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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
ECM
4476
EII Capital Management
New York
| $211M | -$1.29M | -0.6% | 0.55% | 46.9% | 195 | 7.69% | 3.3 |
|
| 4477 |
4477
Soditic Asset Management
Tonbridge,
United Kingdom
| $211M | +$13.1M | +7% | 0.32% | 23.4% | 19 | 10.53% | 0.7 |
|
| 4478 |
4478
Geneva Partners
Lake Geneva,
Wisconsin
| $211M | -$7.28M | -3% | 2.4% | 417% | 114 | 43.86% | 1.5 |
|
| 4479 |
DL
4479
DOHJ LLC
Seattle,
Washington
| $211M | +$21M | +11% | 0.05% | 51.5% | 116 | 25.86% | 1.1 |
|
| 4480 |
4480
Kercheville Advisors
San Antonio,
Texas
| $211M | -$4.88M | -2% | 0.01% | 261% | 125 | 16% | 0.6 |
|
| 4481 |
4481
Lowe Wealth Advisors
Columbia,
Maryland
| $211M | +$2.02M | +1% | 0.29% | 63.3% | 308 | 8.12% | 4 |
|
| 4482 |
4482
Madrona Financial Services
Everett,
Washington
| $211M | +$16M | +8% | 0.85% | 85.1% | 68 | 20.59% | 2.5 |
|
| 4483 |
4483
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| $211M | -$7.18M | -3% | 2.4% | 62.3% | 68 | 10.29% | 0.6 |
|
| 4484 |
4484
Chartist Inc
Seal Beach,
California
| $211M | -$6.09M | -3% | 0.21% | – | 36 | 8.33% | 3.4 |
|
| 4485 |
4485
Venator Capital Management
Toronto,
Ontario, Canada
| $210M | -$83.9M | -29% | 2.89% | 154% | 72 | 26.39% | 0.6 |
|
| 4486 |
4486
Paulson Wealth Management
Wheaton,
Illinois
| $210M | +$3.8M | +2% | 1.26% | 57.1% | 97 | 13.4% | 2.3 |
|
| 4487 |
4487
Boundary Creek Advisors
New York
| $210M | +$152M | +261% | 5% | 15% | 27 | 44.44% | 0.2 |
|
| 4488 |
SCM
4488
Stonehill Capital Management
New York
| $210M | +$4.7M | +2% | 0.92% | 117% | 19 | 21.05% | 0.9 |
|
| 4489 |
4489
Total Clarity Wealth Management
St. Charles,
Illinois
| $210M | +$31.2M | +17% | 0.75% | 73.2% | 985 | 79.8% | 0.2 |
|
| 4490 |
4490
Tiemann Investment Advisors
Menlo Park,
California
| $210M | -$3.43M | -2% | 0.29% | 77% | 215 | 4.19% | 4.6 |
|
| 4491 |
4491
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $210M | +$882K | +0.4% | 0.75% | 81.6% | 72 | 13.89% | 1.6 |
|
| 4492 |
4492
Adirondack Trust Company
Saratoga Springs,
New York
| $210M | +$12M | +6% | 0.29% | 96.7% | 429 | 8.62% | 4.7 |
|
| 4493 |
4493
Kestrel Investment Management
San Mateo,
California
| $210M | -$44.5M | -17% | 0.11% | 89.2% | 44 | 11.36% | 1.5 |
|
| 4494 |
4494
Keeler Thomas Management
Orem,
Utah
| $210M | +$5.51M | +3% | 0.56% | 52.1% | 77 | 9.09% | 2.1 |
|
| 4495 |
CP
4495
Columbus Point
London,
United Kingdom
| $210M | -$14.4M | -6% | 1.4% | – | 20 | 25% | 0.5 |
|
| 4496 |
4496
Seaview Investment Managers
Miami,
Florida
| $210M | +$14.1M | +7% | 2.82% | 148% | 128 | 64.06% | 0.3 |
|
| 4497 |
4497
Omega Financial Group
Santa Barbara,
California
| $210M | +$2.79M | +1% | 1.21% | 47% | 64 | 4.69% | 2.2 |
|
| 4498 |
4498
Triton Wealth Management
Sun City,
Arizona
| $210M | +$34.8M | +20% | 2.33% | – | 123 | 16.26% | 1 |
|
| 4499 |
4499
PBMares Wealth Management
Williamsburg,
Virginia
| $210M | +$26.2M | +14% | 1.36% | 67.7% | 155 | 10.97% | 1.2 |
|
| 4500 |
4500
Guardian Life Insurance
New York
| $210M | – | – | 1.11% | – | 3 | – | 0.3 |
|