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 |
2876
Sycomore Asset Management
Paris,
France
| $569M | +$111M | +24% | 2.51% | 163% | 75 | 18.67% | 2 |
|
| 2877 |
2877
North Point Portfolio Managers
Orange Village,
Ohio
| $568M | -$22.9M | -4% | 1.22% | 72.8% | 66 | 18.18% | 5 |
|
| 2878 |
2878
Mitchell Capital Management
Leawood,
Kansas
| $568M | +$46.7M | +9% | 8.05% | 219% | 133 | 25.56% | 3.5 |
|
| 2879 |
2879
Ethos Financial Group
King Of Prussia,
Pennsylvania
| $568M | +$39.3M | +7% | 2.38% | 63% | 338 | 26.33% | 0.8 |
|
| 2880 |
2880
Freshford Capital Management
Rye Brook,
New York
| $568M | -$104M | -16% | 0.92% | 97.3% | 21 | 38.1% | 1.8 |
|
| 2881 |
2881
Colonial Trust
Spartanburg,
South Carolina
| $568M | +$33.6M | +6% | 3.24% | 75.5% | 1,036 | 10.33% | 1.3 |
|
| 2882 |
YLHM
2882
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| $567M | +$81.2M | +17% | 6.63% | 144% | 83 | 2.41% | 0.7 |
|
| 2883 |
2883
Red Door Wealth Management
Memphis,
Tennessee
| $567M | +$48.4M | +9% | 4.49% | 100% | 211 | 14.22% | 2.6 |
|
| 2884 |
2884
LM Advisors
San Diego,
California
| $567M | -$62.6M | -10% | 4.14% | – | 220 | 21.82% | 0.4 |
|
| 2885 |
2885
Concord Wealth Partners
Abingdon,
Virginia
| $567M | +$11.4M | +2% | 2.83% | 66% | 929 | 17.87% | 1.5 |
|
| 2886 |
2886
Silchester International Investors
London,
United Kingdom
| $567M | -$270M | -32% | 0.83% | 53.9% | 5 | 20% | 2.1 |
|
| 2887 |
2887
Tarbox Family Office
Newport Beach,
California
| $567M | -$2.06M | -0.4% | 1.28% | 66.4% | 107 | 5.61% | 6.8 |
|
| 2888 |
2888
Proffitt & Goodson
Knoxville,
Tennessee
| $567M | +$3.6M | +0.6% | 1.23% | 48.5% | 280 | 19.29% | 3.9 |
|
| 2889 |
2889
Meridian Wealth Partners
Exton,
Pennsylvania
| $566M | +$12.3M | +2% | 1.66% | 54.2% | 111 | 7.21% | 2.8 |
|
| 2890 |
2890
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $566M | +$38.6M | +7% | 8.52% | 106% | 20 | 20% | 2.8 |
|
| 2891 |
2891
Paradice Investment Management
Denver,
Colorado
| $566M | -$10.9M | -2% | 3.24% | 72.2% | 43 | 37.21% | 4.2 |
|
| 2892 |
2892
American Investment Services
Great Barrington,
Massachusetts
| $565M | +$471K | +0.1% | 1.98% | 63.1% | 159 | 4.4% | 4.9 |
|
| 2893 |
2893
Ophir Asset Management
Sydney,
Australia
| $564M | -$6.44M | -1% | 7.1% | 282% | 41 | 41.46% | 0.5 |
|
| 2894 |
2894
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $564M | -$8.4M | -1% | 0.12% | 94.6% | 1,063 | 66.79% | 0.3 |
|
| 2895 |
2895
Nelson Capital Management
Menlo Park,
California
| $564M | +$40.5M | +8% | 10.3% | 121% | 110 | 10.91% | 5.4 |
|
| 2896 |
2896
Olstein Capital Management
Purchase,
New York
| $562M | -$49.2M | -8% | 4.81% | 16.6% | 101 | 4.95% | 5.7 |
|
| 2897 |
2897
Claret Asset Management
Montreal,
Quebec, Canada
| $562M | -$33.2M | -6% | 2.4% | 73.3% | 300 | 45.33% | 2.6 |
|
| 2898 |
2898
Arkansas Financial Group
Little Rock,
Arkansas
| $562M | -$6.54M | -1% | 0.65% | 41.4% | 76 | 9.21% | 4 |
|
| 2899 |
2899
Legacy Financial Advisors
Covington,
Kentucky
| $562M | +$3.37M | +0.6% | 2.7% | 86.3% | 362 | 18.23% | 2.2 |
|
| 2900 |
2900
Zega Financial
Palm Beach Gardens,
Florida
| $561M | +$269M | +92% | 6.74% | – | 138 | 44.93% | 0.3 |
|