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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Columbia Trust
Portland,
Oregon
| $173M | -$6.19M | -3% | 7.97% | 36% | 139 | 10.79% | 2.6 |
|
| 4927 |
4927
GS Investments
Minneapolis,
Minnesota
| $173M | +$11.4M | +7% | 7.84% | 108% | 155 | 4.52% | 2.3 |
|
| 4928 |
4928
Highview Capital Management
Buffalo Grove,
Illinois
| $173M | +$8.83M | +5% | 6.01% | 123% | 113 | 20.35% | 0.9 |
|
| 4929 |
4929
DecisionPoint Financial
Mesa,
Arizona
| $173M | +$8.54M | +5% | 3.24% | 48% | 225 | 22.22% | 0.2 |
|
| 4930 |
4930
Essex Woodlands Management
The Woodlands,
Texas
| $173M | -$6.52M | -4% | 8.19% | 119% | 7 | 0% | 4.9 |
|
| 4931 |
4931
GPM Growth Investors
Bloomfield Hills,
Michigan
| $173M | +$8.02M | +5% | 10.9% | – | 39 | 7.69% | 2.1 |
|
| 4932 |
4932
Libra Wealth
Los Gatos,
California
| $172M | -$3.48B | -95% | 6.26% | 58.2% | 52 | 15.38% | 0.8 |
|
| 4933 |
4933
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $172M | +$8.97M | +5% | 5.78% | 82% | 81 | 28.4% | 2.5 |
|
| 4934 |
4934
Aubrey Capital Management
Edinburgh,
United Kingdom
| $172M | +$47.6M | +38% | 17.4% | 319% | 58 | 32.76% | 1.2 |
|
| 4935 |
4935
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $172M | +$41.6M | +32% | 40.8% | 116% | 2 | 0% | 1.5 |
|
| 4936 |
4936
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| $172M | +$41.6M | +32% | 24.4% | 215% | 110 | 25.45% | 1.2 |
|
| 4937 |
4937
Jacobs Asset Management
New York
| $172M | -$32.3M | -16% | 10.7% | 114% | 47 | 42.55% | 1.5 |
|
| 4938 |
4938
FSM Wealth Advisors
Cleveland,
Ohio
| $172M | +$31.7M | +23% | 6.71% | 68.4% | 162 | 16.67% | 0.6 |
|
| 4939 |
4939
FSA Wealth Management
Needham,
Massachusetts
| $172M | +$486K | +0.3% | 7.78% | – | 56 | 30.36% | 1.5 |
|
| 4940 |
4940
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $172M | +$1.71M | +1% | 2.91% | 92.4% | 403 | 6.7% | 4.8 |
|
| 4941 |
4941
St. Johns Investment Management
Jacksonville,
Florida
| $172M | +$4.54M | +3% | 6.48% | 91.9% | 191 | 11.52% | 5.4 |
|
| 4942 |
4942
ShankerValleau Wealth Advisors
Skokie,
Illinois
| $172M | +$10.8M | +7% | 4.97% | 60.3% | 22 | 9.09% | 0.9 |
|
| 4943 |
MGM
4943
Miura Global Management
New York
| $172M | -$26.7M | -13% | 14% | 375% | 20 | 20% | 1.7 |
|
| 4944 |
4944
Weinberger Asset Management
Los Angeles,
California
| $172M | +$9.25M | +6% | 5.58% | 89.6% | 78 | 6.41% | 0.9 |
|
| 4945 |
MFC
4945
Mechanics Financial Corp
Mansfield,
Ohio
| $172M | +$4.19M | +2% | 4.01% | 82.7% | 218 | 1.38% | 1.2 |
|
| 4946 |
4946
Monarch Alternative Capital
New York
| $172M | -$119M | -41% | 3.7% | 497% | 6 | 33.33% | 1.4 |
|
| 4947 |
4947
SummerHaven Investment Management
Stamford,
Connecticut
| $172M | +$3.91M | +2% | 4.78% | 150% | 200 | 2% | 1.1 |
|
| 4948 |
4948
Ameliora Wealth Management
Zurich,
Switzerland
| $171M | -$15.6M | -8% | 5.99% | 73.9% | 269 | 34.57% | 0.5 |
|
| 4949 |
4949
Compass Advisory Group
Melville,
New York
| $171M | -$3.13M | -2% | 5.53% | 49.2% | 68 | 10.29% | 1.5 |
|
| 4950 |
4950
Opal Wealth Advisors
Jericho,
New York
| $171M | -$10.1M | -6% | 5.86% | 62.3% | 142 | 30.99% | 1.2 |
|