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
Kelman-Lazarov Inc
Memphis,
Tennessee
| $536M | +$24.6M | +5% | 0.75% | 46.6% | 108 | 5.56% | 4.5 |
|
| 2977 |
BC
2977
Belmont Capital
Los Angeles,
California
| $536M | +$169M | +46% | 12% | 182% | 236 | 36.44% | 1.5 |
|
| 2978 |
2978
Acorn Financial Advisory Services
Reston,
Virginia
| $536M | +$6.4M | +1% | 1.24% | 96.9% | 214 | 8.41% | 2.9 |
|
| 2979 |
2979
Endurance Services Ltd
Purchase,
New York
| $535M | +$17.7M | +3% | 0.39% | – | 12 | 16.67% | 0.5 |
|
| 2980 |
2980
Peninsula Wealth
San Francisco,
California
| $535M | +$33.6M | +7% | 3.12% | 30% | 102 | 15.69% | 2.2 |
|
| 2981 |
2981
Essex Investment Management
Boston,
Massachusetts
| $535M | +$28M | +6% | 6.91% | 370% | 336 | 19.05% | 3.5 |
|
| 2982 |
2982
Hoey Investments
Coatesville,
Pennsylvania
| $534M | +$78M | +17% | 16.1% | 200% | 422 | 21.8% | 1.9 |
|
| 2983 |
2983
Engine Capital Management
New York
| $534M | +$38.3M | +8% | 1.67% | 21.1% | 47 | 40.43% | 1.3 |
|
| 2984 |
2984
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $533M | +$120M | +29% | 3.05% | 65.7% | 158 | 22.78% | 1.8 |
|
| 2985 |
NM
2985
Newtyn Management
New York
| $533M | +$30.6M | +6% | 7.05% | 52% | 49 | 36.73% | 1.7 |
|
| 2986 |
CEI
2986
Clark Estates Inc
New York
| $533M | -$74.6M | -12% | 5% | 34.5% | 94 | 14.89% | 2.1 |
|
| 2987 |
GWI
2987
Grace & White Inc
Ny,
New York
| $532M | -$22.6M | -4% | 2.57% | 59.6% | 138 | 3.62% | 6.5 |
|
| 2988 |
2988
CFO4Life Group
Coppell,
Texas
| $532M | -$19.1M | -3% | 1.45% | 56.7% | 219 | 15.07% | 3.1 |
|
| 2989 |
2989
Mirador Capital Partners
Pleasanton,
California
| $532M | +$7.85M | +1% | 2.35% | 120% | 206 | 14.56% | 3.7 |
|
| 2990 |
2990
Advisory Research
Chicago,
Illinois
| $532M | +$28.7M | +6% | 0.5% | 144% | 168 | 11.31% | 3.1 |
|
| 2991 |
FRM
2991
Fox Run Management
Greenwich,
Connecticut
| $531M | +$67.6M | +15% | 2.43% | 64% | 1,138 | 72.58% | 0.2 |
|
| 2992 |
2992
Capital Insight Partners
Scottsdale,
Arizona
| $530M | -$5.32M | -1% | 1.35% | 51.7% | 168 | 10.12% | 3.3 |
|
| 2993 |
2993
ADAR1 Capital Management
Austin,
Texas
| $530M | +$88.9M | +20% | 5.38% | – | 331 | 40.79% | 0.3 |
|
| 2994 |
2994
Summit Securities Group
New York
| $529M | -$78.7M | -13% | 7.41% | 136% | 855 | 77.54% | 0.4 |
|
| 2995 |
2995
Oldfield Partners
London,
United Kingdom
| $529M | -$213M | -29% | 6.57% | 90.3% | 31 | 9.68% | 3.5 |
|
| 2996 |
2996
Hazelview Securities
Toronto,
Ontario, Canada
| $529M | -$1.05M | -0.2% | 0.7% | – | 45 | 46.67% | 1.7 |
|
| 2997 |
2997
Khrom Capital Management
Miami Beach,
Florida
| $529M | +$109M | +26% | 5.4% | 35.6% | 18 | 33.33% | 1 |
|
| 2998 |
NG
2998
Northstar Group
New York
| $529M | +$19.9M | +4% | 3.13% | 63.9% | 154 | 7.14% | 6 |
|
| 2999 |
2999
Secure Asset Management
Troy,
Michigan
| $529M | +$103M | +24% | 4.69% | 97.2% | 311 | 35.37% | 1.3 |
|
| 3000 |
3000
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| $529M | +$6.68M | +1% | 3.06% | 81.8% | 77 | 3.9% | 6.9 |
|