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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
NTCM
2476
Nine Ten Capital Management
Chicago,
Illinois
| $270M | +$8.48M | +3% | 0.8% | 166% | 10 | 10% | 1.1 |
|
| 2477 |
OH
2477
Overlook Holdings
Tortola,
British Virgin Islands
| $270M | +$43.7M | +19% | 30.8% | – | 2 | 50% | 1.5 |
|
| 2478 |
2478
Mint Tower Capital Management
Amsterdam,
Netherlands
| $269M | +$19.6M | +8% | 0% | 40% | 13 | 0% | 0.4 |
|
| 2479 |
2479
Dorchester Wealth Management
Montreal,
Quebec, Canada
| $269M | +$5.1M | +2% | 3.78% | 18.3% | 121 | 15.7% | 0.8 |
|
| 2480 |
2480
Parker Investment Management
Menlo Park,
California
| $269M | +$3.08M | +1% | 0.65% | 208% | 36 | 13.89% | 0.2 |
|
| 2481 |
2481
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $269M | +$14.2M | +6% | 3.08% | 65.9% | 137 | 5.11% | 2.1 |
|
| 2482 |
WA
2482
Wintergreen Advisers
Mount Olive,
New Jersey
| $269M | -$9.8M | -4% | 5.15% | 25.4% | 9 | 11.11% | 2.1 |
|
| 2483 |
2483
Jackson Wealth Management
Lake Mary,
Florida
| $269M | +$9.38M | +4% | 1.86% | 72.1% | 72 | 19.44% | 1.1 |
|
| 2484 |
2484
Monarch Capital Management
Fort Wayne,
Indiana
| $269M | -$8.89M | -3% | 3.93% | 77% | 102 | 4.9% | 2.6 |
|
| 2485 |
2485
Lagoda Investment Management
New York
| $268M | -$37.3M | -12% | 2.6% | 250% | 30 | 6.67% | 1.3 |
|
| 2486 |
2486
WealthSource Partners
San Luis Obispo,
California
| $268M | +$23.1M | +9% | 2.52% | 16.8% | 297 | 31.99% | 0.2 |
|
| 2487 |
2487
Gargoyle Investment Advisor
Englewood,
New Jersey
| $268M | -$28.7M | -10% | 0.73% | 34.5% | 230 | 34.78% | 0.9 |
|
| 2488 |
2488
Arrowgrass Capital Partners
London,
United Kingdom
| $268M | -$71.7M | -21% | 3.75% | – | 35 | 80% | 0.2 |
|
| 2489 |
2489
Oakworth Capital
Birmingham,
Alabama
| $267M | +$16.9M | +7% | 2.38% | 64.3% | 655 | 12.06% | 1.7 |
|
| 2490 |
2490
Caledonia Investments plc (UK)
London England,
United Kingdom
| $267M | -$51.6M | -16% | 2% | 61.9% | 14 | 14.29% | 2.1 |
|
| 2491 |
2491
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $267M | +$12.3M | +5% | 1.7% | 73.7% | 54 | 1.85% | 1.2 |
|
| 2492 |
2492
Huntington Steele
Oaks,
Pennsylvania
| $267M | +$21.5M | +9% | 7.52% | 69.8% | 62 | 11.29% | 2.4 |
|
| 2493 |
HEC
2493
Hudson Executive Capital
New York
| $267M | -$167M | -39% | 3.17% | 127% | 13 | 38.46% | 0.4 |
|
| 2494 |
2494
Adirondack Research & Management
Guilderland,
New York
| $267M | -$9.37M | -3% | 2.63% | 47.8% | 119 | 14.29% | 1.9 |
|
| 2495 |
2495
United Asset Strategies
Garden City,
New York
| $267M | +$42.4M | +19% | 2.32% | 94.6% | 148 | 20.95% | 1.5 |
|
| 2496 |
2496
LVW Advisors
Pittsford,
New York
| $266M | -$46.6M | -15% | 1.88% | 79.1% | 153 | 19.61% | 1.2 |
|
| 2497 |
2497
First Reserve GP XII
Stamford,
Connecticut
| $266M | +$22.8M | +9% | 17.1% | – | 3 | 0% | 1.1 |
|
| 2498 |
2498
GM Advisory Group
Melville,
New York
| $266M | +$33.7M | +14% | 2.73% | 53.6% | 55 | 23.64% | 1.2 |
|
| 2499 |
2499
Nelson Capital Management
Menlo Park,
California
| $266M | +$614K | +0.2% | 2.01% | 121% | 306 | 24.18% | 1.9 |
|
| 2500 |
2500
Wildcat Capital Management
New York
| $265M | -$22.2M | -8% | 4.72% | 126% | 29 | 62.07% | 0.6 |
|