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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
5926
MSD Capital
New York
| $178M | -$5.56M | -3% | 2.76% | 11.5% | 3 | 0% | 4.3 |
|
| 5927 |
5927
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| $178M | +$6.5M | +4% | 1.98% | 45.1% | 38 | 10.53% | 6.4 |
|
| 5928 |
II
5928
Ironclad Investments
Maitland,
Florida
| $178M | +$6.65M | +4% | 4.58% | – | 3 | 0% | 1.3 |
|
| 5929 |
5929
BOCHK Asset Management
Hong Kong
| $178M | -$149M | -46% | 2.38% | 503% | 77 | 53.25% | 0.6 |
|
| 5930 |
5930
Brooks Moore & Associates
Chattanooga,
Tennessee
| $177M | +$8.18M | +5% | 1.83% | 63.7% | 105 | 11.43% | 4.1 |
|
| 5931 |
5931
Strategic Planning Inc
Columbus,
Ohio
| $177M | – | – | 2.4% | – | 57 | – | 0 |
|
| 5932 |
5932
Brookmont Capital Management
Dallas,
Texas
| $177M | -$9.9M | -5% | 0.9% | 32.2% | 54 | 1.85% | 7.3 |
|
| 5933 |
5933
Carl Stuart Investment Advisor
Austin,
Texas
| $177M | -$10.2M | -5% | 1.23% | 84.4% | 20 | 25% | 2.1 |
|
| 5934 |
5934
Summit Place Financial Advisors
Summit,
New Jersey
| $177M | +$1.32M | +0.8% | 0.25% | 111% | 94 | 6.38% | 3.1 |
|
| 5935 |
5935
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| $177M | -$20.7M | -10% | 3.92% | 58.3% | 56 | 17.86% | 2.6 |
|
| 5936 |
5936
Banyan Capital Management
Atlanta,
Georgia
| $177M | +$10.3M | +6% | 3.13% | 44.4% | 16 | 0% | 4.5 |
|
| 5937 |
5937
Cairn Investment Group
Vancouver,
Washington
| $177M | +$6.84M | +4% | 3.28% | 67.4% | 73 | 16.44% | 3.5 |
|
| 5938 |
5938
Horizon Bancorp
Michigan City,
Indiana
| $177M | -$35.2M | -17% | 1.06% | 33.4% | 198 | 10.1% | 3 |
|
| 5939 |
5939
Kapstone Financial Advisors
Lebanon,
Ohio
| $177M | -$10.6M | -6% | 1.12% | 131% | 118 | 8.47% | 1.8 |
|
| 5940 |
5940
Haven Private
Orlando,
Florida
| $177M | -$2.28M | -1% | 2.31% | – | 153 | 24.84% | 0.2 |
|
| 5941 |
FCFC
5941
First Citizens Financial Corp
Mason City,
Iowa
| $177M | -$7.42M | -4% | 0.98% | 72.9% | 126 | 7.94% | 3.4 |
|
| 5942 |
5942
Security National Bank of So Dak
Sioux City,
Iowa
| $177M | -$2.52M | -1% | 1.51% | 67.7% | 117 | 11.97% | 5.5 |
|
| 5943 |
5943
International City Management Association Retirement Corp
Washington,
District of Columbia
| $177M | +$14.1M | +9% | 2.22% | 48.1% | 6 | 16.67% | 1.4 |
|
| 5944 |
5944
Horizon Advisory Services
West Henrietta,
New York
| $177M | +$2.01M | +1% | 1.07% | – | 47 | 4.26% | 0.6 |
|
| 5945 |
5945
Worldly Partners Management
Needham,
Massachusetts
| $177M | -$14.5M | -8% | 8.65% | 19.2% | 3 | 0% | 2.3 |
|
| 5946 |
5946
JW Asset Management
Miami Beach,
Florida
| $177M | -$33.7M | -16% | 7.04% | 251% | 20 | 25% | 1.2 |
|
| 5947 |
5947
Brown Shipley & Co
London,
United Kingdom
| $177M | -$24.8M | -12% | 6.97% | 125% | 65 | 3.08% | 1.8 |
|
| 5948 |
5948
Longaeva Partners
Chicago,
Illinois
| $177M | – | – | 2.81% | – | 21 | – | 0 |
|
| 5949 |
5949
Mainsail Financial Group
Bellevue,
Washington
| $176M | +$3.89M | +2% | 2.61% | 61.9% | 50 | 4% | 2 |
|
| 5950 |
IF
5950
Integrity Financial
Cheyenne,
Wyoming
| $176M | +$2.25M | +1% | 1.8% | 66.3% | 291 | 19.24% | 1.9 |
|