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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
JCI
2501
Jet Capital Investors
New York
| $440M | -$45M | -9% | 10.3% | 147% | 44 | 63.64% |
|
| 2502 |
SGA
2502
Sector Gamma AS
Oslo,
Norway
| $439M | -$45.1M | -9% | 3.49% | 35.3% | 34 | 23.53% |
|
| 2503 |
CHC
2503
City Holding Co
Charleston,
West Virginia
| $439M | +$36.2M | +9% | 7.49% | 81.3% | 520 | 4.42% |
|
| 2504 |
TWM
2504
Tanglewood Wealth Management
Houston,
Texas
| $439M | +$85.1M | +24% | 6.84% | 59.7% | 19 | 10.53% |
|
| 2505 |
IFWM
2505
Institute for Wealth Management
Denver,
Colorado
| $438M | +$29.6M | +7% | 11.6% | 137% | 454 | 14.54% |
|
| 2506 |
STB
2506
S&T Bank
Indiana,
Pennsylvania
| $438M | -$1.17M | -0.3% | 3.81% | 193% | 133 | 21.05% |
|
| 2507 |
HWA
2507
HCR Wealth Advisors
Los Angeles,
California
| $437M | +$11.2M | +3% | 10.6% | 91% | 263 | 15.21% |
|
| 2508 |
AG
2508
Ashmore Group
London,
United Kingdom
| $437M | +$60.1M | +16% | 15.3% | 103% | 23 | 21.74% |
|
| 2509 |
AIM
2509
AIA Investment Management
Singapore
| $437M | -$4.44M | -1% | 14.1% | 63.3% | 440 | 7.5% |
|
| 2510 |
TCM
2510
Traynor Capital Management
Malvern,
Pennsylvania
| $437M | +$21.7M | +5% | 13.8% | 225% | 178 | 26.97% |
|
| 2511 |
VNA
2511
Valley National Advisers
Bethlehem,
Pennsylvania
| $437M | +$2.75M | +0.6% | 5.98% | 79% | 881 | 7.49% |
|
| 2512 |
HCM
2512
Howard Capital Management
Roswell,
Georgia
| $437M | +$81.8M | +23% | 14.1% | 129% | 54 | 11.11% |
|
| 2513 |
VCM
2513
V3 Capital Management
Dallas,
Texas
| $437M | +$3.35M | +0.8% | 3.37% | 20.5% | 16 | 50% |
|
| 2514 |
PCMF
2514
Private Capital Management (Florida)
Naples,
Florida
| $437M | +$32.7M | +8% | 12.1% | 118% | 115 | 64.35% |
|
| 2515 |
CAM
2515
Columbia Asset Management
Ann Arbor,
Michigan
| $437M | +$18.7M | +4% | 10.2% | 84.4% | 174 | 14.37% |
|
| 2516 |
VCA
2516
Verdence Capital Advisors
Hunt Valley,
Maryland
| $436M | +$30.7M | +8% | 7.99% | 97.1% | 389 | 15.42% |
|
| 2517 |
SCM
2517
Simcoe Capital Management
New York
| $436M | +$30.4M | +7% | 18.1% | 48.7% | 18 | 33.33% |
|
| 2518 |
VCP
2518
Vestar Capital Partners
New York
| $435M | +$112M | +34% | 34.5% | – | 1 | 0% |
|
| 2519 |
EWM
2519
Edge Wealth Management
New York
| $434M | -$92.9M | -18% | 8.47% | 61.6% | 714 | 43.7% |
|
| 2520 |
CCM
2520
Composite Capital Management
Hong Kong
| $434M | -$575M | -57% | 30.3% | – | 12 | 66.67% |
|
| 2521 |
OWIM
2521
Old West Investment Management
Los Angeles,
California
| $434M | +$96.3M | +29% | 18% | 242% | 66 | 28.79% |
|
| 2522 |
OMC
2522
Overbrook Management Corp
New York
| $433M | +$49.9M | +13% | 12.1% | 146% | 125 | 20% |
|
| 2523 |
LM
2523
Luminus Management
Houston,
Texas
| $433M | -$338M | -44% | 10.9% | 8.7% | 72 | 70.83% |
|
| 2524 |
AACP
2524
Advantage Alpha Capital Partners
San Francisco,
California
| $433M | +$5.49M | +1% | 5.3% | 79.2% | 97 | 23.71% |
|
| 2525 |
DVC
2525
Deer VII & Co
Larchmont,
New York
| $432M | +$173M | +67% | 87.6% | 241% | 2 | 0% |
|