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
Whitcomb & Hess
Ashland,
Ohio
| $429M | +$4.71M | +1% | 2.31% | 54% | 66 | 12.12% | 2.9 |
|
| 3977 |
3977
VELA Investment Management
New Albany,
Ohio
| $429M | +$8.15M | +2% | 1.32% | 56.8% | 194 | 24.74% | 1.8 |
|
| 3978 |
3978
Old Mission Investment Co
Traverse City,
Michigan
| $428M | +$10.1M | +2% | 0.3% | 82% | 153 | 15.69% | 3.5 |
|
| 3979 |
3979
Boston Research & Management
Manchester,
Massachusetts
| $428M | -$11.6M | -3% | 1.2% | 53.2% | 123 | 8.13% | 8.9 |
|
| 3980 |
3980
Pinion Investment Advisors
Wichita,
Kansas
| $428M | +$18.4M | +4% | 2.19% | 81.7% | 194 | 17.53% | 3 |
|
| 3981 |
CSNH
3981
Crow's Nest Holdings
Richmond,
Virginia
| $428M | -$11.4M | -3% | 1.42% | 103% | 11 | 18.18% | 1.8 |
|
| 3982 |
3982
Genworth Financial
Glen Allen,
Virginia
| $428M | -$18.1M | -4% | 4.06% | 73.6% | 2 | 0% | 4.9 |
|
| 3983 |
3983
Navigation Group
Redwood City,
California
| $427M | – | – | 1.85% | – | 113 | – | 0 |
|
| 3984 |
3984
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $427M | +$10.6M | +3% | 1.29% | 73.9% | 296 | 12.5% | 2.7 |
|
| 3985 |
3985
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $427M | -$316M | -43% | 8.44% | 96% | 111 | 30.63% | 2.1 |
|
| 3986 |
3986
Brave Asset Management
Summit,
New Jersey
| $427M | +$1.91M | +0.4% | 0.41% | 76.3% | 183 | 20.22% | 5.4 |
|
| 3987 |
3987
Paulson Wealth Management
Wheaton,
Illinois
| $427M | -$6.22M | -1% | 1.69% | 62.6% | 143 | 9.09% | 3.9 |
|
| 3988 |
3988
Hunter Perkins Capital Management
Lombard,
Illinois
| $427M | -$5.89M | -1% | 4.53% | 58% | 154 | 31.17% | 2.1 |
|
| 3989 |
3989
Warther Private Wealth
Akron,
Ohio
| $427M | +$8.17M | +2% | 7.24% | 94.1% | 55 | 38.18% | 2.2 |
|
| 3990 |
3990
Paradigm Asset Management
New York
| $426M | -$6.63M | -2% | 1.5% | 79.2% | 506 | 16.8% | 3.3 |
|
| 3991 |
3991
Plan Group Financial
Oklahoma City,
Oklahoma
| $426M | +$41M | +11% | 3.52% | 63.4% | 244 | 23.36% | 1.2 |
|
| 3992 |
3992
Ipswich Investment Management
Beverly,
Massachusetts
| $426M | -$5.96M | -1% | 3.81% | 104% | 196 | 11.22% | 6.5 |
|
| 3993 |
3993
Battery Management Corp
Boston,
Massachusetts
| $426M | -$197M | -32% | 35.9% | 45.1% | 5 | 0% | 3.2 |
|
| 3994 |
3994
Evergreen Advisors
Chattanooga,
Tennessee
| $426M | +$15.8M | +4% | 0.04% | – | 168 | 85.71% | 0.5 |
|
| 3995 |
3995
Total Clarity Wealth Management
St. Charles,
Illinois
| $426M | +$12.1M | +3% | 0.51% | 73.2% | 343 | 21.87% | 2 |
|
| 3996 |
3996
Farmers & Merchants Trust Company
Long Beach,
California
| $426M | -$12.2M | -3% | 0.5% | 79.8% | 197 | 9.14% | 4.8 |
|
| 3997 |
3997
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $425M | -$7.14M | -2% | 2.28% | 71.1% | 158 | 25.95% | 3.2 |
|
| 3998 |
3998
Atlas Private Wealth Advisors
Matawan,
New Jersey
| $425M | -$3.21M | -0.8% | 1.02% | 57.8% | 142 | 12.68% | 3 |
|
| 3999 |
3999
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $425M | +$2.38M | +0.6% | 1.63% | 136% | 146 | 8.9% | 4.2 |
|
| 4000 |
4000
Cypress Point Investment Management
Mill Valley,
California
| $424M | -$40.6M | -9% | 23.1% | – | 37 | 29.73% | 0.2 |
|