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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5851 |
5851
LCM Capital Management
Chicago,
Illinois
| $174M | +$13.5M | +8% | 6.89% | 128% | 100 | 13% | 2.8 |
|
| 5852 |
5852
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| $174M | +$8.07M | +5% | 5.31% | 72% | 121 | 8.26% | 2.8 |
|
| 5853 |
RWIA
5853
Roger Wittlin Investment Advisory
San Francisco,
California
| $174M | +$18M | +12% | 5.5% | 61.3% | 55 | 12.73% | 1.3 |
|
| 5854 |
FP
5854
Factorial Partners
Mt. Kisco,
New York
| $174M | +$11.3M | +7% | 11.2% | 88.7% | 87 | 25.29% | 2.9 |
|
| 5855 |
5855
Kestrel Investment Management
San Mateo,
California
| $174M | +$22.8M | +15% | 10.6% | 89.2% | 42 | 16.67% | 1.6 |
|
| 5856 |
5856
FourWorld Capital Management
New York
| $174M | +$6.72M | +4% | 11.4% | 132% | 38 | 47.37% | 0.8 |
|
| 5857 |
5857
Emprise Bank
Wichita,
Kansas
| $174M | +$11.5M | +7% | 5.11% | – | 108 | 14.81% | 0.5 |
|
| 5858 |
5858
Matrix Private Capital Group
New York
| $174M | +$14.4M | +9% | 6.4% | 62.5% | 156 | 7.05% | 3.4 |
|
| 5859 |
5859
Delta Capital Management
Red Bank,
New Jersey
| $173M | +$8.03M | +5% | 6.44% | 129% | 89 | 4.49% | 6 |
|
| 5860 |
5860
Castleview Partners
Dallas,
Texas
| $173M | -$2.52M | -1% | 6.43% | 61.3% | 957 | 47.44% | 2.1 |
|
| 5861 |
5861
Trivant Custom Portfolio Group
San Diego,
California
| $173M | +$10.6M | +6% | 5.99% | 86.1% | 202 | 21.29% | 1.1 |
|
| 5862 |
5862
Independent Order of Foresters
Toronto,
Ontario, Canada
| $173M | +$11.1M | +7% | 6.25% | 66.3% | 15 | 20% | 3.8 |
|
| 5863 |
5863
CoreFirst Bank & Trust
Topeka,
Kansas
| $173M | +$24.5M | +16% | 8.38% | 61.4% | 344 | 65.12% | 1.2 |
|
| 5864 |
5864
Granite Harbor Advisors
Houston,
Texas
| $173M | +$15.1M | +10% | 5.1% | 61.5% | 91 | 10.99% | 1.3 |
|
| 5865 |
5865
AUA Capital Management
Camp Hill,
Pennsylvania
| $173M | +$6.62M | +4% | 5.51% | 70.2% | 84 | 8.33% | 5.9 |
|
| 5866 |
5866
Banyan Capital Management
Atlanta,
Georgia
| $173M | +$7.08M | +4% | 7.81% | 42.5% | 18 | 16.67% | 4.1 |
|
| 5867 |
MA
5867
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $173M | +$22.6M | +15% | 21.2% | 166% | 57 | 0% | 7.5 |
|
| 5868 |
5868
Heritage Wealth Management (Texas)
Houston,
Texas
| $173M | +$12M | +7% | 6.73% | 52.3% | 40 | 7.5% | 1.2 |
|
| 5869 |
5869
PFG Private Wealth Management
Lutz,
Florida
| $172M | +$7.58M | +5% | 4.5% | 52.6% | 258 | 13.57% | 2.4 |
|
| 5870 |
5870
American Capital Advisory
Ketchum,
Idaho
| $172M | +$32.5M | +23% | 6.32% | 69% | 532 | 26.69% | 0.6 |
|
| 5871 |
5871
Novak & Powell Financial Services
St. Petersburg,
Florida
| $172M | +$11.5M | +7% | 6.78% | – | 157 | 3.82% | 0.7 |
|
| 5872 |
5872
Cape Ann Savings Bank
Glocuster,
Massachusetts
| $172M | +$11.2M | +7% | 5.65% | 72.7% | 92 | 9.78% | 5.7 |
|
| 5873 |
5873
Propel Bio Management
Los Angeles,
California
| $172M | +$18.2M | +12% | 35.5% | – | 27 | 33.33% | 0.5 |
|
| 5874 |
5874
Kaizen Financial Strategies
Campbell,
California
| $172M | +$12M | +7% | 6.77% | 126% | 150 | 20% | 1.8 |
|
| 5875 |
WAM
5875
Werlinich Asset Management
Stamford,
Connecticut
| $172M | +$11.6M | +7% | 8.93% | 232% | 64 | 12.5% | 2.6 |
|