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 |
GAMC
5226
Garner Asset Management Corp
Plano,
Texas
| $308M | +$53.4M | +21% | 24.6% | 103% | 173 | 12.14% | 4.9 |
|
| 5227 |
5227
Financial Council
Towson,
Maryland
| $308M | +$49.1M | +19% | 18.7% | 88.6% | 110 | 11.82% | 2.7 |
|
| 5228 |
5228
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| $308M | +$22.5M | +8% | 20.3% | 105% | 18 | 33.33% | 1.7 |
|
| 5229 |
5229
Wealth Watch Advisors
Englewood,
Colorado
| $308M | +$69.4M | +29% | 17.5% | – | 153 | 24.84% | 0.8 |
|
| 5230 |
ECH
5230
ER Collective Holdings
Washington,
District of Columbia
| $308M | -$18.2M | -6% | 5.59% | – | 1 | 0% | 0.5 |
|
| 5231 |
5231
Defender Capital
Charlotte,
North Carolina
| $308M | +$26M | +9% | 13.4% | 101% | 41 | 26.83% | 0.4 |
|
| 5232 |
5232
FSA Investment Group
Pensacola,
Florida
| $308M | +$59.4M | +24% | 9.21% | – | 51 | 19.61% | 0.7 |
|
| 5233 |
5233
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $308M | +$28M | +10% | 12.2% | 667% | 14 | 14.29% | 2.1 |
|
| 5234 |
5234
Lincoln Capital Corp
East Greenwich,
Rhode Island
| $308M | +$36.1M | +13% | 14.3% | 82% | 108 | 16.67% | 3.2 |
|
| 5235 |
5235
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| $308M | +$79.4M | +35% | 12% | 74.4% | 177 | 13.56% | 3.3 |
|
| 5236 |
5236
Kaizen Financial Strategies
Campbell,
California
| $308M | +$71.3M | +30% | 25.1% | 126% | 192 | 17.71% | 2.3 |
|
| 5237 |
5237
Gemsstock Ltd
London,
United Kingdom
| $307M | -$641M | -68% | 8.07% | 149% | 32 | 71.88% | 0.6 |
|
| 5238 |
FCT
5238
Family Capital Trust
Peabody,
Massachusetts
| $307M | +$31.3M | +11% | 13.3% | 39.1% | 92 | 13.04% | 4.7 |
|
| 5239 |
5239
Envision Financial Planning
Memphis,
Tennessee
| $307M | +$30.9M | +11% | 7.33% | 32.1% | 57 | 14.04% | 1.8 |
|
| 5240 |
5240
Compass Capital Corp
Braintree,
Massachusetts
| $307M | +$28M | +10% | 17.3% | – | 222 | 16.67% | 1 |
|
| 5241 |
5241
Freedom Financial Partners
Oakdale,
Minnesota
| $307M | +$26.2M | +9% | 11.8% | – | 92 | 7.61% | 1.2 |
|
| 5242 |
5242
Asset Allocation & Management Company
Chicago,
Illinois
| $307M | +$37.3M | +14% | 10.4% | 58.5% | 97 | 34.02% | 3.4 |
|
| 5243 |
5243
SoundView Advisors
Olympia,
Washington
| $307M | +$25.9M | +9% | 9.67% | – | 34 | 14.71% | 0.8 |
|
| 5244 |
FSLI
5244
Funde Sino Life Insurance
Shenzhen,
China
| $307M | – | – | 213% | – | 7 | – | 0 |
|
| 5245 |
5245
GeoSphere Capital Management
Miami Beach,
Florida
| $306M | +$77.5M | +34% | 7.53% | 446% | 58 | 48.28% | 0.5 |
|
| 5246 |
5246
Palogic Value Management
Dallas,
Texas
| $306M | +$69.4M | +29% | 14.6% | 31.3% | 215 | 26.05% | 1.8 |
|
| 5247 |
5247
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $306M | +$33.6M | +12% | 12.1% | 87.2% | 176 | 36.93% | 1.7 |
|
| 5248 |
5248
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| $306M | +$12.5M | +4% | 21% | 81.9% | 522 | 3.64% | 4.2 |
|
| 5249 |
CCM
5249
Contrarian Capital Management
Greenwich,
Connecticut
| $306M | -$50.6M | -14% | 7.4% | 29.4% | 22 | 18.18% | 3 |
|
| 5250 |
5250
PSquared Asset Management
Zurich,
Switzerland
| $306M | +$18.6M | +6% | 6.44% | 178% | 26 | 73.08% | 0.2 |
|