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
Forte Asset Management
Bedford,
New York
| $199M | +$10.2M | +5% | 0.66% | 57.7% | 67 | 11.94% | 1.8 |
|
| 5552 |
5552
My Personal CFO LLC
Vancouver,
Washington
| $199M | +$3.47M | +2% | 1.9% | 83.4% | 91 | 7.69% | 2.4 |
|
| 5553 |
5553
Vantage Point Financial
Lisle,
Illinois
| $198M | +$12.9M | +7% | 2.16% | – | 134 | 11.19% | 0.2 |
|
| 5554 |
5554
Signet Investment Advisory Group
Providence,
Rhode Island
| $198M | +$2.44M | +1% | 2.13% | 68.2% | 72 | 5.56% | 4.7 |
|
| 5555 |
WIA
5555
Wetzel Investment Advisors
Indianapolis,
Indiana
| $198M | -$2.87M | -1% | 1.04% | 72.2% | 126 | 7.14% | 1.1 |
|
| 5556 |
5556
IMS Capital Management
Portland,
Oregon
| $198M | -$17.4M | -8% | 2.64% | 119% | 145 | 14.48% | 5.6 |
|
| 5557 |
5557
ORBA Wealth Advisors
Chicago,
Illinois
| $198M | +$6.99M | +4% | 1.6% | 70.5% | 108 | 6.48% | 1.1 |
|
| 5558 |
PCG
5558
PFC Capital Group
Los Angeles,
California
| $198M | -$8.47M | -4% | 4.79% | 118% | 86 | 23.26% | 0.9 |
|
| 5559 |
5559
Farringdon Capital
London,
United Kingdom
| $198M | -$43.7M | -18% | 3.89% | – | 640 | 83.75% | 0.1 |
|
| 5560 |
5560
Rakuten Securities
Tokyo,
Japan
| $198M | -$55.7M | -22% | 9.18% | 999% | 879 | 20.14% | 0.9 |
|
| 5561 |
5561
Oracle Investment Management
Greenwich,
Connecticut
| $198M | +$14.5M | +8% | 6.78% | 865% | 24 | 50% | 2.4 |
|
| 5562 |
SVCM
5562
Saturn V Capital Management
Austin,
Texas
| $198M | -$57.2M | -22% | 13.1% | 1,083% | 25 | 20% | 1 |
|
| 5563 |
5563
Kirkwood Financial Services
San Antonio,
Texas
| $198M | -$6.18M | -3% | 4.74% | – | 26 | 15.38% | 0.2 |
|
| 5564 |
5564
Mudita Advisors
London,
United Kingdom
| $198M | +$19.8M | +11% | 2.63% | 143% | 20 | 25% | 1.7 |
|
| 5565 |
5565
Crown Oak Advisors
Piedmont,
California
| $198M | +$3.65M | +2% | 4.5% | 53.3% | 26 | 15.38% | 1.2 |
|
| 5566 |
5566
Institutional Venture Management XV
Menlo Park,
California
| $198M | -$23.2M | -10% | 9.52% | 116% | 4 | 0% | 2.8 |
|
| 5567 |
5567
Investors Asset Management of Georgia
Atlanta,
Georgia
| $198M | -$7.43M | -4% | 0.31% | 118% | 166 | 6.63% | 6.8 |
|
| 5568 |
5568
Abound Financial
Granite Bay,
California
| $198M | +$292K | +0.1% | 2.65% | – | 270 | 74.81% | 0.1 |
|
| 5569 |
5569
Baugh & Associates
Atlanta,
Georgia
| $198M | +$4.72M | +2% | 1.05% | 98.8% | 41 | 9.76% | 5.6 |
|
| 5570 |
5570
Asset Allocation & Management Company
Chicago,
Illinois
| $198M | +$14.6M | +8% | 2.37% | 58.5% | 93 | 13.98% | 1.8 |
|
| 5571 |
5571
CNB Bank
Clearfield,
Pennsylvania
| $198M | -$17.7M | -8% | 4.05% | 91.6% | 519 | 7.71% | 4.3 |
|
| 5572 |
5572
Financial Avengers
Oakland,
California
| $197M | -$14.6M | -7% | 4.58% | 108% | 164 | 11.59% | 3.2 |
|
| 5573 |
I2I
5573
Insight 2811 Inc
Chicago,
Illinois
| $197M | +$3.07M | +2% | 1.04% | 31.3% | 92 | 8.7% | 4.8 |
|
| 5574 |
5574
Grove Street Fiduciary
Peterborough,
New Hampshire
| $197M | +$6.8M | +4% | 2.63% | – | 74 | 27.03% | 0.2 |
|
| 5575 |
CIS
5575
Custom Index Systems
New York
| $197M | +$11M | +6% | 1.55% | – | 363 | 55.65% | 0.5 |
|