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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
GA
4951
Greytown Advisors
Miami,
Florida
| $145M | +$23.9M | +20% | 14.2% | 14.1% | 97 | 25.77% | 2.1 |
|
| 4952 |
4952
Garrison Asset Management
Fayetteville,
Arkansas
| $145M | -$44.3M | -23% | 13.8% | 52.1% | 108 | 19.44% | 5.1 |
|
| 4953 |
4953
Golden State Equity Partners
South Coast Metro,
California
| $145M | – | – | 17.3% | – | 184 | – | 0 |
|
| 4954 |
4954
Investment Counsel
Petoskey,
Michigan
| $145M | +$8.36M | +6% | 7.83% | 50.1% | 54 | 0% | 4.3 |
|
| 4955 |
LC
4955
LNZ Capital
New York
| $145M | +$66.7M | +85% | 14.2% | 58.8% | 24 | 87.5% | 0.1 |
|
| 4956 |
MJB
4956
Mark J. Bradley
| $145M | – | – | 11.2% | – | 51 | – | 0 |
|
| 4957 |
4957
Catawba River Capital
Lake Wylie,
South Carolina
| $145M | – | – | 25.1% | 65.1% | 31 | – | 0.3 |
|
| 4958 |
PA
4958
PSI Advisors
Tampa,
Florida
| $145M | +$14M | +11% | 14.8% | 65% | 134 | 20.9% | 0.8 |
|
| 4959 |
4959
Holistic Financial Partners
Indianapolis,
Indiana
| $145M | +$20.3M | +16% | 14.4% | 95.7% | 131 | 20.61% | 1.2 |
|
| 4960 |
4960
Boothe Investment Group
Dover,
Delaware
| $145M | +$27.7M | +24% | 24.7% | 75.6% | 31 | 3.23% | 1.1 |
|
| 4961 |
4961
Northwest Wealth Management
Spencer,
Iowa
| $145M | +$24.3M | +20% | 15.3% | 68.2% | 105 | 8.57% | 2.6 |
|
| 4962 |
4962
Heron Financial Group
New York
| $145M | +$19.8M | +16% | 15% | 47.5% | 138 | 10.87% | 0.8 |
|
| 4963 |
EAM
4963
Eukles Asset Management
Cincinnati,
Ohio
| $145M | +$16.1M | +13% | 13.2% | 87.9% | 170 | 0.59% | 1.8 |
|
| 4964 |
4964
Eastover Investment Advisors
Charlotte,
North Carolina
| $144M | +$12.7M | +10% | 10% | 105% | 53 | 9.43% | 0.6 |
|
| 4965 |
4965
Columbia Trust
Portland,
Oregon
| $144M | – | – | 11.1% | 36% | 134 | – | 0.8 |
|
| 4966 |
4966
Exeter Financial
Scottsdale,
Arizona
| $144M | +$16.2M | +13% | 9.92% | 59.1% | 77 | 9.09% | 2.4 |
|
| 4967 |
4967
Truvestments Capital
Sarasota,
Florida
| $144M | +$33.5M | +30% | 16.7% | 131% | 626 | 51.44% | 0.6 |
|
| 4968 |
4968
Naman Capital
Sao Paulo,
Brazil
| $144M | +$14.9M | +12% | 12.8% | 98.2% | 18 | 5.56% | 1.4 |
|
| 4969 |
4969
Red Spruce Capital
Berwyn,
Pennsylvania
| $144M | +$21M | +17% | 18% | 98.4% | 94 | 11.7% | 0.8 |
|
| 4970 |
4970
Total Clarity Wealth Management
St. Charles,
Illinois
| $144M | +$29.4M | +26% | 18.7% | 73.2% | 154 | 22.73% | 0.6 |
|
| 4971 |
4971
Harvey Partners
Tarrytown,
New York
| $144M | +$67M | +87% | 45% | 174% | 57 | 40.35% | 0.9 |
|
| 4972 |
BCM
4972
Breiter Capital Management
Bradenton,
Florida
| $144M | +$21.4M | +17% | 16% | 109% | 136 | 19.85% | 1.4 |
|
| 4973 |
4973
Affinia Financial Group
Burlington,
Massachusetts
| $144M | +$1.76M | +1% | 9.2% | 37.5% | 22 | 4.55% | 0.7 |
|
| 4974 |
4974
Doheny Asset Management
Los Angeles,
California
| $144M | +$22.9M | +19% | 23.7% | 135% | 106 | 18.87% | 4 |
|
| 4975 |
4975
EPIQ Partners
Minneapolis,
Minnesota
| $144M | +$11.1M | +8% | 24.7% | 49.6% | 83 | 19.28% | 0.7 |
|