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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
6076
Millennium Capital Advisors
Little Rock,
Arkansas
| $112M | +$12.8M | +13% | 12.3% | 134% | 103 | 11.65% | 1 |
|
| 6077 |
6077
Mudita Advisors
London,
United Kingdom
| $112M | -$2.92M | -3% | 6.46% | 143% | 19 | 21.05% | 1.1 |
|
| 6078 |
6078
Trust Investment Advisors
Indianapolis,
Indiana
| $112M | +$5.59M | +5% | 7.9% | 178% | 121 | 38.84% | 3.4 |
|
| 6079 |
VCM
6079
Viewpoint Capital Management
Seattle,
Washington
| $111M | +$7.94M | +8% | 10.5% | 127% | 118 | 4.24% | 1.1 |
|
| 6080 |
6080
Doheny Asset Management
Los Angeles,
California
| $111M | +$25.2M | +29% | 9.07% | 135% | 74 | 10.81% | 5.8 |
|
| 6081 |
6081
Cladis Investment Advisory
Billings,
Montana
| $111M | +$10.8M | +11% | 10.3% | 131% | 143 | 10.49% | 1 |
|
| 6082 |
HP
6082
Hyperion Partners
Berwyn,
Pennsylvania
| $111M | +$6.62M | +6% | 5.05% | – | 66 | 6.06% | 0.2 |
|
| 6083 |
LI
6083
Latash Investments
Anchorage,
Alaska
| $111M | -$11.4M | -9% | 3.21% | 110% | 22 | 4.55% | 2.8 |
|
| 6084 |
OF
6084
Outfitter Financial
Brunswick,
Maine
| $111M | +$861K | +0.8% | 5.62% | 97.6% | 85 | 7.06% | 2.1 |
|
| 6085 |
6085
Scissortail Wealth Management
Tulsa,
Oklahoma
| $111M | -$61.7M | -36% | 5.71% | 71.9% | 131 | 74.05% | 0.7 |
|
| 6086 |
6086
Shelter Insurance Retirement Plan
Columbia,
Missouri
| $111M | -$2.3M | -2% | 7.13% | 60.5% | 8 | 0% | 2.4 |
|
| 6087 |
6087
Kapstone Financial Advisors
Lebanon,
Ohio
| $111M | +$1.08M | +1% | 9.47% | 131% | 104 | 14.42% | 0.2 |
|
| 6088 |
6088
Lynwood Capital Management
Toronto,
Ontario, Canada
| $111M | +$27.7M | +33% | 19.6% | – | 176 | 51.7% | 0.6 |
|
| 6089 |
6089
Mendel Capital Management
Little Rock,
Arkansas
| $111M | +$14.8M | +15% | 7.75% | – | 89 | 29.21% | 0.9 |
|
| 6090 |
6090
Richelieu Gestion
Paris,
France
| $111M | +$15.1M | +16% | 13.9% | – | 82 | 24.39% | 0.8 |
|
| 6091 |
6091
David J. Yvars Group
University Park,
Florida
| $111M | +$30.9M | +39% | 14.6% | 143% | 82 | 23.17% | 1.5 |
|
| 6092 |
6092
Azarias Capital Management
Berwyn,
Pennsylvania
| $111M | +$1.28M | +1% | 2.13% | 58.2% | 20 | 10% | 1.1 |
|
| 6093 |
ASFA
6093
All Season Financial Advisors
Denver,
Colorado
| $110M | -$2.71M | -2% | 4.58% | 33.8% | 142 | 45.07% | 0.6 |
|
| 6094 |
6094
Birch Grove Capital
New York
| $110M | -$91.4M | -45% | 0.19% | 2.66% | 25 | 32% | 1.4 |
|
| 6095 |
6095
CMG Global Holdings
Plano,
Texas
| $110M | +$4.86M | +5% | 7.97% | 80.8% | 84 | 9.52% | 1.7 |
|
| 6096 |
6096
Ramiah Investment Group
Brookfield,
Wisconsin
| $110M | +$58.3M | +112% | 12.3% | 62.2% | 73 | 28.77% | 1.6 |
|
| 6097 |
SC
6097
Samjo Capital
New York
| $110M | +$15.3M | +16% | 21.9% | 89.1% | 13 | 0% | 1.7 |
|
| 6098 |
FA
6098
Financial Advantage
Columbia,
Maryland
| $110M | +$2.38M | +2% | 4.68% | 24.3% | 37 | 2.7% | 5.3 |
|
| 6099 |
ASI
6099
Advisory Services & Investments
Bend,
Oregon
| $110M | +$9.6M | +10% | 5.95% | 19.9% | 40 | 30% | 1 |
|
| 6100 |
6100
W.H. Cornerstone Investments
Kingston,
Massachusetts
| $110M | +$4.86M | +5% | 4.86% | 58.2% | 141 | 17.73% | 0.4 |
|