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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
SHFC
7476
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| $150M | +$21.8M | +17% | 8.91% | – | 63 | 22.22% | 0.4 |
|
| 7477 |
AIM
7477
Axiom Investment Management
New York
| $150M | +$18.2M | +14% | 25.1% | – | 541 | 31.05% | 0.7 |
|
| 7478 |
7478
Phillip James Consulting
Plymouth,
Minnesota
| $150M | +$17.8M | +13% | 11.3% | – | 476 | 52.52% | 0.2 |
|
| 7479 |
7479
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| $150M | +$10.3M | +7% | 12.3% | – | 31 | 6.45% | 1.8 |
|
| 7480 |
CFG
7480
Compass Financial Group
Dublin,
Ohio
| $150M | +$12.9M | +9% | 10.5% | – | 48 | 6.25% | 0.5 |
|
| 7481 |
7481
LTG Capital
Newton,
Massachusetts
| $150M | +$18.6M | +14% | 14.1% | 56% | 24 | 4.17% | 4.2 |
|
| 7482 |
7482
EJF Capital
Arlington,
Virginia
| $150M | +$7.59M | +5% | 15.3% | 127% | 74 | 9.46% | 2.4 |
|
| 7483 |
7483
South Shore Capital Advisors
Cohasset,
Massachusetts
| $149M | +$12.6M | +9% | 20.1% | – | 172 | 29.65% | 1.5 |
|
| 7484 |
7484
Platt Investment Counsel
Lake Mary,
Florida
| $149M | +$19.4M | +15% | 14.7% | 62.9% | 14 | 7.14% | 2.7 |
|
| 7485 |
7485
Blodgett Wealth Advisors
Concord,
California
| $149M | +$23.1M | +18% | 20.1% | 150% | 74 | 16.22% | 2.9 |
|
| 7486 |
HRC
7486
Hoertkorn Richard Charles
| $149M | +$27.3M | +22% | 53% | 172% | 78 | 12.82% | 8.5 |
|
| 7487 |
7487
Vennlight Capital Management
Weston,
Connecticut
| $149M | +$50.2M | +51% | 14.4% | – | 38 | 68.42% | 0.1 |
|
| 7488 |
7488
Cannell Capital
Alta,
Wyoming
| $149M | -$13.7M | -8% | 11.4% | 127% | 48 | 39.58% | 2 |
|
| 7489 |
7489
Green Alpha Advisors
Niwot,
Colorado
| $149M | +$47.5M | +47% | 65.5% | 316% | 113 | 5.31% | 3.5 |
|
| 7490 |
7490
Cravens & Co Advisors
Cookeville,
Tennessee
| $149M | -$4.95M | -3% | 9.33% | 70.4% | 73 | 20.55% | 2.2 |
|
| 7491 |
7491
Seven Mile Advisory
Ewing,
New Jersey
| $149M | +$10.4M | +7% | 26.6% | 146% | 207 | 35.75% | 1.8 |
|
| 7492 |
7492
Vested Financial Planning
San Carlos,
California
| $149M | +$17.6M | +13% | 10.4% | – | 30 | 13.33% | 1.3 |
|
| 7493 |
7493
Oder Investment Management
Woodland Hills,
California
| $149M | +$18.7M | +14% | 12.1% | 97.5% | 117 | 16.24% | 3.1 |
|
| 7494 |
7494
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| $149M | +$12.8M | +9% | 13.8% | 72.1% | 117 | 3.42% | 3.4 |
|
| 7495 |
7495
J2 Capital Management
Troy,
Michigan
| $149M | +$2.89M | +2% | 5.92% | – | 141 | 30.5% | 1.9 |
|
| 7496 |
CTA
7496
Camelot Technology Advisors
San Francisco,
California
| $149M | +$10.8M | +8% | 10.9% | 71% | 62 | 6.45% | 2 |
|
| 7497 |
7497
Sage Investment Advisers
Wappingers Falls,
New York
| $149M | +$13.6M | +10% | 7.89% | – | 100 | 13% | 2.5 |
|
| 7498 |
FTEA
7498
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| $149M | +$15.8M | +12% | 24.5% | – | 95 | 43.16% | 0.3 |
|
| 7499 |
7499
Fiduciary Advisors Inc
St. Louis,
Missouri
| $149M | +$15.5M | +12% | 10.2% | – | 157 | 24.2% | 0.9 |
|
| 7500 |
7500
Stewardship Concepts Financial Services
Spokane,
Washington
| $149M | +$21M | +16% | 9.68% | – | 72 | 16.67% | 0.4 |
|