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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
WFI
4401
West Family Investments
Carlsbad,
California
| $294M | -$39.8M | -12% | 7.04% | 116% | 307 | 22.48% | 1.5 |
|
| 4402 |
4402
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $294M | +$60M | +26% | 9.9% | 60.3% | 32 | 18.75% | 1.6 |
|
| 4403 |
4403
Monterey Private Wealth
Monterey,
California
| $294M | +$26M | +10% | 6.99% | 29.8% | 130 | 13.85% | 2.7 |
|
| 4404 |
4404
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $293M | +$30.1M | +11% | 8.7% | – | 48 | 66.67% | 0.2 |
|
| 4405 |
4405
Astoria Portfolio Advisors
New York
| $293M | +$13.5M | +5% | 6.14% | 75.4% | 221 | 17.65% | 1.5 |
|
| 4406 |
4406
Bard Associates
Chicago,
Illinois
| $293M | +$32.1M | +12% | 14.1% | 241% | 182 | 8.24% | 5.5 |
|
| 4407 |
ITIM
4407
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $293M | +$20.7M | +8% | 5.89% | 114% | 500 | 12.4% | 2.3 |
|
| 4408 |
BDA
4408
Borer Denton & Associates
Blue Bell,
Pennsylvania
| $293M | +$17.7M | +6% | 6.88% | 44.2% | 61 | 8.2% | 2.1 |
|
| 4409 |
4409
Provident Wealth Management
Brentwood,
Tennessee
| $293M | +$19.7M | +7% | 6.51% | 61.1% | 130 | 12.31% | 2.2 |
|
| 4410 |
4410
Chesapeake Wealth Management
Williamsburg,
Virginia
| $293M | +$17.3M | +6% | 6.56% | 65.9% | 161 | 6.21% | 4.9 |
|
| 4411 |
AIA
4411
AIMZ Investment Advisors
Los Altos,
California
| $293M | +$13.9M | +5% | 6.88% | 81.3% | 126 | 7.14% | 6.6 |
|
| 4412 |
4412
White Pine Capital
Bloomington,
Minnesota
| $293M | +$28.8M | +11% | 9.23% | 143% | 222 | 8.56% | 6 |
|
| 4413 |
4413
Iron Horse Wealth Management
Johston,
Iowa
| $293M | +$30.7M | +12% | 6.66% | 29.1% | 512 | 6.25% | 1.7 |
|
| 4414 |
XC
4414
XY Capital
Central,
Hong Kong
| $292M | +$134M | +85% | 17.4% | 52.8% | 124 | 65.32% | 0.4 |
|
| 4415 |
4415
Magnitude Capital
New York
| $292M | +$40.6M | +16% | 16.2% | – | 1 | 0% | 0.8 |
|
| 4416 |
4416
CJM Wealth Advisers
Falls Church,
Virginia
| $292M | +$20M | +7% | 5.85% | 76.8% | 69 | 7.25% | 2 |
|
| 4417 |
4417
Westend Capital Management
Sausalito,
California
| $292M | +$7.16M | +3% | 7.32% | – | 254 | 13.39% | 1.4 |
|
| 4418 |
4418
Hillman Capital Management
Bethesda,
Maryland
| $292M | +$8.35M | +3% | 4.22% | 20.2% | 56 | 12.5% | 3.3 |
|
| 4419 |
4419
Pacifica Capital Investments
Leander,
Texas
| $291M | +$13M | +5% | 11.8% | 70.4% | 18 | 11.11% | 7.4 |
|
| 4420 |
4420
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $291M | -$8.44M | -3% | 11.4% | 52.1% | 131 | 21.37% | 3.1 |
|
| 4421 |
4421
Ogorek Anthony Joseph
Williamsville,
New York
| $291M | +$3.54M | +1% | 5.04% | 61.1% | 296 | 14.19% | 4 |
|
| 4422 |
4422
Ruedi Wealth Management
Champaign,
Illinois
| $291M | +$37.4M | +15% | 5.77% | 44.9% | 497 | 32.19% | 1.1 |
|
| 4423 |
4423
Rench Wealth Management
Denton,
Texas
| $291M | +$12.5M | +4% | 3.54% | 106% | 45 | 0% | 5.7 |
|
| 4424 |
4424
Millstreet Capital Management
Boston,
Massachusetts
| $291M | +$39.5M | +16% | 15.7% | – | 3 | 0% | 0.8 |
|
| 4425 |
4425
Formula Growth
Montreal,
Quebec, Canada
| $291M | +$16M | +6% | 12.9% | 118% | 130 | 32.31% | 3.3 |
|