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
Fort Baker Capital Management
Larkspur,
California
| $916M | +$284M | +45% | 8.87% | 46.3% | 152 | 70.39% | 0.2 |
|
| 2527 |
2527
James Investment Research
Alpha,
Ohio
| $916M | +$892K | +0.1% | 4.17% | 110% | 377 | 9.81% | 4.9 |
|
| 2528 |
2528
Flat Footed LLC
Wilson,
Wyoming
| $915M | +$104M | +13% | 10.3% | 152% | 35 | 51.43% | 0.7 |
|
| 2529 |
2529
Cahill Financial Advisors
Edina,
Minnesota
| $914M | +$36M | +4% | 2.15% | 55.9% | 291 | 4.47% | 4.9 |
|
| 2530 |
2530
L.J. Altfest & Co
New York
| $914M | +$17.3M | +2% | 3.55% | 95.6% | 376 | 24.47% | 3.9 |
|
| 2531 |
2531
Legacy Edge Advisors
Syosset,
New York
| $914M | +$64.7M | +8% | 1.58% | – | 220 | 9.09% | 1.5 |
|
| 2532 |
2532
Columbus Macro
New Castle,
Pennsylvania
| $913M | +$34.8M | +4% | 1.2% | 48.7% | 218 | 11.01% | 3.3 |
|
| 2533 |
2533
State of Wyoming
Cheyenne,
Wyoming
| $913M | +$35.7M | +4% | 4.52% | 135% | 2,157 | 33.1% | 1.5 |
|
| 2534 |
SBCM
2534
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $913M | -$2.23M | -0.2% | 4.06% | 72.3% | 48 | 6.25% | 6.9 |
|
| 2535 |
2535
Night Owl Capital Management
Greenwich,
Connecticut
| $912M | -$4.85M | -0.5% | 2.98% | 162% | 31 | 9.68% | 4.5 |
|
| 2536 |
2536
Mosaic Family Wealth Partners
St. Louis,
Missouri
| $912M | +$57.3M | +7% | 2.89% | 67.5% | 256 | 12.5% | 2.2 |
|
| 2537 |
2537
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $911M | +$27.8M | +3% | 4.49% | 83.4% | 420 | 11.9% | 5.1 |
|
| 2538 |
2538
Ardsley Advisory Partners
Stamford,
Connecticut
| $911M | +$102M | +13% | 18.5% | 555% | 195 | 60.51% | 0.6 |
|
| 2539 |
TFHU
2539
TLT Family Holdco ULC
Toronto,
| $911M | -$185M | -17% | 8.75% | – | 9 | 11.11% | 0.5 |
|
| 2540 |
2540
Great Waters Wealth Management
Shoreview,
Minnesota
| $909M | +$62.6M | +7% | 1.94% | 49% | 119 | 5.88% | 2.3 |
|
| 2541 |
2541
MAK Capital One
New York
| $909M | +$259M | +40% | 26.4% | 200% | 25 | 52% | 1.5 |
|
| 2542 |
2542
Nuance Investments
Kansas City,
Missouri
| $908M | -$74.6M | -8% | 0.82% | 3.13% | 50 | 18% | 2.6 |
|
| 2543 |
2543
WealthShield Partners
Cary,
North Carolina
| $907M | +$24.9M | +3% | 2.09% | 71% | 598 | 10.87% | 3 |
|
| 2544 |
2544
FJ Capital Management
Mclean,
Virginia
| $906M | -$30.8M | -3% | 6% | 97.9% | 182 | 51.65% | 1.2 |
|
| 2545 |
2545
BlueStem Wealth Partners
Minnetonka,
Minnesota
| $906M | +$32.2M | +4% | 1.57% | – | 137 | 18.25% | 0.7 |
|
| 2546 |
2546
Wolf Hill Capital Management
Greenwich,
Connecticut
| $906M | -$186M | -17% | 5.19% | 384% | 38 | 47.37% | 0.9 |
|
| 2547 |
VH
2547
V3 Holding
Rye,
New York
| $905M | +$76M | +9% | 17.2% | – | 1 | 0% | 1 |
|
| 2548 |
2548
NWF Advisory Services
Los Angeles,
California
| $905M | -$6.46M | -0.7% | 5.4% | 120% | 447 | 14.77% | 1.4 |
|
| 2549 |
2549
Cabot Wealth Management
Salem,
Massachusetts
| $905M | +$2.93M | +0.3% | 2.65% | 69.3% | 143 | 10.49% | 5.8 |
|
| 2550 |
2550
L. Roy Papp & Associates
Phoenix,
Arizona
| $905M | +$14.9M | +2% | 4.48% | 80.1% | 189 | 5.82% | 7.3 |
|