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
Rollins Financial Advisors
New York City,
New York
| $603M | +$20.2M | +3% | 4.28% | – | 145 | 17.93% | 0.6 |
|
| 2877 |
2877
Sycomore Asset Management
Paris,
France
| $603M | +$34M | +6% | 2.89% | 163% | 77 | 20.78% | 2 |
|
| 2878 |
BC
2878
Belmont Capital
Los Angeles,
California
| $602M | +$66M | +12% | 6.14% | 182% | 211 | 26.07% | 1.7 |
|
| 2879 |
2879
SkyView Investment Advisors
Shrewsbury,
New Jersey
| $602M | +$40.9M | +7% | 5.75% | 70.3% | 391 | 27.11% | 1.1 |
|
| 2880 |
2880
Red Door Wealth Management
Memphis,
Tennessee
| $601M | +$33.9M | +6% | 6.24% | 100% | 223 | 14.35% | 2.5 |
|
| 2881 |
2881
ThornTree Capital Partners
Boston,
Massachusetts
| $601M | +$14.3M | +2% | 17.9% | 217% | 29 | 44.83% | 1.1 |
|
| 2882 |
2882
Ironwood Investment Counsel
Scottsdale,
Arizona
| $601M | +$40.7M | +7% | 6.8% | 64% | 267 | 7.87% | 4.7 |
|
| 2883 |
2883
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| $600M | +$25.1M | +4% | 4.29% | 65.8% | 87 | 20.69% | 1.1 |
|
| 2884 |
OM
2884
Opaleye Management
Boston,
Massachusetts
| $600M | +$162M | +37% | 47.6% | 748% | 57 | 33.33% | 1.7 |
|
| 2885 |
2885
Concord Wealth Partners
Abingdon,
Virginia
| $599M | +$32.2M | +6% | 4.84% | 66% | 1,039 | 27.53% | 1.5 |
|
| 2886 |
2886
American Investment Services
Great Barrington,
Massachusetts
| $599M | +$34M | +6% | 7.27% | 63.1% | 162 | 6.79% | 5.1 |
|
| 2887 |
2887
MSD Capital
New York
| $598M | +$250M | +72% | 26.8% | 11.5% | 4 | 25% | 3.6 |
|
| 2888 |
2888
Gilman Hill Asset Management
New Canaan,
Connecticut
| $598M | +$45.6M | +8% | 9% | 54.2% | 235 | 14.04% | 4.5 |
|
| 2889 |
2889
Meridian Wealth Advisors
Austin,
Texas
| $598M | +$37.3M | +7% | 6.49% | 79.9% | 185 | 10.27% | 4.1 |
|
| 2890 |
2890
EFG Asset Management
Portland,
Oregon
| $598M | +$20.8M | +4% | 9.8% | 211% | 204 | 13.24% | 1.7 |
|
| 2891 |
ECM
2891
EagleClaw Capital Management
Boston,
Massachusetts
| $598M | +$42M | +8% | 8.98% | 104% | 141 | 7.09% | 6.3 |
|
| 2892 |
HA
2892
Harbor Advisors
West Palm Beach,
Florida
| $598M | +$52.2M | +10% | 10.2% | 125% | 194 | 11.34% | 4.4 |
|
| 2893 |
2893
Mainstay Capital Management
Grand Blanc,
Michigan
| $597M | +$27.8M | +5% | 4.17% | 131% | 123 | 19.51% | 2.4 |
|
| 2894 |
2894
Texas Permanent School Fund
Austin,
Texas
| $597M | -$354M | -37% | 8.81% | 44.6% | 7 | 85.71% | 0.3 |
|
| 2895 |
2895
Endurance Services Ltd
Purchase,
New York
| $597M | +$61.8M | +12% | 4.41% | – | 17 | 35.29% | 0.5 |
|
| 2896 |
2896
Eagle Rock Investment Company
Atlanta,
Georgia
| $597M | +$44M | +8% | 5.62% | 121% | 163 | 17.79% | 1.9 |
|
| 2897 |
2897
Praesidium Investment Management Company
New York
| $596M | +$70.2M | +13% | 13% | 79% | 14 | 21.43% | 3 |
|
| 2898 |
2898
Legacy Financial Advisors
Covington,
Kentucky
| $595M | +$33.8M | +6% | 6.46% | 86.3% | 367 | 11.44% | 2.3 |
|
| 2899 |
2899
Fagan Associates
Troy,
New York
| $595M | +$23.6M | +4% | 4.59% | 127% | 136 | 19.12% | 4.3 |
|
| 2900 |
2900
Callan Family Office
Radnor,
Pennsylvania
| $595M | +$74.2M | +14% | 6.74% | 93.4% | 195 | 24.62% | 0.8 |
|