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
Essex Savings Bank
Essex,
Connecticut
| $344M | +$226K | +0.1% | 8.68% | 95.2% | 264 | 0% | 3.3 |
|
| 3877 |
3877
Regents of the University of California
Oakland,
California
| $344M | -$452M | -57% | 15% | 76.6% | 29 | 17.24% | 6.7 |
|
| 3878 |
3878
Stokes Capital Advisors
Greenwood,
South Carolina
| $344M | +$27.9M | +9% | 6.7% | 61.3% | 76 | 3.95% | 4 |
|
| 3879 |
3879
CIC Wealth
Rockville,
Maryland
| $344M | +$28.3M | +9% | 9.92% | – | 169 | 10.06% | 1.1 |
|
| 3880 |
3880
Everhart Financial Group
Dublin,
Ohio
| $343M | +$61.2M | +22% | 13.1% | 123% | 283 | 17.31% | 1.5 |
|
| 3881 |
3881
Builder Investment Group
Atlanta,
Georgia
| $343M | +$65M | +23% | 29.8% | 169% | 109 | 6.42% | 1 |
|
| 3882 |
3882
Fernwood Investment Management
Quincy,
Massachusetts
| $343M | +$40.2M | +13% | 10.1% | 83.4% | 720 | 72.78% | 1.4 |
|
| 3883 |
3883
Auxano Advisors
Bellevue,
Washington
| $343M | +$45.7M | +15% | 9.15% | 103% | 159 | 22.01% | 1.7 |
|
| 3884 |
3884
Covenant Partners
Nashville,
Tennessee
| $343M | +$26.1M | +8% | 8.91% | 70.3% | 209 | 20.1% | 2.7 |
|
| 3885 |
3885
Wolff Financial Management
Kalamazoo,
Michigan
| $343M | +$19.2M | +6% | 7.42% | 56.7% | 98 | 3.06% | 1.8 |
|
| 3886 |
3886
Riggs Asset Management
Dallas,
Pennsylvania
| $343M | +$28.1M | +9% | 12.9% | 219% | 701 | 47.36% | 1.8 |
|
| 3887 |
VCM
3887
Vivaldi Capital Management
Chicago,
Illinois
| $343M | +$9.34M | +3% | 6.54% | 69.2% | 236 | 13.98% | 3.2 |
|
| 3888 |
3888
Stonebrook Private
Northville,
Michigan
| $343M | +$43.4M | +14% | 8.97% | – | 223 | 9.87% | 0.2 |
|
| 3889 |
CPH
3889
C Partners Holding
Zurich,
Switzerland
| $343M | -$9.9M | -3% | 8.71% | 25.6% | 15 | 13.33% | 5.1 |
|
| 3890 |
3890
Shikiar Asset Management
New York
| $343M | +$19.7M | +6% | 8.39% | 117% | 79 | 20.25% | 4.2 |
|
| 3891 |
3891
Accurate Wealth Management
Wesley Chapel,
Florida
| $342M | +$20.8M | +6% | 9.15% | 101% | 312 | 20.19% | 1.4 |
|
| 3892 |
3892
New World Advisors
Hingham,
Massachusetts
| $342M | +$15.8M | +5% | 7.92% | 84.1% | 77 | 24.68% | 1.8 |
|
| 3893 |
3893
Seafarer Capital Partners
Larkspur,
California
| $342M | -$28.1M | -8% | 1.22% | 61.3% | 6 | 0% | 2.7 |
|
| 3894 |
3894
First Wilshire Securities Management
Pasadena,
California
| $342M | +$32.5M | +11% | 15.5% | 135% | 85 | 4.71% | 4.7 |
|
| 3895 |
3895
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| $342M | +$122M | +55% | 7.74% | 64.9% | 39 | 28.21% | 1.2 |
|
| 3896 |
3896
Harvey Capital Management
Palm Beach,
Florida
| $342M | +$40.5M | +13% | 19.2% | 147% | 81 | 16.05% | 4.1 |
|
| 3897 |
3897
Satovsky Asset Management
New York
| $342M | +$20.5M | +6% | 6.9% | 53.6% | 53 | 15.09% | 2 |
|
| 3898 |
3898
Westover Capital Advisors
Wilmington,
Delaware
| $342M | +$34.4M | +11% | 13.6% | 144% | 200 | 23% | 2.7 |
|
| 3899 |
3899
Redwood Investments
Boston,
Massachusetts
| $342M | -$41.3M | -11% | 17.7% | 74.1% | 128 | 17.97% | 2.4 |
|
| 3900 |
3900
Trinity Legacy Partners
Houston,
Texas
| $341M | +$24M | +8% | 8.37% | 63.3% | 107 | 6.54% | 2.3 |
|