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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Veracity Capital
Atlanta,
Georgia
| $370M | +$90.5M | +32% | 22.7% | 149% | 237 | 21.1% | 3 |
|
| 4677 |
4677
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $370M | +$42.3M | +13% | 13.8% | 78.2% | 195 | 30.26% | 1.3 |
|
| 4678 |
4678
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $370M | +$131M | +55% | 89.8% | 961% | 59 | 33.9% | 0.5 |
|
| 4679 |
4679
Cypress Capital
Franklin,
Tennessee
| $370M | +$18.4M | +5% | 7.73% | 43.6% | 115 | 19.13% | 2.6 |
|
| 4680 |
MLCM
4680
M & L Capital Management
London,
United Kingdom
| $370M | -$36.9M | -9% | 102% | – | 27 | 66.67% | 0.5 |
|
| 4681 |
4681
AYAL Capital Advisors
Toronto,
Ontario, Canada
| $370M | +$830K | +0.2% | 22.8% | – | 78 | 71.79% | 0.5 |
|
| 4682 |
BC
4682
Bruce & Co
Chicago,
Illinois
| $369M | +$19.8M | +6% | 13.8% | 94.5% | 41 | 0% | 7 |
|
| 4683 |
4683
Evexia Wealth
Stevens Point,
Wisconsin
| $369M | +$5.74M | +2% | 10.5% | 92.5% | 85 | 10.59% | 1.9 |
|
| 4684 |
4684
Ceeto Capital Group
Coral Gables,
Florida
| $369M | +$43.6M | +13% | 17.6% | 94.4% | 183 | 15.3% | 4.7 |
|
| 4685 |
4685
Odyssey Group
Lancaster,
Pennsylvania
| $369M | – | – | 10.6% | – | 61 | – | 0 |
|
| 4686 |
4686
Wealth Advisors of Iowa
West Des Moines,
Iowa
| $369M | +$46M | +14% | 10.2% | 60.9% | 92 | 7.61% | 2.3 |
|
| 4687 |
4687
Alta Wealth Advisors
Woburn,
Massachusetts
| $369M | +$61M | +20% | 27.5% | 120% | 180 | 16.11% | 2.2 |
|
| 4688 |
4688
General Electric
Evendale,
Ohio
| $369M | +$60.6M | +20% | 28.1% | 23.2% | 2 | 0% | 2.1 |
|
| 4689 |
4689
Gold Investment Management
Edmonton,
Alberta, Canada
| $369M | +$45.9M | +14% | 23.2% | 117% | 205 | 3.41% | 2.4 |
|
| 4690 |
4690
Joule Financial
Lexington,
Kentucky
| $369M | +$25.5M | +7% | 10.1% | 55.5% | 122 | 11.48% | 2.5 |
|
| 4691 |
4691
Symmetry Peak Management
Radnor,
Pennsylvania
| $369M | +$10.1M | +3% | 35.6% | 320% | 148 | 81.76% | 0.2 |
|
| 4692 |
4692
Global Financial Private Client
Sarasota,
Florida
| $369M | +$63M | +21% | 18.9% | 100% | 259 | 13.9% | 4 |
|
| 4693 |
4693
Commonwealth Retirement Investments
Richmond,
Virginia
| $368M | +$45.2M | +14% | 13.9% | 96.7% | 419 | 70.88% | 0.6 |
|
| 4694 |
4694
Battery Management Corp
Boston,
Massachusetts
| $368M | -$57.5M | -14% | 0.92% | 45.1% | 5 | 0% | 3.4 |
|
| 4695 |
4695
PhiloSmith Capital
Stamford,
Connecticut
| $368M | +$17.6M | +5% | 5.01% | 47% | 23 | 4.35% | 7.6 |
|
| 4696 |
4696
Millstreet Capital Management
Boston,
Massachusetts
| $368M | -$49.5M | -12% | 11% | – | 2 | 0% | 1.5 |
|
| 4697 |
4697
Missouri Trust & Investment Company
Springfield,
Missouri
| $368M | +$27.2M | +8% | 12% | 65.1% | 412 | 64.81% | 4.1 |
|
| 4698 |
4698
Bain Capital Credit
Boston,
Massachusetts
| $368M | +$64.9M | +21% | 1.15% | 14.4% | 6 | 0% | 3.2 |
|
| 4699 |
4699
Flynn Zito Capital Management
Garden City,
New York
| $368M | +$54.8M | +17% | 23.7% | 97.3% | 176 | 15.91% | 2 |
|
| 4700 |
4700
11 Capital Partners
Darien,
Connecticut
| $368M | +$19.2M | +6% | 28.2% | 101% | 25 | 32% | 1.6 |
|