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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
First Sabrepoint Capital Management
Dallas,
Texas
| $204M | -$39.7M | -16% | 9.79% | 218% | 35 | 51.43% | 1.5 |
|
| 4427 |
4427
Colton Groome Financial Advisors
Asheville,
North Carolina
| $204M | +$7.81M | +4% | 6.52% | 65.8% | 131 | 19.85% | 1.3 |
|
| 4428 |
4428
Stone Summit Wealth
Miami,
Florida
| $204M | +$41.2M | +25% | 8.99% | 67% | 133 | 9.77% | 0.9 |
|
| 4429 |
4429
Pettee Investors
Rowayton,
Connecticut
| $204M | +$17.8M | +10% | 11.8% | 96.1% | 119 | 5.88% | 5.6 |
|
| 4430 |
4430
Retirement Capital Strategies
San Jose,
California
| $204M | -$14.8M | -7% | 2.77% | 59% | 54 | 37.04% | 2.4 |
|
| 4431 |
AB
4431
Atlas Brown
Louisville,
Kentucky
| $204M | +$7.23M | +4% | 10.6% | 115% | 178 | 7.87% | 5.8 |
|
| 4432 |
4432
Engine No 1 LLC
San Francisco,
California
| $203M | +$682K | +0.3% | 13.2% | 536% | 17 | 41.18% | 0.8 |
|
| 4433 |
4433
Beirne Wealth Consulting Services
Shelton,
Connecticut
| $203M | -$59.8M | -23% | 11.1% | 81.9% | 123 | 37.4% | 2.1 |
|
| 4434 |
4434
Tri-Star Advisors
Houston,
Texas
| $203M | +$6.56M | +3% | 5.95% | 3.07% | 64 | 53.13% | 1.2 |
|
| 4435 |
SC
4435
Sawyer & Company
Boston,
Massachusetts
| $203M | +$19.7M | +11% | 12.5% | 111% | 190 | 11.58% | 3.4 |
|
| 4436 |
4436
Parisi Gray Wealth Management
Mendham,
New Jersey
| $203M | +$71.7M | +55% | 8.18% | 137% | 105 | 26.67% | 3.2 |
|
| 4437 |
4437
Cadent Capital Advisors
Tulsa,
Oklahoma
| $203M | +$24.3M | +14% | 7.55% | 106% | 137 | 22.63% | 1.2 |
|
| 4438 |
4438
Thomist Capital Management
Houston,
Texas
| $203M | +$69.2M | +52% | 16.9% | 71.2% | 41 | 80.49% | 0.1 |
|
| 4439 |
4439
Atwater Malick
Lancaster,
Pennsylvania
| $203M | +$24M | +13% | 11.9% | 83.4% | 58 | 6.9% | 2.6 |
|
| 4440 |
4440
J. Arnold Wealth Management
Youngstown,
Ohio
| $203M | +$25.3M | +14% | 6.67% | 46.2% | 85 | 51.76% | 1 |
|
| 4441 |
4441
First Pacific Financial
Vancouver,
Washington
| $203M | +$28.7M | +16% | 7.75% | 53.6% | 111 | 10.81% | 1.6 |
|
| 4442 |
4442
Strategic Investment Solutions
Orland Park,
Illinois
| $203M | – | – | 9.13% | – | 91 | – | 0 |
|
| 4443 |
4443
Rappaport Reiches Capital Management
Skokie`,
Illinois
| $203M | +$5.56M | +3% | 2.72% | 17.6% | 87 | 24.14% | 1 |
|
| 4444 |
CWM
4444
Cedar Wealth Management
Walnut Creek,
California
| $203M | +$1.32M | +0.7% | 10.1% | 68.1% | 346 | 15.61% | 2.5 |
|
| 4445 |
4445
VELA Investment Management
New Albany,
Ohio
| $202M | +$26.1M | +15% | 12% | 56.8% | 146 | 13.7% | 0.8 |
|
| 4446 |
HCA
4446
Hyperion Capital Advisors
New York
| $202M | -$437K | -0.2% | 9.27% | 86.1% | 58 | 6.9% | 2.1 |
|
| 4447 |
4447
Prosperity Planning
Kansas City,
Missouri
| $202M | +$10.8M | +6% | 7.09% | 43.5% | 83 | 9.64% | 1.5 |
|
| 4448 |
4448
Toews Corporation
Northfield,
New Jersey
| $202M | +$66.2M | +49% | 12.8% | 22% | 120 | 23.33% | 0.7 |
|
| 4449 |
4449
Little House Capital
Braintree,
Massachusetts
| $202M | +$14.2M | +8% | 8.37% | 108% | 119 | 20.17% | 1.7 |
|
| 4450 |
4450
Townsend & Associates
Westminster,
Colorado
| $202M | -$14.4M | -7% | 13.1% | 58% | 133 | 49.62% | 1.1 |
|