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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Bouchey Financial Group
Troy,
New York
| $319M | +$7.45M | +2% | 4.46% | 66.7% | 69 | 11.59% | 2.5 |
|
| 2527 |
2527
HeadInvest LLC
Portland,
Maine
| $319M | +$15.8M | +5% | 3.56% | 59.1% | 148 | 4.73% | 3.1 |
|
| 2528 |
2528
Hills Bank & Trust
North Liberty,
Iowa
| $319M | +$9.5M | +3% | 3.3% | 52.8% | 134 | 7.46% | 2.9 |
|
| 2529 |
2529
Muhlenkamp & Co
Wexford,
Pennsylvania
| $318M | -$1.68M | -0.5% | 7.88% | 107% | 84 | 17.86% | 1.7 |
|
| 2530 |
2530
Lawson Kroeker Investment Management
Omaha,
Nebraska
| $318M | +$19.1M | +6% | 10% | 69.7% | 74 | 4.05% | 3.2 |
|
| 2531 |
2531
M Holdings Securities
Portland,
Oregon
| $317M | +$23.9M | +8% | 3.48% | 83.9% | 320 | 12.5% | 1.9 |
|
| 2532 |
2532
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $317M | +$14.3M | +5% | 3.06% | 86.4% | 123 | 5.69% | 3.3 |
|
| 2533 |
PL
2533
Polianta Ltd
St Helier,
Jersey
| $316M | +$78.1M | +33% | 5% | 31.6% | 104 | 59.62% | 0.2 |
|
| 2534 |
MAA
2534
Mraz Amerine & Associates
Modesto,
California
| $316M | -$5.14M | -2% | 4.12% | 69.8% | 161 | 7.45% | 3.1 |
|
| 2535 |
2535
Southeast Asset Advisors
Thomasville,
Georgia
| $316M | +$8.27M | +3% | 5% | 91.5% | 116 | 12.93% | 2.6 |
|
| 2536 |
2536
First Light Asset Management
Edina,
Minnesota
| $316M | +$17.7M | +6% | 18% | 364% | 58 | 15.52% | 2.1 |
|
| 2537 |
RCM
2537
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $315M | -$12.4M | -4% | 2.81% | 31.2% | 35 | 5.71% | 2.6 |
|
| 2538 |
2538
Mint Tower Capital Management
Amsterdam,
Netherlands
| $315M | -$87.5M | -22% | 0.78% | 40% | 77 | 74.03% | 0.2 |
|
| 2539 |
2539
Tanglewood Wealth Management
Houston,
Texas
| $315M | -$12.2M | -4% | 3.64% | 59.7% | 10 | 0% | 2.3 |
|
| 2540 |
2540
Vision Capital Management
Portland,
Oregon
| $314M | +$22.9M | +8% | 5.7% | 78.4% | 97 | 13.4% | 1.9 |
|
| 2541 |
2541
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $314M | +$12M | +4% | 5.4% | 183% | 87 | 4.6% | 3.1 |
|
| 2542 |
2542
Corbyn Investment Management
Lutherville,
Maryland
| $314M | -$5.52M | -2% | 2.01% | 71.9% | 55 | 5.45% | 2.7 |
|
| 2543 |
2543
ArchPoint Investors
Coral Gables,
Florida
| $314M | -$23K | -0% | 5.21% | 111% | 166 | 15.66% | 1.6 |
|
| 2544 |
2544
Kays Financial Advisory
Atlanta,
Georgia
| $314M | +$17.6M | +6% | 2.26% | 23.3% | 87 | 14.94% | 1.9 |
|
| 2545 |
DA
2545
DSC Advisors
Chicago,
Illinois
| $314M | +$10.3M | +3% | 4.96% | 3.18% | 80 | 42.5% | 1 |
|
| 2546 |
2546
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $313M | -$31.4M | -9% | 7.42% | 88.9% | 74 | 51.35% | 0.6 |
|
| 2547 |
YECIP
2547
YT Extraction Co Investment Partners
New York
| $313M | +$39.5M | +14% | 14.4% | – | 1 | 0% | 0.8 |
|
| 2548 |
2548
Terril Brothers
St. Louis,
Missouri
| $312M | +$31.2M | +11% | 4.19% | 94.4% | 49 | 10.2% | 1.9 |
|
| 2549 |
2549
Forte Capital
Rochester,
New York
| $312M | +$8.68M | +3% | 4.13% | 98.3% | 165 | 11.52% | 2.3 |
|
| 2550 |
QCI
2550
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| $312M | +$520K | +0.2% | 4.27% | 107% | 24 | 8.33% | 2.1 |
|