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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Providence Wealth Advisors
Frankfort,
Illinois
| $120M | +$19.2M | +19% | 15.2% | 121% | 92 | 6.52% | 1.9 |
|
| 5352 |
5352
Newman & Schimel
Deerfield,
Illinois
| $120M | – | – | 13.3% | – | 45 | – | 0 |
|
| 5353 |
5353
Urban Wealth Management
El Segundo,
California
| $120M | – | – | 9.79% | – | 107 | – | 0 |
|
| 5354 |
5354
Wealth Quarterback
Toms River,
New Jersey
| $120M | +$11.3M | +10% | 9.79% | 109% | 131 | 32.06% | 0.8 |
|
| 5355 |
5355
GoodHaven Capital Management
Millburn,
New Jersey
| $120M | +$10.8M | +10% | 19.1% | 69.9% | 25 | 4% | 4.1 |
|
| 5356 |
REMS
5356
Real Estate Management Services
| $120M | -$1.82M | -1% | 16.9% | 67.2% | 33 | 12.12% | 2.8 |
|
| 5357 |
5357
S.A. Mason
Holland,
Michigan
| $120M | +$15M | +14% | 12.3% | 116% | 306 | 10.78% | 0.9 |
|
| 5358 |
5358
Private Wealth Group
Tampa,
Florida
| $120M | -$3.24M | -3% | 9.5% | 52.9% | 35 | 11.43% | 1.3 |
|
| 5359 |
5359
Heronetta Management
New York
| $120M | +$23M | +24% | 21.9% | 55.4% | 25 | 0% | 4.8 |
|
| 5360 |
5360
Ramiah Investment Group
Brookfield,
Wisconsin
| $120M | +$16.8M | +16% | 16.1% | 62.2% | 84 | 16.67% | 0.7 |
|
| 5361 |
5361
Corundum Group
Colorado Springs,
Colorado
| $120M | +$16.8M | +16% | 15.5% | 89.5% | 96 | 12.5% | 2.2 |
|
| 5362 |
5362
Empirical Capital Management
Hendersonville,
Tennessee
| $120M | +$16.9M | +16% | 42.2% | 205% | 22 | 22.73% | 1.6 |
|
| 5363 |
FP
5363
Factorial Partners
Mt. Kisco,
New York
| $120M | +$21.8M | +22% | 24.1% | 88.7% | 108 | 21.3% | 1.7 |
|
| 5364 |
5364
Royal Harbor Partners
Houston,
Texas
| $120M | +$12.9M | +12% | 13.6% | 54.6% | 87 | 10.34% | 0.7 |
|
| 5365 |
5365
Annandale Capital
Dallas,
Texas
| $120M | – | – | 10.7% | 57.2% | 57 | – | 0 |
|
| 5366 |
5366
Prostatis Group
Hanover,
Maryland
| $119M | +$13.9M | +13% | 10.4% | 77.4% | 91 | 35.16% | 0.5 |
|
| 5367 |
5367
Capital Square
Chattanooga,
Tennessee
| $119M | +$22.9M | +24% | 14.7% | 62.5% | 158 | 18.99% | 0.8 |
|
| 5368 |
5368
Bay Rivers Group
Williamsburg,
Virginia
| $119M | +$13.1M | +12% | 10.1% | 166% | 71 | 7.04% | 0.7 |
|
| 5369 |
5369
CAMG Solamere Management
Charlotte,
North Carolina
| $119M | -$59.9M | -33% | 13.3% | 51.7% | 124 | 29.03% | 2.1 |
|
| 5370 |
5370
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| $119M | – | – | 55.4% | 110% | 26 | – | 0 |
|
| 5371 |
5371
Northstar Advisory Group
Northfield,
New Jersey
| $119M | – | – | 10.9% | 153% | 106 | – | 0 |
|
| 5372 |
5372
3G Capital Partners
New York
| $119M | +$14.6M | +14% | 18.1% | 351% | 15 | 20% | 0.8 |
|
| 5373 |
MAS
5373
Madden Advisory Services
Jacksonville,
Florida
| $119M | +$14.2M | +13% | 11.5% | 58.4% | 72 | 9.72% | 4.2 |
|
| 5374 |
5374
&Partners
Nashville,
Tennessee
| $119M | +$20.7M | +21% | 18.8% | 78.4% | 152 | 19.08% | 1.1 |
|
| 5375 |
5375
Alta Wealth Advisors
Woburn,
Massachusetts
| $119M | – | – | 17.6% | 134% | 135 | – | 0 |
|