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
Granger Management
New York
| $237M | -$5.69M | -2% | 0.39% | 69.9% | 23 | 4.35% | 2.3 |
|
| 4252 |
4252
Columbus Macro
New Castle,
Pennsylvania
| $237M | -$14.5M | -6% | 3.05% | 48.7% | 167 | 13.17% | 2.7 |
|
| 4253 |
4253
Auour Investments
Woburn,
Massachusetts
| $237M | +$1.49M | +0.6% | 2.82% | 39.2% | 73 | 4.11% | 0.2 |
|
| 4254 |
VST
4254
Van Strum & Towne
San Francisco,
California
| $237M | -$4.66M | -2% | 0.41% | 72.3% | 100 | 7% | 5.3 |
|
| 4255 |
TA
4255
TrueWealth Advisors
Birmingham,
Alabama
| $237M | -$6.63M | -3% | 2.21% | 60.9% | 209 | 17.22% | 1.6 |
|
| 4256 |
4256
Holowesko Partners
Nassau,
Bahamas
| $237M | +$8.39M | +4% | 3.36% | 51.1% | 29 | 10.34% | 3.5 |
|
| 4257 |
4257
Ayalon Insurance Company
Ramat Gan,
Israel
| $237M | -$2.31M | -1% | 3.26% | 99.6% | 89 | 6.74% | 3.6 |
|
| 4258 |
AFS
4258
Aft Forsyth & Sober
Valrico,
Florida
| $237M | -$4.05M | -2% | 1.1% | 94.6% | 84 | 2.38% | 2.9 |
|
| 4259 |
4259
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $237M | -$4.63M | -2% | 3.88% | 56.7% | 386 | 22.28% | 1.6 |
|
| 4260 |
4260
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| $237M | -$13.3M | -5% | 0.23% | 245% | 381 | 42.78% | 0.9 |
|
| 4261 |
4261
Regis Acquisition
Denver,
Colorado
| $237M | -$4.29M | -2% | 3.77% | – | 41 | 7.32% | 0.5 |
|
| 4262 |
4262
Chiron Investment Management
New York
| $237M | -$120M | -34% | 2.61% | 104% | 148 | 78.38% | 0.4 |
|
| 4263 |
IBOK
4263
Independence Bank of Kentucky
Owensboro,
Kentucky
| $237M | -$10M | -4% | 4.01% | 94.3% | 520 | 8.65% | 3.6 |
|
| 4264 |
SC
4264
Schiavi & Co
Wilmington,
Delaware
| $236M | -$4.92M | -2% | 2.89% | 41.4% | 29 | 17.24% | 1.2 |
|
| 4265 |
4265
RAM Investment Partners
Bellevue,
Washington
| $236M | -$2.71M | -1% | 3.24% | 61.9% | 55 | 12.73% | 0.7 |
|
| 4266 |
4266
Permit Capital
West Conshohocken,
Pennsylvania
| $236M | -$32.1M | -12% | 8.12% | 121% | 25 | 0% | 5.3 |
|
| 4267 |
4267
Private Wealth Advisors (California)
Fresno,
California
| $236M | -$8.34M | -3% | 2.89% | 63.6% | 84 | 15.48% | 2.9 |
|
| 4268 |
4268
PYA Waltman Capital
Knoxville,
Tennessee
| $236M | +$4.02M | +2% | 0.23% | 62.4% | 62 | 1.61% | 2.4 |
|
| 4269 |
4269
Everhart Financial Group
Dublin,
Ohio
| $236M | -$6.05M | -3% | 2.76% | 123% | 231 | 14.72% | 1.5 |
|
| 4270 |
4270
Centerpoint Advisors
Needham,
Massachusetts
| $236M | -$10.7M | -4% | 3.28% | 82.6% | 644 | 9.78% | 2.1 |
|
| 4271 |
4271
Oakwell Private Wealth Management
Austin,
Texas
| $236M | -$3.36M | -1% | 3.45% | 68.2% | 62 | 9.68% | 2 |
|
| 4272 |
E
4272
ETFidea
Syracuse,
New York
| $236M | -$9.22M | -4% | 4.08% | 22.7% | 106 | 3.77% | 1.5 |
|
| 4273 |
4273
Watchman Group
Plano,
Texas
| $235M | +$33.7M | +17% | 2.3% | 54% | 77 | 22.08% | 2.1 |
|
| 4274 |
4274
Financial Sense Advisors
San Diego,
California
| $235M | -$2.02M | -0.9% | 0.29% | 152% | 104 | 12.5% | 1.4 |
|
| 4275 |
4275
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $235M | -$87.1M | -27% | 27% | – | 1 | 0% | 0.8 |
|