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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
DCM
2851
Divisar Capital Management
San Francisco,
California
| $301M | +$7.04M | +2% | 5.44% | 194% | 30 | 10% | 1.7 |
|
| 2852 |
2852
Gilman Hill Asset Management
New Canaan,
Connecticut
| $301M | +$3.79M | +1% | 2.65% | 54.2% | 188 | 4.79% | 3.4 |
|
| 2853 |
2853
Welch Capital Partners
Harrison,
New York
| $300M | +$6.24M | +2% | 0.44% | 79.2% | 30 | 16.67% | 2.5 |
|
| 2854 |
2854
Lucia Wealth Services
San Diego,
California
| $300M | +$9.9M | +3% | 2.11% | 45.6% | 182 | 15.38% | 1.1 |
|
| 2855 |
IAA
2855
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $300M | +$2.15M | +0.7% | 3.6% | 49.3% | 100 | 12% | 2 |
|
| 2856 |
2856
Old Dominion Capital Management
Charlottesville,
Virginia
| $300M | +$11M | +4% | 1.29% | 45.9% | 150 | 14% | 1.7 |
|
| 2857 |
2857
Hartford Financial Management
Hartford,
Connecticut
| $300M | +$155K | +0.1% | 1.09% | 87.9% | 376 | 10.11% | 3.2 |
|
| 2858 |
2858
Moloney Securities Asset Management
Manchester,
Missouri
| $299M | -$382K | -0.1% | 1.61% | 86% | 371 | 21.02% | 1.7 |
|
| 2859 |
2859
Wealthquest
Cincinnati,
Ohio
| $299M | +$34.5M | +13% | 2.05% | 52.1% | 142 | 20.42% | 1.8 |
|
| 2860 |
2860
Portland Global Advisors
Portland,
Maine
| $299M | -$1.25M | -0.4% | 0.06% | 43.4% | 117 | 9.4% | 4.5 |
|
| 2861 |
WC
2861
Whitnell & Co
Oak Brook,
Illinois
| $299M | +$32M | +12% | 1.8% | 36.6% | 272 | 9.93% | 4.3 |
|
| 2862 |
2862
Brandywine Managers
Hockessin,
Delaware
| $299M | +$32.1M | +12% | 14% | 96.3% | 52 | 15.38% | 1.4 |
|
| 2863 |
2863
Marquette Asset Management
Minneapolis,
Minnesota
| $299M | +$2.8M | +0.9% | 0.27% | 69.6% | 288 | 18.4% | 1.5 |
|
| 2864 |
2864
Old Second National Bank of Aurora
Aurora,
Illinois
| $298M | +$15.8M | +6% | 1.78% | 93.7% | 387 | 14.73% | 3.9 |
|
| 2865 |
2865
Shulman DeMeo Asset Management
Lake Success,
New York
| $298M | +$26.8M | +10% | 1.51% | 79.3% | 149 | 23.49% | 0.5 |
|
| 2866 |
2866
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $298M | +$4.45M | +2% | 1.7% | 71.1% | 234 | 16.67% | 1.2 |
|
| 2867 |
MP
2867
Mediatel Partners
Fort Worth,
Texas
| $298M | +$20.4M | +7% | 7.37% | 11.6% | 2 | 0% | 6.3 |
|
| 2868 |
2868
Solus Alternative Asset Management
Summit,
New Jersey
| $298M | -$158M | -35% | 26.7% | 79.3% | 11 | 36.36% | 1.3 |
|
| 2869 |
SAM
2869
Sandell Asset Management
New York
| $298M | -$586M | -66% | 1.29% | 322% | 55 | 52.73% | 0.7 |
|
| 2870 |
2870
Rossmore Private Capital
Glastonbury,
Connecticut
| $297M | +$14.3M | +5% | 0.5% | 75.4% | 139 | 8.63% | 1.4 |
|
| 2871 |
2871
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $297M | +$17.1M | +6% | 5.72% | 129% | 71 | 14.08% | 0.8 |
|
| 2872 |
2872
Golden Gate Private Equity
San Francisco,
California
| $297M | -$4.08M | -1% | 1.68% | 8.72% | 27 | 18.52% | 2 |
|
| 2873 |
2873
JBJ Investment Partners
Charleston,
South Carolina
| $297M | +$20.7M | +7% | 1.57% | 46.2% | 54 | 18.52% | 0.4 |
|
| 2874 |
2874
Terril Brothers
St. Louis,
Missouri
| $296M | -$17.2M | -5% | 0.98% | 94.4% | 60 | 10% | 2.9 |
|
| 2875 |
2875
Eos Management LP
New York
| $296M | -$10.8M | -4% | 2.3% | 152% | 29 | 3.45% | 4.1 |
|