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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
FTV Management Company
San Francisco,
California
| $334M | +$26.3M | +9% | 8.54% | 15.1% | 1 | 0% | 3 |
|
| 4177 |
4177
Peak Financial Management
Wellesley,
Massachusetts
| $334M | -$6.67M | -2% | 2.18% | 58.2% | 105 | 15.24% | 3.9 |
|
| 4178 |
4178
Firetrail Investments
Sydney, NSW,
Australia
| $334M | -$13.3M | -4% | 2.14% | 139% | 27 | 14.81% | 0.8 |
|
| 4179 |
4179
Harber Asset Management
Asheville,
North Carolina
| $334M | -$926K | -0.3% | 2.36% | 82% | 41 | 39.02% | 1.5 |
|
| 4180 |
4180
Prism Advisors
Studio City,
California
| $334M | -$16M | -5% | 2.76% | 54.6% | 70 | 18.57% | 3.3 |
|
| 4181 |
4181
Mokosak Advisory Group
Urbandale,
Iowa
| $333M | +$28.6K | +0% | 0.06% | 59.2% | 33 | 6.06% | 3.8 |
|
| 4182 |
4182
Zeno Equity Partners
London,
United Kingdom
| $333M | -$25.1M | -7% | 0.2% | 28.3% | 17 | 35.29% | 0.8 |
|
| 4183 |
4183
Heirloom Wealth Management
Greenwood Village,
Colorado
| $333M | +$12.6M | +4% | 0.49% | 81.8% | 50 | 20% | 1.9 |
|
| 4184 |
MKC
4184
M. Kraus & Co
Shelburne,
Vermont
| $333M | -$8M | -2% | 2.54% | 65.9% | 84 | 8.33% | 5.8 |
|
| 4185 |
4185
Opal Wealth Advisors
Jericho,
New York
| $333M | +$13.9M | +4% | 0.41% | 62.3% | 209 | 18.18% | 1.8 |
|
| 4186 |
4186
Peterson Wealth Services
South Ogden,
Utah
| $333M | +$20M | +6% | 9.37% | 160% | 236 | 17.37% | 1 |
|
| 4187 |
4187
ETF Portfolio Partners
Leawood,
Kansas
| $333M | -$5.05M | -1% | 1.16% | 50.2% | 60 | 15% | 4.5 |
|
| 4188 |
4188
McLean Asset Management
Tysons,
Virginia
| $333M | +$1.22M | +0.4% | 0.42% | 69.4% | 168 | 10.71% | 2.7 |
|
| 4189 |
4189
Hilltop National Bank
Casper,
Wyoming
| $333M | +$3.24M | +1% | 0.42% | – | 835 | 8.5% | 0.7 |
|
| 4190 |
SWK
4190
Stephen W. Kidder
| $332M | -$6.24M | -2% | 0.46% | 111% | 75 | 9.33% | 6.9 |
|
| 4191 |
SSI
4191
Scott & Selber Inc
Houston,
Texas
| $332M | +$10.2M | +3% | 6.41% | 202% | 97 | 18.56% | 4.9 |
|
| 4192 |
AP
4192
Agilis Partners
Waltham,
Massachusetts
| $332M | -$24.9M | -7% | 1.09% | 8.47% | 25 | 0% | 4.5 |
|
| 4193 |
4193
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $332M | -$5.58M | -2% | 5.99% | 245% | 366 | 39.62% | 1.1 |
|
| 4194 |
4194
Greenlea Lane Capital Management
Weston,
Connecticut
| $332M | +$2.15M | +0.7% | 14.8% | 99.7% | 9 | 11.11% | 3.5 |
|
| 4195 |
4195
Riverview Capital Advisers
Boston,
Massachusetts
| $331M | +$6.77M | +2% | 2% | 98.7% | 92 | 10.87% | 2 |
|
| 4196 |
4196
West Michigan Advisors
Holland,
Michigan
| $331M | -$99K | -0% | 2.01% | 97.4% | 242 | 26.86% | 1.5 |
|
| 4197 |
4197
Brigade Capital Management
New York
| $331M | -$128M | -28% | 3.74% | 234% | 22 | 72.73% | 1.5 |
|
| 4198 |
4198
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| $331M | +$1.75M | +0.5% | 1.76% | 92% | 156 | 7.69% | 4.7 |
|
| 4199 |
4199
Frisch Financial Group
Melville,
New York
| $330M | -$2.12M | -0.6% | 1.58% | 72.9% | 138 | 10.14% | 3.2 |
|
| 4200 |
4200
SWS Partners
Columbus,
Ohio
| $330M | +$16.3M | +5% | 3.36% | 127% | 125 | 12.8% | 2.5 |
|