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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
JRM Investment Counsel
Omaha,
Nebraska
| $239M | +$41.6M | +21% | 6.95% | 65.5% | 19 | 15.79% | 4.3 |
|
| 4527 |
4527
RP Management
New York
| $239M | +$24.6M | +11% | 9.4% | 208% | 5 | 20% | 2 |
|
| 4528 |
4528
Pettee Investors
Rowayton,
Connecticut
| $239M | +$24M | +11% | 11.7% | 96.1% | 126 | 4.76% | 4.6 |
|
| 4529 |
4529
Sonata Capital Group
Seattle,
Washington
| $239M | +$15.7M | +7% | 6.83% | 66.5% | 131 | 10.69% | 4.5 |
|
| 4530 |
4530
Nikulski Financial
Bettendorf,
Iowa
| $239M | +$22.3M | +10% | 9.65% | 107% | 130 | 12.31% | 2.3 |
|
| 4531 |
4531
Tri-Star Advisors
Houston,
Texas
| $239M | +$10.9M | +5% | 3.68% | 3.07% | 55 | 12.73% | 1 |
|
| 4532 |
4532
TNF
Billings,
Montana
| $238M | +$5.66M | +2% | 5.32% | 21.3% | 138 | 5.8% | 0.2 |
|
| 4533 |
4533
Peachtree Investment Partners
Indian River Shores,,
Florida
| $238M | +$33.9M | +17% | 15.7% | 111% | 114 | 23.68% | 1.6 |
|
| 4534 |
PH
4534
Pinnacle Holdings
Tulsa,
Oklahoma
| $238M | +$10.1M | +4% | 5.09% | 79.6% | 274 | 23.72% | 3.8 |
|
| 4535 |
4535
Acuta Capital Partners
Redwood City,
California
| $238M | -$45.5M | -16% | 0.23% | 7,269% | 58 | 56.9% | 1 |
|
| 4536 |
FBT
4536
First Bank & Trust
Brookings,
South Dakota
| $238M | +$18.9M | +9% | 7.71% | 85.6% | 546 | 22.53% | 2.5 |
|
| 4537 |
TVMC
4537
T Ventures Management Company
Sydney,
Australia
| $238M | +$99.4M | +72% | 19.8% | – | 2 | 50% | 0.5 |
|
| 4538 |
CA
4538
Continental Advisors
Park City,
Utah
| $237M | +$1.73M | +0.7% | 4.69% | 73.6% | 67 | 13.43% | 4.3 |
|
| 4539 |
4539
Stableford Capital II
Scottsdale,
Arizona
| $237M | +$40.2M | +20% | 4.89% | 66.9% | 136 | 21.32% | 1.4 |
|
| 4540 |
4540
Equius Partners
Novato,
California
| $237M | – | – | 5.05% | – | 18 | – | 0 |
|
| 4541 |
4541
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| $237M | -$11.6M | -5% | 8.13% | 63.9% | 137 | 2.19% | 3.9 |
|
| 4542 |
4542
Harvest Investment Services
Oakbrook Terrace,
Illinois
| $237M | -$7.57M | -3% | 10.1% | 282% | 326 | 36.2% | 1.1 |
|
| 4543 |
4543
Sanchez Wealth Management Group
Jacksonville,
Florida
| $237M | +$14.3M | +6% | 9.08% | 61.1% | 34 | 2.94% | 2.2 |
|
| 4544 |
NC
4544
Nokomis Capital
Dallas,
Texas
| $237M | +$25.4M | +12% | 22.6% | 145% | 79 | 37.97% | 1.2 |
|
| 4545 |
4545
Accel Growth Fund V Associates
Palo Alto,
California
| $237M | -$81M | -25% | 23.5% | 1.17% | 3 | 33.33% | 0.4 |
|
| 4546 |
4546
PBMares Wealth Management
Williamsburg,
Virginia
| $237M | +$26.8M | +13% | 7.05% | 67.7% | 161 | 12.42% | 1.4 |
|
| 4547 |
4547
Diversified
Wilmington,
Delaware
| $237M | +$48.6M | +26% | 9.07% | 34.4% | 117 | 13.68% | 0.8 |
|
| 4548 |
4548
Tiemann Investment Advisors
Menlo Park,
California
| $237M | +$26.2M | +12% | 9.42% | 77% | 230 | 10% | 4.4 |
|
| 4549 |
4549
Madrona Financial Services
Everett,
Washington
| $237M | +$25.8M | +12% | 6.63% | 85.1% | 76 | 18.42% | 2.4 |
|
| 4550 |
QCI
4550
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $237M | +$3.32M | +1% | 0.26% | 107% | 22 | 4.55% | 2.8 |
|