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
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $113M | +$6.87M | +6% | 5.71% | 172% | 7 | 28.57% | 1.9 |
|
| 6077 |
6077
Brown Financial Advisory
Fairhope,
Alabama
| $113M | -$9.7M | -8% | 4.34% | 66.3% | 31 | 9.68% | 2.2 |
|
| 6078 |
6078
Successful Portfolios
Clearwater,
Florida
| $113M | -$3.31M | -3% | 2.75% | 110% | 159 | 11.95% | 4.4 |
|
| 6079 |
6079
Riverview Trust Company
Vancouver,
Washington
| $113M | +$2.46M | +2% | 3.07% | 87.6% | 731 | 15.32% | 2 |
|
| 6080 |
CI
6080
Carroll Investors
Mt Pleasant,
South Carolina
| $113M | -$20.5M | -15% | 9.96% | 241% | 33 | 39.39% | 1.1 |
|
| 6081 |
6081
AFG Fiduciary Services
Hingham,
Massachusetts
| $113M | -$20M | -15% | 4.87% | 72.4% | 84 | 15.48% | 1.2 |
|
| 6082 |
6082
Fairfield University
Fairfield,
Connecticut
| $113M | -$4.88M | -4% | 4.56% | 61.9% | 4 | 0% | 6.4 |
|
| 6083 |
6083
Objective Capital Management
Pepper Pike,
Ohio
| $113M | -$1.71M | -1% | 3.66% | – | 109 | 16.51% | 1.4 |
|
| 6084 |
KCM
6084
Key Colony Management
Little Rock,
Arkansas
| $113M | -$28.3M | -20% | 15.7% | 113% | 8 | 0% | 1.8 |
|
| 6085 |
6085
Sterling Investment Management
Tucson,
Arizona
| $112M | -$13.6M | -11% | 0.24% | 45.3% | 61 | 16.39% | 5 |
|
| 6086 |
6086
Walker Asset Management
Verona,
Missouri
| $112M | -$8.71M | -7% | 5.17% | 87.6% | 99 | 11.11% | 1.5 |
|
| 6087 |
6087
Arbor Capital Management (Alaska)
Anchorage,
Alaska
| $112M | -$16.4M | -13% | 3.08% | 62.7% | 107 | 12.15% | 1.6 |
|
| 6088 |
6088
Steinberg Asset Management
New York
| $112M | +$8.08M | +8% | 8.18% | 130% | 42 | 11.9% | 3.4 |
|
| 6089 |
6089
AWH Capital
Dallas,
Texas
| $112M | -$1.3M | -1% | 2.05% | 183% | 29 | 17.24% | 2.3 |
|
| 6090 |
AIM
6090
AHL Investment Management
Winter Park,
Florida
| $112M | -$228K | -0.2% | 3.48% | 57.7% | 63 | 3.17% | 1.4 |
|
| 6091 |
6091
DHK Financial Advisors
Portsmouth,
New Hampshire
| $112M | -$5.26M | -4% | 3.9% | 46.1% | 64 | 4.69% | 0.9 |
|
| 6092 |
6092
Investments & Financial Planning LLC
Lexington,
Kentucky
| $112M | -$3.29M | -3% | 3.95% | 63.6% | 35 | 5.71% | 1.6 |
|
| 6093 |
6093
Kopion Asset Management
Mckinney,
Texas
| $112M | -$5.94M | -5% | 3.38% | 80.5% | 19 | 5.26% | 3.2 |
|
| 6094 |
SWG
6094
Summit Wealth Group
White River Junction,
Vermont
| $112M | -$135M | -55% | 3.54% | 53% | 82 | 58.54% | 1.5 |
|
| 6095 |
6095
General Partner Inc
Pittsburgh,
Pennsylvania
| $112M | -$7.95M | -7% | 3.07% | 83.1% | 127 | 0% | 0.7 |
|
| 6096 |
6096
Olistico Wealth
Tulsa,
Oklahoma
| $112M | -$4.93M | -4% | 3.26% | 108% | 111 | 9.01% | 0.6 |
|
| 6097 |
6097
Anchor IV
Singapore
| $112M | – | – | 16.7% | – | 1 | – | 0 |
|
| 6098 |
6098
Diker Management
New York
| $112M | -$7.3M | -6% | 2.4% | 210% | 44 | 22.73% | 2.3 |
|
| 6099 |
6099
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| $112M | -$77.9M | -41% | 4.04% | 81.5% | 171 | 97.08% | 1.8 |
|
| 6100 |
MIM
6100
Meixler Investment Management
Show Low,
Arizona
| $112M | +$3.75M | +3% | 3.61% | 66.2% | 107 | 19.63% | 1.1 |
|