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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
2576
Concourse Financial Group Securities
Birmingham,
Alabama
| $356M | – | – | 4.76% | 18.1% | 1,679 | – | 0 |
|
| 2577 |
2577
Bulldog Investors
Saddle Brook,
New Jersey
| $356M | -$24.4M | -6% | 0.82% | 22.5% | 142 | 27.46% | 1 |
|
| 2578 |
2578
Tetrad Corporation
Omaha,
Nebraska
| $355M | +$37.2M | +12% | 11.9% | 45.6% | 4 | 0% | 5.3 |
|
| 2579 |
2579
Ausdal Financial Partners
Davenport,
Iowa
| $355M | +$31M | +10% | 5.29% | 63.2% | 455 | 18.24% | 1.5 |
|
| 2580 |
2580
Farmers Trust Company
Youngstown,
Ohio
| $355M | +$24.7M | +7% | 7.61% | 73.5% | 167 | 8.98% | 3.1 |
|
| 2581 |
2581
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| $355M | +$12.7M | +4% | 7.33% | 33.7% | 141 | 4.96% | 3 |
|
| 2582 |
2582
D.L. Carlson Investment Group
Concord,
New Hampshire
| $354M | +$27.3M | +8% | 9.51% | 113% | 145 | 8.97% | 3 |
|
| 2583 |
2583
Capital Advisors Ltd
Shaker Heights,
Ohio
| $354M | +$34.3M | +11% | 5.36% | 54.2% | 492 | 18.5% | 2.8 |
|
| 2584 |
2584
Well Done LLC
Holland,
Michigan
| $354M | +$20.4M | +6% | 6.02% | 80.4% | 140 | 12.14% | 1.5 |
|
| 2585 |
HCP
2585
Holt Capital Partners
Fort Worth,
Texas
| $354M | +$18.1M | +5% | 5.2% | 69.5% | 149 | 4.7% | 3.3 |
|
| 2586 |
2586
Tanglewood Wealth Management
Houston,
Texas
| $354M | +$10.3M | +3% | 2.98% | 64.6% | 10 | 10% | 3 |
|
| 2587 |
CMG
2587
Cavalry Management Group
San Francisco,
California
| $353M | +$118M | +50% | 15.3% | 59.6% | 24 | 75% | 0.3 |
|
| 2588 |
2588
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $353M | +$23.1M | +7% | 8.09% | 86.4% | 129 | 4.65% | 4 |
|
| 2589 |
2589
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $353M | +$10.3M | +3% | 6.16% | 65.9% | 139 | 5.04% | 3.4 |
|
| 2590 |
2590
B. Riley Financial
Los Angeles,
California
| $352M | -$29.2M | -8% | 5.05% | 682% | 348 | 55.75% | 1.4 |
|
| 2591 |
2591
Precept Management
Dallas,
Texas
| $352M | +$18.5M | +6% | 16.1% | 110% | 102 | 56.86% | 0.6 |
|
| 2592 |
FPCM
2592
Financial Partners Capital Management
New York
| $352M | +$23.2M | +7% | 6.83% | 34.2% | 83 | 7.23% | 3.4 |
|
| 2593 |
2593
Avitas Wealth Management
Los Angeles,
California
| $352M | +$31.3M | +10% | 6.86% | 56.2% | 165 | 13.33% | 0.2 |
|
| 2594 |
2594
Lingotto Investment Management
London,
United Kingdom
| $352M | +$22.5M | +7% | 4.87% | 388% | 7 | 0% | 0.6 |
|
| 2595 |
2595
SP Asset Management
Cupertino,
California
| $352M | -$14.6M | -4% | 0.59% | 92.4% | 78 | 5.13% | 0.2 |
|
| 2596 |
2596
Silphium Asset Management
London,
United Kingdom
| $350M | +$33.1M | +10% | 5.29% | 128% | 177 | 59.32% | 0.3 |
|
| 2597 |
TA
2597
Tamarack Advisers
Carlsbad,
California
| $350M | +$51.5M | +17% | 17.1% | 46.5% | 35 | 34.29% | 1.1 |
|
| 2598 |
2598
Hunting Hill Global Capital
New York
| $350M | -$226M | -39% | 1.94% | 132% | 29 | 44.83% | 0.6 |
|
| 2599 |
2599
Quadrant Capital Group
Cincinnati,
Ohio
| $350M | +$64.7M | +23% | 6.23% | 118% | 2,337 | 8.81% | 2.4 |
|
| 2600 |
2600
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| $350M | -$71.9M | -17% | 17% | 184% | 1 | 0% | 1.8 |
|