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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Peterson Wealth Advisors
Orem,
Utah
| $150M | +$23.3M | +18% | 11.5% | 50.9% | 43 | 13.95% | 1.1 |
|
| 3977 |
3977
AB CarVal Investors
Minneapolis,
Minnesota
| $149M | +$9.8M | +7% | 17.9% | 24% | 16 | 56.25% | 0.6 |
|
| 3978 |
3978
SCP Investment
Orinda,
California
| $149M | +$40.6M | +37% | 15.2% | 32.8% | 71 | 73.24% | 0.2 |
|
| 3979 |
NCM
3979
Niemann Capital Management
Stateline,
Nevada
| $149M | +$55M | +58% | 14.4% | 103% | 24 | 79.17% | 0.1 |
|
| 3980 |
3980
Heritage Way Advisors
Rockford,
Illinois
| $149M | +$19.2M | +15% | 12.3% | 79.4% | 61 | 9.84% | 1.8 |
|
| 3981 |
3981
ValueWorks
New York
| $149M | +$3.81M | +3% | 14.9% | 190% | 35 | 14.29% | 2.6 |
|
| 3982 |
3982
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $149M | +$15M | +11% | 8.08% | 65% | 20 | 15% | 1.8 |
|
| 3983 |
MCA
3983
Mercer Capital Advisers
Little Silver,
New Jersey
| $149M | +$14.1M | +10% | 11% | 59.6% | 229 | 6.11% | 3.7 |
|
| 3984 |
AFA
3984
Alta Fundamental Advisers
New York
| $149M | -$23.5M | -14% | 2.44% | 340% | 24 | 29.17% | 1.4 |
|
| 3985 |
MWM
3985
Mascoma Wealth Management
Hanover,
New Hampshire
| $149M | +$18M | +14% | 9.5% | 43.7% | 429 | 18.41% | 1.6 |
|
| 3986 |
3986
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $149M | -$7.29M | -5% | 9.62% | 84.5% | 182 | 29.67% | 0.9 |
|
| 3987 |
3987
Chubb Ltd
Zurich,
Switzerland
| $149M | +$11M | +8% | 8.67% | 64.2% | 13 | 7.69% | 2.8 |
|
| 3988 |
3988
Spectrum Asset Management (California)
Newport Beach,
California
| $149M | +$22.6M | +18% | 12% | 68.3% | 91 | 26.37% | 1.7 |
|
| 3989 |
3989
Tidal Investments
Milwaukee,
Wisconsin
| $149M | +$18.8M | +15% | 11.8% | 208% | 113 | 23.89% | 0.2 |
|
| 3990 |
3990
Kathryn A. Hall
| $148M | +$46.2M | +45% | 6.13% | 95.2% | 32 | 78.13% | 0.6 |
|
| 3991 |
SLA
3991
Silver Lake Advisory
Cottonwood Heights,
Utah
| $148M | +$13.6M | +10% | 12.1% | 76.7% | 87 | 12.64% | 3.3 |
|
| 3992 |
3992
Timber Creek Capital Management
Boston,
Massachusetts
| $148M | +$19.8M | +15% | 12.3% | 139% | 128 | 3.91% | 3.9 |
|
| 3993 |
3993
Cougar Global Investments
Toronto,
Ontario, Canada
| $148M | +$6.85M | +5% | 8.11% | 17.4% | 22 | 45.45% | 1.1 |
|
| 3994 |
OFCM
3994
One Fin Capital Management
San Francisco,
California
| $148M | +$55.1M | +59% | 27.3% | 92% | 25 | 60% | 0.1 |
|
| 3995 |
EMR
3995
Errol M. Rudman
| $148M | +$4.82M | +3% | 17.4% | 60.5% | 30 | 10% | 2.5 |
|
| 3996 |
3996
Blue Pool Management
Causeway Bay,
Hong Kong
| $148M | +$23.6M | +19% | 20.4% | 72.8% | 24 | 41.67% | 0.9 |
|
| 3997 |
3997
Archer Investment Corporation
Carmel,
Indiana
| $148M | +$33.8M | +30% | 11.1% | 68.2% | 539 | 12.8% | 0.2 |
|
| 3998 |
NERM
3998
New England Research & Management
Chicago,
Illinois
| $148M | +$20.9M | +16% | 10.6% | 65% | 187 | 31.02% | 2 |
|
| 3999 |
3999
Concentric Wealth Management
Lafayette,
California
| $148M | +$17.9M | +14% | 12% | 33.4% | 89 | 7.87% | 2 |
|
| 4000 |
HIM
4000
Hotaling Investment Management
Wayne,
Pennsylvania
| $148M | +$25M | +20% | 14.7% | 52.6% | 125 | 14.4% | 0.2 |
|