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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Horizon Financial Services
Winston Salem,
North Carolina
| $138M | +$23.8M | +21% | 4.23% | 39.5% | 172 | 52.91% | 0.4 |
|
| 5402 |
5402
Fure Financial Corporation
Bloomington,
Minnesota
| $138M | +$10.2M | +8% | 5.73% | 59.5% | 87 | 77.01% | 0.7 |
|
| 5403 |
5403
Amtrust Financial Services
New York
| $137M | -$20.1M | -13% | 4.1% | 61.9% | 96 | 48.96% | 0.6 |
|
| 5404 |
5404
Rainwater Charitable Foundation
Fort Worth,
Texas
| $137M | +$7.28M | +6% | 8.04% | 44% | 2 | 0% | 1.4 |
|
| 5405 |
5405
Mountaineer Partners Management
New York
| $137M | -$5.41M | -4% | 5.06% | 158% | 19 | 47.37% | 1 |
|
| 5406 |
ASI
5406
Advisory Services & Investments
Bend,
Oregon
| $137M | +$14.1M | +11% | 6.26% | 19.9% | 23 | 4.35% | 0.2 |
|
| 5407 |
5407
Round Rock Advisors
Wilton,
Connecticut
| $137M | +$11.4M | +9% | 6.14% | 87.4% | 71 | 9.86% | 0.4 |
|
| 5408 |
5408
Pinnacle Wealth Management Group
Plymouth,
Michigan
| $137M | – | – | 5.67% | 64.3% | 120 | – | 0 |
|
| 5409 |
5409
Moulton Wealth Management
Spokane,
Washington
| $137M | +$4.51M | +3% | 5.31% | 47.8% | 42 | 33.33% | 0.5 |
|
| 5410 |
5410
Planning Directions
Glen Mills,
Pennsylvania
| $137M | +$9.8M | +8% | 3.65% | 46.3% | 71 | 14.08% | 1.2 |
|
| 5411 |
CWM
5411
Capital Wealth Management
W. Warwick,
Rhode Island
| $137M | +$10.5M | +8% | 5.57% | 46.7% | 37 | 16.22% | 2.1 |
|
| 5412 |
5412
Bank of Marin
Novato,
California
| $137M | +$10.3M | +8% | 8.86% | 80.3% | 129 | 5.43% | 1.2 |
|
| 5413 |
5413
EMJ Capital
Toronto,
Ontario, Canada
| $136M | -$317M | -70% | 4.02% | – | 39 | 74.36% | 0.2 |
|
| 5414 |
5414
Alta Wealth Advisors
Woburn,
Massachusetts
| $136M | +$16.8M | +14% | 9.75% | 120% | 146 | 12.33% | 0.4 |
|
| 5415 |
5415
Cairn Investment Group
Vancouver,
Washington
| $136M | +$16.2M | +13% | 5.57% | 61.3% | 77 | 15.58% | 1.2 |
|
| 5416 |
5416
JNE Partners
London,
United Kingdom
| $136M | -$22.4M | -14% | 0.41% | 100% | 14 | 57.14% | 0.4 |
|
| 5417 |
MRCP
5417
Manor Road Capital Partners
New York
| $136M | +$1.49M | +1% | 13.7% | 78.3% | 9 | 0% | 1.8 |
|
| 5418 |
5418
HighMark Wealth Management
St. Paul,
Minnesota
| $136M | +$10.6M | +8% | 6.4% | 110% | 539 | 15.77% | 1 |
|
| 5419 |
5419
Summit Place Financial Advisors
Summit,
New Jersey
| $136M | +$11.8M | +9% | 6.87% | 95.2% | 106 | 8.49% | 0.8 |
|
| 5420 |
5420
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| $136M | +$6M | +5% | 9.06% | 82.2% | 59 | 25.42% | 0.9 |
|
| 5421 |
5421
Capital Square
Chattanooga,
Tennessee
| $136M | +$1.13M | +0.8% | 6.56% | 62.5% | 160 | 20% | 1.1 |
|
| 5422 |
PM
5422
Parametrica Management
Wanchai,
Hong Kong
| $135M | -$72.6M | -35% | 13% | 584% | 205 | 75.61% | 0.3 |
|
| 5423 |
5423
Range Financial Group
Tigard,
Oregon
| $135M | +$25.5M | +23% | 9.04% | 195% | 184 | 36.41% | 0.2 |
|
| 5424 |
5424
Vaughan & Co Securities
Ridgewood,
New Jersey
| $135M | +$11.4M | +9% | 5.98% | 65.6% | 54 | 5.56% | 1.2 |
|
| 5425 |
MAS
5425
Madden Advisory Services
Jacksonville,
Florida
| $135M | +$7.48M | +6% | 6.68% | 52.3% | 69 | 1.45% | 4.6 |
|