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
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| $114M | +$4.39M | +4% | 4.52% | 115% | 32 | 0% | 3 |
|
| 3902 |
3902
Artemis Wealth Advisors
New York
| $114M | +$6.23M | +6% | 5.44% | 174% | 27 | 11.11% | 0.6 |
|
| 3903 |
3903
Continuum Advisory
Eagle,
Idaho
| $114M | +$13.3M | +13% | 3.23% | 77% | 158 | 15.19% | 0.4 |
|
| 3904 |
3904
Leisure Capital Management
Costa Mesa,
California
| $114M | +$1.72M | +2% | 2.5% | 98% | 121 | 18.18% | 2 |
|
| 3905 |
3905
Addison Capital
Conshohocken,
Pennsylvania
| $114M | -$11.3M | -9% | 2.97% | 59.7% | 104 | 7.69% | 2.2 |
|
| 3906 |
3906
Landaas & Company
Milwaukee,
Wisconsin
| $114M | – | – | 3.19% | 60.3% | 362 | – | 0 |
|
| 3907 |
ABP
3907
Arthur B. Page
| $114M | -$878K | -0.8% | 4.69% | 40.4% | 69 | 14.49% | 3 |
|
| 3908 |
3908
Hedeker Wealth
Lincolnshire,
Illinois
| $114M | +$9.6M | +9% | 4.54% | 141% | 86 | 20.93% | 1.5 |
|
| 3909 |
3909
Narus Financial Partners
Salt Lake City,
Utah
| $114M | +$5.75M | +5% | 3.52% | 85.3% | 83 | 10.84% | 0.6 |
|
| 3910 |
3910
Smith Shellnut Wilson
Ridgeland,
Mississippi
| $114M | +$17.2M | +18% | 2.48% | 98.6% | 159 | 38.99% | 0.6 |
|
| 3911 |
PI
3911
Pachira Investments
Dana Point,
California
| $113M | +$2.33M | +2% | 3.36% | 82.3% | 8 | 0% | 0.7 |
|
| 3912 |
3912
Day & Ennis
Macon,
Georgia
| $113M | -$2.61M | -2% | 2.6% | 15.2% | 97 | 25.77% | 1.4 |
|
| 3913 |
3913
Gibraltar Capital Management
Tulsa,
Oklahoma
| $113M | +$13.4M | +13% | 6.65% | 56.6% | 28 | 10.71% | 1.8 |
|
| 3914 |
3914
Girard Securities
San Diego,
California
| $113M | -$20.2M | -15% | 4.15% | – | 167 | 24.55% | 1.3 |
|
| 3915 |
3915
1492 Capital Management
Milwaukee,
Wisconsin
| $113M | -$317K | -0.3% | 10.7% | 332% | 109 | 24.77% | 1.4 |
|
| 3916 |
3916
Corrigan Financial
Middletown,
Rhode Island
| $113M | +$5.21M | +5% | 4.57% | 9.54% | 49 | 14.29% | 1.4 |
|
| 3917 |
DE
3917
DFT Energy
Locust Valley,
New York
| $113M | -$5.94M | -5% | 3.99% | – | 17 | 5.88% | 0.8 |
|
| 3918 |
3918
HM Capital Management
Clayton,
Missouri
| $113M | +$4.9M | +5% | 3.63% | 29.6% | 39 | 10.26% | 2.7 |
|
| 3919 |
3919
Wilshire Advisors
Santa Monica,
California
| $113M | -$2.44M | -2% | 2.8% | 118% | 25 | 16% | 1.1 |
|
| 3920 |
3920
Orca Investment Management
Roseburg,
Oregon
| $113M | +$5.78M | +5% | 5.25% | 122% | 79 | 20.25% | 2.1 |
|
| 3921 |
3921
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $113M | +$1.72M | +2% | 3.81% | 81% | 136 | 47.06% | 2.6 |
|
| 3922 |
3922
Firsthand Capital Management
San Jose,
California
| $113M | +$13.5M | +14% | 12.3% | 265% | 50 | 10% | 2.2 |
|
| 3923 |
3923
Mountain Capital Investment Advisors
Westminster,
Colorado
| $113M | +$10.5M | +10% | 3.95% | 63.3% | 573 | 15.18% | 0.2 |
|
| 3924 |
AO
3924
Allen Operations
New York
| $113M | +$8.83M | +9% | 8.99% | 218% | 18 | 0% | 3.3 |
|
| 3925 |
LI
3925
Longer Investments
Fayetteville,
Arkansas
| $112M | -$2.06M | -2% | 3.06% | 20.4% | 41 | 24.39% | 2.2 |
|