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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6626 |
6626
Wealth Forward LLC
Fargo,
North Dakota
| $177M | +$4.77M | +3% | 1.73% | 48.8% | 45 | 8.89% | 1.5 |
|
| 6627 |
6627
Lowery Thomas LLC
Pebble Beach,
California
| $177M | +$3.81M | +2% | 2.19% | 74.7% | 55 | 0% | 2.9 |
|
| 6628 |
6628
Orser Capital Management
Southlake,
Texas
| $177M | -$13.2M | -7% | 3.91% | 128% | 77 | 36.36% | 3.9 |
|
| 6629 |
6629
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $177M | +$21.7M | +14% | 2.13% | 76.1% | 125 | 16% | 5.1 |
|
| 6630 |
KRAVCF
6630
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
| $177M | – | – | 2.53% | – | 16 | – | 0 |
|
| 6631 |
6631
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| $177M | -$9.8M | -5% | 3.16% | – | 127 | 7.87% | 0.8 |
|
| 6632 |
6632
Presper Financial Architects
Akron,
Ohio
| $177M | +$4.5M | +3% | 0.8% | – | 56 | 12.5% | 0.4 |
|
| 6633 |
6633
United Airlines Holdings
Chicago,
Illinois
| $177M | – | – | 7.28% | – | 3 | – | 0 |
|
| 6634 |
6634
Pacific Wealth Strategies Group
Santa Barbara,
California
| $177M | +$13.6M | +8% | 4.69% | 85.3% | 67 | 13.43% | 3.6 |
|
| 6635 |
6635
Andera Partners
Paris,
| $177M | – | – | 2.77% | – | 5 | – | 0 |
|
| 6636 |
6636
Financial Designs
Claremont,
California
| $177M | +$3.86M | +2% | 0.91% | 49% | 24 | 12.5% | 1.4 |
|
| 6637 |
6637
Granite Group Advisors
Stamford,
Connecticut
| $177M | +$11.4M | +7% | 1.24% | 74% | 92 | 16.3% | 1.4 |
|
| 6638 |
6638
CNO Financial Group
Carmel,
Indiana
| $176M | +$25.9M | +17% | 0.98% | – | 10 | 20% | 1.9 |
|
| 6639 |
6639
CAP Partners LLC
Franklin,
Tennessee
| $176M | +$254K | +0.1% | 0.61% | 97% | 154 | 12.34% | 1.5 |
|
| 6640 |
6640
Define Financial
San Diego,
California
| $176M | +$9.8M | +6% | 1.46% | – | 45 | 15.56% | 0.8 |
|
| 6641 |
HIA
6641
Harvest Investment Advisors
Tallahassee,
Florida
| $176M | +$6.13M | +4% | 3.06% | 78.3% | 59 | 3.39% | 2.4 |
|
| 6642 |
6642
Aurora Investment Managers
Naples,
Florida
| $176M | -$7.38M | -4% | 2.12% | 74.4% | 52 | 19.23% | 3 |
|
| 6643 |
6643
Kestrel Investment Management
San Mateo,
California
| $176M | -$994K | -0.6% | 3.74% | 99.8% | 46 | 26.09% | 1.8 |
|
| 6644 |
6644
General Partner Inc
Pittsburgh,
Pennsylvania
| $176M | -$5.27M | -3% | 3.5% | 83.1% | 173 | 4.62% | 2.4 |
|
| 6645 |
6645
Momentous Wealth Management
Vancouver,
Washington
| $176M | +$18.7M | +12% | 1.98% | – | 48 | 20.83% | 0.8 |
|
| 6646 |
6646
Sterling Investment Management
Tucson,
Arizona
| $176M | +$9.9M | +6% | 3.77% | 45.3% | 74 | 17.57% | 4.5 |
|
| 6647 |
6647
William Allan Corp
Fort Collins,
Colorado
| $176M | -$2.06M | -1% | 1.81% | 94.2% | 60 | 18.33% | 2.6 |
|
| 6648 |
6648
Vienna Asset Management
Saratoga,
California
| $176M | +$8.45M | +5% | 5% | – | 63 | 26.98% | 1.5 |
|
| 6649 |
6649
Solas Capital Management
Darien,
Connecticut
| $176M | +$12.4M | +8% | 10.7% | 62.5% | 26 | 38.46% | 1.8 |
|
| 6650 |
6650
Pinney & Scofield
Cambridge,
Massachusetts
| $176M | +$15.2M | +9% | 4.55% | – | 220 | 5% | 1 |
|