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
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| $329M | -$41.2M | -11% | 0.89% | 96.4% | 67 | 8.96% | 6.6 |
|
| 4677 |
4677
Client 1st Advisory Group
Dunedin,
Florida
| $329M | +$9.38M | +3% | 0.46% | 64.5% | 152 | 12.5% | 3 |
|
| 4678 |
4678
BCS Private Wealth Management
Rumson,
New Jersey
| $329M | +$36.4M | +12% | 0.78% | – | 203 | 22.17% | 0.6 |
|
| 4679 |
4679
Sensible Money
Scottsdale,
Arizona
| $329M | +$15.6M | +5% | 1.88% | 69.1% | 90 | 8.89% | 2.6 |
|
| 4680 |
4680
Graybill Wealth Management
Elmhurst,
Illinois
| $328M | -$10.5M | -3% | 2.3% | – | 85 | 7.06% | 4.9 |
|
| 4681 |
4681
CJM Wealth Advisers
Falls Church,
Virginia
| $328M | -$6M | -2% | 1.68% | 76.8% | 76 | 7.89% | 3.1 |
|
| 4682 |
4682
Ferguson Shapiro
Decatur,
Georgia
| $328M | +$3.32M | +1% | 1.78% | 42.7% | 103 | 39.81% | 1.3 |
|
| 4683 |
4683
Metropolitan Life Insurance Company (MetLife)
New York
| $328M | -$1.41M | -0.4% | 1.72% | 50.8% | 11 | 0% | 7.3 |
|
| 4684 |
4684
B.O.S.S. Retirement Advisors
Lehi,
Utah
| $328M | +$10.3M | +3% | 1.91% | 78.2% | 203 | 29.06% | 1.1 |
|
| 4685 |
4685
King Street Capital Management
New York
| $328M | -$396M | -55% | 5.59% | 140% | 16 | 62.5% | 0.5 |
|
| 4686 |
4686
Bastion Asset Management
Montreal,
Canada
| $328M | +$147M | +81% | 2.9% | – | 79 | 73.42% | 0.2 |
|
| 4687 |
4687
Your Advocates Ltd
Houston,
Texas
| $328M | +$21.5M | +7% | 2.23% | 53.6% | 265 | 22.26% | 2.9 |
|
| 4688 |
AFS
4688
Aft Forsyth & Sober
Valrico,
Florida
| $328M | -$2.35M | -0.7% | 3.26% | 94.6% | 64 | 12.5% | 4.5 |
|
| 4689 |
4689
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| $328M | -$5.7M | -2% | 0.17% | 106% | 43 | 4.65% | 4.8 |
|
| 4690 |
4690
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| $327M | +$17.9M | +6% | 3.02% | – | 27 | 11.11% | 0.4 |
|
| 4691 |
4691
Stiles Financial Services
Edina,
Minnesota
| $327M | +$2.42M | +0.7% | 2.51% | 144% | 180 | 6.11% | 3 |
|
| 4692 |
4692
Harmony Asset Management
Scottsdale,
Arizona
| $327M | +$29.1M | +10% | 0.9% | 138% | 205 | 16.59% | 1.5 |
|
| 4693 |
4693
Menlo Ventures Management
Menlo Park,
California
| $327M | – | – | 25.6% | – | 3 | – | 0 |
|
| 4694 |
4694
Aspen Investment Management
Grand Rapids,
Michigan
| $327M | -$5.24M | -2% | 0.85% | 92.6% | 182 | 8.79% | 6.1 |
|
| 4695 |
4695
JCIC Asset Management
Toronto,
Ontario, Canada
| $326M | -$401K | -0.1% | 1.09% | – | 121 | 12.4% | 4.5 |
|
| 4696 |
4696
Reston Wealth Management
Reston,
Virginia
| $326M | -$423K | -0.1% | 0.87% | 66.4% | 67 | 11.94% | 3.8 |
|
| 4697 |
4697
J. H. Whitney Equity Partners VI
New Canaan,
Connecticut
| $326M | -$220M | -40% | 33.7% | – | 1 | 0% | 0.3 |
|
| 4698 |
ISFAN
4698
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| $326M | -$140M | -30% | 0.48% | – | 313 | 26.52% | 0.9 |
|
| 4699 |
4699
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $326M | +$14.6M | +5% | 0.33% | 130% | 50 | 56% | 0.5 |
|
| 4700 |
4700
Boone Capital Management
Atlanta,
Georgia
| $326M | +$7.8M | +2% | 3.12% | 278% | 19 | 52.63% | 0.8 |
|