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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Aufman Associates
Sewickley,
Pennsylvania
| $119M | -$2.03M | -2% | 3.3% | 136% | 44 | 4.55% | 2.7 |
|
| 5952 |
5952
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $119M | -$39.9M | -25% | 4.26% | 38.4% | 8 | 12.5% | 2.8 |
|
| 5953 |
5953
Advanced Portfolio Management
New York
| $119M | +$9.33M | +9% | 6.96% | 19.8% | 111 | 81.08% | 0.1 |
|
| 5954 |
5954
Spring Capital Management
Amarillo,
Texas
| $119M | -$8.93M | -7% | 5.4% | 73.6% | 30 | 6.67% | 1.5 |
|
| 5955 |
5955
Renasant Bank
Tupelo,
Mississippi
| $119M | -$3.68M | -3% | 2.48% | 65% | 197 | 18.78% | 1.9 |
|
| 5956 |
5956
Fairbanks Capital Management
Rancho Santa Fe,
California
| $119M | -$9.7M | -8% | 2.28% | 81.3% | 55 | 7.27% | 4.1 |
|
| 5957 |
5957
Paladin Advisory Group
Clive,
Iowa
| $119M | -$6.07M | -5% | 3.33% | 71.9% | 270 | 5.19% | 0.5 |
|
| 5958 |
5958
XXEC Inc
Tulsa,
Oklahoma
| $119M | -$12.4M | -9% | 2.85% | 19.3% | 25 | 12% | 1.8 |
|
| 5959 |
MFFIA
5959
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| $118M | +$1.49M | +1% | 0.6% | 136% | 66 | 9.09% | 0.7 |
|
| 5960 |
5960
VitalStone Financial
Shavano Park,
Texas
| $118M | -$60.7M | -34% | 0.98% | – | 699 | 46.49% | 0.4 |
|
| 5961 |
5961
Washburn Capital Management
Vero Beach,
Florida
| $118M | -$1.31M | -1% | 2.59% | 123% | 50 | 14% | 2.4 |
|
| 5962 |
5962
Kaizen Financial Strategies
Campbell,
California
| $118M | +$1.45M | +1% | 3.4% | 126% | 128 | 22.66% | 1.7 |
|
| 5963 |
5963
Imprint Wealth
Mount Pleasant,
South Carolina
| $118M | -$40.4M | -25% | 2.45% | – | 178 | 19.1% | 0.4 |
|
| 5964 |
5964
Arthedge Capital Management
Jericho,
New York
| $118M | -$3.67M | -3% | 0.78% | 80.7% | 13 | 7.69% | 2 |
|
| 5965 |
5965
Oslo Asset Management AS
Oslo,
Norway
| $118M | -$28M | -19% | 16.3% | 82.7% | 14 | 28.57% | 1.7 |
|
| 5966 |
5966
Midwest Financial Group
Overland Park,
Kansas
| $118M | +$163K | +0.1% | 3.99% | 103% | 101 | 10.89% | 0.5 |
|
| 5967 |
5967
Chapman Investment Management
San Anselmo,
California
| $118M | -$8.06M | -6% | 1.95% | 44% | 39 | 20.51% | 2.2 |
|
| 5968 |
5968
Susquehanna International Securities
Dublin,
Ireland
| $118M | +$10.6M | +10% | 5.99% | 2.8% | 45 | 44.44% | 0.8 |
|
| 5969 |
5969
Aurora Investment Managers
Naples,
Florida
| $118M | -$13.1M | -10% | 5.38% | 74.4% | 50 | 16% | 1.9 |
|
| 5970 |
5970
Resource Planning Group
Atlanta,
Georgia
| $118M | -$5.51M | -4% | 3.27% | 1.9% | 61 | 9.84% | 3.6 |
|
| 5971 |
5971
Echo45 Advisors
Walnut Creek,
California
| $118M | -$3.26M | -3% | 1.66% | 53.6% | 48 | 10.42% | 1.4 |
|
| 5972 |
MAM
5972
Marketfield Asset Management
New York
| $118M | -$6.43M | -5% | 0.95% | 61.5% | 38 | 5.26% | 3.9 |
|
| 5973 |
5973
Gouws Capital LLC
Charlotte,
North Carolina
| $118M | -$3.24M | -3% | 0.24% | 114% | 48 | 4.17% | 1.5 |
|
| 5974 |
SC
5974
Settian Capital
New York
| $118M | -$2.1M | -2% | 0.94% | 62.5% | 39 | 15.38% | 1 |
|
| 5975 |
RWIA
5975
Roger Wittlin Investment Advisory
San Francisco,
California
| $118M | -$5.55M | -4% | 3.55% | 61.3% | 42 | 7.14% | 0.9 |
|