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 |
BC
4501
Bruce & Co
Chicago,
Illinois
| $350M | +$27.1M | +8% | 10.2% | 94.5% | 41 | 4.88% | 6.8 |
|
| 4502 |
4502
Websterrogers Financial Advisors
Florence,
South Carolina
| $350M | +$5.09M | +1% | 0.37% | 46% | 100 | 11% | 2.7 |
|
| 4503 |
4503
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $349M | -$15.9M | -4% | 3.97% | 90.8% | 117 | 7.69% | 3.2 |
|
| 4504 |
4504
SRH Advisors
Salina,
Kansas
| $349M | +$2.16M | +0.6% | 0.73% | 55.7% | 304 | 12.17% | 7.1 |
|
| 4505 |
4505
Merck & Co
Rahway,
New Jersey
| $349M | +$73.2M | +26% | 22% | – | 14 | 14.29% | 1 |
|
| 4506 |
4506
Kingdom Financial Group
Peoria,
Arizona
| $349M | +$25.8M | +8% | 0.34% | 49.9% | 939 | 28.97% | 0.3 |
|
| 4507 |
4507
Lloyd Advisory Services
Suwanee,
Georgia
| $349M | +$91.6M | +36% | 0.34% | 51.1% | 1,074 | 65.83% | 0.2 |
|
| 4508 |
4508
Global Assets Advisory
Orlando,
Florida
| $349M | -$336K | -0.1% | 1.48% | 95.9% | 570 | 66.84% | 0.4 |
|
| 4509 |
4509
Carmel Capital Management
Carmel,
California
| $349M | +$19.2M | +6% | 7.24% | 247% | 25 | 8% | 3.8 |
|
| 4510 |
GIL
4510
Go Invest LLC
West Jordan,
Utah
| $349M | +$44.5M | +15% | 2.87% | – | 126 | 14.29% | 0.2 |
|
| 4511 |
4511
Endeavor Private Wealth
Topeka,
Kansas
| $349M | -$128K | -0% | 1.33% | – | 219 | 13.7% | 0.8 |
|
| 4512 |
4512
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| $349M | +$8.58M | +3% | 0.59% | 34.2% | 47 | 0% | 6 |
|
| 4513 |
NC
4513
Nokomis Capital
Dallas,
Texas
| $349M | -$73.8M | -17% | 4.23% | 145% | 69 | 30.43% | 1.6 |
|
| 4514 |
4514
11 Capital Partners
Darien,
Connecticut
| $348M | -$15M | -4% | 2.48% | 101% | 24 | 29.17% | 1.7 |
|
| 4515 |
4515
Creative Capital Management Investments
San Diego,
California
| $348M | +$17.1M | +5% | 1.01% | 53.6% | 354 | 20.9% | 1.8 |
|
| 4516 |
4516
LOM Asset Management
Hamilton,
| $348M | +$2.7M | +0.8% | 1.86% | – | 282 | 3.55% | 0.7 |
|
| 4517 |
4517
Argos Wealth Advisors
Sacramento,
California
| $348M | -$24.5M | -7% | 4.36% | – | 225 | 16% | 0.2 |
|
| 4518 |
4518
Gill Capital Partners
Denver,
Colorado
| $348M | +$17.8M | +5% | 0.97% | 59% | 700 | 80.14% | 0.8 |
|
| 4519 |
4519
Seascape Capital Management
Portsmouth,
New Hampshire
| $347M | -$4.47M | -1% | 0.47% | 111% | 94 | 6.38% | 3.6 |
|
| 4520 |
4520
Shikiar Asset Management
New York
| $347M | -$54.8M | -14% | 3.05% | 117% | 110 | 17.27% | 3.8 |
|
| 4521 |
4521
Weybosset Research & Management
Province,
Rhode Island
| $347M | +$22.5M | +7% | 7.99% | 74.8% | 35 | 5.71% | 6.2 |
|
| 4522 |
4522
Winmill & Co
Walpole,
New Hampshire
| $347M | -$28.3M | -8% | 0.53% | 146% | 61 | 19.67% | 3.5 |
|
| 4523 |
4523
Fi3 Financial Advisors
Indianapolis,
Indiana
| $346M | +$19.5M | +6% | 1.11% | 83.1% | 242 | 30.58% | 1.5 |
|
| 4524 |
4524
Vance Wealth
Santa Clarita,
California
| $346M | +$9.5M | +3% | 1.17% | 66.4% | 122 | 8.2% | 2.7 |
|
| 4525 |
4525
CGC Financial Services
Lake Oswego,
Oregon
| $346M | -$27.7M | -7% | 0.26% | 46% | 359 | 13.09% | 2.3 |
|