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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Coign Capital Advisors
Draper,
Utah
| $191M | +$9.39M | +5% | 2.11% | – | 82 | 1.22% | 0.9 |
|
| 6377 |
6377
First County Bank
Stamford,
Connecticut
| $191M | -$4.98M | -3% | 2.48% | 101% | 179 | 7.26% | 2.1 |
|
| 6378 |
6378
Keystone Financial Group (Georgia)
Atlanta,
Georgia
| $191M | +$13.5M | +8% | 1.08% | – | 142 | 11.97% | 0.9 |
|
| 6379 |
6379
Covestor
London,
United Kingdom
| $191M | +$9.46M | +5% | 5.51% | 134% | 2,852 | 4.94% | 3.2 |
|
| 6380 |
6380
West Bancorporation
West Des Moines,
Iowa
| $191M | +$11M | +6% | 2.5% | 72.5% | 112 | 14.29% | 3.3 |
|
| 6381 |
6381
Client First Investment Management
West Bend,
Wisconsin
| $191M | -$5.38M | -3% | 6.87% | 243% | 50 | 62% | 0.6 |
|
| 6382 |
6382
Palmer Knight Company
Jacksonville,
Florida
| $191M | -$20.6M | -10% | 0.35% | 78.9% | 35 | 14.29% | 4 |
|
| 6383 |
6383
Income Research & Management
Boston,
Massachusetts
| $190M | -$14.1M | -7% | 0.02% | 1.19% | 35 | 8.57% | 1.2 |
|
| 6384 |
6384
Foundry Financial
Pasadena,
California
| $190M | – | – | 2.35% | – | 67 | – | 0 |
|
| 6385 |
6385
Aurora Investment Counsel
Atlanta,
Georgia
| $190M | -$702K | -0.4% | 0.22% | 31.7% | 122 | 26.23% | 1.3 |
|
| 6386 |
6386
OxenFree Capital
Satellite Beach,
Florida
| $190M | +$8.47M | +5% | 1.2% | 56.4% | 49 | 6.12% | 1.6 |
|
| 6387 |
6387
Draper Asset Management
Smithtown,
New York
| $190M | +$23.4M | +14% | 7.32% | 187% | 35 | 48.57% | 2.6 |
|
| 6388 |
6388
Beacon Advisors Holdings
Austin,
Texas
| $190M | – | – | 1.68% | – | 36 | – | 0 |
|
| 6389 |
PIM
6389
Pullen Investment Management
Bradenton,
Florida
| $190M | +$5.17M | +3% | 3.51% | – | 106 | 15.09% | 1.4 |
|
| 6390 |
6390
Walser Wealth Management
Tampa,
Florida
| $190M | – | – | 14.1% | – | 145 | – | 0 |
|
| 6391 |
IAMH
6391
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| $190M | -$43.1M | -19% | 11.9% | 64.5% | 27 | 40.74% | 0.8 |
|
| 6392 |
6392
Fairfield, Bush & Co
Darien,
Connecticut
| $190M | -$5.24M | -3% | 3.34% | 112% | 124 | 10.48% | 6.5 |
|
| 6393 |
AFC
6393
Alpine Fox Capital
Las Vegas,
Nevada
| $189M | -$49.4M | -21% | 0.43% | – | 23 | 47.83% | 0.1 |
|
| 6394 |
MKW
6394
Mullaney, Keating & Wright
Middletown,
Connecticut
| $189M | +$9.28M | +5% | 2.97% | – | 73 | 6.85% | 1.2 |
|
| 6395 |
6395
Mission Hills Financial Advisory
San Diego,
California
| $189M | +$1.19M | +0.6% | 0.47% | – | 56 | 17.86% | 0.8 |
|
| 6396 |
6396
First City Capital Management
Savannah,
Georgia
| $189M | +$3.91M | +2% | 3.81% | 86.4% | 159 | 6.29% | 6.6 |
|
| 6397 |
6397
Northern Capital Management (Washington)
Spokane,
Washington
| $189M | +$4.95M | +3% | 2.42% | 90.9% | 52 | 11.54% | 2.8 |
|
| 6398 |
6398
Gouws Capital LLC
Charlotte,
North Carolina
| $189M | +$7.32M | +4% | 9.37% | 114% | 56 | 3.57% | 2.8 |
|
| 6399 |
6399
Crystal Rock Capital Management
Bannockburn,
Illinois
| $189M | +$6.03M | +3% | 6.85% | 164% | 33 | 6.06% | 4.8 |
|
| 6400 |
6400
Envision Financial
Brookfield,
Wisconsin
| $189M | +$14.7M | +8% | 1.62% | – | 43 | 2.33% | 0.9 |
|