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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Stiles Financial Services
Edina,
Minnesota
| $166M | -$33.3M | -17% | 13.8% | 133% | 189 | 10.05% | 0.5 |
|
| 4777 |
4777
X-Square Capital
Guaynabo,
Puerto Rico
| $166M | -$26.2M | -14% | 14.4% | 158% | 162 | 8.64% | 1.9 |
|
| 4778 |
4778
Harbour Investment Management
Edmonds,
Washington
| $166M | -$39.5M | -19% | 11.7% | 58.8% | 74 | 6.76% | 6.7 |
|
| 4779 |
4779
Wealth Effects
Boston,
Massachusetts
| $166M | -$48.1M | -22% | 19.2% | 235% | 217 | 18.89% | 0.5 |
|
| 4780 |
4780
Horan Securities
Cincinnati,
United States
| $166M | -$4.13M | -2% | 13.6% | 50.1% | 760 | 29.87% | 1.3 |
|
| 4781 |
4781
Rose Park Advisors
Boston,
Massachusetts
| $166M | -$478M | -74% | 27.9% | 11.8% | 1 | 0% | 0.5 |
|
| 4782 |
4782
360 Financial
Wayzata,
Minnesota
| $166M | -$41.3M | -20% | 14.7% | 82.5% | 99 | 23.23% | 1.8 |
|
| 4783 |
CA
4783
Continental Advisors
Park City,
Utah
| $166M | -$36.9M | -18% | 13.9% | 73.6% | 62 | 17.74% | 4 |
|
| 4784 |
4784
HighVista Strategies
Boston,
Massachusetts
| $166M | +$8.35M | +5% | 6.86% | 622% | 125 | 43.2% | 0.5 |
|
| 4785 |
4785
Invus Financial Advisors
New York
| $166M | -$59.1M | -26% | 33.1% | 29.5% | 9 | 22.22% | 1.5 |
|
| 4786 |
4786
Coston McIsaac & Partners
Bar Harbor,
Maine
| $166M | – | – | 8.9% | 34.3% | 528 | – | 0 |
|
| 4787 |
4787
Vista Investment Management
Pittsburgh,
Pennsylvania
| $165M | -$17.1M | -9% | 10% | 54.4% | 174 | 12.07% | 3.3 |
|
| 4788 |
4788
Manhattan West Asset Management
Los Angeles,
California
| $165M | -$19.7M | -11% | 10.3% | 65.6% | 123 | 26.02% | 0.3 |
|
| 4789 |
4789
Abbot Financial Management
Andover,
Massachusetts
| $165M | -$39.4M | -19% | 14.8% | 102% | 134 | 9.7% | 3.7 |
|
| 4790 |
4790
Eagle Bay Advisors
New York
| $165M | +$42.7M | +35% | 11.9% | 85% | 1,153 | 74.85% | 0.2 |
|
| 4791 |
4791
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $165M | -$28.7M | -15% | 10.2% | 284% | 254 | 37.01% | 2.7 |
|
| 4792 |
GA
4792
Gagnon Advisors
New York
| $165M | -$52M | -24% | 21.7% | 129% | 33 | 0% | 3.8 |
|
| 4793 |
SI
4793
Saxon Interests
Houston,
Texas
| $165M | -$22.7M | -12% | 13.5% | 73% | 158 | 19.62% | 0.4 |
|
| 4794 |
GWM
4794
Gray Wealth Management
Bangor,
Maine
| $165M | -$29M | -15% | 12.7% | 22.1% | 128 | 14.84% | 1.9 |
|
| 4795 |
SC
4795
Siena Capital
Cincinnati,
Ohio
| $165M | -$12.1M | -7% | 8.68% | – | 318 | 13.52% | 0.3 |
|
| 4796 |
4796
Addison Advisors
Middlebury,
Vermont
| $165M | -$17.8M | -10% | 11.9% | 50.2% | 800 | 10.25% | 0.9 |
|
| 4797 |
4797
Long Path Partners
Stamford,
Connecticut
| $165M | – | – | 15.8% | 9.18% | 8 | – | 0 |
|
| 4798 |
4798
Powell Investment Advisors
Miami,
Florida
| $165M | -$6.88M | -4% | 14.5% | 82.4% | 151 | 23.84% | 1.6 |
|
| 4799 |
4799
Strengthening Families & Communities LLC
Boston,
Massachusetts
| $165M | +$3.02M | +2% | 14.5% | 116% | 351 | 0.85% | 0.5 |
|
| 4800 |
SCM
4800
Stamina Capital Management
New York
| $165M | -$274M | -62% | 16.8% | 292% | 45 | 48.89% | 0.9 |
|