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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Dimension Capital Management
Coral Gables,
Florida
| $532M | +$46.8M | +10% | 5.43% | 65.5% | 111 | 9.91% | 2.7 |
|
| 2902 |
2902
Roble Belko & Company
Sewickley,
Pennsylvania
| $532M | +$46.2M | +10% | 5.72% | 53.3% | 380 | 14.21% | 3.5 |
|
| 2903 |
2903
Corsair Capital Management
New York
| $532M | +$6.9M | +1% | 7.02% | 435% | 118 | 40.68% | 1.6 |
|
| 2904 |
2904
MAK Capital One
New York
| $532M | +$26M | +5% | 8.6% | 200% | 11 | 18.18% | 2.2 |
|
| 2905 |
2905
Tikehau Investment Management
Paris,
France
| $531M | +$24.1M | +5% | 11.3% | 102% | 17 | 5.88% | 1.5 |
|
| 2906 |
2906
SKBA Capital Management
San Francisco,
California
| $531M | +$29.5M | +6% | 5.27% | 53.9% | 86 | 9.3% | 3.1 |
|
| 2907 |
CANC
2907
Culbertson A N & Co
Charlottesville,
Virginia
| $531M | +$42.3M | +9% | 10.4% | 87.5% | 116 | 6.03% | 6.1 |
|
| 2908 |
JC
2908
JBF Capital
Aspen,
Colorado
| $531M | +$65.1M | +14% | 10.4% | 93.6% | 127 | 27.56% | 1 |
|
| 2909 |
2909
Brasada Capital Management
Houston,
Texas
| $531M | +$20.3M | +4% | 13.2% | 76.5% | 164 | 27.44% | 1.9 |
|
| 2910 |
GIM
2910
Greylin Investment Management
Orange,
Virginia
| $531M | +$42.3M | +9% | 9.77% | 52.1% | 96 | 8.33% | 3.9 |
|
| 2911 |
2911
Greenline Partners
New York
| $531M | +$52.1M | +11% | 5.69% | 69.6% | 140 | 11.43% | 1.9 |
|
| 2912 |
2912
Yale University
New Haven,
Connecticut
| $530M | -$315M | -37% | 5.46% | 33.7% | 18 | 66.67% | 0.8 |
|
| 2913 |
2913
Private Advisory Group
Redmond,
Washington
| $530M | +$120M | +29% | 11.1% | 187% | 171 | 43.27% | 1.2 |
|
| 2914 |
RTS
2914
Round Table Services
Westfield,
New Jersey
| $530M | +$61.4M | +13% | 6.01% | 16.1% | 160 | 15% | 2.4 |
|
| 2915 |
2915
Madrona Venture Group
Seattle,
Washington
| $529M | -$223M | -30% | 10.7% | 233% | 4 | 0% | 0.6 |
|
| 2916 |
2916
Coerente Capital Management
Toronto,
Ontario, Canada
| $529M | +$46.3M | +10% | 11.1% | 54.7% | 40 | 2.5% | 0.7 |
|
| 2917 |
2917
Sound View Wealth Advisors Group
Savannah,
Georgia
| $529M | +$50.3M | +11% | 10.7% | 73% | 303 | 10.56% | 1.9 |
|
| 2918 |
2918
Delta Air Lines
Atlanta,
Georgia
| $529M | – | – | 24% | 5.3% | 4 | – | 0 |
|
| 2919 |
2919
Rempart Asset Management
Montreal,
Canada
| $528M | +$52.9M | +11% | 9.85% | 70.5% | 41 | 4.88% | 0.9 |
|
| 2920 |
2920
Gryphon Financial Partners
Columbus,
Ohio
| $528M | +$77.3M | +17% | 10.7% | 111% | 209 | 9.57% | 2.1 |
|
| 2921 |
2921
Strategic Wealth Partners
Independence,
Ohio
| $528M | +$187M | +55% | 8.65% | – | 309 | 34.95% | 1.3 |
|
| 2922 |
2922
Qualcomm Inc
San Diego,
California
| $527M | – | – | 13.2% | – | 13 | – | 0.6 |
|
| 2923 |
2923
Fagan Associates
Troy,
New York
| $527M | +$67M | +15% | 11.6% | 127% | 135 | 18.52% | 3.3 |
|
| 2924 |
2924
Faithward Advisors
Lancaster,
Pennsylvania
| $527M | +$11.3M | +2% | 3.3% | 119% | 303 | 17.16% | 1 |
|
| 2925 |
2925
Magnus Financial Group
New York
| $526M | +$53.8M | +11% | 4.31% | 78.2% | 281 | 19.93% | 1.7 |
|