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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
GCM
4351
Gables Capital Management
Miami,
Florida
| $123M | -$1.72M | -1% | 2.89% | 151% | 365 | 6.58% | 1 |
|
| 4352 |
MC
4352
Miles Capital
West Des Moines,
Iowa
| $123M | +$7.22M | +6% | 4.73% | 15.4% | 208 | 34.13% | 1.5 |
|
| 4353 |
ARMT
4353
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| $122M | +$8.57M | +8% | 3.63% | – | 409 | 23.96% | 2.7 |
|
| 4354 |
GI
4354
GS Investments
Minneapolis,
Minnesota
| $122M | -$5.26M | -4% | 5.37% | 94.1% | 123 | 6.5% | 1.7 |
|
| 4355 |
KCM
4355
Knoll Capital Management
Miami,
Florida
| $122M | -$9.45M | -7% | 8.27% | 258% | 22 | 22.73% | 1.2 |
|
| 4356 |
ABP
4356
Arthur B. Page
| $122M | +$2.3M | +2% | 4.02% | 40.4% | 65 | 7.69% | 4.1 |
|
| 4357 |
AFA
4357
Abacus FCF Advisors
Orlando,
Florida
| $122M | -$7.41M | -6% | 7.58% | 197% | 112 | 28.57% | 1.1 |
|
| 4358 |
FGAM
4358
Financial Gravity Asset Management
Lakeway,
Texas
| $122M | -$1.77M | -1% | 2.99% | – | 1,894 | 24.6% | 0.9 |
|
| 4359 |
WTFG
4359
Wells Trecaso Financial Group
Akron,
Ohio
| $122M | +$2.55M | +2% | 4.57% | 108% | 72 | 8.33% | 1.3 |
|
| 4360 |
HI
4360
Harrington Investments
Napa,
California
| $122M | +$5.31M | +5% | 4.22% | 109% | 80 | 6.25% | 1.6 |
|
| 4361 |
PCM
4361
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| $121M | +$2.47M | +2% | 1.73% | 62.6% | 153 | 8.5% | 2 |
|
| 4362 |
AFC
4362
AFT Forsyth & Company
West Palm Beach,
Florida
| $121M | +$5.96M | +5% | 3.86% | 135% | 151 | 12.58% | 4 |
|
| 4363 |
MWM
4363
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| $121M | +$3.53M | +3% | 4.09% | 67.5% | 79 | 26.58% | 0.4 |
|
| 4364 |
SDWIA
4364
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| $121M | +$4.78M | +4% | 2.84% | 74% | 86 | 6.98% | 0.4 |
|
| 4365 |
ACM
4365
Aljian Capital Management
Carson City,
Nevada
| $121M | +$3.44M | +3% | 4.38% | 146% | 55 | 7.27% | 0.5 |
|
| 4366 |
WBC
4366
West Branch Capital
Amherst,
Massachusetts
| $121M | +$9.48M | +8% | 2.54% | 139% | 95 | 15.79% | 0.9 |
|
| 4367 |
JWM
4367
JFG Wealth Management
Denver,
Colorado
| $121M | +$1.39M | +1% | 3.21% | 65.2% | 20 | 50% | 0.3 |
|
| 4368 |
HAM
4368
Hammer Asset Management
Auburn,
California
| $121M | +$7.95M | +7% | 0.69% | – | 56 | 23.21% | 0.8 |
|
| 4369 |
SMG
4369
Smart Money Group
Eastland,
Texas
| $121M | +$6.59M | +6% | 2.66% | 58.9% | 72 | 13.89% | 0.8 |
|
| 4370 |
YU
4370
Yale University
New Haven,
Connecticut
| $121M | -$48.5M | -29% | 3.74% | 33.7% | 14 | 64.29% | 0.8 |
|
| 4371 |
BPM
4371
Bronson Point Management
Fairfield,
Connecticut
| $121M | -$25.9M | -18% | 5.95% | 7.56% | 38 | 71.05% | 0.7 |
|
| 4372 |
OWA
4372
One Wealth Advisors
San Francisco,
California
| $121M | -$1.6M | -1% | 3.57% | 66% | 582 | 81.1% | 0.8 |
|
| 4373 |
SCIM
4373
Spring Creek Investment Management
Philadelphia,
Pennsylvania
| $121M | +$3.83M | +3% | 2.48% | 45.9% | 11 | 18.18% | 0.4 |
|
| 4374 |
JC
4374
Jentner Corp
Akron,
Ohio
| $121M | -$713K | -0.6% | 2.66% | 38.9% | 37 | 8.11% | 1.8 |
|
| 4375 |
KAM
4375
Kavi Asset Management
New York
| $121M | -$32.4M | -21% | 4.69% | 144% | 26 | 80.77% | 0.3 |
|