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
Pacific Wealth Strategies Group
Santa Barbara,
California
| $238M | +$6.87M | +3% | 1.96% | 85.3% | 86 | 4.65% | 2.6 |
|
| 4102 |
4102
AMI Investment Management
Kendallville,
Indiana
| $238M | +$11.8M | +5% | 6.49% | 52% | 76 | 9.21% | 3.8 |
|
| 4103 |
HCIA
4103
Hochman Cole Investment Advisors
Deerfield,
Illinois
| $238M | +$6.03M | +3% | 3.89% | 42.7% | 128 | 7.81% | 2.8 |
|
| 4104 |
4104
Prudent Man Advisors
Naperville,
Illinois
| $238M | -$659K | -0.3% | 5.89% | 92.5% | 201 | 11.44% | 0.6 |
|
| 4105 |
4105
Working Capital Advisors (UK)
London,
United Kingdom
| $238M | -$2.64M | -1% | 15.6% | 17.1% | 1 | 0% | 0.3 |
|
| 4106 |
4106
KPCB XVI Associates
Menlo Park,
California
| $238M | -$36.7M | -13% | 13.4% | – | 1 | 0% | 0.3 |
|
| 4107 |
4107
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $237M | -$42.4M | -15% | 13.7% | 2,136% | 22 | 22.73% | 0.7 |
|
| 4108 |
4108
Enterprise Bank & Trust
Lowell,
Massachusetts
| $237M | +$4.41M | +2% | 3.4% | 65.9% | 95 | 10.53% | 1.6 |
|
| 4109 |
4109
Stordahl Capital Management
Greenwood Village,
Colorado
| $237M | +$16.6M | +8% | 5.61% | 54% | 49 | 12.24% | 2.7 |
|
| 4110 |
4110
Weld Capital Management
New York
| $237M | -$17.2M | -7% | 7.99% | – | 651 | 85.71% | 0.1 |
|
| 4111 |
4111
Virtus ETF Advisers
New York
| $237M | -$4.18M | -2% | 12.8% | 191% | 416 | 29.33% | 1.5 |
|
| 4112 |
4112
Knightsbridge Asset Management
Newport Beach,
California
| $237M | +$32.3M | +16% | 10.2% | 150% | 66 | 28.79% | 1.4 |
|
| 4113 |
4113
Strategic Equity Management
Tucson,
Arizona
| $237M | +$13.5M | +6% | 2.91% | 74.9% | 31 | 12.9% | 0.2 |
|
| 4114 |
4114
Bessemer Securities
New York
| $236M | -$2.2M | -0.9% | 6.05% | 45% | 130 | 41.54% | 1.2 |
|
| 4115 |
4115
HMS Capital Management
Nashville,
Tennessee
| $236M | +$16.2M | +7% | 3.83% | 140% | 171 | 36.26% | 1.6 |
|
| 4116 |
4116
Weik Capital Management
Wyomissing,
Pennsylvania
| $236M | +$12.8M | +6% | 6.35% | 66.9% | 115 | 6.96% | 4.9 |
|
| 4117 |
MWM
4117
MTC Wealth Management
Tampa,
Florida
| $236M | – | – | 4.26% | 30.5% | 14 | – | 0 |
|
| 4118 |
4118
Tobias Financial Advisors
Plantation,
Florida
| $236M | +$17.1M | +8% | 3.54% | 44.5% | 71 | 9.86% | 1 |
|
| 4119 |
4119
Total Wealth Planning
Cincinnati,
Ohio
| $236M | +$19.5M | +9% | 4.52% | 37.2% | 42 | 4.76% | 1.8 |
|
| 4120 |
4120
TCI Wealth Advisors
Tucson,
Arizona
| $236M | +$12M | +5% | 8.32% | 68.2% | 2,294 | 32.39% | 2.6 |
|
| 4121 |
4121
Ativo Capital Management
Chicago,
Illinois
| $236M | +$3.44M | +1% | 4.8% | 63.2% | 135 | 14.07% | 2.3 |
|
| 4122 |
4122
Black Diamond Financial
Towson,
Maryland
| $236M | +$17.8M | +8% | 5.39% | 68.3% | 86 | 10.47% | 1.6 |
|
| 4123 |
4123
Hemington Wealth Management
Falls Church,
Virginia
| $236M | +$19.7M | +9% | 4.46% | 76.1% | 92 | 15.22% | 0.2 |
|
| 4124 |
4124
HGI Capital Management
New York
| $235M | +$21.7M | +10% | 7.88% | 47% | 75 | 44% | 0.8 |
|
| 4125 |
4125
Bronson Point Management
Fairfield,
Connecticut
| $235M | -$17.4M | -7% | 6.65% | 7.56% | 65 | 58.46% | 0.4 |
|