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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
RiverGlades Family Offices
Naples,
Florida
| $108M | -$24.7M | -19% | 12.4% | – | 86 | 15.12% | 2.6 |
|
| 5802 |
5802
Meros Investment Management
Dallas,
Texas
| $108M | -$18.5M | -15% | 13% | 102% | 38 | 15.79% | 0.5 |
|
| 5803 |
5803
325 Capital
New York
| $108M | -$24M | -18% | 15.7% | 226% | 10 | 10% | 0.4 |
|
| 5804 |
EIM
5804
Ervin Investment Management
Seattle,
Washington
| $108M | -$22.9M | -18% | 18.1% | 92.9% | 34 | 2.94% | 0.5 |
|
| 5805 |
5805
Ridgemont Partners Management
Charlotte,
North Carolina
| $108M | -$215M | -67% | 12.8% | 45.6% | 1 | 0% | 0.5 |
|
| 5806 |
5806
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $107M | -$4.89M | -4% | 10.1% | 52.2% | 66 | 12.12% | 4.2 |
|
| 5807 |
5807
Beacon Financial Strategies
Raleigh,
North Carolina
| $107M | -$9.01M | -8% | 11.9% | 54.2% | 35 | 14.29% | 0.9 |
|
| 5808 |
5808
Leverty Financial Group
Hudson,
Wisconsin
| $107M | -$19.5M | -15% | 15.4% | 57.3% | 25 | 12% | 0.5 |
|
| 5809 |
5809
Tree Line Advisors
Central,
Hong Kong
| $107M | -$61.8M | -37% | 34.7% | 670% | 6 | 0% | 1.4 |
|
| 5810 |
5810
Broadview Financial Management
Wauwatosa,
Wisconsin
| $107M | -$27.7M | -21% | 15.2% | 52.4% | 49 | 20.41% | 3.8 |
|
| 5811 |
5811
Fort Henry Capital
Wheeling,
West Virginia
| $107M | -$8.73M | -8% | 10.5% | 39.3% | 15 | 0% | 1.2 |
|
| 5812 |
5812
Schubert & Co
Mckinney,
Texas
| $107M | +$15.9M | +17% | 13.9% | 47.3% | 1,677 | 18.01% | 0.4 |
|
| 5813 |
5813
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| $107M | -$4.68M | -4% | 11.7% | 51.7% | 351 | 8.55% | 0.5 |
|
| 5814 |
5814
Carmel Capital Partners
San Diego,
California
| $107M | -$12.7M | -11% | 15.1% | 65.1% | 134 | 25.37% | 0.4 |
|
| 5815 |
5815
Planned Solutions
Folsom,
California
| $107M | -$36.3M | -25% | 12.8% | 68.3% | 72 | 13.89% | 1.5 |
|
| 5816 |
5816
Gitterman Wealth Management
Edison,
New Jersey
| $107M | -$17.3M | -14% | 6.73% | 33% | 112 | 48.21% | 0.8 |
|
| 5817 |
5817
Shore Point Advisors
Brielle,
New Jersey
| $107M | -$8.24M | -7% | 13.1% | 54.6% | 44 | 34.09% | 0.4 |
|
| 5818 |
WAM
5818
Werlinich Asset Management
Stamford,
Connecticut
| $107M | -$24.3M | -19% | 14.4% | 232% | 59 | 11.86% | 1.1 |
|
| 5819 |
5819
Keene & Associates
Fort Worth,
Texas
| $107M | -$15.7M | -13% | 9.52% | 20.3% | 83 | 6.02% | 0.5 |
|
| 5820 |
5820
Montis Financial
Waltham,
Massachusetts
| $107M | -$21.2M | -17% | 16.2% | 46% | 66 | 7.58% | 1.4 |
|
| 5821 |
5821
Millrace Asset Group
Berwyn,
Pennsylvania
| $107M | -$30.8M | -22% | 13.4% | 113% | 81 | 40.74% | 1.2 |
|
| 5822 |
5822
GoalFusion Wealth Management
Austin,
Texas
| $107M | -$9.37M | -8% | 10.5% | 47.6% | 22 | 22.73% | 0.4 |
|
| 5823 |
VCM
5823
Viewpoint Capital Management
Seattle,
Washington
| $107M | -$23.1M | -18% | 16.9% | 120% | 121 | 7.44% | 0.5 |
|
| 5824 |
5824
Greylock 15
Menlo Park,
California
| $107M | -$167M | -61% | 51.5% | 17.8% | 4 | 0% | 0.8 |
|
| 5825 |
5825
4Thought Financial Group
Syosset,
New York
| $107M | -$6.17M | -5% | 11% | 37.6% | 105 | 10.48% | 1.1 |
|