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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
4576
Fountainhead AM
Warren,
New Jersey
| $188M | +$27.4M | +17% | 7.16% | 80.4% | 63 | 20.63% | 0.2 |
|
| 4577 |
4577
Q3 Asset Management
Birmingham,
Michigan
| $188M | +$61.7M | +49% | 2.6% | 105% | 68 | 73.53% | 0.2 |
|
| 4578 |
4578
Barnett & Company
Chattanooga,
Tennessee
| $188M | +$28.8M | +18% | 13.5% | 65.9% | 313 | 18.21% | 3.2 |
|
| 4579 |
4579
Adirondack Trust Company
Saratoga Springs,
New York
| $188M | +$21.5M | +13% | 5.65% | 96.7% | 401 | 7.48% | 4.5 |
|
| 4580 |
4580
Patton Fund Management
Dallas,
Texas
| $188M | -$10.4M | -5% | 9.97% | 211% | 115 | 53.91% | 0.5 |
|
| 4581 |
4581
Grandview Asset Management
Harrisburg,
Pennsylvania
| $188M | +$34.8M | +23% | 4.15% | 200% | 537 | 79.14% | 0.2 |
|
| 4582 |
4582
Harbour Investment Management
Edmonds,
Washington
| $188M | +$8.55M | +5% | 4.04% | 58.8% | 84 | 13.1% | 4.9 |
|
| 4583 |
4583
GPI Capital
New York
| $188M | +$12.1M | +7% | 6.88% | 261% | 1 | 0% | 0.3 |
|
| 4584 |
4584
Shilanski & Associates
Anchorage,
Alaska
| $187M | +$22.7M | +14% | 7.81% | 84.2% | 116 | 26.72% | 0.9 |
|
| 4585 |
4585
Beacon Wealthcare LLC
Raleigh,
North Carolina
| $187M | – | – | 1.6% | 47% | 11 | – | 0 |
|
| 4586 |
4586
General Industrial Partners
London,
United Kingdom
| $187M | +$22.9M | +14% | 1.24% | – | 11 | 63.64% | 0.1 |
|
| 4587 |
ITIM
4587
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $187M | +$4.64M | +3% | 3.37% | 114% | 119 | 5.88% | 5.6 |
|
| 4588 |
4588
Castellan Group
Louisville,
Kentucky
| $187M | +$94.6M | +102% | 7.66% | 184% | 78 | 28.21% | 0.2 |
|
| 4589 |
4589
Davis Rea
Toronto,
Ontario, Canada
| $187M | +$9.09M | +5% | 7.38% | 66.9% | 60 | 8.33% | 3.8 |
|
| 4590 |
4590
Shorepoint Capital Partners
Norwood,
Massachusetts
| $187M | +$6.59M | +4% | 6.93% | – | 82 | 13.41% | 1.5 |
|
| 4591 |
FP
4591
Financial Perspectives
Minneapolis,
Minnesota
| $187M | +$10.9M | +6% | 3.56% | 104% | 644 | 10.09% | 1 |
|
| 4592 |
BE
4592
Bonness Enterprises
Washington,
District of Columbia
| $187M | +$8.17M | +5% | 4.92% | 98.6% | 39 | 0% | 7.2 |
|
| 4593 |
4593
Milestone Advisory Partners
Southern Pines,
North Carolina
| $187M | +$11.5M | +7% | 3.15% | 19.7% | 85 | 36.47% | 1.2 |
|
| 4594 |
4594
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $187M | +$8.45M | +5% | 0.86% | 7.8% | 129 | 39.53% | 1 |
|
| 4595 |
MCA
4595
Mercer Capital Advisers
Little Silver,
New Jersey
| $187M | +$6.44M | +4% | 4.29% | 59.6% | 163 | 8.59% | 5.1 |
|
| 4596 |
4596
Accuvest Global Advisors
Provo,
Utah
| $187M | +$154M | +467% | 7.29% | 163% | 107 | 74.77% | 0.5 |
|
| 4597 |
WHAM
4597
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| $187M | -$153M | -45% | 4.91% | 98.1% | 24 | 70.83% | 0.3 |
|
| 4598 |
HIS
4598
Horizon Investment Services
Hammond,
Indiana
| $186M | +$22.1M | +13% | 15.3% | 250% | 123 | 27.64% | 2.3 |
|
| 4599 |
4599
Equinox Partners Investment Management
Stamford,
Connecticut
| $186M | -$22.2M | -11% | 15.1% | 241% | 16 | 25% | 1.2 |
|
| 4600 |
4600
Wela Strategies
Atlanta,
Georgia
| $186M | +$12.3M | +7% | 3.91% | 51.3% | 47 | 21.28% | 1.9 |
|