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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6676 |
6676
Atala Financial
Calabasas,
California
| $137M | -$5.16M | -4% | 3.54% | – | 482 | 3.53% | 0.2 |
|
| 6677 |
6677
Madrid Financial Services
Manhattan Beach,
California
| $137M | +$11.4M | +9% | 1.16% | – | 21 | 23.81% | 0.2 |
|
| 6678 |
6678
Clark & Stuart Inc
Portland,
Maine
| $137M | +$617K | +0.5% | 2.06% | – | 44 | 4.55% | 0.2 |
|
| 6679 |
6679
Sheridan Capital Management
San Rafael,
California
| $137M | -$5.16M | -4% | 2.4% | – | 29 | 13.79% | 1 |
|
| 6680 |
6680
Ehrlich Financial Group
Laguna Niguel,
California
| $137M | -$3.5M | -2% | 1.16% | 56.2% | 122 | 29.51% | 0.9 |
|
| 6681 |
6681
Plustick Management
Charlottesville,
Virginia
| $137M | -$21.7M | -14% | 7.8% | 1,667% | 23 | 30.43% | 1.1 |
|
| 6682 |
ALS
6682
Andrew L. Share
| $137M | -$83.3M | -38% | 3.2% | 3.31% | 13 | 7.69% | 1.7 |
|
| 6683 |
6683
Binnacle Investments
Urbandale,
Iowa
| $137M | – | – | 0.22% | – | 787 | – | 0 |
|
| 6684 |
6684
Broadway Wealth Solutions
San Antonio,
Texas
| $137M | +$5.19M | +4% | 0.31% | – | 96 | 12.5% | 0.2 |
|
| 6685 |
6685
Cox Capital Management
Andover,
Massachusetts
| $137M | -$18.8M | -12% | 0.03% | 106% | 69 | 18.84% | 3.1 |
|
| 6686 |
6686
Aflac Inc
Columbus,
Georgia
| $137M | -$39.6M | -22% | 22.3% | 13.4% | 3 | 0% | 2.6 |
|
| 6687 |
6687
Graphene Investments SAS
Paris,
France
| $137M | -$7.89M | -5% | 6.04% | 103% | 48 | 10.42% | 1.6 |
|
| 6688 |
TBBL
6688
True Blue (BVI) Ltd
Road Town, Tortola,
| $137M | -$25.5M | -16% | 15.6% | – | 5 | 20% | 0.3 |
|
| 6689 |
6689
Kingsman Wealth Management
Pensacola,
Florida
| $137M | – | – | 2.21% | – | 64 | – | 0 |
|
| 6690 |
6690
Long Corridor Asset Management
Hong Kong
| $137M | +$3.45M | +3% | 2.91% | 73.6% | 28 | 67.86% | 0.9 |
|
| 6691 |
6691
Lederer & Associates Investment Counsel
Long Beach,
California
| $137M | -$6.65M | -5% | 1.22% | 92.7% | 89 | 13.48% | 5.9 |
|
| 6692 |
6692
STAR Financial Bank
Fort Wayne,
Indiana
| $137M | -$2.31M | -2% | 1.72% | 53.4% | 116 | 15.52% | 1.5 |
|
| 6693 |
6693
AFG Fiduciary Services
Hingham,
Massachusetts
| $137M | -$5.09M | -4% | 2.72% | 72.4% | 80 | 18.75% | 1.9 |
|
| 6694 |
6694
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| $136M | -$560K | -0.4% | 1.68% | 59.7% | 62 | 6.45% | 2 |
|
| 6695 |
6695
Lightspeed Management Company
Menlo Park,
California
| $136M | -$147M | -52% | 23.7% | – | 11 | 27.27% | 0.2 |
|
| 6696 |
6696
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| $136M | -$16.3M | -11% | 14.2% | 144% | 24 | 50% | 0.5 |
|
| 6697 |
6697
Integrity Wealth Advisors
Ventura,
California
| $136M | -$777K | -0.6% | 1.02% | – | 72 | 23.61% | 0.2 |
|
| 6698 |
6698
Kingdom Financial Group
Peoria,
Arizona
| $136M | -$9.9M | -7% | 0.01% | 49.9% | 52 | 17.31% | 1.4 |
|
| 6699 |
6699
Thor Investment Management
Cincinnati,
Ohio
| $136M | +$6.38M | +5% | 7.56% | 122% | 46 | 13.04% | 1.1 |
|
| 6700 |
6700
Future Financial Wealth Management
Cincinnati,
Ohio
| $136M | -$378K | -0.3% | 1.63% | 65.2% | 460 | 5.43% | 1.1 |
|