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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Essex Savings Bank
Essex,
Connecticut
| $462M | +$10.4M | +2% | 14.4% | 95.2% | 333 | 12.91% | 4.1 |
|
| 4102 |
4102
Patton Fund Management
Dallas,
Texas
| $462M | -$126M | -21% | 35.4% | 211% | 489 | 82.62% | 1.9 |
|
| 4103 |
BCH
4103
Berkshire Capital Holdings
San Jose,
California
| $462M | +$185M | +67% | 158% | 2,748% | 130 | 18.46% | 2.5 |
|
| 4104 |
4104
Fielder Capital Group
Nashville,
Tennessee
| $462M | +$2.89M | +0.6% | 3.52% | – | 322 | 15.84% | 1.5 |
|
| 4105 |
4105
Marks Wealth
Annapolis,
Maryland
| $462M | +$81.9M | +22% | 28.9% | 169% | 23 | 65.22% | 0.8 |
|
| 4106 |
4106
Mokosak Advisory Group
Urbandale,
Iowa
| $462M | +$62.2M | +16% | 15.9% | 59.2% | 39 | 15.38% | 4.5 |
|
| 4107 |
4107
Brightline Capital Management
Miami,
Florida
| $462M | +$123M | +36% | 50% | 810% | 13 | 46.15% | 0.7 |
|
| 4108 |
4108
Uncommon Cents Investing
Janesville,
Wisconsin
| $461M | +$30.5M | +7% | 8.91% | 91.4% | 218 | 5.96% | 5.2 |
|
| 4109 |
4109
Harrell Investment Partners
Austin,
Texas
| $461M | +$42.2M | +10% | 15.9% | 121% | 153 | 11.76% | 2.8 |
|
| 4110 |
4110
Prevatt Capital
Nassau,
Bahamas
| $461M | +$90.1M | +24% | 18.2% | – | 12 | 8.33% | 1.4 |
|
| 4111 |
4111
Peregrine Asset Advisers
Portland,
Oregon
| $461M | +$89.8M | +24% | 19.9% | 182% | 230 | 23.04% | 2.4 |
|
| 4112 |
4112
Investment Advisory Group
Hanover,
Massachusetts
| $461M | +$67.6M | +17% | 13.4% | 61.6% | 221 | 12.67% | 2.7 |
|
| 4113 |
4113
Sector Gamma AS
Oslo,
Norway
| $461M | +$37.5M | +9% | 9.59% | 35.3% | 48 | 29.17% | 2.8 |
|
| 4114 |
JC
4114
Joho Capital
New York
| $460M | +$87.4M | +23% | 20.1% | 80.2% | 11 | 18.18% | 1.9 |
|
| 4115 |
4115
Generali Investments Management
Ljubljana,
Slovenia
| $460M | +$30.4M | +7% | 16.5% | – | 168 | 5.95% | 1.2 |
|
| 4116 |
4116
Alpine Woods Capital Investors
Purchase,
New York
| $460M | +$43.5M | +10% | 15.3% | 105% | 253 | 34.39% | 3.5 |
|
| 4117 |
4117
DeDora Capital
Napa,
California
| $460M | +$52.3M | +13% | 15% | 91.2% | 136 | 14.71% | 3.5 |
|
| 4118 |
4118
RIA Advisory Group
Des Moines,
Iowa
| $460M | +$38.9M | +9% | 9.17% | – | 168 | 22.02% | 1.4 |
|
| 4119 |
4119
Atwater Malick
Lancaster,
Pennsylvania
| $459M | +$88.9M | +24% | 16.3% | 83.4% | 131 | 24.43% | 2.6 |
|
| 4120 |
4120
Arrowpoint Investment Partners
Singapore
| $459M | +$347M | +308% | 33.3% | – | 167 | 74.25% | 0.1 |
|
| 4121 |
4121
VELA Investment Management
New Albany,
Ohio
| $459M | +$30.3M | +7% | 7.41% | 56.8% | 193 | 26.42% | 1.9 |
|
| 4122 |
4122
Syverson Strege & Co
West Des Moines,
Iowa
| $459M | +$43.3M | +10% | 15.3% | 66.8% | 191 | 14.14% | 2 |
|
| 4123 |
4123
RDA Financial Network
Akron,
Iowa
| $459M | +$59.1M | +15% | 16.5% | 93.4% | 303 | 15.51% | 3.6 |
|
| 4124 |
4124
Peterson Wealth Services
South Ogden,
Utah
| $459M | +$54M | +13% | 19.4% | 160% | 246 | 13.01% | 2 |
|
| 4125 |
4125
G2 Capital Management
Columbus,
Ohio
| $459M | +$47.2M | +11% | 11.7% | 55.1% | 77 | 14.29% | 2.9 |
|