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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5551 |
5551
Peirce Capital Management
The Woodlands,
Texas
| $166M | – | – | 9.33% | 56.6% | 38 | – | 0 |
|
| 5552 |
5552
Palmer Knight Company
Jacksonville,
Florida
| $166M | +$16.6M | +11% | 12.9% | 78.9% | 32 | 3.13% | 3.3 |
|
| 5553 |
5553
14B Capital Management
La Jolla,
California
| $166M | – | – | 24.7% | – | 9 | – | 0 |
|
| 5554 |
5554
Solano Wealth Management
Fairfield,
California
| $166M | +$21.4M | +15% | 11.8% | – | 28 | 10.71% | 0.6 |
|
| 5555 |
5555
Fielder Capital Group
Nashville,
Tennessee
| $165M | – | – | 7.25% | – | 146 | – | 0 |
|
| 5556 |
5556
Aryeh Capital Management
Toronto,
Ontario, Canada
| $165M | +$41.1M | +33% | 18.3% | 87.7% | 9 | 11.11% | 1.3 |
|
| 5557 |
5557
Adalta Capital Management
New York
| $165M | +$18.6M | +13% | 13.2% | 80.4% | 98 | 11.22% | 3.3 |
|
| 5558 |
5558
Eaton-Cambridge
Phoenix,
Arizona
| $165M | – | – | 8.35% | – | 32 | – | 0 |
|
| 5559 |
5559
Estuary Capital Management
Wayzata,
Minnesota
| $165M | – | – | 12.9% | – | 18 | – | 0 |
|
| 5560 |
5560
Carl P. Sherr & Co
Worcester,
Massachusetts
| $165M | +$17.8M | +12% | 11.8% | 78.6% | 122 | 14.75% | 2.7 |
|
| 5561 |
5561
Aegis Financial
Mc Lean,
Virginia
| $165M | +$1.04M | +0.6% | 10.7% | 266% | 31 | 3.23% | 2.3 |
|
| 5562 |
5562
GSI Capital Advisors
Newport Beach,
California
| $165M | +$22.1M | +15% | 15% | 39.7% | 32 | 31.25% | 1.8 |
|
| 5563 |
CC
5563
Checkpoint Capital
San Francisco,
California
| $165M | – | – | 52.7% | – | 19 | – | 0 |
|
| 5564 |
GL
5564
GHE LLC
Memphis,
Tennessee
| $165M | +$17.4M | +12% | 14.7% | 188% | 55 | 3.64% | 1.8 |
|
| 5565 |
5565
Quantitative Strategies
Calabasas,
California
| $165M | +$16.3M | +11% | 10.4% | – | 20 | 0% | 0.5 |
|
| 5566 |
NCM
5566
NCM Capital Management
Ramsey,
New Jersey
| $165M | +$24.4M | +17% | 9.65% | 105% | 161 | 10.56% | 1.6 |
|
| 5567 |
5567
Rings Capital Management
Chicago,
Illinois
| $165M | +$55.1M | +50% | 14.8% | 40.9% | 7 | 28.57% | 1.6 |
|
| 5568 |
5568
Aozora Bank
Tokyo,
Japan
| $165M | -$123M | -43% | 7.44% | 5.45% | 4 | 25% | 2.2 |
|
| 5569 |
FAG
5569
Fortitude Advisory Group
Gig Harbor,
Washington
| $165M | +$16.8M | +11% | 10.3% | 142% | 231 | 13.42% | 1.5 |
|
| 5570 |
5570
Norris Financial Group
Greenville,
South Carolina
| $165M | +$20.4M | +14% | 13.6% | 142% | 78 | 33.33% | 1.5 |
|
| 5571 |
5571
Alpine Peaks Capital
New York
| $165M | +$21.2M | +15% | 13.1% | 24.3% | 22 | 0% | 1.8 |
|
| 5572 |
5572
Oracle Investment Management
Greenwich,
Connecticut
| $164M | -$161M | -50% | 51.1% | 865% | 31 | 41.94% | 2.8 |
|
| 5573 |
APSI
5573
Asset Planning Services Inc
Covington,
Louisiana
| $164M | +$12.1M | +8% | 9.55% | 138% | 36 | 2.78% | 4.5 |
|
| 5574 |
5574
One Plus One Wealth Management
Jupiter,
Florida
| $164M | +$10.8M | +7% | 5.96% | 71.9% | 97 | 14.43% | 1.7 |
|
| 5575 |
CAM
5575
CPA Asset Management
West Palm Beach,
Florida
| $164M | +$21.8M | +15% | 7.67% | 53.3% | 73 | 4.11% | 0.9 |
|