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
Mengis Capital Management
Portland,
Oregon
| $501M | +$26.6M | +6% | 7.25% | 104% | 171 | 6.43% | 5.1 |
|
| 2802 |
2802
Cannell Capital
Alta,
Wyoming
| $501M | -$16.2M | -3% | 12.8% | 127% | 98 | 40.82% | 1.8 |
|
| 2803 |
CIA
2803
Covington Investment Advisors
Ligonier,
Pennsylvania
| $500M | +$45.6M | +10% | 7.31% | 100% | 77 | 2.6% | 6.3 |
|
| 2804 |
2804
Advantage Alpha Capital Partners
San Francisco,
California
| $500M | +$20M | +4% | 7.45% | 79.2% | 120 | 31.67% | 1.9 |
|
| 2805 |
2805
Harbor Capital Advisors
Chicago,
Illinois
| $500M | +$153M | +44% | 10.3% | 128% | 667 | 64.02% | 0.3 |
|
| 2806 |
2806
Arkansas Financial Group
Little Rock,
Arkansas
| $500M | +$18.2M | +4% | 2.52% | 39.1% | 65 | 3.08% | 3.7 |
|
| 2807 |
2807
Heritage Financial Services
Westwood,
Massachusetts
| $500M | +$40.9M | +9% | 2.75% | 38.3% | 84 | 10.71% | 1.1 |
|
| 2808 |
LWANC
2808
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $499M | +$26.4M | +6% | 6.92% | 63.3% | 602 | 3.49% | 3.3 |
|
| 2809 |
2809
Academy Capital Management
Waco,
Texas
| $499M | +$32.7M | +7% | 12.7% | 71.2% | 36 | 11.11% | 2.9 |
|
| 2810 |
2810
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $499M | +$58.9M | +13% | 5.82% | 62.2% | 101 | 8.91% | 3 |
|
| 2811 |
2811
Bridgewater Advisors
New York
| $499M | +$40.5M | +9% | 4.25% | 61% | 119 | 18.49% | 3.2 |
|
| 2812 |
HVM
2812
Harvest Volatility Management
Norwalk,
Connecticut
| $499M | +$2.62M | +0.5% | 16.2% | 24.3% | 135 | 3.7% | 2 |
|
| 2813 |
2813
Bayberry Capital Partners
New York
| $499M | +$213M | +75% | 7.4% | 99.7% | 18 | 22.22% | 0.9 |
|
| 2814 |
CI
2814
CPMG Inc
Dallas,
Texas
| $498M | +$2.67M | +0.5% | 15.8% | 878% | 5 | 20% | 2.4 |
|
| 2815 |
2815
Zevin Asset Management
Boston,
Massachusetts
| $498M | +$8.13M | +2% | 4.8% | 71.7% | 82 | 6.1% | 5.4 |
|
| 2816 |
2816
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $498M | +$48.9M | +11% | 4.06% | 38.2% | 136 | 11.76% | 3 |
|
| 2817 |
JC
2817
Joho Capital
New York
| $498M | +$109M | +28% | 15.1% | 80.2% | 22 | 36.36% | 1.4 |
|
| 2818 |
2818
BlueSky Wealth Advisors
New Bern,
North Carolina
| $498M | +$14.1M | +3% | 3.03% | 42.9% | 80 | 12.5% | 3.4 |
|
| 2819 |
2819
Jackson Thornton Wealth Management
Montgomery,
Alabama
| $497M | +$54.5M | +12% | 4.24% | 64.4% | 40 | 20% | 0.9 |
|
| 2820 |
2820
Harvest Fund Management
Beijing,
China
| $497M | +$42.4M | +9% | 9.06% | 327% | 801 | 25.47% | 1.9 |
|
| 2821 |
2821
Concentric Capital Strategies
Stamford,
Connecticut
| $497M | +$192M | +63% | 11.4% | 165% | 205 | 68.29% | 0.3 |
|
| 2822 |
2822
MPM BioImpact
Boston,
Massachusetts
| $497M | +$112M | +29% | 27.2% | 550% | 41 | 41.46% | 1.1 |
|
| 2823 |
2823
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $497M | +$14.6M | +3% | 4.96% | 86.4% | 140 | 3.57% | 6.9 |
|
| 2824 |
2824
Blue Edge Capital
Richmond,
Virginia
| $496M | +$33.9M | +7% | 5.74% | 67.4% | 105 | 9.52% | 5.2 |
|
| 2825 |
2825
Bayview Asset Management
Coral Gables,
Florida
| $496M | -$88.6M | -15% | 9.92% | 55.4% | 7 | 0% | 1.2 |
|