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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Sicart Associates
New York
| $305M | +$58.6M | +24% | 4.07% | 99.1% | 120 | 46.67% | 1.3 |
|
| 2827 |
2827
Paradigm Asset Management
New York
| $305M | -$42.3M | -12% | 1.07% | 73.8% | 364 | 1.1% | 2.5 |
|
| 2828 |
WIP
2828
Wellesley Investment Partners
Wellesley,
Massachusetts
| $305M | +$14.2M | +5% | 1.06% | 22.7% | 115 | 12.17% | 2.6 |
|
| 2829 |
2829
13D Management
New York
| $304M | -$27.5M | -8% | 4.35% | 157% | 31 | 38.71% | 1.4 |
|
| 2830 |
2830
Investure LLC
Charlottesville,
Virginia
| $304M | -$135M | -31% | 10.5% | 55.4% | 16 | 31.25% | 1.6 |
|
| 2831 |
2831
Tetrad Corporation
Omaha,
Nebraska
| $303M | -$64.5M | -18% | 0.27% | 45.6% | 6 | 50% | 6.3 |
|
| 2832 |
2832
WrapManager Inc
Mill Valley,
California
| $303M | -$6.98M | -2% | 0.59% | 64.6% | 301 | 17.28% | 2.2 |
|
| 2833 |
2833
Clean Yield Group
Norwich,
Vermont
| $303M | +$26.5M | +10% | 2.38% | 65% | 353 | 9.92% | 2 |
|
| 2834 |
2834
Cambridge Advisors
Omaha,
Nebraska
| $303M | +$225K | +0.1% | 0.83% | 58.6% | 141 | 9.93% | 3.8 |
|
| 2835 |
2835
Virtue Capital Management
Brentwood,
Tennessee
| $303M | +$28.1M | +10% | 1.41% | 91% | 258 | 28.68% | 0.6 |
|
| 2836 |
2836
Golden State Wealth Management
Santa Ana,
California
| $303M | -$12.2M | -4% | 1.24% | – | 1,187 | 11.71% | 0.5 |
|
| 2837 |
2837
Filament
Seattle,
Washington
| $303M | -$12.3M | -4% | 2.56% | 46.9% | 40 | 10% | 3.9 |
|
| 2838 |
2838
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $303M | -$684K | -0.2% | 0.11% | 43.7% | 6 | 33.33% | 1.4 |
|
| 2839 |
FCPV
2839
FS Capital Partners VI
Los Angeles,
California
| $303M | -$91.9M | -23% | 22.1% | – | 1 | 0% | 2.3 |
|
| 2840 |
CDIA
2840
Capital Directions Investment Advisors
Atlanta,
Georgia
| $302M | +$15.1M | +5% | 0.46% | 7.53% | 252 | 71.83% | 0.9 |
|
| 2841 |
2841
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $302M | -$608K | -0.2% | 2.45% | 7.8% | 104 | 20.19% | 1.6 |
|
| 2842 |
2842
Meritech Capital Associates IV
Palo Alto,
California
| $302M | -$67M | -18% | 7.32% | – | 2 | 0% | 1 |
|
| 2843 |
SM
2843
Sciencast Management
Princeton,
New Jersey
| $302M | +$125M | +71% | 0.19% | 72.5% | 524 | 82.06% | 0.1 |
|
| 2844 |
LCM
2844
Lonestar Capital Management
San Francisco,
California
| $302M | -$145M | -32% | 0.08% | 260% | 30 | 50% | 0.6 |
|
| 2845 |
2845
IBEX Wealth Advisors
Bedminster,
New Jersey
| $301M | -$45.3M | -13% | 4% | 221% | 439 | 79.95% | 1.2 |
|
| 2846 |
2846
HCR Wealth Advisors
Los Angeles,
California
| $301M | -$50.5M | -14% | 4.26% | 107% | 167 | 20.36% | 1.8 |
|
| 2847 |
BCH
2847
Berkshire Capital Holdings
San Jose,
California
| $301M | +$8.01M | +3% | 6.81% | 2,748% | 49 | 22.45% | 0.8 |
|
| 2848 |
2848
AGF Investments America
Toronto,
Ontario, Canada
| $301M | +$6.86M | +2% | 2.9% | 72.1% | 69 | 11.59% | 3.1 |
|
| 2849 |
2849
Legacy Financial Advisors
Covington,
Kentucky
| $301M | +$18M | +6% | 2.7% | 86.3% | 119 | 11.76% | 1.6 |
|
| 2850 |
2850
Asset Dedication LLC
San Francisco,
California
| $301M | -$9.21M | -3% | 0.52% | 67.8% | 656 | 11.59% | 2.1 |
|