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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
5526
Eurizon SLJ Capital
London,
| $252M | – | – | 2.73% | – | 138 | – | 0 |
|
| 5527 |
5527
Proactive Wealth Strategies
Marietta,
Georgia
| $252M | +$20.1M | +9% | 2.9% | – | 155 | 10.97% | 1 |
|
| 5528 |
5528
Meros Investment Management
Dallas,
Texas
| $252M | +$17.9M | +8% | 2.96% | 102% | 53 | 28.3% | 1.7 |
|
| 5529 |
5529
Western Financial Corp
San Diego,
California
| $252M | +$22.4M | +10% | 22.9% | 275% | 129 | 19.38% | 1.9 |
|
| 5530 |
5530
ANB Bank
Denver,
Colorado
| $252M | +$5.43M | +2% | 3.46% | – | 143 | 25.87% | 0.8 |
|
| 5531 |
5531
Silver Heights Capital Management
Toronto,
Ontario, Canada
| $252M | +$29.1M | +13% | 1.99% | 39.8% | 5 | 20% | 6.5 |
|
| 5532 |
5532
Roehl & Yi Investment Advisors
Eugene,
Oregon
| $252M | +$22.1M | +10% | 3.02% | – | 181 | 12.15% | 0.8 |
|
| 5533 |
MCF
5533
MKA Charitable Fund
San Francisco,
California
| $252M | +$20.5M | +9% | 11.8% | 17.1% | 1 | 0% | 2 |
|
| 5534 |
5534
Marathon Wealth Advisors
Boston,
Massachusetts
| $252M | – | – | 4.53% | – | 73 | – | 0 |
|
| 5535 |
5535
Diesslin Group
Fort Worth,
Texas
| $252M | – | – | 0.59% | – | 54 | – | 0 |
|
| 5536 |
5536
Centennial Bank
Conway,
Arkansas
| $252M | -$2.8M | -1% | 1.75% | 69.9% | 347 | 3.75% | 2.4 |
|
| 5537 |
5537
Maltin Wealth Management
Ridgewood,
New Jersey
| $251M | +$10.5M | +4% | 2.38% | 58.2% | 135 | 5.19% | 3.4 |
|
| 5538 |
5538
Peirce Capital Management
The Woodlands,
Texas
| $251M | +$10.7M | +4% | 2.92% | 56.6% | 44 | 11.36% | 1.6 |
|
| 5539 |
5539
Georgetown University
Washington,
District of Columbia
| $251M | -$48M | -16% | 5.68% | 79.9% | 21 | 52.38% | 3.4 |
|
| 5540 |
5540
Asset Allocation & Management Company
Chicago,
Illinois
| $251M | +$14M | +6% | 1.48% | 58.5% | 94 | 6.38% | 2.3 |
|
| 5541 |
5541
LECAP Asset Management
London,
United Kingdom
| $251M | -$36.6M | -13% | 2.24% | 35.6% | 404 | 65.59% | 0.3 |
|
| 5542 |
5542
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| $251M | +$7.63M | +3% | 7.28% | – | 1 | 0% | 0.8 |
|
| 5543 |
5543
Red Spruce Capital
Berwyn,
Pennsylvania
| $251M | +$5.58M | +2% | 4.34% | 98.4% | 93 | 1.08% | 4.1 |
|
| 5544 |
5544
O'Connor Financial Group
Quincy,
Illinois
| $251M | +$12.3M | +5% | 1.24% | 48.4% | 66 | 21.21% | 1.8 |
|
| 5545 |
CNBT
5545
Cornerstone National Bank & Trust
Palatine,
Illinois
| $251M | +$5.47M | +2% | 0.24% | 38.5% | 203 | 17.73% | 2.1 |
|
| 5546 |
5546
Financial Council
Towson,
Maryland
| $251M | +$25.2M | +11% | 2.76% | 88.6% | 103 | 9.71% | 2.5 |
|
| 5547 |
5547
5T Wealth
Napa,
California
| $250M | +$21M | +9% | 1.49% | – | 130 | 14.62% | 0.8 |
|
| 5548 |
5548
Altus Wealth Group
Colorado Springs,
Colorado
| $250M | +$6.7M | +3% | 1.27% | 76.7% | 151 | 11.26% | 2.9 |
|
| 5549 |
5549
Mount Lucas Management
Newtown,
Pennsylvania
| $250M | +$6.56M | +3% | 3.01% | 109% | 172 | 6.4% | 1.2 |
|
| 5550 |
OGF
5550
Orin Green Financial
San Diego,
California
| $250M | -$179K | -0.1% | 2.42% | 59.1% | 88 | 12.5% | 0.7 |
|