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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Oxford Financial Group
Carmel,
Indiana
| $746M | +$24.6M | +3% | 9.61% | 77.2% | 244 | 18.44% | 1.4 |
|
| 2302 |
2302
United Bank (Virginia)
Vienna,
Virginia
| $744M | +$15.6M | +2% | 3.6% | 76.1% | 188 | 20.74% | 2.7 |
|
| 2303 |
2303
Galibier Capital Management
Toronto,
Ontario, Canada
| $744M | +$77.7M | +12% | 9.69% | 66.8% | 42 | 7.14% | 1.6 |
|
| 2304 |
2304
Sloy Dahl & Holst
Vancouver,
Washington
| $744M | +$44.2M | +6% | 7.48% | 132% | 68 | 14.71% | 0.8 |
|
| 2305 |
2305
First Midwest Bank Trust Division
Joliet,
Illinois
| $743M | +$16.2M | +2% | 6.54% | 107% | 394 | 8.12% | 4.4 |
|
| 2306 |
2306
Cadinha & Co
Honolulu,
Hawaii
| $743M | +$48.5M | +7% | 9.16% | 132% | 127 | 14.17% | 3.8 |
|
| 2307 |
2307
Perry Creek Capital
New York
| $742M | +$87.4M | +13% | 9.46% | 51.2% | 26 | 15.38% | 0.4 |
|
| 2308 |
2308
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $742M | +$62.4M | +9% | 7.9% | 83.4% | 371 | 14.29% | 3.2 |
|
| 2309 |
IR
2309
IAT Reinsurance
New York
| $742M | +$84.9M | +13% | 28.3% | 60.2% | 115 | 25.22% | 3.2 |
|
| 2310 |
2310
ThornTree Capital Partners
Boston,
Massachusetts
| $741M | -$34.6M | -4% | 10.8% | 217% | 40 | 45% | 1 |
|
| 2311 |
2311
Intrust Bank
Wichita,
Kansas
| $741M | +$45.7M | +7% | 8.15% | 102% | 396 | 9.34% | 3.9 |
|
| 2312 |
2312
Foresite Capital Management IV
Larkspur,
California
| $740M | -$95M | -11% | 16.3% | 151% | 16 | 37.5% | 0.7 |
|
| 2313 |
HAM
2313
Hillcrest Asset Management
Plano,
Texas
| $740M | -$117M | -14% | 3.73% | 97.2% | 63 | 12.7% | 1.9 |
|
| 2314 |
2314
Oslo Pensjonsforsikring
Oslo,
| $739M | +$73.8M | +11% | 10.4% | 79% | 16 | 0% | 3.1 |
|
| 2315 |
2315
Bristlecone Advisors
Bellevue,
Washington
| $739M | +$77.1M | +12% | 8% | 103% | 218 | 7.8% | 2.6 |
|
| 2316 |
2316
Campbell Wealth Management
Alexandria,
Virginia
| $739M | +$9.9M | +1% | 5.58% | 11.2% | 77 | 20.78% | 1.6 |
|
| 2317 |
2317
JNBA Financial Advisors
Bloomington,
Minnesota
| $738M | +$49.7M | +7% | 5.44% | 61.8% | 719 | 10.99% | 3.1 |
|
| 2318 |
2318
Harbor Investment Advisory
Lutherville,
Maryland
| $738M | +$73.8M | +11% | 9.31% | 97.5% | 1,335 | 7.64% | 1.2 |
|
| 2319 |
2319
Cypress Capital Group
Palm Beach,
Florida
| $738M | +$33.2M | +5% | 7.02% | 97.8% | 292 | 9.93% | 3.8 |
|
| 2320 |
2320
Scopia Capital Management
New York
| $737M | -$69.2M | -9% | 2.69% | 58.7% | 18 | 27.78% | 1.3 |
|
| 2321 |
2321
Trust Asset Management
Houston,
Texas
| $737M | -$15.5M | -2% | 8.76% | 91.1% | 196 | 10.2% | 0.9 |
|
| 2322 |
2322
Freshford Capital Management
Rye Brook,
New York
| $736M | +$18M | +3% | 9.01% | 97.3% | 24 | 33.33% | 1.2 |
|
| 2323 |
2323
Barber Financial Group
Lenexa,
Kansas
| $736M | +$50.7M | +7% | 3.91% | 39% | 168 | 20.83% | 2.2 |
|
| 2324 |
2324
Spearhead Capital Advisors
Wellington,
Florida
| $735M | +$57.8M | +9% | 7.56% | 25.2% | 195 | 7.18% | 1.4 |
|
| 2325 |
AGM
2325
Alpine Global Management
New York
| $734M | -$309M | -30% | 4.41% | 149% | 453 | 64.02% | 0.3 |
|