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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6851 |
6851
LRT Capital Management
Austin,
Texas
| $107M | -$4.39M | -4% | 5.48% | 76.2% | 91 | 23.08% | 1.1 |
|
| 6852 |
6852
Gibson Wealth Advisors
Tyler,
Texas
| $107M | +$3.04M | +3% | 1.81% | – | 35 | 2.86% | 2.2 |
|
| 6853 |
6853
Alexander Randolph Advisory
Mclean,
Virginia
| $107M | -$7.41M | -6% | 4.08% | – | 53 | 1.89% | 0.5 |
|
| 6854 |
AIM
6854
Aquila Investment Management
New York
| $107M | -$10.7M | -9% | 1.83% | 53.3% | 75 | 25.33% | 1.4 |
|
| 6855 |
6855
Courant Investment Management
Franklin,
Tennessee
| $107M | -$13.7M | -11% | 4.33% | 35.2% | 10 | 20% | 4.5 |
|
| 6856 |
6856
Muirfield Wealth Advisors
Charlotte,
North Carolina
| $107M | +$2.75M | +3% | 2.02% | – | 62 | 8.06% | 0.5 |
|
| 6857 |
6857
HGI Capital Management
New York
| $107M | +$13.7M | +15% | 6.2% | 47% | 47 | 68.09% | 0.7 |
|
| 6858 |
6858
Oaktree Fund Advisors
Los Angles,
California
| $107M | -$4.84M | -4% | 1.18% | 132% | 50 | 12% | 1 |
|
| 6859 |
6859
Kize Capital
New York
| $106M | -$10.8M | -9% | 3.46% | 34.7% | 8 | 12.5% | 2.2 |
|
| 6860 |
6860
Perkins Capital Management
Wayzata,
Minnesota
| $106M | -$13.8M | -11% | 1.51% | 303% | 92 | 6.52% | 5.2 |
|
| 6861 |
6861
Barden Capital Management
Austin,
Texas
| $106M | +$2.62M | +3% | 4.11% | 80.1% | 64 | 7.81% | 2 |
|
| 6862 |
6862
Twin City Private Wealth
Winston-Salem,
North Carolina
| $106M | +$4.31M | +4% | 0.67% | – | 101 | 15.84% | 0.2 |
|
| 6863 |
6863
Montchanin Asset Management
Montchanin,
Delaware
| $106M | +$3.81M | +4% | 7.54% | – | 58 | 8.62% | 1.6 |
|
| 6864 |
6864
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| $106M | -$38M | -26% | 4.58% | – | 138 | 21.74% | 2.6 |
|
| 6865 |
6865
Accordant Advisory Group
Annapolis,
Maryland
| $106M | -$28.1M | -21% | 4.87% | – | 232 | 50.43% | 0.2 |
|
| 6866 |
6866
MeadowBrook Investment Advisors
Livonia,
Michigan
| $106M | -$1.78M | -2% | 1.8% | – | 340 | 4.41% | 0.5 |
|
| 6867 |
6867
Long Corridor Asset Management
Hong Kong
| $106M | -$7.21M | -6% | 2.52% | 73.6% | 22 | 50% | 0.8 |
|
| 6868 |
6868
EnerVest
Houston,
Texas
| $106M | -$110M | -51% | 2.35% | 20.5% | 1 | 0% | 5.5 |
|
| 6869 |
6869
Riverview Trust Company
Vancouver,
Washington
| $106M | -$24.2M | -19% | 2.55% | 87.6% | 673 | 11.59% | 0.9 |
|
| 6870 |
GC
6870
Gratia Capital
Los Angeles,
California
| $105M | +$14M | +15% | 0.56% | 42.4% | 24 | 41.67% | 0.7 |
|
| 6871 |
6871
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $105M | -$3.63M | -3% | 2.86% | 52.2% | 64 | 6.25% | 5.4 |
|
| 6872 |
CM
6872
Crystalline Management
Montreal, Quebec,
Canada
| $105M | +$28.4M | +37% | 3.88% | – | 128 | 54.69% | 0.4 |
|
| 6873 |
6873
Coastwise Capital Group
La Jolla,
California
| $105M | -$2.91M | -3% | 3.2% | 88.8% | 126 | 11.9% | 1.7 |
|
| 6874 |
6874
SIMA Wealth Partners
North Chesterfield,
Virginia
| $105M | – | – | 0.7% | – | 171 | – | 0 |
|
| 6875 |
6875
Bain Capital Public Equity
Boston,
Massachusetts
| $105M | -$22.7M | -18% | 1.99% | 169% | 42 | 50% | 0.5 |
|