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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| $378M | -$44.7M | -11% | 11.6% | 55.5% | 110 | 39.09% | 4.1 |
|
| 4627 |
4627
Juniper Investment Company
New York
| $378M | +$64.2M | +20% | 28.6% | 358% | 12 | 33.33% | 3.8 |
|
| 4628 |
4628
FC Advisory
West Chester,
Pennsylvania
| $378M | +$35.1M | +10% | 10.5% | 46.6% | 119 | 4.2% | 5.5 |
|
| 4629 |
4629
Argos Wealth Advisors
Sacramento,
California
| $378M | +$29.8M | +9% | 15.2% | – | 240 | 22.5% | 0.4 |
|
| 4630 |
4630
Gill Capital Partners
Denver,
Colorado
| $378M | +$29.9M | +9% | 11.3% | 59% | 734 | 8.99% | 1 |
|
| 4631 |
4631
Sensible Money
Scottsdale,
Arizona
| $377M | +$48.4M | +15% | 13.2% | 69.1% | 104 | 20.19% | 2.4 |
|
| 4632 |
4632
Starr Indemnity & Liability Company
New York
| $377M | -$16.5M | -4% | 3.56% | – | 4 | 0% | 1.1 |
|
| 4633 |
MKC
4633
M. Kraus & Co
Shelburne,
Vermont
| $377M | +$34M | +10% | 10.1% | 65.9% | 89 | 12.36% | 6.5 |
|
| 4634 |
4634
Nalanda India Equity Fund
Mauritius
| $377M | -$134M | -26% | 26.2% | 13.6% | 1 | 0% | 7.5 |
|
| 4635 |
4635
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $377M | +$56.9M | +18% | 24.5% | 108% | 969 | 10.94% | 2.7 |
|
| 4636 |
4636
VSM Wealth Advisory
Hunt Valley,
Maryland
| $376M | +$41.6M | +12% | 13.3% | – | 536 | 11.19% | 1.2 |
|
| 4637 |
4637
Balance Wealth
Delaware,
Ohio
| $376M | +$53.9M | +17% | 14% | – | 179 | 24.58% | 0.8 |
|
| 4638 |
4638
Kings Path Partners
Sugar Land,
Texas
| $376M | +$85M | +29% | 9.57% | – | 367 | 24.25% | 1.3 |
|
| 4639 |
HIC
4639
Harbor Island Capital
Topsfield,
Massachusetts
| $376M | +$106M | +40% | 62.4% | 218% | 16 | 0% | 7 |
|
| 4640 |
4640
Sara-Bay Financial
Sarasota,
Florida
| $375M | +$42.9M | +13% | 24.8% | 233% | 93 | 19.35% | 2.8 |
|
| 4641 |
4641
Geneva Partners
Lake Geneva,
Wisconsin
| $375M | +$167M | +80% | 63.7% | 417% | 81 | 29.63% | 2.1 |
|
| 4642 |
4642
Payne Capital Management
New York
| $375M | +$44.5M | +13% | 11.4% | – | 97 | 27.84% | 1.1 |
|
| 4643 |
4643
Family Legacy Inc
Greenville,
South Carolina
| $375M | +$42.1M | +13% | 18.4% | 89% | 128 | 6.25% | 6.1 |
|
| 4644 |
CCM
4644
Consolidated Capital Management
Burbank,
California
| $375M | +$65.1M | +21% | 38.5% | 166% | 75 | 5.33% | 2.5 |
|
| 4645 |
4645
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| $375M | +$47.2M | +14% | 14.3% | – | 27 | 3.7% | 0.7 |
|
| 4646 |
4646
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $375M | +$47M | +14% | 22.4% | 106% | 44 | 4.55% | 4.8 |
|
| 4647 |
4647
Bell Asset Management
Melbourne,
Australia
| $375M | +$34.7M | +10% | 7.4% | 45.3% | 70 | 22.86% | 2.9 |
|
| 4648 |
4648
LifeWealth Investments
Winter Garden,
Florida
| $374M | +$39.1M | +12% | 10.3% | – | 158 | 24.68% | 1 |
|
| 4649 |
CIA
4649
Cape Investment Advisory
Mcdonough,
Georgia
| $374M | +$73.4M | +24% | 14.3% | 72.5% | 1,449 | 84.33% | 0.4 |
|
| 4650 |
LA
4650
LFL Advisers
Evanston,
Illinois
| $374M | +$41.6M | +13% | 12.9% | 83% | 9 | 0% | 7.4 |
|