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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
NM
2776
NWI Management
New York
| $452M | -$118M | -21% | 3% | 230% | 47 | 19.15% | 2.6 |
|
| 2777 |
2777
Pacific Global Investment Management
Glendale,
California
| $452M | +$40.3M | +10% | 11% | 48% | 213 | 5.63% | 5.5 |
|
| 2778 |
2778
BlueSky Wealth Advisors
New Bern,
North Carolina
| $452M | +$21.3M | +5% | 5.77% | 45.9% | 68 | 5.88% | 3.4 |
|
| 2779 |
2779
Lathrop Investment Management
Little Rock,
Arkansas
| $452M | +$73.7M | +19% | 13.3% | 72.2% | 81 | 16.05% | 5.3 |
|
| 2780 |
2780
Towercrest Capital Management
Newtown,
Pennsylvania
| $452M | +$24.4M | +6% | 5.87% | 42.6% | 92 | 6.52% | 4.1 |
|
| 2781 |
2781
Viola Ventures VC Management 4
Herzliya,
Israel
| $450M | – | – | 13.7% | 79.1% | 5 | – | 0 |
|
| 2782 |
2782
Mainstay Capital Management
Grand Blanc,
Michigan
| $450M | +$50.7M | +13% | 10% | 131% | 115 | 19.13% | 2.2 |
|
| 2783 |
2783
Blue Pool Management
Causeway Bay,
Hong Kong
| $450M | +$58.1M | +15% | 14.8% | 72.8% | 7 | 85.71% | 0.5 |
|
| 2784 |
2784
Bensler
Bellevue,
Washington
| $450M | +$30.1M | +7% | 6.09% | 106% | 163 | 13.5% | 0.8 |
|
| 2785 |
2785
Quarry LP
New York
| $450M | – | – | 3.48% | 83.2% | 935 | – | 0 |
|
| 2786 |
2786
Slow Capital
Greenbrae,
California
| $449M | -$13.4M | -3% | 7.43% | 156% | 146 | 10.27% | 3.7 |
|
| 2787 |
FPCM
2787
Financial Partners Capital Management
New York
| $449M | +$26.5M | +6% | 10.9% | 34.2% | 121 | 5.79% | 4.4 |
|
| 2788 |
SA
2788
Strategic Advisors
New York
| $449M | -$2.01M | -0.4% | 7.28% | 106% | 207 | 11.11% | 3.7 |
|
| 2789 |
2789
Biondo Investment Advisors
Milford,
Pennsylvania
| $449M | +$15.2M | +4% | 13.3% | 83.4% | 74 | 1.35% | 5.3 |
|
| 2790 |
PS
2790
Portfolio Strategies
Monsey,
New York
| $448M | +$59.2M | +15% | 8.64% | 120% | 53 | 33.96% | 2.4 |
|
| 2791 |
2791
MidWestOne Financial Group
Iowa City,
Iowa
| $448M | +$55.2M | +14% | 12.7% | 62.7% | 252 | 16.27% | 2.2 |
|
| 2792 |
BIM
2792
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $448M | -$20.1M | -4% | 9.13% | 48.4% | 112 | 16.07% | 4.6 |
|
| 2793 |
2793
Cadinha & Co
Honolulu,
Hawaii
| $448M | +$151M | +51% | 13.8% | 132% | 100 | 9% | 5.4 |
|
| 2794 |
2794
De Burlo Group
Boston,
Massachusetts
| $448M | +$27.4M | +7% | 9.86% | 147% | 194 | 61.34% | 2.3 |
|
| 2795 |
2795
Teewinot Capital Advisers
New York
| $447M | +$10.7M | +2% | 9.74% | 149% | 40 | 22.5% | 3 |
|
| 2796 |
2796
Farmers Trust Company
Youngstown,
Ohio
| $447M | +$47.3M | +12% | 12.3% | 73.5% | 163 | 11.66% | 5.5 |
|
| 2797 |
2797
HeadInvest LLC
Portland,
Maine
| $447M | +$29.4M | +7% | 11.3% | 59.1% | 225 | 8.89% | 4.7 |
|
| 2798 |
SP
2798
Solel Partners
Boston,
Massachusetts
| $447M | -$109M | -20% | 5.25% | 25.9% | 31 | 19.35% | 1 |
|
| 2799 |
2799
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $446M | +$65.7M | +17% | 18.2% | 172% | 73 | 20.55% | 1.9 |
|
| 2800 |
2800
B. Riley Financial
Los Angeles,
California
| $446M | -$117M | -21% | 6.52% | 682% | 100 | 55% | 0.6 |
|