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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
5076
Beddow Capital Management
Jackson,
Wyoming
| $243M | -$727K | -0.3% | 2.85% | 50.7% | 60 | 5% | 5.4 |
|
| 5077 |
HRC
5077
Hoertkorn Richard Charles
| $243M | +$11.4M | +5% | 11.3% | 182% | 82 | 1.22% | 7.7 |
|
| 5078 |
PWM
5078
Prosperity Wealth Management
San Ramon,
California
| $243M | -$7.08M | -3% | 9.01% | 175% | 254 | 40.55% | 0.8 |
|
| 5079 |
IP
5079
Investment Partners
New Philadelphia,
Ohio
| $243M | +$2.67M | +1% | 0.43% | 83.2% | 155 | 10.97% | 5.6 |
|
| 5080 |
5080
Commonwealth Retirement Investments
Richmond,
Virginia
| $243M | +$4.34M | +2% | 1.56% | 96.7% | 102 | 13.73% | 1.3 |
|
| 5081 |
5081
Nordwand Advisors
Radnor,
Pennsylvania
| $243M | -$131M | -35% | 0.95% | 103% | 147 | 23.13% | 1.3 |
|
| 5082 |
5082
Texas Bank & Trust
Longview,
Texas
| $243M | – | – | 0.79% | – | 176 | – | 0 |
|
| 5083 |
5083
SoundView Advisors
Olympia,
Washington
| $243M | – | – | 0.54% | – | 33 | – | 0 |
|
| 5084 |
5084
INCA Investments
Miami,
Florida
| $243M | +$8.25M | +4% | 10.8% | 120% | 11 | 18.18% | 4.8 |
|
| 5085 |
5085
OneAscent Wealth Management
Birmingham,
Alabama
| $243M | -$20.9M | -8% | 1.07% | 50.6% | 196 | 28.06% | 0.9 |
|
| 5086 |
5086
California First Leasing Corp
Newport Beach,
California
| $243M | +$12.6M | +5% | 10.5% | 377% | 46 | 8.7% | 2 |
|
| 5087 |
GBI
5087
GP Brinson Investments
Chicago,
Illinois
| $242M | -$1.99M | -0.8% | 0.38% | 51.2% | 16 | 0% | 3.2 |
|
| 5088 |
5088
G&S Capital
Denver,
Colorado
| $242M | +$3.78M | +2% | 0.67% | 85.6% | 135 | 23.7% | 2.7 |
|
| 5089 |
MP
5089
Mediatel Partners
Fort Worth,
Texas
| $242M | -$23.4M | -9% | 8.57% | 11.6% | 3 | 0% | 8.5 |
|
| 5090 |
5090
Acorn Wealth Advisors
Grand Blanc,
Michigan
| $242M | +$9.47M | +4% | 0.83% | 58.8% | 247 | 12.96% | 3.1 |
|
| 5091 |
5091
Cambridge Financial Group
Columbus,
Ohio
| $242M | – | – | 2.94% | – | 33 | – | 4.8 |
|
| 5092 |
5092
Paradoxiom Capital
Stamford,
Connecticut
| $242M | – | – | 9.52% | – | 33 | – | 0 |
|
| 5093 |
5093
Farringdon Capital
London,
United Kingdom
| $242M | – | – | 3.22% | – | 417 | – | 0 |
|
| 5094 |
5094
Omnia Family Wealth
Aventura,
Florida
| $242M | +$8.61M | +4% | 1.37% | 80.6% | 85 | 14.12% | 4.3 |
|
| 5095 |
5095
Tealwood Asset Management
Minneapolis,
Minnesota
| $242M | +$13.3M | +6% | 1.04% | 128% | 144 | 15.28% | 2.8 |
|
| 5096 |
5096
Sonata Capital Group
Seattle,
Washington
| $242M | +$4.89M | +2% | 1.44% | 66.5% | 115 | 5.22% | 5.4 |
|
| 5097 |
5097
Triata Capital
Hong Kong
| $241M | – | – | 5.41% | – | 12 | – | 0 |
|
| 5098 |
5098
Spider Management Company
Richmond,
Virginia
| $241M | +$36.3M | +18% | 1.76% | – | 5 | 20% | 0.9 |
|
| 5099 |
BOC
5099
Barbara Oil Co
Chicago,
Illinois
| $241M | -$3.52M | -1% | 0.44% | 76.9% | 77 | 3.9% | 8.2 |
|
| 5100 |
5100
Bank OZK
Little Rock,
Arkansas
| $241M | -$941K | -0.4% | 0.83% | 112% | 153 | 6.54% | 5.9 |
|