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GURUFOCUS.COM
Investment Gurus
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Investment Gurus
Country
ALL
Institutional Investment Manager (13F)
ALL
Institutional Investment Manager (13F)
ETF (N-PORT)
Mutual Fund (N-PORT)
China Fund
0 Bil - 10 Bil
ALL
0 Bil - 10 Bil
10 Bil - 20 Bil
20 Bil - 30 Bil
30 Bil - 40 Bil
40 Bil - 50 Bil
Over 50 Bil
200 - 300
ALL
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100 - 200
200 - 300
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0 - 20
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20 - 40
40 - 60
60 - 80
80 - 100
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All
Total 555
AL
ASPIRIANT, LLC
ASPIRIANT, LLC
PÂ
2024-06-30
281 Stocks (13 new)
Value $2.45 Bil
Turnover 4%
A week ago
AB
Atlas Brown,Inc.
Atlas Brown,Inc.
PÂ
2024-06-30
203 Stocks (10 new)
Value $279.00 Mil
Turnover 3%
A week ago
AA
Aureus Asset Management, LLC
Aureus Asset Management, LLC
PÂ
2024-06-30
201 Stocks (15 new)
Value $1.43 Bil
Turnover 4%
A week ago
AP
Austin Private Wealth, LLC
Austin Private Wealth, LLC
PÂ
2024-06-30
264 Stocks (17 new)
Value $929.00 Mil
Turnover 11%
A week ago
AW
Avitas Wealth Management LLC
Avitas Wealth Management LLC
PÂ
2024-06-30
203 Stocks (9 new)
Value $683.00 Mil
Turnover 2%
A week ago
AA
AZZAD ASSET MANAGEMENT INC /ADV
AZZAD ASSET MANAGEMENT INC /ADV
PÂ
2024-06-30
294 Stocks (20 new)
Value $848.00 Mil
Turnover 6%
A week ago
BP
Badgley Phelps Wealth Managers, LLC
Badgley Phelps Wealth Managers, LLC
PÂ
2024-06-30
253 Stocks (13 new)
Value $4.04 Bil
Turnover 2%
A week ago
BE
Baker Ellis Asset Management LLC
Baker Ellis Asset Management LLC
PÂ
2024-06-30
210 Stocks (6 new)
Value $664.00 Mil
Turnover 4%
A week ago
BT
BAKER TILLY WEALTH MANAGEMENT, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
PÂ
2024-06-30
278 Stocks (9 new)
Value $243.00 Mil
Turnover 3%
A week ago
BW
Balboa Wealth Partners
Balboa Wealth Partners
PÂ
2024-06-30
263 Stocks (60 new)
Value $374.00 Mil
Turnover 20%
A week ago
BI
Baldwin Investment Management, LLC
Baldwin Investment Management, LLC
PÂ
2024-06-30
205 Stocks (5 new)
Value $730.00 Mil
Turnover 1%
A week ago
BT
Bank & Trust Co
Bank & Trust Co
PÂ
2024-06-30
287 Stocks (0 new)
Value $118.00 Mil
Turnover 0%
A week ago
BO
BANK OF HAWAII
BANK OF HAWAII
PÂ
2024-06-30
235 Stocks (11 new)
Value $2.18 Bil
Turnover 6%
A week ago
BO
BANK OF THE WEST
BANK OF THE WEST
PÂ
2022-12-31
219 Stocks (11 new)
Value $850.00 Mil
Turnover 7%
2023-02-01
BH
BAR HARBOR WEALTH MANAGEMENT
BAR HARBOR WEALTH MANAGEMENT
PÂ
2024-06-30
259 Stocks (5 new)
Value $1.51 Bil
Turnover 2%
A week ago
BF
Bard Financial Services, Inc.
Bard Financial Services, Inc.
PÂ
2024-06-30
223 Stocks (3 new)
Value $967.00 Mil
Turnover 1%
A week ago
BP
BBR PARTNERS, LLC
BBR PARTNERS, LLC
PÂ
2024-06-30
220 Stocks (14 new)
Value $1.22 Bil
Turnover 2%
A week ago
BI
BEACH INVESTMENT COUNSEL INC/PA
BEACH INVESTMENT COUNSEL INC/PA
PÂ
2024-06-30
231 Stocks (97 new)
Value $812.00 Mil
Turnover 7%
A week ago
BI
BEACON INVESTMENT ADVISORY SERVICES, INC.
BEACON INVESTMENT ADVISORY SERVICES, INC.
PÂ
2024-06-30
262 Stocks (10 new)
Value $2.33 Bil
Turnover 3%
A week ago
BC
BECKER CAPITAL MANAGEMENT INC
BECKER CAPITAL MANAGEMENT INC
PÂ
2024-06-30
266 Stocks (9 new)
Value $2.91 Bil
Turnover 3%
A week ago
BF
BEDEL FINANCIAL CONSULTING INC
BEDEL FINANCIAL CONSULTING INC
PÂ
2023-09-30
233 Stocks (0 new)
Value $488.00 Mil
Turnover 0%
10 months ago
BF
Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc.
PÂ
2024-06-30
251 Stocks (7 new)
Value $682.00 Mil
Turnover 1%
A week ago
BF
BEESE FULMER INVESTMENT MANAGEMENT, INC.
BEESE FULMER INVESTMENT MANAGEMENT, INC.
PÂ
2024-06-30
222 Stocks (7 new)
Value $1.10 Bil
Turnover 5%
A week ago
BA
BERKSHIRE ASSET MANAGEMENT LLC/PA
BERKSHIRE ASSET MANAGEMENT LLC/PA
PÂ
2024-06-30
288 Stocks (67 new)
Value $2.01 Bil
Turnover 8%
A week ago
BF
Biltmore Family Office, LLC
Biltmore Family Office, LLC
PÂ
2024-06-30
249 Stocks (20 new)
Value $543.00 Mil
Turnover 3%
A week ago
BB
BLB&B Advisors, LLC
BLB&B Advisors, LLC
PÂ
2024-06-30
275 Stocks (7 new)
Value $1.82 Bil
Turnover 5%
A week ago
BF
BOSTON FAMILY OFFICE LLC
BOSTON FAMILY OFFICE LLC
PÂ
2024-06-30
265 Stocks (15 new)
Value $1.39 Bil
Turnover 3%
A week ago
BO
Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC
PÂ
2024-06-30
227 Stocks (2 new)
Value $974.00 Mil
Turnover 3%
A week ago
BC
Bray Capital Advisors
Bray Capital Advisors
PÂ
2024-06-30
255 Stocks (1 new)
Value $399.00 Mil
Turnover 1%
A week ago
BC
Breakwater Capital Group
Breakwater Capital Group
PÂ
2024-06-30
276 Stocks (19 new)
Value $441.00 Mil
Turnover 10%
A week ago
BF
Bright Futures Wealth Management, LLC.
Bright Futures Wealth Management, LLC.
PÂ
2024-06-30
207 Stocks (11 new)
Value $184.00 Mil
Turnover 7%
A week ago
BA
Bristlecone Advisors, LLC
Bristlecone Advisors, LLC
PÂ
2024-06-30
290 Stocks (28 new)
Value $1.17 Bil
Turnover 2%
A week ago
BI
Brooklyn Investment Group
Brooklyn Investment Group
PÂ
2024-06-30
229 Stocks (0 new)
Value $232.00 Mil
Turnover 0%
A week ago
BO
BRR OpCo, LLC
BRR OpCo, LLC
PÂ
2022-09-30
219 Stocks (29 new)
Value $814.00 Mil
Turnover 13%
2022-11-09
BW
BSW Wealth Partners
BSW Wealth Partners
PÂ
2024-06-30
296 Stocks (6 new)
Value $609.00 Mil
Turnover 7%
A week ago
BC
BTC Capital Management, Inc.
BTC Capital Management, Inc.
PÂ
2024-06-30
210 Stocks (4 new)
Value $1.08 Bil
Turnover 4%
A week ago
CC
CAAS CAPITAL MANAGEMENT LP
CAAS CAPITAL MANAGEMENT LP
PÂ
2024-06-30
221 Stocks (15 new)
Value $310.00 Mil
Turnover 5%
A week ago
CB
Cadence Bank
Cadence Bank
PÂ
2024-06-30
293 Stocks (3 new)
Value $1.33 Bil
Turnover 2%
A week ago
CF
CAHILL FINANCIAL ADVISORS INC
CAHILL FINANCIAL ADVISORS INC
PÂ
2024-06-30
260 Stocks (7 new)
Value $730.00 Mil
Turnover 4%
A week ago
CW
CALAMOS WEALTH MANAGEMENT LLC
CALAMOS WEALTH MANAGEMENT LLC
PÂ
2024-06-30
250 Stocks (16 new)
Value $1.85 Bil
Turnover 6%
A week ago
Total 555
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