 3889 |
3889
NWK Group
San Francisco,
California
| $176M | +$58.5M | +50% | 30.2% | 268% | 276 | 48.55% | 0.3 |
|
| 3890 |
3890
West Oak Capital
Westlake Village,
California
| $176M | +$29.6M | +20% | 17.1% | 110% | 354 | 17.8% | 3.7 |
|
| 3891 |
3891
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $176M | +$43M | +32% | 19.5% | 81% | 93 | 9.68% | 3.8 |
|
| 3892 |
3892
Cowen Prime Advisors
New York
| $176M | +$11.8M | +7% | 39.4% | 116% | 243 | 40.33% | 3.5 |
|
| 3893 |
3893
Delphi Financial Group
Wilmington,
Delaware
| $176M | -$30.8M | -15% | 34.8% | 66.3% | 27 | 18.52% | 1.9 |
|
| 3894 |
3894
Soleus Capital Management
Greenwich,
Connecticut
| $175M | +$89.5M | +104% | 44.7% | 508% | 76 | 55.26% | 0.2 |
|
| 3895 |
3895
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $175M | +$12.6M | +8% | 14.9% | 63.9% | 105 | 6.67% | 3.7 |
|
| 3896 |
3896
Souders Financial Advisors
Cincinnati,
Ohio
| $175M | +$61.5M | +54% | 17.3% | 54.9% | 106 | 20.75% | 0.2 |
|
| 3897 |
3897
Cobalt Capital Management
Short Hills,
New Jersey
| $175M | -$17.9M | -9% | 22.9% | 235% | 49 | 81.63% | 0.3 |
|
| 3898 |
3898
Copperwynd Financial
Scottsdale,
Arizona
| $175M | -$36.7M | -17% | 30.1% | 90% | 119 | 36.13% | 1.5 |
|
| 3899 |
3899
Stamos Capital Partners
Menlo Park,
California
| $175M | -$15.3M | -8% | 14.5% | 36.7% | 84 | 41.67% | 0.8 |
|
| 3900 |
3900
Parisi Gray Wealth Management
Mendham,
New Jersey
| $174M | +$33.2M | +23% | 21.1% | 137% | 113 | 12.39% | 1.9 |
|