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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7951 |
MIA
7951
MeadowBrook Investment Advisors
Livonia,
Michigan
| $126M | +$13.2M | +12% | 18% | – | 200 | 9% | 7.8 |
|
| 7952 |
TC
7952
Tenere Capital
New York
| $126M | -$10.5M | -8% | 27.2% | 131% | 30 | 50% | 3.3 |
|
| 7953 |
SKK
7953
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $126M | +$6.9M | +6% | 8.35% | 38.5% | 64 | 7.81% | 14 |
|
| 7954 |
MCRM
7954
Midway Capital Research & Management
Chicago,
Illinois
| $126M | +$19.8M | +19% | 26.5% | – | 118 | 4.24% | 1.4 |
|
| 7955 |
CAM
7955
Clio Asset Management
Charlottesville,
Virginia
| $126M | +$6.46M | +5% | 5.38% | 70% | 18 | 27.78% | 6.3 |
|
| 7956 |
SPWM
7956
Smith Partners Wealth Management
Greensboro,
North Carolina
| $126M | +$14.1M | +13% | 10.2% | – | 84 | 22.62% | 1.8 |
|
| 7957 |
HPM
7957
Heights Point Management
New York
| $126M | +$17.8M | +17% | 38% | – | 29 | 55.17% | 1.1 |
|
| 7958 |
MPIA
7958
Milestones Private Investment Advisors
Fairport,
New York
| $126M | +$12.1M | +11% | 14% | – | 82 | 10.98% | 3.8 |
|
| 7959 |
KC
7959
Katamaran Capital
London,
United Kingdom
| $126M | +$1.24M | +1% | 42.3% | – | 44 | 50% | 2 |
|
| 7960 |
SPW
7960
Signet Private Wealth
Chicago,
Illinois
| $125M | +$20.7M | +20% | 25.4% | – | 148 | 34.46% | 1.4 |
|
| 7961 |
GW
7961
Graetz Wealth
Jenison,
Michigan
| $125M | +$13.4M | +12% | 10.7% | – | 89 | 15.73% | 1.7 |
|
| 7962 |
JMNC
7962
J. Mark Nickell & Co
Brentwood,
Tennessee
| $125M | +$14.6M | +13% | 10.1% | – | 38 | 36.84% | 1.6 |
|
| 7963 |
BCM
7963
Bretton Capital Management
San Francisco,
California
| $125M | +$16M | +15% | 12.4% | – | 20 | 10% | 6.3 |
|
| 7964 |
SCM
7964
Summerhill Capital Management
Toronto,
Ontario, Canada
| $125M | +$10.7M | +9% | 38.7% | – | 36 | 52.78% | 6.9 |
|
| 7965 |
AV
7965
Alamea Verwaltungs
Edison,
New Jersey
| $125M | -$9.76M | -7% | 4.53% | – | 107 | 55.14% | 2.2 |
|
| 7966 |
EH
7966
EMG Holdings
Old Greenwich,
Connecticut
| $125M | -$271M | -68% | 16% | 4.17% | 37 | 70.27% | 4.1 |
|
| 7967 |
EP
7967
E6 Portfolios
Midvale,
Utah
| $125M | +$29.2M | +30% | 10.5% | – | 97 | 40.21% | 1.2 |
|
| 7968 |
ODE
7968
O'Domhnaill Enterprises
Cody,
Wyoming
| $125M | +$1.01M | +0.8% | 0.08% | – | 65 | 21.54% | 1.4 |
|
| 7969 |
ITG
7969
Index Technologies Group
New York
| $125M | +$33.3M | +36% | 23.2% | – | 283 | 55.12% | 0.8 |
|
| 7970 |
SC
7970
Shuttleworth & Co
Powell,
Ohio
| $125M | +$14.6M | +13% | 14.7% | – | 53 | 5.66% | 2.9 |
|
| 7971 |
BDPWM
7971
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| $125M | +$24.1M | +24% | 36% | – | 397 | 30.73% | 3.1 |
|
| 7972 |
DA
7972
Dougherty & Associates
Spring Hill,
Florida
| $125M | +$16.1M | +15% | 17.7% | – | 53 | 3.77% | 2 |
|
| 7973 |
YC
7973
Yunqi Capital
Hong Kong
| $125M | +$32.5M | +35% | 33.1% | 71.4% | 5 | 40% | 7.3 |
|
| 7974 |
BFG
7974
Broussard Financial Group
Kaplan,
Louisiana
| $125M | -$136K | -0.1% | 1.09% | – | 36 | 22.22% | 1.6 |
|
| 7975 |
SWTS
7975
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $125M | +$11.8M | +10% | 10.4% | – | 102 | 28.43% | 3.6 |
|