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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $112M | +$8.09M | +8% | 4.98% | 82% | 59 | 25.42% | 0.2 |
|
| 3902 |
3902
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| $112M | -$12.1M | -10% | 0% | – | 2 | 100% | 0 |
|
| 3903 |
4IG
3903
440 Investment Group
Overland Park,
Kansas
| $112M | – | – | 4.34% | – | 77 | – | 0 |
|
| 3904 |
3904
Pecaut & Co
Sioux City,
Iowa
| $112M | +$8.64M | +8% | 7% | 67.6% | 56 | 25% | 2 |
|
| 3905 |
LCM
3905
Lee Capital Management
New York
| $112M | +$5.56M | +5% | 10.1% | – | 101 | 34.65% | 0.2 |
|
| 3906 |
LA
3906
Lau Associates
Greenville,
Delaware
| $112M | +$12.9M | +13% | 6.51% | 44.5% | 79 | 15.19% | 2.6 |
|
| 3907 |
AMAL
3907
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $112M | +$4.82M | +5% | 6.16% | 124% | 30 | 13.33% | 2 |
|
| 3908 |
3908
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $112M | +$1.24M | +1% | 4.43% | 67.8% | 141 | 10.64% | 2.6 |
|
| 3909 |
3909
Glacier Peak Capital
Bellevue,
Washington
| $112M | -$62.5M | -36% | 4.28% | 11.8% | 102 | 71.57% | 0.9 |
|
| 3910 |
3910
Florin Court Capital
London,
United Kingdom
| $111M | +$44.1M | +66% | 4.66% | 108% | 30 | 46.67% | 0.1 |
|
| 3911 |
3911
Founders Capital Management (Texas)
Houston,
Texas
| $111M | – | – | 4.45% | 131% | 382 | – | 0 |
|
| 3912 |
3912
EDMP Inc
Lutz,
Florida
| $111M | +$9.9M | +10% | 5.97% | 71.6% | 71 | 25.35% | 2.5 |
|
| 3913 |
3913
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| $111M | +$4.16M | +4% | 3.83% | 130% | 537 | 13.97% | 1 |
|
| 3914 |
3914
Pettee Investors
Rowayton,
Connecticut
| $111M | +$5.57M | +5% | 4.66% | 96.1% | 64 | 4.69% | 2.8 |
|
| 3915 |
3915
American Trust Investment Advisors
Lebanon,
New Hampshire
| $111M | +$7.6M | +7% | 9.2% | 91% | 78 | 15.38% | 1.2 |
|
| 3916 |
3916
Capital Insight Partners
Scottsdale,
Arizona
| $110M | +$9.6M | +10% | 5.02% | 51.7% | 76 | 14.47% | 1.1 |
|
| 3917 |
MI
3917
Moneywise Inc
Forest,
Virginia
| $110M | +$9.6M | +9% | 3.86% | 58% | 34 | 5.88% | 0.5 |
|
| 3918 |
3918
Fortis Advisors
Wayne,
Pennsylvania
| $110M | +$16.7M | +18% | 0.11% | 72.8% | 88 | 61.36% | 0.1 |
|
| 3919 |
3919
CFO4Life Group
Coppell,
Texas
| $110M | – | – | 2.4% | 56.7% | 95 | – | 0 |
|
| 3920 |
3920
Lombardia Capital Partners
Pasadena,
California
| $110M | -$865M | -89% | 0.24% | 5.59% | 126 | 24.6% | 1.7 |
|
| 3921 |
3921
Cincinnati Casualty Company
Fairfield,
Ohio
| $110M | +$4.88M | +5% | 4.54% | 56% | 29 | 20.69% | 2.6 |
|
| 3922 |
3922
HMS Capital Management
Nashville,
Tennessee
| $110M | +$14.4M | +15% | 8.81% | 140% | 159 | 35.85% | 0.3 |
|
| 3923 |
3923
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| $110M | +$1.83M | +2% | 3.18% | 46.3% | 30 | 13.33% | 0.3 |
|
| 3924 |
GA
3924
Gagnon Advisors
New York
| $110M | -$11.2M | -9% | 7.99% | 129% | 27 | 0% | 2.1 |
|
| 3925 |
WAM
3925
Westport Asset Management
Southport,
Connecticut
| $110M | +$10.2M | +10% | 8.77% | 63.9% | 60 | 1.67% | 1.4 |
|