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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| $150M | +$29.7M | +25% | 1.99% | – | 82 | 21.95% | 0.7 |
|
| 7177 |
7177
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $150M | +$23.7M | +19% | 4.02% | 88.7% | 147 | 17.69% | 1.5 |
|
| 7178 |
7178
Winebrenner Capital Management
Louisville,
Kentucky
| $150M | +$10.9M | +8% | 0.77% | – | 148 | 14.19% | 0.8 |
|
| 7179 |
7179
1620 Investment Advisors
Plymouth,
Massachusetts
| $150M | +$2.75M | +2% | 2.48% | 71.4% | 678 | 8.85% | 1.6 |
|
| 7180 |
SC
7180
Settian Capital
New York
| $150M | +$2.84M | +2% | 1.14% | 69% | 26 | 15.38% | 2.5 |
|
| 7181 |
7181
DMC Group
Birmingham,
Alabama
| $150M | +$5.42M | +4% | 2.33% | 116% | 154 | 13.64% | 2.3 |
|
| 7182 |
7182
TABR Capital Management
Orange,
California
| $150M | +$3.93M | +3% | 2.45% | – | 75 | 61.33% | 0.5 |
|
| 7183 |
7183
Pincus Capital Management
New York
| $150M | – | – | 4.12% | – | 51 | – | 0 |
|
| 7184 |
CIG
7184
Cascade Investment Group
Colorado Springs,
Colorado
| $150M | -$1.24M | -0.8% | 1.54% | 93.2% | 153 | 11.11% | 2.2 |
|
| 7185 |
MA
7185
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $150M | -$7.73M | -5% | 0.64% | 166% | 58 | 5.17% | 8.2 |
|
| 7186 |
7186
Charter Research & Investment Group
Southport,
Connecticut
| $150M | +$5.33M | +4% | 7.06% | 82.3% | 86 | 5.81% | 7.4 |
|
| 7187 |
7187
Collar Capital Management
Appleton,
Wisconsin
| $150M | +$7.52M | +5% | 5.97% | – | 75 | 5.33% | 0.8 |
|
| 7188 |
7188
Evansbrook
Bolingbrook,
Illinois
| $149M | – | – | 3% | – | 113 | – | 0 |
|
| 7189 |
7189
Broadview Financial Management
Wauwatosa,
Wisconsin
| $149M | +$1.15M | +0.8% | 1.78% | 52.4% | 41 | 0% | 6.3 |
|
| 7190 |
7190
Commons Capital
Needham,
Massachusetts
| $149M | -$4.63M | -3% | 2.44% | 166% | 127 | 25.2% | 1.6 |
|
| 7191 |
7191
Corepath Wealth Partners
Scottsdale,
Arizona
| $149M | +$11.4M | +8% | 2.8% | 62.1% | 44 | 15.91% | 2.6 |
|
| 7192 |
AIP
7192
Alapocas Investment Partners
Beverly,
Massachusetts
| $149M | +$3.3M | +2% | 5.8% | 58.3% | 20 | 5% | 3.5 |
|
| 7193 |
7193
Chan Zuckerberg Initiative
Redwood City,
California
| $149M | +$55.4M | +59% | 3.15% | 59% | 3 | 33.33% | 0.9 |
|
| 7194 |
7194
CPR Investments
Rochester,
Michigan
| $149M | +$3.73M | +3% | 1.59% | 84% | 54 | 18.52% | 1.1 |
|
| 7195 |
7195
Lederer & Associates Investment Counsel
Long Beach,
California
| $149M | -$5.06M | -3% | 2.37% | 92.7% | 87 | 6.9% | 5.8 |
|
| 7196 |
7196
Aspetuck Financial Management
Westport,
Connecticut
| $149M | +$2.92M | +2% | 2.71% | – | 74 | 4.05% | 0.9 |
|
| 7197 |
DRC
7197
Darwins River Capital
New York
| $149M | – | – | 0.82% | – | 24 | – | 0 |
|
| 7198 |
LI
7198
Latash Investments
Anchorage,
Alaska
| $149M | +$11.6M | +8% | 11.3% | 110% | 19 | 15.79% | 4.8 |
|
| 7199 |
7199
Anabranch Capital Management
Stamford,
Connecticut
| $149M | -$10.1M | -6% | 3.76% | 139% | 6 | 16.67% | 4.5 |
|
| 7200 |
7200
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| $149M | +$8.94M | +6% | 3.54% | – | 94 | 25.53% | 1 |
|