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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
RWM
3926
Rench Wealth Management
Denton,
Texas
| $155M | -$1.45M | -0.9% | 5.21% | 106% | 53 | 16.98% | 4.2 |
|
| 3927 |
MWPCG
3927
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| $155M | -$18.5M | -11% | 1.07% | 84.3% | 219 | 47.03% | 0.9 |
|
| 3928 |
HRC
3928
Hoertkorn Richard Charles
| $155M | +$4.22M | +3% | 2.89% | 172% | 92 | 9.78% | 4.2 |
|
| 3929 |
KDA
3929
KPCB DGF Associates
Menlo Park,
California
| $154M | -$57.4M | -27% | 25.9% | – | 2 | 0% | 2 |
|
| 3930 |
APSI
3930
Asset Planning Services Inc
Covington,
Louisiana
| $154M | +$435K | +0.3% | 1.86% | 138% | 40 | 2.5% | 2.1 |
|
| 3931 |
MLFP
3931
MPS Loria Financial Planners
Burr Ridge,
Illinois
| $154M | -$2.58M | -2% | 1.2% | 80% | 73 | 8.22% | 1.9 |
|
| 3932 |
JAM
3932
Jolley Asset Management
Rocky Mount,
North Carolina
| $154M | -$1.96M | -1% | 0.21% | 3.47% | 64 | 14.06% | 3.6 |
|
| 3933 |
TC
3933
Truvestments Capital
Sarasota,
Florida
| $154M | +$4.94M | +3% | 2.57% | 131% | 756 | 11.77% | 0.9 |
|
| 3934 |
PWAC
3934
Private Wealth Advisors (California)
Fresno,
California
| $153M | +$6.62M | +5% | 0.41% | 63.6% | 67 | 14.93% | 0.6 |
|
| 3935 |
DM
3935
Diker Management
New York
| $153M | -$86.7M | -36% | 7.62% | 210% | 40 | 32.5% | 2.3 |
|
| 3936 |
SP
3936
ShawSpring Partners
Boston,
Massachusetts
| $153M | -$17.5M | -10% | 10.1% | 3.53% | 5 | 0% | 0.6 |
|
| 3937 |
3937
Larson Financial Group
St Louis,
Missouri
| $153M | +$18.4M | +14% | 0.49% | 81.2% | 656 | 19.51% | 0.7 |
|
| 3938 |
PEA
3938
Pacific Edge Advisors
Corona Del Mar,
California
| $153M | +$1.53M | +1% | 0.29% | 31.3% | 44 | 11.36% | 1.3 |
|
| 3939 |
CM
3939
Cartica Management
Washington,
District of Columbia
| $153M | -$69.1M | -31% | 3.23% | 92.9% | 4 | 0% | 1.5 |
|
| 3940 |
SI
3940
Shaker Investments
Cleveland,
Ohio
| $153M | +$2.69M | +2% | 2.43% | 205% | 92 | 18.48% | 1.8 |
|
| 3941 |
NICM
3941
Neo Ivy Capital Management
New York
| $153M | -$24.5M | -14% | 0.94% | – | 442 | 80.32% | 0.1 |
|
| 3942 |
LBC
3942
Lawrence B. Cohen
| $153M | +$8.2M | +6% | 3.65% | 41.8% | 78 | 11.54% | 4.1 |
|
| 3943 |
GII
3943
Gryphon International Investment
Toronto,
Ontario, Canada
| $152M | -$51.9M | -25% | 0% | 5.67% | 21 | 9.52% | 3.1 |
|
| 3944 |
MPA
3944
Marvin & Palmer Associates
Wilmington,
Delaware
| $152M | +$1.19M | +0.8% | 3.69% | 392% | 31 | 35.48% | 1.1 |
|
| 3945 |
SAM
3945
Security Asset Management
New York
| $152M | -$4.18M | -3% | 2.68% | 67.4% | 87 | 12.64% | 3.6 |
|
| 3946 |
SCP
3946
Silverleafe Capital Partners
Germantown,
Tennessee
| $152M | -$14.7M | -9% | 0.66% | 87.7% | 71 | 14.08% | 1 |
|
| 3947 |
OWM
3947
Opes Wealth Management
Menlo Park,
California
| $152M | +$5.19M | +4% | 0.68% | 54.1% | 54 | 18.52% | 0.4 |
|
| 3948 |
GEA
3948
Glen Eagle Advisors
Kingston,
New Jersey
| $151M | +$5.19M | +4% | 1.86% | 68.5% | 863 | 12.86% | 1.9 |
|
| 3949 |
MAG
3949
Mokosak Advisory Group
Urbandale,
Iowa
| $151M | +$3.32M | +2% | 0.04% | 57.1% | 25 | 12% | 1 |
|
| 3950 |
WGRM
3950
Waterton Global Resource Management
Toronto,
Ontario, Canada
| $151M | -$92.4M | -38% | 31.5% | 21% | 5 | 80% | 0.4 |
|