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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Missouri Trust & Investment Company
Springfield,
Missouri
| $155M | -$11.8M | -7% | 3.73% | 81.6% | 373 | 11.53% | 1.1 |
|
| 5227 |
5227
Members Advisory Group
Williamsville,
New York
| $155M | +$7.57M | +5% | 4.85% | 70.6% | 19 | 5.26% | 1 |
|
| 5228 |
5228
Center Lake Capital Management
West Palm Beach,
Florida
| $155M | +$87.3M | +129% | 17.7% | 98.3% | 9 | 33.33% | 1.1 |
|
| 5229 |
MI
5229
Moneywise Inc
Forest,
Virginia
| $155M | +$20.9M | +16% | 4.06% | 60.8% | 51 | 9.8% | 3.4 |
|
| 5230 |
5230
Five Oceans Advisors
Santa Monica,
California
| $155M | +$10.1M | +7% | 7.03% | 85.3% | 162 | 14.2% | 1 |
|
| 5231 |
5231
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| $155M | +$11.3M | +8% | 9.49% | 151% | 100 | 31% | 1.7 |
|
| 5232 |
5232
AllSquare Wealth Management
Albany,
New York
| $155M | +$8.67M | +6% | 5.58% | 62.4% | 568 | 7.92% | 4.3 |
|
| 5233 |
5233
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $155M | +$8.26M | +6% | 5.02% | 45.1% | 29 | 13.79% | 6 |
|
| 5234 |
5234
Wynnefield Capital
New York
| $154M | -$19.5M | -11% | 1.06% | 52.1% | 21 | 19.05% | 3.9 |
|
| 5235 |
5235
Moseley Investment Management
Bradenton,
Florida
| $154M | +$14.6M | +10% | 12.4% | 96.6% | 149 | 9.4% | 2.8 |
|
| 5236 |
5236
Yorktown Energy Partners XI
New York
| $154M | +$9.01M | +6% | 9.42% | 105% | 4 | 0% | 2.4 |
|
| 5237 |
5237
Cordant Inc
Portland,
Oregon
| $154M | +$5.59M | +4% | 4.07% | 47% | 83 | 15.66% | 2.1 |
|
| 5238 |
TL
5238
TowerView LLC
New York
| $154M | -$1.04M | -0.7% | 0.42% | 16.3% | 26 | 11.54% | 3.6 |
|
| 5239 |
5239
Watchtower Advisors
Old Greenwich,
Connecticut
| $154M | -$15.2M | -9% | 15.5% | 384% | 18 | 50% | 0.4 |
|
| 5240 |
5240
WorthPointe
La Jolla,
California
| $154M | +$6.35M | +4% | 3.78% | 59.7% | 60 | 30% | 0.7 |
|
| 5241 |
5241
NWK Group
San Francisco,
California
| $154M | +$18M | +13% | 26.2% | 268% | 82 | 35.37% | 2 |
|
| 5242 |
5242
BCK Partners
Corning,
New York
| $154M | +$6.28M | +4% | 4.22% | 46% | 29 | 10.34% | 1.8 |
|
| 5243 |
5243
Greenfield Savings Bank
Greenfield,
Massachusetts
| $154M | +$2.59M | +2% | 5.8% | 108% | 141 | 9.22% | 0.7 |
|
| 5244 |
FFG
5244
Fortem Financial Group
Palm Desert,
California
| $154M | -$17.1M | -10% | 5.45% | 183% | 166 | 18.07% | 1.8 |
|
| 5245 |
5245
Invus Financial Advisors
New York
| $154M | -$34.4M | -18% | 1.62% | 29.5% | 9 | 11.11% | 1.9 |
|
| 5246 |
5246
Summit Rock Advisors
New York
| $153M | +$6.62M | +5% | 0.88% | – | 3 | 66.67% | 0.5 |
|
| 5247 |
5247
ABLE Financial Group
Scottsdale,
Arizona
| $153M | – | – | 5.09% | 64.2% | 129 | – | 0 |
|
| 5248 |
5248
Goodwin Investment Advisory
Woodstock,
Georgia
| $153M | +$12.4M | +9% | 10% | 60.8% | 223 | 66.82% | 1.3 |
|
| 5249 |
5249
Omega Fund Management
Boston,
Massachusetts
| $153M | -$143M | -48% | 0.53% | 106% | 16 | 12.5% | 3.1 |
|
| 5250 |
5250
Coulter & Justus Financial Services
Knoxville,
Tennessee
| $153M | +$6.09M | +4% | 4.62% | – | 53 | 15.09% | 0.6 |
|