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
Wealth Management Resources
Smithfield,
Rhode Island
| $293M | +$17.3M | +6% | 4.41% | 37.7% | 34 | 8.82% | 2.6 |
|
| 4677 |
4677
PCJ Investment Counsel
Toronto,
Ontario, Canada
| $293M | +$37.1M | +14% | 13.8% | 164% | 75 | 28% | 3 |
|
| 4678 |
4678
Taylor Hoffman Capital Management
Richmond,
Virginia
| $293M | +$22.8M | +8% | 9.17% | – | 119 | 4.2% | 0.7 |
|
| 4679 |
4679
Hobbs Group Advisors
Columbia,
South Carolina
| $292M | +$29.4M | +11% | 7.56% | – | 165 | 22.42% | 1.1 |
|
| 4680 |
4680
Fusion Capital
Mt. Pleasant,
South Carolina
| $292M | +$30M | +11% | 8.21% | 108% | 93 | 17.2% | 3.3 |
|
| 4681 |
4681
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| $292M | +$96.5M | +49% | 22.2% | 116% | 22 | 13.64% | 1.9 |
|
| 4682 |
4682
United Community Bank
Greenville,
South Carolina
| $292M | +$23.9M | +9% | 4.8% | 72.7% | 542 | 17.34% | 1.7 |
|
| 4683 |
4683
Financial Life Advisors
San Antonio,
Texas
| $292M | +$24M | +9% | 7.56% | 47% | 51 | 5.88% | 3.2 |
|
| 4684 |
4684
Veracity Capital
Atlanta,
Georgia
| $292M | +$34M | +13% | 12.7% | 149% | 254 | 15.75% | 2.6 |
|
| 4685 |
4685
Northern Right Capital Management
Darien,
Connecticut
| $292M | +$47.1M | +19% | 25.1% | 187% | 28 | 32.14% | 2.2 |
|
| 4686 |
4686
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $292M | +$46.6M | +19% | 16.9% | 70.2% | 20 | 15% | 1.8 |
|
| 4687 |
SAMT
4687
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $292M | +$42.4M | +17% | 8.96% | 68.4% | 81 | 16.05% | 3.7 |
|
| 4688 |
4688
TFG Advisers
Auburn Hills,
Michigan
| $292M | +$16.3M | +6% | 7.91% | 61.8% | 212 | 3.77% | 4.7 |
|
| 4689 |
4689
Diana Davis Spencer Foundation
Bethesda,
Maryland
| $292M | +$4.07M | +1% | 1.5% | 13.4% | 4 | 0% | 8.1 |
|
| 4690 |
TM
4690
TigerOak Management
Albuquerque,
New Mexico
| $292M | +$32.8M | +13% | 13.8% | – | 118 | 11.86% | 0.4 |
|
| 4691 |
PAM
4691
Pegasus Asset Management
Montebello,
New York
| $292M | +$42M | +17% | 13.6% | 89% | 74 | 16.22% | 4.8 |
|
| 4692 |
4692
Vectors Research Management
New York
| $292M | +$5.81M | +2% | 7.8% | 67.3% | 125 | 12% | 4.3 |
|
| 4693 |
4693
Prevatt Capital
Nassau,
Bahamas
| $291M | -$12.4M | -4% | 11.1% | – | 14 | 35.71% | 1.2 |
|
| 4694 |
4694
ARQ Wealth Advisors
Scottsdale,
Arizona
| $291M | +$21.7M | +8% | 8.02% | 59.3% | 104 | 6.73% | 2.2 |
|
| 4695 |
4695
Oldfield Partners
London,
United Kingdom
| $291M | -$51.1M | -15% | 10% | 90.3% | 25 | 24% | 4.5 |
|
| 4696 |
4696
Oldfather Financial Services
Kearney,
Nebraska
| $291M | +$27.5M | +10% | 7.84% | 60.8% | 86 | 11.63% | 3.5 |
|
| 4697 |
4697
Weybosset Research & Management
Province,
Rhode Island
| $291M | +$4.67M | +2% | 2.92% | 74.8% | 37 | 13.51% | 5.5 |
|
| 4698 |
4698
Auour Investments
Woburn,
Massachusetts
| $291M | +$15M | +5% | 5.83% | 39.2% | 81 | 3.7% | 1.7 |
|
| 4699 |
4699
Veery Capital
Wilmington,
Delaware
| $291M | +$33.7M | +13% | 9.45% | 63.4% | 97 | 8.25% | 2.7 |
|
| 4700 |
LJCM
4700
Lee Johnson Capital Management
Fort Worth,
Texas
| $291M | +$102M | +54% | 18.6% | 118% | 77 | 57.14% | 0.6 |
|