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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Strid Group
Newtown Square,
Pennsylvania
| $495M | +$16.3M | +3% | 5.12% | 55.2% | 54 | 16.67% | 3.2 |
|
| 2977 |
2977
TFC Financial Management
Boston,
Massachusetts
| $495M | +$75.6M | +18% | 9.61% | 66.9% | 743 | 20.86% | 2.2 |
|
| 2978 |
2978
MayTech Global Investments
New York
| $494M | +$64.8M | +15% | 16.9% | 158% | 31 | 9.68% | 3.4 |
|
| 2979 |
2979
Logan Stone Capital
Chicago,
Illinois
| $494M | +$129M | +35% | 11.9% | 43.9% | 185 | 38.92% | 0.7 |
|
| 2980 |
2980
Chatham Capital Group
Savannah,
Georgia
| $494M | +$45.8M | +10% | 10.3% | 97% | 188 | 6.38% | 5.4 |
|
| 2981 |
2981
Fourthstone LLC
St Louis,
Missouri
| $494M | +$53.2M | +12% | 32.2% | 104% | 106 | 45.28% | 1 |
|
| 2982 |
2982
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $494M | -$36.8M | -7% | 11.3% | 106% | 41 | 53.66% | 2.8 |
|
| 2983 |
2983
Virtue Capital Management
Brentwood,
Tennessee
| $493M | -$94M | -16% | 9.01% | 97.9% | 434 | 36.18% | 1.6 |
|
| 2984 |
2984
Columbia Asset Management
Ann Arbor,
Michigan
| $493M | +$40.3M | +9% | 12.1% | 94.1% | 168 | 5.36% | 6.1 |
|
| 2985 |
2985
Ramirez Asset Management
New York
| $493M | +$28.2M | +6% | 7.95% | 86.8% | 404 | 11.63% | 0.2 |
|
| 2986 |
2986
FRG Family Wealth Advisors
Bellevue,
Washington
| $493M | +$50.4M | +11% | 13.5% | 76.4% | 146 | 8.22% | 5.5 |
|
| 2987 |
2987
Capital Advantage
Walnut Creek,
California
| $493M | +$26.3M | +6% | 7.02% | 49.2% | 43 | 9.3% | 5 |
|
| 2988 |
2988
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $492M | +$61.1M | +14% | 19.5% | 149% | 142 | 7.75% | 5.2 |
|
| 2989 |
2989
Academy Capital Management
Waco,
Texas
| $492M | +$20.6M | +4% | 11.5% | 71.2% | 35 | 11.43% | 3.2 |
|
| 2990 |
2990
Eagle Health Investments
Greenwich,
Connecticut
| $492M | +$38.3M | +8% | 15.7% | 241% | 25 | 20% | 1.8 |
|
| 2991 |
2991
Winslow Asset Management
Beachwood,
Ohio
| $492M | +$60M | +14% | 15% | 89.9% | 77 | 7.79% | 6.6 |
|
| 2992 |
2992
Twin Focus Capital Partners
Boston,
Massachusetts
| $492M | +$46.4M | +10% | 9.71% | 92.5% | 175 | 15.43% | 4.5 |
|
| 2993 |
2993
D.L. Carlson Investment Group
Concord,
New Hampshire
| $491M | -$4.74M | -1% | 12.8% | 113% | 158 | 29.11% | 3.7 |
|
| 2994 |
2994
Alpine Investment Management
Hong Kong
| $491M | -$8.82M | -2% | 1.76% | 33.7% | 16 | 75% | 0.3 |
|
| 2995 |
2995
TFO Wealth Partners
Maumee,
Ohio
| $491M | +$12.8M | +3% | 10.7% | 63.6% | 1,118 | 17.89% | 1 |
|
| 2996 |
2996
Versor Investments
New York
| $491M | -$3.25M | -0.7% | 16.5% | 240% | 909 | 54.24% | 0.5 |
|
| 2997 |
2997
Multicoin Capital Management
Austin,
Texas
| $491M | – | – | 56.5% | – | 3 | – | 0 |
|
| 2998 |
2998
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $491M | +$29.5M | +6% | 8.69% | 81.8% | 80 | 5% | 6.4 |
|
| 2999 |
2999
Fosun International
Hong Kong,
China
| $491M | -$132M | -21% | 0.96% | 41.3% | 71 | 39.44% | 2.2 |
|
| 3000 |
3000
Pacific Global Investment Management
Glendale,
California
| $491M | +$35.6M | +8% | 10.4% | 48% | 222 | 9.46% | 5.9 |
|