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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Sapphire Ventures
Austin,
Texas
| $134M | -$32.6M | -20% | 11.5% | 7.75% | 7 | 14.29% | 2.5 |
|
| 6352 |
6352
Bancreek Capital Management
Santa Monica,
California
| $134M | +$16.4M | +14% | 9.98% | 33.6% | 20 | 20% | 1.5 |
|
| 6353 |
6353
Prepared Retirement Institute
Lansdale,
Pennsylvania
| $134M | +$493K | +0.4% | 6.76% | – | 81 | 20.99% | 0.2 |
|
| 6354 |
CP
6354
CPV Partners
Stamford,
Connecticut
| $134M | -$3.66M | -3% | 10.2% | 105% | 5 | 0% | 2.6 |
|
| 6355 |
MF
6355
Meridian Financial
Holliston,
Massachusetts
| $134M | +$6.73M | +5% | 7.13% | 58.5% | 123 | 8.94% | 1.6 |
|
| 6356 |
6356
Caitlin John
Brighton,
Michigan
| $134M | +$11.4M | +9% | 7.36% | – | 958 | 13.99% | 0.2 |
|
| 6357 |
6357
Keene & Associates
Fort Worth,
Texas
| $134M | +$13.4M | +11% | 6.8% | 20.3% | 84 | 7.14% | 1.9 |
|
| 6358 |
6358
Bright Financial Advisors
Portage,
Michigan
| $134M | – | – | 6.07% | – | 48 | – | 0 |
|
| 6359 |
MIM
6359
Meixler Investment Management
Show Low,
Arizona
| $134M | +$13.6M | +11% | 8.47% | 60.8% | 118 | 26.27% | 1.3 |
|
| 6360 |
6360
Accordant Advisory Group
Annapolis,
Maryland
| $134M | – | – | 5.88% | – | 199 | – | 0 |
|
| 6361 |
6361
Gate City Capital Management
Chicago,
Illinois
| $134M | +$28.8M | +27% | 3.15% | – | 16 | 31.25% | 0.2 |
|
| 6362 |
6362
Jones Road Capital Management
New York
| $134M | -$260M | -66% | 11.2% | 88.5% | 49 | 48.98% | 1.4 |
|
| 6363 |
HIA
6363
Harvest Investment Advisors
Tallahassee,
Florida
| $134M | +$9.12M | +7% | 7.63% | 78.3% | 53 | 5.66% | 1.2 |
|
| 6364 |
6364
Novak & Powell Financial Services
St. Petersburg,
Florida
| $134M | -$16.2M | -11% | 7.74% | – | 161 | 16.77% | 0.2 |
|
| 6365 |
6365
Strategic Financial Planning
Plano,
Texas
| $134M | +$5.73M | +4% | 3.96% | 47.5% | 36 | 5.56% | 3.1 |
|
| 6366 |
CIG
6366
Cascade Investment Group
Colorado Springs,
Colorado
| $134M | +$9.7M | +8% | 7.26% | 93.2% | 146 | 10.27% | 1 |
|
| 6367 |
6367
Abel Hall LLC
Baton Rouge,
Louisiana
| $134M | +$16.5M | +14% | 11.4% | 133% | 159 | 29.56% | 0.2 |
|
| 6368 |
6368
Paragon Capital Management (Utah)
Provo,
Utah
| $134M | +$8.62M | +7% | 9.37% | 72.3% | 81 | 33.33% | 1.2 |
|
| 6369 |
6369
Endowment Wealth Management
Appleton,
Wisconsin
| $134M | +$13.3M | +11% | 7.38% | 70.7% | 140 | 12.14% | 1.6 |
|
| 6370 |
6370
Greenhouse Wealth Management
Westport,
Connecticut
| $133M | +$9.7M | +8% | 9.18% | 87.2% | 60 | 10% | 2.6 |
|
| 6371 |
ACM
6371
Aquilo Capital Management
San Francisco,
California
| $133M | -$27M | -17% | 17.9% | 6.84% | 11 | 18.18% | 2 |
|
| 6372 |
6372
Maripau Wealth Management
Fort Wayne,
Indiana
| $133M | +$18.3M | +16% | 7.35% | 55.6% | 164 | 36.59% | 0.9 |
|
| 6373 |
6373
H&F Corporate Investors IX
San Francisco,
California
| $133M | +$2.5M | +2% | 1.91% | 62.7% | 1 | 0% | 1.3 |
|
| 6374 |
6374
Longview Financial Advisors
Huntsville,
Alabama
| $133M | +$8.79M | +7% | 5.66% | 47.4% | 44 | 11.36% | 0.2 |
|
| 6375 |
BG
6375
BRX Global
New York
| $133M | +$25.1M | +23% | 13.2% | 65.8% | 5 | 0% | 2.3 |
|