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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6601 |
ACA
6601
Acorn Capital Advisors
New York
| $153M | +$2.95M | +2% | 3.01% | – | 22 | 4.55% | 0.5 |
|
| 6602 |
6602
Gallo Partners
Bloomfield,
New Jersey
| $153M | +$2.54M | +2% | 18.3% | – | 87 | 80.46% | 0.1 |
|
| 6603 |
6603
Lummis Asset Management
Fort Worth,
Texas
| $153M | +$8.86M | +6% | 7.24% | – | 165 | 5.45% | 1.3 |
|
| 6604 |
6604
Boyar Asset Management
New York
| $153M | +$14.9M | +11% | 12.2% | 75.5% | 82 | 9.76% | 7.2 |
|
| 6605 |
6605
SummerHaven Investment Management
Stamford,
Connecticut
| $153M | +$9.5M | +7% | 11.7% | 150% | 195 | 2.05% | 1.8 |
|
| 6606 |
6606
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| $153M | +$4.39M | +3% | 4.06% | 41.2% | 54 | 3.7% | 2.5 |
|
| 6607 |
MKW
6607
Mullaney, Keating & Wright
Middletown,
Connecticut
| $153M | +$4.29M | +3% | 2.05% | – | 61 | 6.56% | 0.9 |
|
| 6608 |
6608
Prodigy Asset Management
Omaha,
Nebraska
| $153M | +$28.9M | +23% | 5.64% | – | 24 | 8.33% | 0.4 |
|
| 6609 |
6609
Richmond Brothers
Jackson,
Michigan
| $153M | -$5.51M | -3% | 7.51% | 77.2% | 33 | 15.15% | 1.6 |
|
| 6610 |
6610
Two West Capital Advisors
Overland Park,
Kansas
| $153M | +$32.9M | +28% | 7.33% | – | 95 | 21.05% | 0.7 |
|
| 6611 |
MA
6611
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $153M | +$11.9M | +8% | 12.2% | 166% | 57 | 5.26% | 7.8 |
|
| 6612 |
6612
HMV Wealth Advisors
Shreveport,
Louisiana
| $153M | +$26.5M | +21% | 8.65% | – | 90 | 23.33% | 0.4 |
|
| 6613 |
6613
Pacific Wealth Strategies Group
Santa Barbara,
California
| $152M | +$17.9M | +13% | 10.9% | 75.5% | 64 | 25% | 3.6 |
|
| 6614 |
6614
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $152M | +$16M | +12% | 36.4% | 144% | 25 | 56% | 0.6 |
|
| 6615 |
6615
RiverGlades Family Offices
Naples,
Florida
| $152M | +$13.5M | +10% | 7.55% | – | 90 | 13.33% | 4.1 |
|
| 6616 |
6616
Axis Wealth Partners
East Providence,
Rhode Island
| $152M | +$16.9M | +12% | 6.56% | – | 152 | 11.18% | 0.4 |
|
| 6617 |
6617
Leigh Baldwin & Co
Cazenovia,
New York
| $152M | +$27.8M | +22% | 11.9% | – | 192 | 17.19% | 0.4 |
|
| 6618 |
6618
Financially Speaking
Greenwood Village,
Colorado
| $152M | +$16.4M | +12% | 7.54% | – | 180 | 65.56% | 0.2 |
|
| 6619 |
SA
6619
Stonebridge Advisors
Wilton,
Connecticut
| $152M | +$5.96M | +4% | 1.59% | 3.35% | 4 | 25% | 2.6 |
|
| 6620 |
6620
Define Financial
San Diego,
California
| $152M | +$20.5M | +16% | 7.58% | – | 37 | 10.81% | 0.4 |
|
| 6621 |
6621
Guerra Pan Advisors
Montclair,
New Jersey
| $152M | +$24.2M | +19% | 19.2% | 149% | 117 | 14.53% | 2.5 |
|
| 6622 |
6622
Jericho Financial
Westerville,
Ohio
| $152M | +$14M | +10% | 15.6% | – | 41 | 0% | 0.5 |
|
| 6623 |
6623
Infini Capital Management
Central,
Hong Kong
| $152M | +$52.1M | +52% | 7.09% | – | 25 | 56% | 0.3 |
|
| 6624 |
6624
Palouse Capital Management
Spokane,
Washington
| $152M | +$5.07M | +3% | 3.92% | 67.8% | 146 | 19.18% | 2.4 |
|
| 6625 |
6625
Lepercq De Neuflize Asset Management
New York
| $152M | +$48.3M | +47% | 10.1% | – | 16 | 50% | 0.4 |
|