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
Periscope Capital
Toronto,
Ontario, Canada
| $270M | – | – | 0.13% | 28.8% | 56 | – | 0 |
|
| 2602 |
2602
Strategic Global Advisors
Newport Beach,
California
| $270M | +$1.59M | +0.6% | 3.84% | 137% | 178 | 32.58% | 1.2 |
|
| 2603 |
2603
Waverly Advisors
Birmingham,
Alabama
| $269M | +$29.7M | +12% | 2.2% | 67.6% | 127 | 25.2% | 1.9 |
|
| 2604 |
SCMC
2604
Serenity Capital Management (Cayman)
George Town,
Cayman Islands
| $269M | -$34.8M | -11% | 15.8% | – | 6 | 0% | 0.9 |
|
| 2605 |
2605
Covalent Partners
Concord,
Massachusetts
| $269M | +$12.7M | +5% | 2.3% | 36.6% | 41 | 24.39% | 1.3 |
|
| 2606 |
2606
Amarillo National Bank
Amarillo,
Texas
| $269M | +$38.8M | +17% | 1.83% | 63.5% | 81 | 13.58% | 2.5 |
|
| 2607 |
2607
Acuta Capital Partners
Redwood City,
California
| $269M | +$2.58M | +1% | 3.95% | 7,269% | 83 | 57.83% | 0.6 |
|
| 2608 |
2608
Atlantic Union Bankshares
Glen Allen,
Virginia
| $269M | +$6.63M | +3% | 3.25% | 78.9% | 140 | 7.86% | 2.2 |
|
| 2609 |
2609
HeadInvest LLC
Portland,
Maine
| $269M | -$13.1M | -5% | 0.77% | 59.1% | 140 | 8.57% | 2.5 |
|
| 2610 |
CII
2610
Chapter IV Investors
Charlotte,
North Carolina
| $269M | -$33.2M | -11% | 0.75% | 4.15% | 9 | 0% | 2.9 |
|
| 2611 |
WA
2611
Wintergreen Advisers
Mount Olive,
New Jersey
| $269M | +$11.9M | +5% | 10.3% | 25.4% | 8 | 0% | 2.6 |
|
| 2612 |
2612
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $268M | -$11M | -4% | 1.57% | – | 1,310 | 81.07% | 1.5 |
|
| 2613 |
2613
Kestrel Investment Management
San Mateo,
California
| $268M | +$31.7M | +13% | 12.8% | 89.2% | 44 | 13.64% | 1.2 |
|
| 2614 |
CAM
2614
CG Asset Management
New York
| $268M | +$539K | +0.2% | 2.29% | 62.7% | 156 | 26.28% | 1.6 |
|
| 2615 |
2615
Monarch Capital Management
Fort Wayne,
Indiana
| $268M | +$3.84M | +1% | 3.47% | 77% | 101 | 4.95% | 3 |
|
| 2616 |
2616
Avior Wealth Management
Omaha,
Nebraska
| $268M | +$12.6M | +5% | 3.42% | 71.4% | 530 | 16.98% | 1.7 |
|
| 2617 |
2617
Anchor Investment Management
Columbia,
South Carolina
| $268M | +$9.6M | +4% | 3.04% | 75.1% | 694 | 8.5% | 0.7 |
|
| 2618 |
2618
Forte Capital
Rochester,
New York
| $267M | +$4.4M | +2% | 0.71% | 98.3% | 156 | 11.54% | 1.8 |
|
| 2619 |
2619
Lexington Advisors
New York
| $267M | +$19.1M | +8% | 7.62% | 27% | 6 | 16.67% | 0.8 |
|
| 2620 |
SFM
2620
Signature Financial Management
Norfolk,
Virginia
| $266M | +$19.4M | +8% | 3.87% | 20.8% | 144 | 19.44% | 1.9 |
|
| 2621 |
OIA
2621
Optimum Investment Advisors
Chicago,
Illinois
| $266M | -$264K | -0.1% | 3.18% | 125% | 305 | 15.74% | 2.4 |
|
| 2622 |
2622
RTW Investments
New York
| $266M | -$65.2M | -20% | 5.89% | 467% | 39 | 25.64% | 1.1 |
|
| 2623 |
2623
Whitney & Co
Rochester,
New York
| $265M | +$15.7M | +6% | 4.32% | 93.2% | 108 | 10.19% | 2.7 |
|
| 2624 |
2624
Brighton Jones LLC
Seattle,
Washington
| $265M | -$354M | -57% | 2.12% | 97.9% | 234 | 58.12% | 3 |
|
| 2625 |
2625
Well Done LLC
Holland,
Michigan
| $265M | -$12.7M | -5% | 6.58% | 80.4% | 98 | 19.39% | 0.7 |
|