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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Global Trust Asset Management
West Palm Beach,
Florida
| $143M | +$15.3M | +12% | 21.8% | 178% | 428 | 22.2% | 1.8 |
|
| 4277 |
4277
Harbour Investment Management
Edmonds,
Washington
| $143M | +$18.3M | +15% | 17.5% | 58.8% | 74 | 13.51% | 5 |
|
| 4278 |
4278
Profit Investment Management
North Bethesda,
Maryland
| $143M | +$36.3M | +34% | 34.3% | 101% | 84 | 13.1% | 4.4 |
|
| 4279 |
4279
Burrage Capital Management
Boston,
Massachusetts
| $143M | +$41.3M | +41% | 51.3% | – | 34 | 32.35% | 0.4 |
|
| 4280 |
4280
Eidelman Virant Capital
Saint Louis,
Missouri
| $143M | +$46.6M | +48% | 27.4% | 46.2% | 135 | 42.96% | 1.7 |
|
| 4281 |
4281
Paulson Wealth Management
Wheaton,
Illinois
| $143M | +$12.3M | +9% | 15.4% | 57.1% | 91 | 16.48% | 1.8 |
|
| 4282 |
4282
Geneva Partners
Lake Geneva,
Wisconsin
| $143M | +$72.3M | +103% | 30.4% | 417% | 86 | 53.49% | 1.2 |
|
| 4283 |
4283
WJ Wealth Management
Glendale,
Arizona
| $143M | +$115M | +414% | 18.9% | 90.6% | 53 | 60.38% | 0.2 |
|
| 4284 |
4284
Nikulski Financial
Bettendorf,
Iowa
| $143M | +$27.9M | +24% | 21.7% | 95.8% | 111 | 20.72% | 1.4 |
|
| 4285 |
WCM
4285
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $142M | +$21.1M | +17% | 20.3% | 33.6% | 83 | 19.28% | 3.7 |
|
| 4286 |
4286
Platform Technology Partners
New York
| $142M | +$32.6M | +30% | 20.4% | – | 211 | 21.33% | 0.4 |
|
| 4287 |
4287
Old Mission Investment Co
Traverse City,
Michigan
| $142M | +$36.4M | +34% | 21.6% | 82% | 81 | 19.75% | 0.6 |
|
| 4288 |
WA
4288
WP Advisors
San Francisco,
California
| $142M | +$39.3M | +38% | 24.6% | 113% | 69 | 28.99% | 1.8 |
|
| 4289 |
4289
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $142M | -$20.2M | -12% | 16.5% | 28.6% | 50 | 18% | 2.4 |
|
| 4290 |
4290
Martin Capital Partners
Eugene,
Oregon
| $142M | +$10.9M | +8% | 12.4% | 42.3% | 66 | 21.21% | 1.5 |
|
| 4291 |
4291
Liberty Wealth Management
Oakland,
California
| $142M | +$27.6M | +24% | 20.5% | 64.2% | 1,030 | 22.33% | 1.1 |
|
| 4292 |
CCP
4292
Cunning Capital Partners
Morrisville,
North Carolina
| $142M | +$33.8M | +31% | 44.6% | 268% | 32 | 12.5% | 0.2 |
|
| 4293 |
4293
West Branch Capital
Amherst,
Massachusetts
| $142M | +$37.2M | +36% | 23.4% | 156% | 87 | 19.54% | 1.5 |
|
| 4294 |
4294
Moon Capital Management
New York
| $142M | +$35.2M | +33% | 15.7% | 76.3% | 31 | 45.16% | 1.1 |
|
| 4295 |
4295
MBM Wealth Consultants
Chesterfield,
Missouri
| $142M | +$21M | +17% | 15.1% | 57.1% | 217 | 7.37% | 1.3 |
|
| 4296 |
4296
Secure Asset Management
Troy,
Michigan
| $142M | +$48.9M | +53% | 21.8% | 97.2% | 166 | 41.57% | 0.3 |
|
| 4297 |
4297
Elm Advisors
Burlingame,
California
| $142M | +$19.7M | +16% | 19% | 50.5% | 84 | 5.95% | 5.2 |
|
| 4298 |
4298
Peoples Bank (Ohio)
Marietta,
Ohio
| $142M | +$20.4M | +17% | 16.1% | 78.9% | 93 | 16.13% | 3.2 |
|
| 4299 |
4299
Next Capital Management
New York
| $142M | +$17.1M | +14% | 12.1% | 61.3% | 119 | 29.41% | 1 |
|
| 4300 |
4300
Emerson Wealth
Bloomfield Hills,
Michigan
| $141M | +$28.9M | +26% | 19.9% | 18.1% | 23 | 13.04% | 1.2 |
|