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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Muzinich & Co
New York
| $131M | -$19.5M | -13% | 1.57% | 13.5% | 70 | 48.57% | 5.8 |
|
| 6452 |
6452
Lewis Asset Management
Lafayette,
California
| $131M | +$9.46M | +8% | 7.88% | 142% | 121 | 6.61% | 0.5 |
|
| 6453 |
6453
Objectivity Squared
Charleston,
South Carolina
| $131M | +$17M | +15% | 0.64% | – | 50 | 10% | 0.4 |
|
| 6454 |
GWMI
6454
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| $131M | +$975K | +0.8% | 0.45% | 103% | 256 | 11.33% | 2 |
|
| 6455 |
6455
Waypoint Wealth Counsel
Atlanta,
Georgia
| $131M | +$993K | +0.8% | 3.95% | 111% | 98 | 11.22% | 1.3 |
|
| 6456 |
6456
Main Line Retirement Advisors
Whitefish,
Montana
| $131M | +$3.45M | +3% | 0.48% | 47.6% | 36 | 2.78% | 0.9 |
|
| 6457 |
6457
Zynergy Retirement Planning
Red Bank,
New Jersey
| $131M | – | – | 0.27% | – | 125 | – | 0 |
|
| 6458 |
MIM
6458
Meixler Investment Management
Show Low,
Arizona
| $131M | -$3.27M | -2% | 0.39% | 66.2% | 114 | 6.14% | 1.5 |
|
| 6459 |
AIFAIM
6459
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| $131M | +$4.11M | +3% | 2.47% | 72.8% | 134 | 5.22% | 2.7 |
|
| 6460 |
6460
1620 Investment Advisors
Plymouth,
Massachusetts
| $131M | +$31M | +31% | 0.61% | 68.9% | 597 | 75.88% | 0.4 |
|
| 6461 |
6461
Wilson & Boucher Capital Management
Moraga,
California
| $131M | +$3.58M | +3% | 2.51% | 69.8% | 112 | 4.46% | 2.2 |
|
| 6462 |
6462
Alibaba Group
Causeway Bay,
Hong Kong
| $130M | -$23.9M | -15% | 10.5% | 2.06% | 6 | 16.67% | 4.4 |
|
| 6463 |
JKSF
6463
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| $130M | -$29.6M | -19% | 5.83% | 30.8% | 3 | 0% | 2.3 |
|
| 6464 |
6464
Holistic Planning
Nacogdoches,
Texas
| $130M | -$889K | -0.7% | 2.03% | – | 118 | 0.85% | 0.5 |
|
| 6465 |
6465
Taylor Financial Group
Roanoke,
Virginia
| $130M | -$1.21M | -0.9% | 0.16% | – | 97 | 8.25% | 0.5 |
|
| 6466 |
BFM
6466
Blacksheep Fund Management
Co. Dublin,
Ireland
| $130M | -$18.7M | -13% | 1.01% | 71.5% | 4 | 0% | 2.5 |
|
| 6467 |
6467
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| $130M | -$25.5M | -16% | 4.2% | 667% | 11 | 9.09% | 2.7 |
|
| 6468 |
6468
Brown Financial Advisory
Fairhope,
Alabama
| $130M | +$1.36M | +1% | 1.55% | 66.3% | 34 | 11.76% | 2.5 |
|
| 6469 |
6469
Prospect Financial Services
Melville,
New York
| $130M | +$8.9M | +7% | 6.07% | – | 80 | 15% | 0.4 |
|
| 6470 |
6470
Rosalind Advisors
Toronto,
Ontario, Canada
| $130M | +$22.9M | +21% | 3.3% | – | 41 | 24.39% | 0.3 |
|
| 6471 |
6471
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $130M | +$7.59M | +6% | 1.56% | 74.2% | 192 | 29.17% | 0.3 |
|
| 6472 |
6472
Shorepath Capital Management
Park City,
Utah
| $130M | +$3.36M | +3% | 2.47% | – | 22 | 0% | 0.5 |
|
| 6473 |
6473
SFI Advisors
Montclair,
New Jersey
| $130M | +$2.31M | +2% | 0.17% | 82.9% | 80 | 11.25% | 1.7 |
|
| 6474 |
6474
STAR Financial Bank
Fort Wayne,
Indiana
| $130M | +$12.8M | +11% | 1.87% | 53.4% | 112 | 21.43% | 1.1 |
|
| 6475 |
6475
TI-Trust
Quincy,
Illinois
| $130M | -$6.35M | -5% | 0.2% | 88.8% | 134 | 9.7% | 3.4 |
|