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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Advance Capital I
Southfield,
Michigan
| $209M | +$12.9M | +7% | 8.92% | 34.1% | 400 | 42.75% | 0.4 |
|
| 2602 |
2602
VNBTrust National Association
Charlottesville,
Virginia
| $209M | -$74.1M | -26% | 7.92% | 42.9% | 149 | 14.77% | 0.4 |
|
| 2603 |
DD
2603
Dominick & Dominick
New York
| $209M | +$28.9M | +16% | 8.03% | – | 211 | 26.07% | 0.4 |
|
| 2604 |
2604
USA Mutuals Advisors
Dallas,
Texas
| $209M | +$51M | +32% | 10.8% | 14.1% | 59 | 30.51% | 0.3 |
|
| 2605 |
2605
Dock Street Asset Management
Palm Beach,
Florida
| $209M | +$29.6M | +17% | 10.2% | 175% | 66 | 21.21% | 0.4 |
|
| 2606 |
TCM
2606
TCS Capital Management
New York
| $209M | +$43.9M | +27% | 28.4% | 271% | 52 | 61.54% | 0.2 |
|
| 2607 |
2607
Caledonia Investments plc (UK)
London England,
United Kingdom
| $208M | +$8.97M | +5% | 5.83% | 61.9% | 12 | 0% | 0.5 |
|
| 2608 |
2608
Hanson & Doremus Investment Management
Burlington,
Vermont
| $208M | +$10.7M | +5% | 8.14% | 86.3% | 438 | 11.19% | 0.4 |
|
| 2609 |
2609
AV Partners VIII
Austin,
Texas
| $208M | – | – | 6.74% | – | 3 | – | 0 |
|
| 2610 |
PCMK
2610
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $208M | +$12.4M | +6% | 8.46% | 87.5% | 67 | 8.96% | 0.5 |
|
| 2611 |
2611
Strategic Point Investment Advisors
Providence,
Rhode Island
| $208M | +$16.1M | +8% | 9.09% | 51.9% | 12 | 25% | 0.4 |
|
| 2612 |
III
2612
Independent Investors Inc
Nesconset,
New York
| $208M | +$17.8M | +9% | 11.6% | 61.6% | 93 | 12.9% | 0.5 |
|
| 2613 |
2613
Filament
Seattle,
Washington
| $208M | +$10.8M | +6% | 4.6% | 46.9% | 37 | 5.41% | 0.5 |
|
| 2614 |
2614
CVentures
Denver,
Colorado
| $207M | – | – | 7.4% | – | 1 | – | 0 |
|
| 2615 |
2615
SkyTop Capital Management
Rutherford,
New Jersey
| $207M | -$6.14M | -3% | 10.5% | 50.2% | 26 | 46.15% | 0.3 |
|
| 2616 |
2616
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $207M | – | – | 7.3% | 62% | 37 | – | 0 |
|
| 2617 |
EEG
2617
E.E. Geduld
| $207M | +$43.3M | +26% | 7.42% | 59.9% | 434 | 49.54% | 0.3 |
|
| 2618 |
LCM
2618
Lionstone Capital Management
New York
| $207M | +$35.2M | +21% | 12.9% | 74.1% | 17 | 5.88% | 0.5 |
|
| 2619 |
2619
Crestview Partners
New York
| $207M | -$36.6M | -15% | 1.48% | – | 2 | 50% | 0.5 |
|
| 2620 |
2620
NewSquare Capital
Newtown Square,
Pennsylvania
| $207M | -$1.54M | -0.7% | 1.47% | 76.5% | 286 | 31.47% | 0.4 |
|
| 2621 |
2621
MUFG Securities EMEA
London,
United Kingdom
| $207M | – | – | 6.86% | 114% | 54 | – | 0 |
|
| 2622 |
2622
Equinox Partners Investment Management
Stamford,
Connecticut
| $207M | -$95.2M | -32% | 4.79% | 241% | 17 | 5.88% | 0.5 |
|
| 2623 |
OFM
2623
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $206M | +$122M | +144% | 14.1% | 8.26% | 3 | 0% | 0.5 |
|
| 2624 |
BCM
2624
Bodri Capital Management
San Francisco,
California
| $206M | +$34.3M | +20% | 11.9% | – | 81 | 66.67% | 0.2 |
|
| 2625 |
2625
Adirondack Research & Management
Guilderland,
New York
| $206M | +$32.3M | +19% | 14.9% | 47.8% | 104 | 14.42% | 0.4 |
|