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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Ascent Wealth Partners
New Hartford,
New York
| $450M | +$58.5M | +15% | 14.6% | 105% | 118 | 7.63% | 4 |
|
| 2802 |
2802
Exchange Capital Management
Ann Arbor,
Michigan
| $449M | +$53.7M | +14% | 13.2% | 57.8% | 164 | 10.37% | 3.5 |
|
| 2803 |
GTC
2803
Ghost Tree Capital
New York
| $449M | +$103M | +30% | 71.9% | 265% | 61 | 52.46% | 0.7 |
|
| 2804 |
2804
Clearline Capital
New York
| $448M | +$66.9M | +18% | 33.7% | 57.4% | 111 | 63.06% | 0.5 |
|
| 2805 |
2805
Cypress Wealth Services
Palm Desert,
California
| $448M | +$57.5M | +15% | 11.6% | 82.7% | 552 | 99.82% | 0 |
|
| 2806 |
NTCM
2806
Nut Tree Capital Management
New York
| $448M | +$118M | +36% | 47.7% | 101% | 14 | 28.57% | 1.4 |
|
| 2807 |
MM
2807
Marino Management
Westport,
Connecticut
| $448M | – | – | 0.7% | – | 2 | – | 0 |
|
| 2808 |
2808
StrategIQ Financial Group
Merrillville,
Indiana
| $447M | +$47.9M | +12% | 10.7% | 12.6% | 206 | 9.22% | 3 |
|
| 2809 |
HA
2809
Harbor Advisors
West Palm Beach,
Florida
| $447M | +$21.1M | +5% | 7.06% | 125% | 178 | 19.1% | 2.6 |
|
| 2810 |
2810
Intelligence Driven Advisers
Carlsbad,
California
| $446M | +$19.7M | +5% | 8.18% | 65.6% | 96 | 22.92% | 1 |
|
| 2811 |
2811
Atlas Venture Advisors
Boston,
Massachusetts
| $446M | -$149M | -25% | 4.37% | 34.6% | 9 | 22.22% | 1.4 |
|
| 2812 |
2812
Untitled Investments
New York
| $446M | – | – | 33.5% | 79.6% | 21 | – | 0 |
|
| 2813 |
2813
Eudaimonia Partners
Winchester,
Tennessee
| $445M | +$56.9M | +15% | 12.8% | – | 931 | 17.19% | 0.7 |
|
| 2814 |
2814
Towercrest Capital Management
Newtown,
Pennsylvania
| $445M | +$37.7M | +9% | 8.98% | 42.6% | 86 | 10.47% | 2.7 |
|
| 2815 |
2815
Chatham Capital Group
Savannah,
Georgia
| $445M | +$39.3M | +10% | 12% | 97% | 163 | 11.04% | 4.1 |
|
| 2816 |
2816
SpiderRock Advisors
Wilimington,
Delaware
| $445M | -$444M | -50% | – | – | 198 | 0% | 1.1 |
|
| 2817 |
2817
Evolution Wealth Advisors
Aventura,
Florida
| $443M | +$77.7M | +21% | 18.7% | 96% | 659 | 23.37% | 0.7 |
|
| 2818 |
2818
Unison Advisors
Washington,
District of Columbia
| $443M | +$97.2M | +28% | 24.7% | 57.8% | 204 | 31.86% | 1.5 |
|
| 2819 |
2819
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| $443M | +$31.9M | +8% | 8.13% | 75.9% | 159 | 8.18% | 3.8 |
|
| 2820 |
2820
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $443M | +$48.7M | +12% | 14.4% | 56.8% | 104 | 10.58% | 1.2 |
|
| 2821 |
2821
Alight Capital Management
New York
| $442M | +$160M | +57% | 30.6% | 506% | 75 | 56% | 0.4 |
|
| 2822 |
HCP
2822
Holt Capital Partners
Fort Worth,
Texas
| $442M | +$59.4M | +16% | 14.7% | 75.1% | 158 | 12.03% | 4.3 |
|
| 2823 |
2823
Old West Investment Management
Los Angeles,
California
| $441M | +$7.3M | +2% | 76.9% | 242% | 66 | 22.73% | 2.2 |
|
| 2824 |
SM
2824
Scoggin Management
New York
| $441M | +$216M | +96% | 36% | 889% | 48 | 58.33% | 0.5 |
|
| 2825 |
TM
2825
Tiger Management
New York
| $441M | +$89.6M | +26% | 35% | – | 49 | 36.73% | 1.7 |
|