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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
EOCM
4101
Energy Opportunities Capital Management
Austin,
Texas
| $129M | -$34.8M | -21% | 1.41% | 211% | 52 | 21.15% | 11.9 |
|
| 4102 |
LS
4102
Lattice Strategies
Wayne,
Pennsylvania
| $129M | +$1.21M | +0.9% | 1.86% | 19.9% | 62 | 1.61% | 17.2 |
|
| 4103 |
SC
4103
Steginsky Capital
Port Washington,
New York
| $129M | +$17.9M | +16% | 8.63% | 99.4% | 8 | 0% | 6.6 |
|
| 4104 |
SPI
4104
Santori & Peters Inc
Canonsburg,
Pennsylvania
| $129M | +$15.4M | +14% | 6.66% | 88% | 52 | 21.15% | 2.6 |
|
| 4105 |
MSWM
4105
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $129M | +$46.3M | +56% | 5.68% | 53.1% | 23 | 69.57% | 1.4 |
|
| 4106 |
PA
4106
PFG Advisors
Phoenix,
Arizona
| $129M | +$15.5M | +14% | 3.6% | 77.4% | 166 | 18.67% | 2.3 |
|
| 4107 |
LC
4107
Landaas & Company
Milwaukee,
Wisconsin
| $129M | +$3.64M | +3% | 5.16% | 60.3% | 355 | 83.66% | 3.6 |
|
| 4108 |
LC
4108
Lubar & Co
Milwaukee,
Wisconsin
| $129M | +$46.1M | +56% | 1.38% | – | 14 | 21.43% | 12.2 |
|
| 4109 |
AIA
4109
Arcadia Investment Advisors
Eagle,
Idaho
| $129M | +$2.35M | +2% | 4.54% | 51.4% | 77 | 25.97% | 2.8 |
|
| 4110 |
DLHL
4110
Donald L. Hagan LLC
Sarasota,
Florida
| $128M | +$4.63M | +4% | 5.08% | 47.9% | 94 | 23.4% | 7 |
|
| 4111 |
CAM
4111
Caprin Asset Management
Henrico,
Virginia
| $128M | +$2.08M | +2% | 0.66% | 7.87% | 18 | 0% | 7.7 |
|
| 4112 |
ATIA
4112
American Trust Investment Advisors
Lebanon,
New Hampshire
| $128M | +$6.25M | +5% | 8.22% | 91% | 82 | 13.41% | 8.4 |
|
| 4113 |
KI
4113
Koch Industries
Wichita,
Kansas
| $128M | -$15.3M | -11% | 5% | 56.9% | 3 | 0% | 6.3 |
|
| 4114 |
MAG
4114
Millrace Asset Group
Berwyn,
Pennsylvania
| $128M | -$2.71M | -2% | 19.7% | 113% | 80 | 35% | 3.3 |
|
| 4115 |
RPG
4115
Resource Planning Group
Atlanta,
Georgia
| $128M | – | – | 0.56% | 1.9% | 42 | – | 0 |
|
| 4116 |
RHCA
4116
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $128M | -$7.16M | -5% | 4.69% | 91.9% | 65 | 4.62% | 5.3 |
|
| 4117 |
HBWM
4117
Hollow Brook Wealth Management
Katonah,
New York
| $128M | +$1.41M | +1% | 5.12% | 92.8% | 60 | 21.67% | 11.2 |
|
| 4118 |
WA
4118
Wintergreen Advisers
Mount Olive,
New Jersey
| $128M | -$6M | -4% | 2.58% | 25.4% | 6 | 0% | 13.2 |
|
| 4119 |
AGPM
4119
ASA Gold & Precious Metals
Portland,
Maine
| $128M | -$27.9M | -18% | 16.4% | 7.34% | 17 | 0% | 16.9 |
|
| 4120 |
SHA
4120
Seneca House Advisors
Richmond,
Virginia
| $128M | +$4.67M | +4% | 4.16% | 58.2% | 104 | 13.46% | 2.6 |
|
| 4121 |
GCM
4121
Gibraltar Capital Management
Tulsa,
Oklahoma
| $128M | +$9.01M | +8% | 8.82% | 56.6% | 30 | 6.67% | 10.6 |
|
| 4122 |
SST
4122
S Squared Technology
New York
| $127M | +$1.52M | +1% | 8.67% | 223% | 44 | 13.64% | 8 |
|
| 4123 |
SAM
4123
Stringer Asset Management
Memphis,
Tennessee
| $127M | +$16.6M | +15% | 4.09% | 16.4% | 28 | 10.71% | 4.9 |
|
| 4124 |
IBOK
4124
Independence Bank of Kentucky
Owensboro,
Kentucky
| $127M | +$8.02M | +7% | 6.81% | 80.6% | 400 | 24.75% | 2.2 |
|
| 4125 |
AWMF
4125
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| $127M | -$730K | -0.6% | 8.24% | 101% | 57 | 10.53% | 6.4 |
|