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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
AAM
5426
Ascension Asset Management
New York
| $139M | +$11.2M | +9% | 11.6% | – | 86 | 6.98% | 1.7 |
|
| 5427 |
CCM
5427
Compton Capital Management
Providence,
Rhode Island
| $139M | -$10.7M | -7% | 7.55% | 75.6% | 83 | 10.84% | 7 |
|
| 5428 |
1C
5428
1623 Capital
Alexandria,
Virginia
| $139M | -$23.3M | -14% | 4.99% | 11.9% | 47 | 55.32% | 2.3 |
|
| 5429 |
5429
Loudon Investment Management
West Lebanon,
New Hampshire
| $139M | +$12.9M | +10% | 10.9% | 61.6% | 91 | 4.4% | 4.9 |
|
| 5430 |
5430
Roth Financial Partners
Kingwood,
Texas
| $138M | +$13.7M | +11% | 10.4% | 61% | 25 | 16% | 1.9 |
|
| 5431 |
5431
Landmark Wealth Management (New York)
Melville,
New York
| $138M | +$6.27M | +5% | 7.14% | 37.9% | 66 | 6.06% | 0.5 |
|
| 5432 |
5432
Harrington Investments
Napa,
California
| $138M | +$9.7M | +8% | 8.61% | 109% | 80 | 10% | 4.3 |
|
| 5433 |
SMP
5433
Santa Monica Partners
Palm Beach Gardens,
Florida
| $138M | +$4.81M | +4% | 19.6% | 102% | 22 | 13.64% | 4 |
|
| 5434 |
5434
IDG China Venture Capital Fund V Associates
Hong Kong
| $138M | +$75.1M | +119% | 119% | 7.34% | 1 | 0% | 1 |
|
| 5435 |
5435
New Leaf Venture Partners
New York
| $138M | -$30.4M | -18% | 14.4% | 3.91% | 20 | 20% | 3.3 |
|
| 5436 |
5436
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| $138M | +$42.4M | +44% | 9.06% | 70.3% | 114 | 12.28% | 3.8 |
|
| 5437 |
5437
Byrne Asset Management
Kingston,
New Jersey
| $138M | +$8.28M | +6% | 7.98% | 126% | 581 | 22.55% | 0.8 |
|
| 5438 |
5438
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| $138M | +$29.6M | +27% | 8.29% | 65% | 31 | 16.13% | 2.7 |
|
| 5439 |
5439
Blackston Financial Advisory Group
The Villages,
Florida
| $138M | -$4.2M | -3% | 7.31% | 69.1% | 96 | 13.54% | 0.8 |
|
| 5440 |
5440
Applied Capital
Little Rock,
Arkansas
| $138M | -$7.66M | -5% | 8.57% | 52.6% | 54 | 40.74% | 1.1 |
|
| 5441 |
5441
Security National Bank of So Dak
Sioux City,
Iowa
| $138M | +$26.4M | +24% | 12.2% | 67.7% | 99 | 13.13% | 5 |
|
| 5442 |
HIS
5442
Horizon Investment Services
Hammond,
Indiana
| $138M | -$393K | -0.3% | 7.78% | 250% | 114 | 28.95% | 2.8 |
|
| 5443 |
5443
Sound Financial Strategies Group
Madison,
Mississippi
| $138M | +$71.1M | +107% | 8.13% | 27.1% | 69 | 71.01% | 0.6 |
|
| 5444 |
5444
Cahill Wealth Management
Portage,
Michigan
| $138M | +$25.6M | +23% | 7.83% | 24.7% | 52 | 28.85% | 0.5 |
|
| 5445 |
5445
Fourpath Capital Management
Oklahoma City,
Oklahoma
| $138M | -$8.69M | -6% | 8.99% | 82.1% | 125 | 14.4% | 0.8 |
|
| 5446 |
5446
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| $138M | – | – | 6.28% | 52% | 93 | – | 0 |
|
| 5447 |
5447
Gables Capital Management
Miami,
Florida
| $137M | +$12.8M | +10% | 13.6% | 151% | 369 | 8.94% | 3.5 |
|
| 5448 |
5448
Maltin Wealth Management
Ridgewood,
New Jersey
| $137M | +$10.8M | +9% | 8.72% | 58.2% | 115 | 19.13% | 1.9 |
|
| 5449 |
5449
West Michigan Advisors
Holland,
Michigan
| $137M | +$22.6M | +20% | 8.63% | 86.6% | 129 | 18.6% | 0.8 |
|
| 5450 |
5450
Etesian Wealth Advisors
West Linn,
Oregon
| $137M | – | – | 8.89% | 60.6% | 104 | – | 0 |
|