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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
7276
Florin Court Capital
London,
United Kingdom
| $128M | +$29.8M | +31% | 10.5% | 108% | 38 | 21.05% | 1.3 |
|
| 7277 |
MFC
7277
Miramar Fiduciary Corp
Reno,
Nevada
| $127M | +$4.37M | +4% | 6.14% | – | 5 | 0% | 3.8 |
|
| 7278 |
7278
Emmett Investment Management
New York
| $127M | +$1.27M | +1% | 5.35% | – | 27 | 25.93% | 0.6 |
|
| 7279 |
7279
Eagle Bay Advisors
New York
| $127M | +$6.35M | +5% | 11.5% | 85% | 125 | 23.2% | 3.3 |
|
| 7280 |
7280
Rede Wealth
Charlottesville,
Virginia
| $127M | -$150M | -54% | 11.5% | 84.4% | 185 | 83.78% | 1.1 |
|
| 7281 |
7281
Angel Oak Capital Advisors
Atlanta,
Georgia
| $127M | +$56.6M | +80% | 1.3% | – | 35 | 8.57% | 0.7 |
|
| 7282 |
7282
LTG Capital
Newton,
Massachusetts
| $127M | +$10.2M | +9% | 7.84% | 56% | 27 | 0% | 3.5 |
|
| 7283 |
7283
Avanda Investment Management
Singapore
| $127M | -$177M | -58% | 5.8% | – | 35 | 51.43% | 0.9 |
|
| 7284 |
7284
Siemens Pension Trust
Munich Germany,
Germany
| $127M | +$48.1M | +61% | 61% | 25.4% | 1 | 0% | 2.8 |
|
| 7285 |
7285
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| $127M | +$9.48M | +8% | 12.8% | 111% | 95 | 20% | 2 |
|
| 7286 |
7286
Platt Investment Counsel
Lake Mary,
Florida
| $127M | +$21.7M | +21% | 6.2% | 62.9% | 12 | 25% | 2.4 |
|
| 7287 |
7287
Fairway Financial
Casselberry,
Florida
| $127M | +$8.69M | +7% | 5.63% | – | 22 | 0% | 0.7 |
|
| 7288 |
7288
Woodside Wealth Management
Framingham,
Massachusetts
| $127M | +$10.7M | +9% | 7.69% | – | 80 | 3.75% | 0.5 |
|
| 7289 |
7289
North Berkeley Wealth Management
Berkeley,
California
| $127M | +$17.7M | +16% | 9.69% | – | 67 | 7.46% | 0.6 |
|
| 7290 |
7290
Benningfield Financial Advisors
San Francisco,
California
| $127M | +$10.9M | +9% | 9.98% | – | 18 | 16.67% | 0.6 |
|
| 7291 |
7291
Axim Planning & Wealth
Springboro,
Ohio
| $127M | +$17.3M | +16% | 8.72% | 32.3% | 109 | 58.72% | 0.7 |
|
| 7292 |
7292
Courant Investment Management
Franklin,
Tennessee
| $127M | +$3M | +2% | 0.79% | 35.2% | 9 | 33.33% | 4.8 |
|
| 7293 |
7293
Rahlfs Capital
Lake Kiowa,
Texas
| $126M | +$17.2M | +16% | 11.2% | – | 90 | 3.33% | 0.7 |
|
| 7294 |
7294
Kuhn & Co Investment Counsel
Chicago,
Illinois
| $126M | -$5.93M | -4% | 6.69% | 88.7% | 137 | 11.68% | 1.5 |
|
| 7295 |
7295
FSA Advisors
Troy,
Michigan
| $126M | +$3.28M | +3% | 6.16% | – | 204 | 44.12% | 0.9 |
|
| 7296 |
7296
Canandaigua National Trust of Florida
Canandaigua,
New York
| $126M | -$14.4M | -10% | 6.26% | – | 125 | 17.6% | 0.9 |
|
| 7297 |
7297
LifePlan Financial
Mankato,
Minnesota
| $126M | +$5.54M | +5% | 5.44% | 69.9% | 92 | 13.04% | 1.4 |
|
| 7298 |
7298
Signal Tree Financial Partners
Copley,
Ohio
| $126M | +$10M | +9% | 5.79% | – | 51 | 11.76% | 0.6 |
|
| 7299 |
7299
Somerset Group
Wayzata,
Minnesota
| $126M | +$8.12M | +7% | 8.47% | 84.6% | 61 | 3.28% | 7.1 |
|
| 7300 |
7300
EDMP Inc
Lutz,
Florida
| $126M | +$8.68M | +7% | 6.85% | 78% | 72 | 8.33% | 4.4 |
|