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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
4251
Geneva Partners
Lake Geneva,
Wisconsin
| $128M | +$4.65M | +4% | 4.38% | 417% | 79 | 31.65% | 1.5 |
|
| 4252 |
SAM
4252
Shamrock Asset Management
Dallas,
Texas
| $128M | -$13M | -9% | 0.69% | 31% | 273 | 16.12% | 3.1 |
|
| 4253 |
AIM
4253
Advantage Investment Management
Cedar Rapids,
Iowa
| $128M | -$2.63M | -2% | 0.2% | 28.6% | 993 | 11.48% | 2.9 |
|
| 4254 |
4254
First Financial Corp
Terre Haute,
Indiana
| $128M | +$4.53M | +4% | 3.38% | 95.3% | 388 | 22.42% | 4 |
|
| 4255 |
4255
Clearstead Trust
Portland,
Maine
| $128M | +$3.04M | +2% | 2.64% | 111% | 208 | 7.21% | 1.6 |
|
| 4256 |
4256
9258 Wealth Management
Blue Ash,
Ohio
| $128M | +$4.12M | +3% | 1.73% | 49.6% | 196 | 13.78% | 0.6 |
|
| 4257 |
4257
Donor Advised Charitable Giving
San Francisco,
California
| $128M | +$4.19M | +3% | 5.98% | 418% | 56 | 8.93% | 0.6 |
|
| 4258 |
4258
Global Strategic Management
San Juan,
Puerto Rico
| $128M | +$13.3M | +12% | 6.04% | – | 39 | 25.64% | 0.5 |
|
| 4259 |
JC
4259
JCSD Capital
Walnut Creek,
California
| $128M | -$20.3M | -14% | 0.05% | – | 59 | 16.95% | 1.6 |
|
| 4260 |
4260
Index Venture Growth Associates I
St Helier, Channel Islands,
Jersey
| $128M | -$11.7M | -8% | 12.6% | 30.9% | 2 | 0% | 0.8 |
|
| 4261 |
4261
SkyTop Capital Management
Rutherford,
New Jersey
| $128M | +$10.1M | +9% | 6.76% | 50.2% | 19 | 42.11% | 0.7 |
|
| 4262 |
4262
Knightsbridge Asset Management
Newport Beach,
California
| $127M | -$17.7M | -12% | 1.85% | 150% | 31 | 16.13% | 2.6 |
|
| 4263 |
4263
O'Brien Wealth Partners
Waltham,
Massachusetts
| $127M | -$9.38M | -7% | 0.89% | 56.7% | 41 | 19.51% | 2.1 |
|
| 4264 |
4264
MBM Wealth Consultants
Chesterfield,
Missouri
| $127M | +$6.97M | +6% | 0.79% | 57.1% | 231 | 10.82% | 0.7 |
|
| 4265 |
4265
Friedenthal Financial
Marlton,
New Jersey
| $127M | +$10.8M | +9% | 1.81% | 105% | 67 | 35.82% | 2.1 |
|
| 4266 |
4266
GoodHaven Capital Management
Millburn,
New Jersey
| $127M | +$3.53M | +3% | 2.26% | 80.7% | 23 | 4.35% | 3.8 |
|
| 4267 |
4267
Blue Square Asset Management
New York
| $127M | – | – | 1.06% | 117% | 80 | – | 0 |
|
| 4268 |
4268
Marcato Capital Management
San Francisco,
California
| $127M | -$135M | -52% | 5.41% | 142% | 8 | 50% | 2.1 |
|
| 4269 |
4269
Pratt Collard Advisory Partners
Buffalo,
New York
| $127M | +$139K | +0.1% | 1.38% | 91.7% | 106 | 3.77% | 1.5 |
|
| 4270 |
4270
Guinness Atkinson Asset Management
Pasadena,
California
| $127M | -$8.03M | -6% | 2.89% | 132% | 65 | 3.08% | 3.9 |
|
| 4271 |
4271
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| $126M | +$9.7M | +8% | 0.09% | 63.7% | 31 | 9.68% | 0.7 |
|
| 4272 |
4272
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $126M | +$8.64M | +7% | 3.05% | 62.5% | 23 | 43.48% | 0.5 |
|
| 4273 |
4273
Reliant Investment Management
Memphis,
Tennessee
| $126M | -$5.95M | -4% | 1.92% | 129% | 54 | 22.22% | 2.5 |
|
| 4274 |
4274
Western Standard LLC
Los Angeles,
California
| $126M | -$9.08M | -7% | 2.48% | 83.7% | 53 | 52.83% | 0.8 |
|
| 4275 |
RMSCM
4275
R.M. Sincerbeaux Capital Management
New York
| $126M | +$3.39M | +3% | 0.66% | 76.4% | 52 | 7.69% | 4.6 |
|