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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $129M | -$6.82M | -5% | 9.76% | 56.3% | 53 | 9.43% | 0.9 |
|
| 4052 |
4052
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| $129M | -$14.7M | -10% | 12.2% | – | 113 | 41.59% | 1 |
|
| 4053 |
4053
Seven Post Investment Office
San Francisco,
California
| $129M | +$8.52M | +7% | 6.94% | 52.6% | 23 | 39.13% | 1.4 |
|
| 4054 |
4054
Timber Creek Capital Management
Boston,
Massachusetts
| $128M | -$26.6M | -17% | 11.8% | 139% | 129 | 10.08% | 3.8 |
|
| 4055 |
4055
IRON Financial
Northbrook,
Illinois
| $128M | -$20.5M | -14% | 8.45% | 60.6% | 93 | 20.43% | 1.9 |
|
| 4056 |
4056
First City Capital Management
Savannah,
Georgia
| $128M | -$22.1M | -15% | 10.5% | 76.5% | 149 | 10.74% | 3.9 |
|
| 4057 |
4057
Courage Capital Management
Nashville,
Tennessee
| $128M | -$56.3M | -31% | 13.1% | 86.5% | 24 | 29.17% | 2 |
|
| 4058 |
4058
Monetta Financial Services
Wheaton,
Illinois
| $128M | -$36M | -22% | 14.9% | 275% | 53 | 49.06% | 1.7 |
|
| 4059 |
4059
Hutner Capital Management
Manchester,
Vermont
| $128M | -$9.7M | -7% | 5.19% | 52.2% | 48 | 20.83% | 1.9 |
|
| 4060 |
4060
Semmax Financial Advisors
Winston Salem,
North Carolina
| $128M | – | – | 7.53% | – | 458 | – | 0 |
|
| 4061 |
4061
Riverview Trust Company
Vancouver,
Washington
| $128M | – | – | 9.91% | 87.6% | 248 | – | 0 |
|
| 4062 |
4062
Susquehanna International Securities
Dublin,
Ireland
| $128M | – | – | 12.4% | 2.8% | 38 | – | 0 |
|
| 4063 |
4063
Miramar Capital
Northbrook,
Illinois
| $128M | – | – | 10.6% | 47.3% | 65 | – | 0 |
|
| 4064 |
4064
Institutional Venture Management XIV
Menlo Park,
California
| $128M | -$117M | -48% | 28.5% | 18.1% | 3 | 0% | 2.7 |
|
| 4065 |
4065
Stellar Capital Management
Phoenix,
Arizona
| $128M | -$28.2M | -18% | 9.59% | 23.4% | 86 | 9.3% | 3.3 |
|
| 4066 |
4066
JRM Investment Counsel
Omaha,
Nebraska
| $128M | -$22.1M | -15% | 11.4% | 65.5% | 34 | 11.76% | 2.5 |
|
| 4067 |
LBS
4067
Lawrence B. Seidman
| $127M | -$3.54M | -3% | 10.9% | 12.3% | 31 | 6.45% | 2 |
|
| 4068 |
LA
4068
LFL Advisers
Evanston,
Illinois
| $127M | -$4.84M | -4% | 12.8% | 83% | 9 | 11.11% | 1.8 |
|
| 4069 |
4069
X-Square Capital
Guaynabo,
Puerto Rico
| $127M | -$23.7M | -16% | 12.3% | 158% | 74 | 6.76% | 0.9 |
|
| 4070 |
DCCA
4070
D.C. Capital Advisors
New York
| $127M | -$85.7M | -40% | 34.7% | 59.9% | 26 | 19.23% | 2 |
|
| 4071 |
4071
GVO Asset Management
Zug,
Switzerland
| $127M | -$159M | -56% | 8.91% | 71.2% | 19 | 52.63% | 0.5 |
|
| 4072 |
4072
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $127M | -$153M | -55% | 15.6% | 219% | 17 | 70.59% | 1.5 |
|
| 4073 |
4073
Steginsky Capital
Port Washington,
New York
| $127M | -$1.94M | -2% | 4.71% | 99.4% | 8 | 0% | 1.9 |
|
| 4074 |
NERM
4074
New England Research & Management
Chicago,
Illinois
| $127M | -$26.6M | -17% | 12.8% | 65% | 196 | 41.84% | 2 |
|
| 4075 |
NICM
4075
Neo Ivy Capital Management
New York
| $127M | – | – | 17.4% | – | 226 | – | 0 |
|