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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
TWS
8201
Thomas W. Smith
| $113M | +$11.4M | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8202 |
8202
OFC Financial Planning
Short Hills,
New Jersey
| $113M | +$10.8M | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8203 |
8203
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| $113M | +$11.1M | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|
| 8204 |
8204
Broyhill Asset Management
Charlotte,
North Carolina
| $112M | +$4.24M | +4% | 8.5% | – | 80 | 11.25% | 1.1 |
|
| 8205 |
8205
Measured Risk Portfolios
San Diego,
California
| $112M | +$21M | +23% | 7.5% | – | 69 | 13.04% | 1.3 |
|
| 8206 |
ASCM
8206
Adkins Seale Capital Management
Shreveport,
Louisiana
| $112M | +$11.1M | +11% | 13.9% | – | 238 | 5.46% | 0.5 |
|
| 8207 |
8207
Vericrest Private Wealth
Newtown,
Pennsylvania
| $112M | +$905K | +0.8% | 11.9% | – | 46 | 19.57% | 2.3 |
|
| 8208 |
8208
Teucrium Investment Advisors
Burlington,
Vermont
| $112M | -$16.6M | -13% | 18.3% | – | 68 | 69.12% | 0.2 |
|
| 8209 |
8209
Chicago Capital Management
Chicago,
Illinois
| $112M | -$8.41M | -7% | 18.9% | 270% | 37 | 56.76% | 0.4 |
|
| 8210 |
8210
Emergence GP Partners
San Francisco,
California
| $112M | +$800K | +0.7% | 0.9% | – | 4 | 0% | 3.4 |
|
| 8211 |
8211
DWM Financial Group
Palatine,
Illinois
| $112M | – | – | 4.32% | – | 40 | – | 1.1 |
|
| 8212 |
HIIL
8212
HS Investments IV Ltd
St Peter Port,
| $112M | +$31.5M | +39% | 39.6% | – | 2 | 0% | 0.4 |
|
| 8213 |
LCS
8213
Luma Capital SA
Luxembourg,
| $112M | +$8.22M | +8% | 9.26% | – | 12 | 0% | 0.5 |
|
| 8214 |
8214
Traub Capital Management
Needham,
Massachusetts
| $112M | +$11.3M | +11% | 15.9% | – | 145 | 19.31% | 0.8 |
|
| 8215 |
8215
Town Lane Management
New York
| $112M | +$6.02M | +6% | 14.6% | – | 4 | 25% | 0.5 |
|
| 8216 |
8216
Whitford Management
New York
| $112M | +$14.1M | +14% | 16.9% | 76.2% | 29 | 37.93% | 0.9 |
|
| 8217 |
B
8217
BennBridge
Edinburgh,
United Kingdom
| $112M | -$8.14M | -7% | 1.22% | – | 7 | 0% | 1.1 |
|
| 8218 |
8218
Banta Asset Management
Newport Beach,
California
| $112M | +$12.5M | +13% | 13.6% | – | 20 | 0% | 4.2 |
|
| 8219 |
8219
Crescent Sterling
Metairie,
Louisiana
| $112M | +$8.45M | +8% | 10.4% | 68.6% | 89 | 14.61% | 2.4 |
|
| 8220 |
8220
Watershed Asset Management
San Francisco,
California
| $112M | +$15.3M | +16% | 18.7% | – | 145 | 38.62% | 0.6 |
|
| 8221 |
8221
Scopia Capital Management
New York
| $112M | -$34.1M | -23% | 27.3% | 58.7% | 23 | 21.74% | 2.2 |
|
| 8222 |
8222
Stonebridge Wealth Management
Oak Brook,
Illinois
| $112M | +$7.36M | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8223 |
8223
truNorth Financial Services
Chambersburg,
Pennsylvania
| $112M | +$15M | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8224 |
8224
Brown University
Providence,
Rhode Island
| $112M | +$9.8M | +10% | 34.7% | 37.9% | 13 | 30.77% | 2 |
|
| 8225 |
8225
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| $112M | +$8.25M | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|