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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
LSC
2676
Lyon Street Capital
Sausalito,
California
| $310M | +$10.6M | +4% | 6.62% | – | 59 | 25.42% | 1.1 |
|
| 2677 |
2677
Lenox Wealth Management
Cincinnati,
Ohio
| $310M | -$18.8M | -6% | 2.26% | 24.7% | 539 | 15.03% | 1.5 |
|
| 2678 |
VAM
2678
Visionary Asset Management
Houston,
Texas
| $310M | -$49.2M | -14% | 1.47% | 31.9% | 318 | 29.87% | 0.8 |
|
| 2679 |
2679
Harber Asset Management
Asheville,
North Carolina
| $310M | +$23.7M | +8% | 0.38% | 63.6% | 56 | 30.36% | 1 |
|
| 2680 |
2680
Founders Financial Securities
Towson,
Maryland
| $309M | +$8.77M | +3% | 0.85% | 64.3% | 111 | 26.13% | 1.3 |
|
| 2681 |
2681
Capital Advisors Ltd
Shaker Heights,
Ohio
| $309M | +$5.87M | +2% | 1.39% | 61.1% | 408 | 4.66% | 3.1 |
|
| 2682 |
2682
Toews Corporation
Northfield,
New Jersey
| $309M | -$1.75M | -0.6% | 1.08% | 22% | 111 | 94.59% | 0 |
|
| 2683 |
2683
Callan Capital
La Jolla,
California
| $309M | +$21.6M | +8% | 1.73% | 20.1% | 53 | 7.55% | 2.7 |
|
| 2684 |
TCGI
2684
Three Corner Global Investors
New York
| $309M | -$41.6M | -12% | 0.87% | 57.5% | 29 | 37.93% | 0.7 |
|
| 2685 |
2685
Winslow Evans & Crocker
Boston,
Massachusetts
| $309M | -$2.48M | -0.8% | 1.33% | 76.2% | 1,179 | 8.91% | 3.1 |
|
| 2686 |
2686
Bramshill Investments
Naples,
Florida
| $309M | -$45.9M | -13% | 2.25% | 3.6% | 140 | 37.14% | 0.5 |
|
| 2687 |
2687
Abbrea Capital
Greenbrae,
California
| $308M | +$15.1M | +5% | 1.15% | 38% | 170 | 11.76% | 1 |
|
| 2688 |
2688
Lucia Wealth Services
San Diego,
California
| $308M | +$82M | +36% | 1.54% | 45.6% | 199 | 42.21% | 0.1 |
|
| 2689 |
2689
American Assets Inc
San Diego,
California
| $308M | -$45.7M | -13% | 12.9% | 63.2% | 2 | 0% | 4.8 |
|
| 2690 |
CCM
2690
Castine Capital Management
Boston,
Massachusetts
| $308M | +$13.6M | +5% | 4.14% | 13.9% | 40 | 20% | 1.9 |
|
| 2691 |
2691
Tinicum
New York
| $308M | -$21.6M | -7% | 13.5% | 21.1% | 7 | 14.29% | 2.1 |
|
| 2692 |
RCM
2692
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $308M | -$5.2M | -2% | 3.54% | 31.2% | 38 | 15.79% | 2.6 |
|
| 2693 |
RC
2693
Reik & Co
New York
| $307M | -$4.74M | -2% | 1.34% | 47.2% | 45 | 0% | 4 |
|
| 2694 |
2694
NorthRock Partners
Minneapolis,
Minnesota
| $307M | -$6.22M | -2% | 1.83% | 62.8% | 64 | 21.88% | 1.6 |
|
| 2695 |
2695
Fulcrum Capital
Seattle,
Washington
| $307M | -$1.29M | -0.4% | 1.03% | 102% | 74 | 9.46% | 0.2 |
|
| 2696 |
2696
Tandem Investment Advisors
Charleston,
South Carolina
| $307M | +$15.4M | +5% | 0.66% | 10.4% | 61 | 9.84% | 1.1 |
|
| 2697 |
IIA
2697
IPG Investment Advisors
San Diego,
California
| $307M | +$66.5M | +28% | 3.13% | 106% | 181 | 37.57% | 1.6 |
|
| 2698 |
RGREA
2698
Ranger Global Real Estate Advisors
Denver,
Colorado
| $307M | +$36.6M | +14% | 9.74% | 18% | 34 | 17.65% | 0.9 |
|
| 2699 |
2699
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $307M | +$49.8M | +19% | 1.97% | 80.4% | 36 | 8.33% | 2.3 |
|
| 2700 |
KCP
2700
KDI Capital Partners
Raleigh,
North Carolina
| $306M | +$54.9M | +22% | 0.06% | 77.1% | 83 | 46.99% | 1.2 |
|