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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
AFS
4501
Aft Forsyth & Sober
Valrico,
Florida
| $287M | -$21.6M | -7% | 5% | 94.6% | 81 | 18.52% | 4.2 |
|
| 4502 |
4502
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| $287M | -$21M | -7% | 2.44% | 59.6% | 152 | 17.76% | 2.5 |
|
| 4503 |
4503
Seascape Capital Management
Portsmouth,
New Hampshire
| $287M | -$419K | -0.1% | 0.04% | 111% | 104 | 8.65% | 3.1 |
|
| 4504 |
4504
PCG Wealth Advisors
Overland Park,
Kansas
| $287M | +$15.7M | +6% | 3.35% | 87% | 137 | 10.95% | 1.9 |
|
| 4505 |
AIA
4505
AIMZ Investment Advisors
Los Altos,
California
| $286M | -$1.43M | -0.5% | 1.64% | 81.3% | 130 | 8.46% | 6.9 |
|
| 4506 |
4506
Weybosset Research & Management
Province,
Rhode Island
| $286M | -$7.61M | -3% | 0.49% | 74.8% | 53 | 39.62% | 5.7 |
|
| 4507 |
4507
Prime Buchholz
Portsmouth,
New Hampshire
| $286M | -$20.2M | -7% | 0.07% | – | 33 | 36.36% | 0.2 |
|
| 4508 |
4508
Equita Financial Network
Fort Washington,
Pennsylvania
| $286M | +$9.6M | +3% | 0.71% | 50.5% | 91 | 17.58% | 1.1 |
|
| 4509 |
4509
Hendley & Co
Zanesville,
Ohio
| $286M | +$969K | +0.3% | 3.83% | 64.9% | 60 | 20% | 5.7 |
|
| 4510 |
4510
Vectors Research Management
New York
| $286M | -$7.59M | -3% | 0.06% | 67.3% | 125 | 14.4% | 4.3 |
|
| 4511 |
4511
White Mountains Insurance Group
Hanover,
New Hampshire
| $286M | -$140M | -33% | 12.4% | 105% | 2 | 0% | 3.4 |
|
| 4512 |
4512
KFA Private Wealth Group
Tysons,
Virginia
| $286M | +$46.9M | +20% | 3.59% | 62.8% | 116 | 24.14% | 2.3 |
|
| 4513 |
4513
Northeast Financial Group
Tannersville,
Pennsylvania
| $285M | +$12.7M | +5% | 1.17% | 31.6% | 95 | 11.58% | 1.9 |
|
| 4514 |
AB
4514
Atlas Brown
Louisville,
Kentucky
| $285M | -$7.37M | -3% | 1.68% | 115% | 216 | 6.02% | 6.4 |
|
| 4515 |
4515
Joule Financial
Lexington,
Kentucky
| $285M | +$2.06M | +0.7% | 0.73% | 55.5% | 114 | 14.91% | 1.9 |
|
| 4516 |
4516
First Washington Corp
Seattle,
Washington
| $285M | +$1.97M | +0.7% | 3.33% | 142% | 57 | 7.02% | 4.4 |
|
| 4517 |
4517
Missouri Trust & Investment Company
Springfield,
Missouri
| $285M | -$41.8K | -0% | 0.28% | 81.6% | 453 | 12.36% | 2.5 |
|
| 4518 |
4518
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $285M | -$69.6K | -0% | 2.1% | 87.3% | 354 | 6.78% | 2.6 |
|
| 4519 |
4519
Oxler Private Wealth
Rye Brook,
New York
| $285M | -$19.6M | -6% | 5% | 119% | 86 | 2.33% | 3.2 |
|
| 4520 |
4520
Nicollet Investment Management
Minneapolis,
Minnesota
| $284M | -$6.75M | -2% | 5.09% | 104% | 75 | 12% | 4.6 |
|
| 4521 |
4521
Cornell Pochily Investment Advisors
Ithaca,
New York
| $284M | -$1.96M | -0.7% | 0.63% | 97% | 174 | 9.2% | 5 |
|
| 4522 |
4522
CV Advisors
Aventura,
Florida
| $284M | -$3.21M | -1% | 6.77% | 112% | 44 | 40.91% | 1.3 |
|
| 4523 |
4523
Princeton Capital Management
Red Bank,
New Jersey
| $284M | -$38.9M | -12% | 8.03% | 206% | 131 | 16.03% | 4.2 |
|
| 4524 |
ATI
4524
ARK & TLK Investments
Oklahoma City,
Oklahoma
| $284M | -$3.93M | -1% | 1.4% | 62.2% | 114 | 4.39% | 1.1 |
|
| 4525 |
4525
Beach Point Capital Management
Santa Monica,
California
| $284M | -$657M | -70% | 3.04% | 84.1% | 34 | 52.94% | 0.9 |
|