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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6726 |
RAM
6726
RK Asset Management
Grosse Pointe Farms,
Michigan
| $116M | -$7.07M | -6% | 3.76% | 47.6% | 21 | 0% | 4.8 |
|
| 6727 |
IIL
6727
Insight Inv LLC
El Segundo,
California
| $116M | +$513K | +0.4% | 1.62% | 136% | 89 | 1.12% | 2.3 |
|
| 6728 |
SL
6728
Stevard LLC
Chicago,
Illinois
| $116M | +$4.79M | +4% | 7.17% | – | 59 | 16.95% | 2.7 |
|
| 6729 |
HFAS
6729
Hummer Financial Advisory Services
Chicago,
Illinois
| $116M | -$5.6M | -5% | 0.9% | 71.8% | 109 | 9.17% | 3.5 |
|
| 6730 |
MFS
6730
Monetta Financial Services
Wheaton,
Illinois
| $116M | +$4.93M | +4% | 8.75% | 275% | 55 | 29.09% | 2.8 |
|
| 6731 |
EPCA
6731
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $116M | -$5.02M | -4% | 1.07% | 119% | 52 | 26.92% | 1.9 |
|
| 6732 |
AFP
6732
Alpha Financial Partners
Lexington,
Kentucky
| $116M | +$5.63M | +5% | 2.66% | 61.8% | 84 | 26.19% | 1 |
|
| 6733 |
TDC
6733
Thompson Davis & Co
Richmond,
Virginia
| $115M | -$32.3M | -22% | 13.6% | 188% | 140 | 33.57% | 2.4 |
|
| 6734 |
NF
6734
NavPoint Financial
Prior Lake,
Minnesota
| $115M | +$151K | +0.1% | 2.83% | – | 45 | 2.22% | 0.5 |
|
| 6735 |
ACM
6735
Arlington Capital Management
Arlington Heights,
Illinois
| $115M | -$5.13M | -4% | 3.75% | 154% | 103 | 18.45% | 0.6 |
|
| 6736 |
DCM
6736
Davis Capital Management
Jacksonville,
Florida
| $115M | +$2.92M | +3% | 0.87% | – | 326 | 11.96% | 2.7 |
|
| 6737 |
SFSG
6737
Sound Financial Strategies Group
Madison,
Mississippi
| $115M | -$5.17M | -4% | 1.67% | 26.4% | 106 | 50% | 0.8 |
|
| 6738 |
AL
6738
ACAS LLC
Rancho Santa Fe,
California
| $115M | +$11.5M | +11% | 3.31% | – | 88 | 10.23% | 2.1 |
|
| 6739 |
SWM
6739
Seed Wealth Management
Evanston,
Illinois
| $115M | +$10.2M | +10% | 1.51% | 58.4% | 159 | 10.69% | 1.2 |
|
| 6740 |
HC
6740
Hoese & Co
Glencoe,
Minnesota
| $115M | +$4.98M | +5% | 2.21% | 46.3% | 158 | 21.52% | 2.5 |
|
| 6741 |
CWA
6741
Clearview Wealth Advisors
Salem,
Oregon
| $115M | +$16.6M | +17% | 1.63% | 45.2% | 125 | 40.8% | 2.3 |
|
| 6742 |
OC
6742
OxenFree Capital
Satellite Beach,
Florida
| $115M | +$5.06M | +5% | 1.68% | 56.4% | 43 | 13.95% | 0.5 |
|
| 6743 |
ACL
6743
Applied Capital LLC
Hollywood,
Florida
| $114M | -$8.35M | -7% | 2.56% | 78.3% | 87 | 14.94% | 1.3 |
|
| 6744 |
DWA
6744
Dougherty Wealth Advisers
Wayzata,
Minnesota
| $114M | +$1.42M | +1% | 2.77% | 67.5% | 112 | 3.57% | 4.7 |
|
| 6745 |
APW
6745
Aurora Private Wealth
Rockaway,
New Jersey
| $114M | -$1.44M | -1% | 4.34% | – | 159 | 14.47% | 2.5 |
|
| 6746 |
TA
6746
TCM Advisors
Martinsburg,
West Virginia
| $114M | -$150M | -57% | 0.23% | 56.1% | 62 | 0% | 1.9 |
|
| 6747 |
AWM
6747
Alterna Wealth Management
Houston,
Texas
| $114M | -$9.25M | -7% | 3.23% | 48% | 114 | 24.56% | 2 |
|
| 6748 |
VIP
6748
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| $114M | -$16.6M | -13% | 0.11% | 31.9% | 11 | 18.18% | 2.3 |
|
| 6749 |
RIA
6749
Richwood Investment Advisors
Cincinnati,
Ohio
| $114M | +$1.5M | +1% | 0.66% | 66% | 101 | 1.98% | 2.4 |
|
| 6750 |
RRCP
6750
Rip Road Capital Partners
Boston,
Massachusetts
| $114M | +$1M | +0.9% | 6.46% | 121% | 20 | 35% | 1.1 |
|