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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| $185M | – | – | 7.95% | – | 207 | – | 0 |
|
| 5452 |
5452
Ayrshire Capital Management
Westport,
Connecticut
| $185M | +$11.6M | +7% | 10.3% | 84.8% | 52 | 19.23% | 2.9 |
|
| 5453 |
5453
Koss-Olinger Consulting
Gainesville,
Florida
| $185M | -$834M | -82% | 10.3% | 57.9% | 341 | 94.13% | 1 |
|
| 5454 |
5454
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| $185M | -$192M | -51% | 20.2% | 0.74% | 3 | 33.33% | 0.8 |
|
| 5455 |
5455
Foresight Group
London,
United Kingdom
| $185M | -$92.9M | -33% | 6.54% | – | 39 | 23.08% | 0.2 |
|
| 5456 |
5456
Cherry Creek Investment Advisors
Englewood,
Colorado
| $185M | +$20.9M | +13% | 15% | 151% | 109 | 12.84% | 1.9 |
|
| 5457 |
5457
Ballast Asset Management
Dallas,
Texas
| $185M | +$27.3M | +17% | 6.21% | 123% | 53 | 13.21% | 0.4 |
|
| 5458 |
5458
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| $185M | +$3.12M | +2% | 6.78% | 58.7% | 49 | 14.29% | 4.1 |
|
| 5459 |
5459
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $185M | -$8.49M | -4% | 10.6% | 62% | 256 | 16.8% | 2.9 |
|
| 5460 |
KCM
5460
Kempner Capital Management
Galveston,
Texas
| $184M | +$5.55M | +3% | 12% | 60.9% | 55 | 9.09% | 4.4 |
|
| 5461 |
5461
Hutner Capital Management
Manchester,
Vermont
| $184M | +$14.7M | +9% | 8.51% | 52.2% | 44 | 2.27% | 6.1 |
|
| 5462 |
5462
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $184M | +$8.65M | +5% | 5.17% | 46.9% | 148 | 7.43% | 2.3 |
|
| 5463 |
5463
Aletheian Wealth Advisors
Bellevue,
Washington
| $184M | +$33.2M | +22% | 8.07% | – | 86 | 15.12% | 1.5 |
|
| 5464 |
5464
Slagle Financial
Edwardsville,
Illinois
| $184M | +$9.7M | +6% | 7.99% | 77.9% | 123 | 15.45% | 0.7 |
|
| 5465 |
SCM
5465
Sage Capital Management
Stockton,
New Jersey
| $184M | +$17.1M | +10% | 9.85% | 94.3% | 153 | 4.58% | 0.2 |
|
| 5466 |
5466
Lazari Capital Management
Woodland Hills,
California
| $184M | +$9.42M | +5% | 15% | 145% | 134 | 11.94% | 0.7 |
|
| 5467 |
MI
5467
Moneywise Inc
Forest,
Virginia
| $184M | +$9.8M | +6% | 6.99% | 60.8% | 64 | 26.56% | 3.1 |
|
| 5468 |
5468
Jackson Hill Advisors
Houston,
Texas
| $184M | +$21.5M | +13% | 13.7% | 61.2% | 13 | 15.38% | 1.6 |
|
| 5469 |
5469
Decatur Capital Management
Decatur,
Georgia
| $184M | +$17.1M | +10% | 17% | 135% | 52 | 13.46% | 3.8 |
|
| 5470 |
5470
Beaton Management Company
Haverhill,
Massachusetts
| $184M | +$16.6M | +10% | 12.4% | 95.9% | 136 | 2.94% | 4.8 |
|
| 5471 |
5471
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $184M | +$38.4M | +26% | 24% | 219% | 74 | 41.89% | 0.6 |
|
| 5472 |
5472
Eldred Rock Partners
San Antonio,
Texas
| $183M | +$26.5M | +17% | 13.6% | 109% | 27 | 11.11% | 0.2 |
|
| 5473 |
5473
Benchmark Wealth Management
Old Lyme,
Connecticut
| $183M | +$14.3M | +8% | 7.03% | 42.7% | 49 | 4.08% | 3.2 |
|
| 5474 |
5474
Blantyre Capital
London,
United Kingdom
| $183M | +$40.5M | +28% | 19% | – | 4 | 0% | 0.2 |
|
| 5475 |
DRD
5475
Dennis R. Delaney
| $183M | +$14.7M | +9% | 10.6% | 84.3% | 46 | 8.7% | 6 |
|