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 |
SM
2576
Sabby Management
Miami Beach,
Florida
| $522M | -$148M | -22% | 3.19% | 95.8% | 172 | 61.63% | 0.4 |
|
| 2577 |
2577
West Coast Financial
Santa Barbara,
California
| $520M | +$77M | +17% | 20.3% | 22.2% | 121 | 15.7% | 3.8 |
|
| 2578 |
2578
Night Owl Capital Management
Greenwich,
Connecticut
| $520M | +$39.2M | +8% | 11.5% | 162% | 31 | 3.23% | 3.2 |
|
| 2579 |
2579
Veritas Investment Management (UK)
London,
United Kingdom
| $519M | +$74M | +17% | 12.6% | 151% | 34 | 0% | 4.2 |
|
| 2580 |
LPC
2580
Lion Point Capital
New York
| $519M | +$63.3M | +14% | 43.1% | 319% | 29 | 34.48% | 1.2 |
|
| 2581 |
2581
TenCore Partners
New York
| $519M | +$65.7M | +14% | 7.14% | 78.4% | 14 | 21.43% | 0.7 |
|
| 2582 |
2582
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $519M | +$46.5M | +10% | 12.6% | 92.1% | 1,014 | 68.74% | 0.5 |
|
| 2583 |
BC
2583
Bruce & Co
Chicago,
Illinois
| $519M | +$35.9M | +7% | 14.5% | 94.5% | 40 | 2.5% | 4.8 |
|
| 2584 |
2584
Clear Creek Financial Management
Silverdale,
Washington
| $519M | -$1.69B | -76% | 14.1% | 86.1% | 343 | 89.8% | 0.1 |
|
| 2585 |
2585
Donoghue Forlines
Boston,
Massachusetts
| $518M | +$153M | +42% | 17.7% | 229% | 307 | 81.76% | 0.1 |
|
| 2586 |
VCM
2586
Violich Capital Management
San Francisco,
California
| $517M | +$42.9M | +9% | 11.8% | 111% | 117 | 13.68% | 4.2 |
|
| 2587 |
2587
Duncker Streett & Co
St. Louis,
Missouri
| $517M | +$58.8M | +13% | 12.9% | 102% | 573 | 14.66% | 3.4 |
|
| 2588 |
2588
Tradition Wealth Management
Edina,
Minnesota
| $516M | – | – | 13.6% | 77.2% | 1,138 | – | 0 |
|
| 2589 |
TIM
2589
Total Investment Management
Scottsdale,
Arizona
| $516M | +$170M | +49% | 12.6% | 44.4% | 51 | 15.69% | 2 |
|
| 2590 |
2590
Minot Capital
Broomfield,
Colorado
| $515M | +$112M | +28% | 21.6% | 19.6% | 15 | 13.33% | 1.1 |
|
| 2591 |
2591
Ameritas Investment Company
Lincoln,
Nebraska
| $515M | +$196M | +62% | 14% | 55.2% | 449 | 32.29% | 1.1 |
|
| 2592 |
2592
Adelphi Capital
London,
United Kingdom
| $515M | +$461K | +0.1% | 6.94% | – | 3 | 0% | 3 |
|
| 2593 |
TCOT
2593
Trust Company of Toledo
Holland,
Ohio
| $515M | +$68.1M | +15% | 9.64% | 109% | 188 | 7.98% | 5.4 |
|
| 2594 |
MI
2594
MMCAP International
Grand Cayman,
Cayman Islands
| $515M | +$124M | +32% | 12% | 127% | 177 | 87.57% | 0.1 |
|
| 2595 |
2595
Dividend Assets Capital
Ridgeland,
South Carolina
| $515M | +$93.9M | +22% | 10.9% | 69.7% | 584 | 68.49% | 1.2 |
|
| 2596 |
2596
Arrow Financial
Glens Falls,
New York
| $514M | +$41.4M | +9% | 11.5% | 71.1% | 319 | 7.21% | 5.3 |
|
| 2597 |
2597
Bleichroeder LP
New York
| $514M | -$45.1M | -8% | 28% | 222% | 81 | 18.52% | 0.7 |
|
| 2598 |
2598
Focused Wealth Management
Newburgh,
New York
| $514M | +$53.4M | +12% | 12% | 80.9% | 953 | 21.93% | 3.4 |
|
| 2599 |
2599
Ausdal Financial Partners
Davenport,
Iowa
| $514M | +$100M | +24% | 13.5% | 63.2% | 442 | 25.79% | 2 |
|
| 2600 |
2600
Greenwood Gearhart
Fayetteville,
Arkansas
| $514M | +$82.1M | +19% | 14.6% | 79% | 80 | 21.25% | 3.5 |
|