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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
FM
4301
Fondren Management
Houston,
Texas
| $111M | -$19.2M | -15% | 1.07% | 14.2% | 106 | 59.43% | 0.4 |
|
| 4302 |
4302
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $111M | +$7.3M | +7% | 2.69% | 80.8% | 46 | 28.26% | 1.3 |
|
| 4303 |
4303
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $111M | +$3.72M | +3% | 6.8% | 82.6% | 80 | 3.75% | 3.8 |
|
| 4304 |
4304
Broadview Financial Management
Wauwatosa,
Wisconsin
| $111M | +$8.86M | +9% | 3.17% | 52.4% | 38 | 2.63% | 0.7 |
|
| 4305 |
4305
Altman Advisors
Chicago,
Illinois
| $111M | +$2.31M | +2% | 4.56% | 127% | 99 | 69.7% | 0.3 |
|
| 4306 |
4306
Squar Milner Financial Services
Irvine,
California
| $111M | -$2.36M | -2% | 6.22% | – | 910 | 21.21% | 0.3 |
|
| 4307 |
4307
Empirical Capital Management
Hendersonville,
Tennessee
| $111M | +$4.6M | +4% | 8.29% | – | 19 | 15.79% | 2 |
|
| 4308 |
4308
Deane Retirement Strategies
New Orleans,
Louisiana
| $111M | +$5.58M | +5% | 7.08% | 73.4% | 67 | 19.4% | 1.8 |
|
| 4309 |
NEGWA
4309
New England Guild Wealth Advisors
Avon,
Connecticut
| $111M | +$1.27M | +1% | 2.06% | 6.04% | 56 | 5.36% | 0.7 |
|
| 4310 |
4310
Clearshares
New York
| $111M | +$5.74M | +5% | 2.75% | – | 33 | 3.03% | 0.7 |
|
| 4311 |
4311
Harbourvest Partners
Boston,
Massachusetts
| $111M | +$31.4M | +40% | 4.5% | 8.96% | 35 | 65.71% | 0.7 |
|
| 4312 |
4312
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| $110M | +$7.71M | +8% | 7.25% | 36.4% | 461 | 8.68% | 0.7 |
|
| 4313 |
4313
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| $110M | +$7.23M | +7% | 6.84% | 84.8% | 274 | 24.82% | 0.6 |
|
| 4314 |
4314
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $110M | +$7.03M | +7% | 3.01% | 31.6% | 9 | 22.22% | 0.6 |
|
| 4315 |
4315
Signia Capital Management
Spokane,
Washington
| $110M | -$3.18M | -3% | 1.85% | 27% | 29 | 20.69% | 1.8 |
|
| 4316 |
4316
Smart Money Group
Eastland,
Texas
| $110M | -$1.43M | -1% | 4.58% | 58.9% | 64 | 28.13% | 0.5 |
|
| 4317 |
CRA
4317
Circle Road Advisors
New York
| $110M | +$492K | +0.4% | 4.37% | – | 24 | 37.5% | 0.4 |
|
| 4318 |
4318
Anavon Capital
London,
United Kingdom
| $110M | – | – | 4.45% | – | 11 | – | 0.8 |
|
| 4319 |
4319
Providence Wealth Advisors
Frankfort,
Illinois
| $110M | +$6.9M | +7% | 7.55% | 112% | 101 | 18.81% | 0.4 |
|
| 4320 |
4320
Avalon Capital Management
Port Of Redwood City,
California
| $109M | +$8.82M | +9% | 5.45% | 151% | 61 | 45.9% | 1.2 |
|
| 4321 |
KSCM
4321
Kamunting Street Capital Management
Miami Beach,
Florida
| $109M | +$37.1M | +51% | 5.4% | 7.47% | 26 | 34.62% | 0.8 |
|
| 4322 |
4322
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| $109M | +$6.42M | +6% | 5.52% | 82.1% | 188 | 9.57% | 0.6 |
|
| 4323 |
4323
Ballew Advisors
Jackson,
Mississippi
| $109M | +$20.4M | +23% | 0.55% | 68% | 537 | 44.32% | 0.3 |
|
| 4324 |
4324
Raffles Associates
New York
| $109M | -$6.1M | -5% | 1.57% | 50% | 61 | 42.62% | 1.7 |
|
| 4325 |
4325
Independent Order of Foresters
Toronto,
Ontario, Canada
| $109M | +$38.7M | +55% | 5.29% | 66.3% | 28 | 21.43% | 3.1 |
|