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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
TF
2876
TimeScale Financial
Danvers,
Massachusetts
| $296M | +$25.6M | +9% | 0.66% | 31.3% | 555 | 9.55% | 0.3 |
|
| 2877 |
VS
2877
VK Services
Menlo Park,
California
| $296M | -$320M | -52% | 26.1% | 1,605% | 1 | 0% | 0.8 |
|
| 2878 |
VM
2878
VPR Management
Houston,
Texas
| $296M | +$31.1M | +12% | 1.68% | 54.5% | 21 | 9.52% | 1.7 |
|
| 2879 |
2879
Mitchell Capital Management
Leawood,
Kansas
| $296M | -$2.29M | -0.8% | 1.37% | 219% | 133 | 12.78% | 1.7 |
|
| 2880 |
2880
ArchPoint Investors
Coral Gables,
Florida
| $296M | -$20.5M | -6% | 3.27% | 111% | 140 | 12.14% | 2.5 |
|
| 2881 |
CIA
2881
Covington Investment Advisors
Ligonier,
Pennsylvania
| $295M | -$11.9M | -4% | 2.03% | 100% | 99 | 6.06% | 4.1 |
|
| 2882 |
2882
Gateway Advisory
Westfield,
New Jersey
| $295M | -$93.9M | -24% | 1.16% | 26% | 66 | 18.18% | 2.1 |
|
| 2883 |
2883
Rowlandmiller & Partners
Atlanta,
Georgia
| $295M | +$6.53M | +2% | 2.23% | 84% | 139 | 5.04% | 3.7 |
|
| 2884 |
2884
Dock Street Asset Management
Palm Beach,
Florida
| $295M | -$1.79M | -0.6% | 0.78% | 175% | 49 | 10.2% | 3.2 |
|
| 2885 |
2885
Haverford Financial Services
Radnor,
Pennsylvania
| $295M | +$6.82M | +2% | 2.78% | 57.9% | 72 | 13.89% | 2.9 |
|
| 2886 |
2886
KMG Fiduciary Partners
Toledo,
Ohio
| $295M | +$18M | +7% | 3.13% | 114% | 121 | 14.88% | 0.7 |
|
| 2887 |
2887
Spectrum Management Group
Indianapolis,
Indiana
| $294M | -$66.3M | -18% | 3.57% | 44% | 248 | 17.74% | 1.8 |
|
| 2888 |
2888
Moerus Capital Management
New York
| $294M | -$28.6M | -9% | 6.61% | 220% | 15 | 0% | 0.8 |
|
| 2889 |
2889
Delphi Financial Group
Wilmington,
Delaware
| $294M | +$24.6M | +9% | 1.49% | 66.3% | 22 | 4.55% | 1.9 |
|
| 2890 |
2890
Teewinot Capital Advisers
New York
| $293M | -$17.1M | -6% | 4.22% | 149% | 43 | 34.88% | 3.5 |
|
| 2891 |
2891
Dimension Capital Management
Coral Gables,
Florida
| $293M | -$2.87M | -1% | 0.13% | 65.5% | 102 | 16.67% | 1.6 |
|
| 2892 |
2892
SeaBridge Investment Advisors
Summit,
New Jersey
| $293M | -$8.18M | -3% | 3.22% | 128% | 281 | 13.88% | 3.2 |
|
| 2893 |
2893
Fulcrum Capital
Seattle,
Washington
| $293M | +$19.7M | +7% | 1.38% | 102% | 79 | 29.11% | 1 |
|
| 2894 |
2894
Coastal Bridge Advisors
Westport,
Connecticut
| $293M | -$45.1M | -13% | 4.32% | 88.1% | 164 | 28.05% | 1.9 |
|
| 2895 |
2895
FinTrust Capital Advisors
Greenville,
South Carolina
| $293M | +$42.6M | +17% | 1.03% | 23.6% | 1,124 | 13.35% | 0.7 |
|
| 2896 |
2896
Pegasus Partners
Mequon,
Wisconsin
| $293M | -$38.6M | -12% | 1.86% | 32.6% | 194 | 20.1% | 1.7 |
|
| 2897 |
LWANC
2897
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $293M | +$8.59M | +3% | 2.14% | 63.3% | 555 | 10.81% | 0.7 |
|
| 2898 |
2898
Avalon Global Asset Management
San Francisco,
California
| $293M | +$80.8M | +38% | 4.73% | 278% | 51 | 58.82% | 2 |
|
| 2899 |
2899
Icon Wealth Partners
Houston,
Texas
| $292M | +$9.6M | +3% | 0.92% | – | 179 | 16.76% | 1.5 |
|
| 2900 |
2900
Toronado Partners
San Francisco,
California
| $292M | +$64.6M | +28% | 0.79% | 158% | 12 | 0% | 0.7 |
|