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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
LSC
2651
Lyon Street Capital
Sausalito,
California
| $241M | +$27.2M | +13% | 9.65% | – | 60 | 25% | 0.9 |
|
| 2652 |
2652
Waldron Private Wealth
Bridgeville,
Pennsylvania
| $241M | +$30.1M | +14% | 4.7% | 68.7% | 139 | 23.02% | 0.8 |
|
| 2653 |
2653
Lenox Wealth Advisors
New York
| $240M | +$14.2M | +6% | 0.26% | 35.7% | 368 | 32.88% | 0.7 |
|
| 2654 |
2654
MPAM Credit Trading Partners
Cleveland,
Ohio
| $240M | – | – | 2.3% | – | 10 | – | 0 |
|
| 2655 |
2655
Huntington Steele
Oaks,
Pennsylvania
| $240M | +$3.11M | +1% | 1% | 69.8% | 70 | 10% | 1.3 |
|
| 2656 |
HF
2656
Hoxton Financial
Shepherdstown,
West Virginia
| $240M | +$11.4M | +5% | 2.65% | 15.3% | 393 | 22.9% | 1 |
|
| 2657 |
2657
Washington Capital Management
Seattle,
Washington
| $240M | -$13.6M | -5% | 8.93% | 81.8% | 179 | 30.73% | 1.2 |
|
| 2658 |
2658
Mendon Capital Advisors
Key Largo,
Florida
| $239M | +$59.1M | +33% | 9.01% | – | 109 | 48.62% | 0.7 |
|
| 2659 |
2659
Secor Capital Advisors
New York
| $239M | +$63.2M | +36% | 5.03% | 43.5% | 544 | 73.53% | 0.2 |
|
| 2660 |
2660
Exchange Capital Management
Ann Arbor,
Michigan
| $239M | +$9.6M | +4% | 5.19% | 57.8% | 410 | 51.46% | 0.7 |
|
| 2661 |
2661
Noesis Capital Mangement
Boca Raton,
Florida
| $239M | +$8.75M | +4% | 2.91% | 128% | 106 | 3.77% | 1.3 |
|
| 2662 |
2662
Lafayette Investments
Ashton,
Maryland
| $239M | +$15.8M | +7% | 6.67% | 77.9% | 67 | 2.99% | 1.4 |
|
| 2663 |
2663
Weatherly Asset Management
Del Mar,
California
| $238M | +$6.09M | +3% | 3.28% | 116% | 161 | 15.53% | 1.3 |
|
| 2664 |
GGPS
2664
Gary Goldberg Planning Services
Suffern,
New York
| $238M | -$2.4M | -1% | 4.46% | – | 524 | 20.04% | 1 |
|
| 2665 |
UPA
2665
Union Point Advisors
San Mateo,
California
| $238M | -$15.1M | -6% | 8.93% | – | 42 | 73.81% | 0.3 |
|
| 2666 |
2666
Wynnefield Capital
New York
| $238M | +$21.3M | +10% | 1.99% | 52.1% | 27 | 11.11% | 1.1 |
|
| 2667 |
2667
Goldstein Munger & Associates
San Ramon,
California
| $237M | -$4.75M | -2% | 3.14% | 11.9% | 33 | 12.12% | 1.2 |
|
| 2668 |
2668
Richmond Hill Investments
New York
| $237M | +$41.5M | +21% | 0.9% | 55.2% | 13 | 23.08% | 0.9 |
|
| 2669 |
2669
USA Mutuals Advisors
Dallas,
Texas
| $237M | -$9.9M | -4% | 2.34% | 14.1% | 55 | 20% | 1.1 |
|
| 2670 |
2670
CKW Financial Group
Honolulu,
Hawaii
| $237M | +$8.47M | +4% | 2.67% | 62.4% | 390 | 17.95% | 0.8 |
|
| 2671 |
2671
Caledonia Investments plc (UK)
London England,
United Kingdom
| $237M | +$5.42M | +2% | 1.48% | 61.9% | 13 | 0% | 1.3 |
|
| 2672 |
2672
Whalerock Point Partners
Providence,
Rhode Island
| $237M | +$15.1M | +7% | 6.45% | 103% | 157 | 14.65% | 0.8 |
|
| 2673 |
2673
Fruth Investment Management
Houston,
Texas
| $236M | +$9.2M | +4% | 5.37% | 79.4% | 245 | 13.06% | 1.2 |
|
| 2674 |
2674
Chicago Partners Investment Group
Chicago,
Illinois
| $236M | – | – | 0.98% | 75.8% | 523 | – | 0 |
|
| 2675 |
2675
America First Investment Advisors
Omaha,
Nebraska
| $236M | +$13.8M | +6% | 4.51% | 78.2% | 174 | 20.69% | 1.3 |
|