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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
North Growth Management
Vancouver,
British Columbia, Canada
| $780M | +$127M | +19% | 28.2% | 243% | 49 | 6.12% | 5 |
|
| 3002 |
3002
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $780M | +$142M | +22% | 2.36% | 129% | 319 | 47.96% | 0.6 |
|
| 3003 |
3003
Alpine Bank Wealth Management
Grand Junction,
Colorado
| $779M | +$91.7M | +13% | 12.5% | – | 405 | 60.49% | 0.6 |
|
| 3004 |
3004
Marquette Asset Management
Minneapolis,
Minnesota
| $779M | +$110M | +16% | 14% | 69.6% | 985 | 34.82% | 1.1 |
|
| 3005 |
NG
3005
Northstar Group
New York
| $777M | +$69.6M | +10% | 9.63% | 63.9% | 175 | 9.14% | 6.2 |
|
| 3006 |
3006
SilverOak Wealth Management
Edina,
Minnesota
| $777M | +$144M | +23% | 17.6% | 77.8% | 133 | 14.29% | 1.8 |
|
| 3007 |
3007
Affinity Wealth Management
Wilmington,
Delaware
| $776M | +$116M | +18% | 23.4% | 116% | 119 | 18.49% | 3.1 |
|
| 3008 |
3008
Round Rock Advisors
Wilton,
Connecticut
| $776M | +$123M | +19% | 22% | 87.4% | 346 | 16.18% | 2.1 |
|
| 3009 |
3009
Trifecta Capital Advisors
Northbrook,
Illinois
| $776M | +$130M | +20% | 27.4% | 149% | 509 | 49.31% | 1.4 |
|
| 3010 |
3010
Ally Financial
Detroit,
Michigan
| $775M | -$28.7M | -4% | 4.68% | 9.35% | 145 | 23.45% | 2 |
|
| 3011 |
3011
Hoey Investments
Coatesville,
Pennsylvania
| $774M | +$81M | +12% | 24.3% | 247% | 482 | 16.8% | 2.7 |
|
| 3012 |
CIA
3012
Covington Investment Advisors
Ligonier,
Pennsylvania
| $774M | +$93.4M | +14% | 18.6% | 100% | 77 | 9.09% | 6.6 |
|
| 3013 |
3013
Pembroke Management
Montreal,
Quebec, Canada
| $774M | +$82.3M | +12% | 21.2% | 105% | 112 | 24.11% | 1.9 |
|
| 3014 |
CL
3014
CIM LLC
Albany,
New York
| $773M | +$81.5M | +12% | 19.5% | 108% | 188 | 19.68% | 3.9 |
|
| 3015 |
3015
Glendon Capital Management
Santa Monica,
California
| $773M | -$32.6M | -4% | 5.62% | 142% | 27 | 11.11% | 3.6 |
|
| 3016 |
3016
Cigna Investments
Bloomfield,
Connecticut
| $773M | +$123M | +19% | 30.4% | 154% | 497 | 11.47% | 6.2 |
|
| 3017 |
3017
Human Investing
Lake Oswego,
Oregon
| $771M | +$84.5M | +12% | 11.8% | 56.9% | 110 | 17.27% | 3.7 |
|
| 3018 |
3018
Independent Solutions Wealth Management
Williamsville,
New York
| $771M | +$91.6M | +13% | 17.9% | 125% | 204 | 14.22% | 3.4 |
|
| 3019 |
3019
FJ Capital Management
Mclean,
Virginia
| $770M | -$118M | -13% | 12.7% | 97.9% | 173 | 57.8% | 1 |
|
| 3020 |
3020
Alpha Capital Management
Austin,
Texas
| $770M | +$80.5M | +12% | 14.4% | 88% | 135 | 18.52% | 4.5 |
|
| 3021 |
3021
XXEC Inc
Tulsa,
Oklahoma
| $770M | +$200M | +35% | 2.41% | 19.3% | 25 | 16% | 2.6 |
|
| 3022 |
3022
South Street Advisors
New York
| $769M | +$78.4M | +11% | 25.7% | 169% | 92 | 18.48% | 3.5 |
|
| 3023 |
3023
Manchester Capital Management
Manchester,
Vermont
| $768M | +$74.2M | +11% | 15.8% | 86.7% | 1,374 | 9.39% | 4.1 |
|
| 3024 |
3024
Arkansas Financial Group
Little Rock,
Arkansas
| $768M | +$50.6M | +7% | 11.1% | 41.4% | 98 | 5.1% | 4.6 |
|
| 3025 |
3025
Camden National Bank
Camden,
Maine
| $767M | +$28.2M | +4% | 5.64% | 48.8% | 192 | 18.75% | 4.2 |
|