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 |
AIS
3001
American Investment Services
Great Barrington,
Massachusetts
| $184M | +$2.69M | +1% | 3.27% | 63.1% | 77 | 1.3% | 1.3 |
|
| 3002 |
CAL
3002
Capital Advisors Ltd
Shaker Heights,
Ohio
| $184M | +$7.77M | +4% | 3.89% | 54.2% | 333 | 7.21% | 0.9 |
|
| 3003 |
CCM
3003
Compton Capital Management
Providence,
Rhode Island
| $183M | +$33K | +0% | 4.98% | 75.6% | 147 | 8.84% | 1.3 |
|
| 3004 |
SGS
3004
Sterling Global Strategies
Carlsbad,
California
| $183M | – | – | 8.39% | 49.7% | 23 | – | 0 |
|
| 3005 |
I
3005
IberiaBank
Lafayette,
Louisiana
| $183M | +$5.12M | +3% | 5.08% | 39.6% | 185 | 22.16% | 1.1 |
|
| 3006 |
ECAM
3006
East Coast Asset Management
Essex,
Massachusetts
| $183M | +$7.69M | +4% | 5.01% | 147% | 121 | 9.92% | 1.4 |
|
| 3007 |
ACH
3007
Axis Capital Holdings
Pembroke,
| $183M | -$226K | -0.1% | 3.12% | 67% | 3 | 0% | 1.5 |
|
| 3008 |
CIA
3008
Covington Investment Advisors
Ligonier,
Pennsylvania
| $183M | +$9.51M | +5% | 6.41% | 100% | 88 | 6.82% | 1.4 |
|
| 3009 |
SEM
3009
Suncoast Equity Management
Tampa,
Florida
| $182M | +$75.5M | +71% | 4.92% | 82.9% | 22 | 9.09% | 1.1 |
|
| 3010 |
TCM
3010
Tang Capital Management
San Diego,
California
| $182M | -$10.6M | -6% | 23.1% | 493% | 12 | 25% | 0.8 |
|
| 3011 |
IFA
3011
Interactive Financial Advisors
New Lenox,
Illinois
| $182M | +$6.52M | +4% | 2.41% | 47.6% | 96 | 14.58% | 1.2 |
|
| 3012 |
SBK
3012
Steven B. Klinsky
| $182M | +$2.1M | +1% | 6.25% | – | 2 | 0% | 1.5 |
|
| 3013 |
RCP
3013
RIT Capital Partners
London,
United Kingdom
| $182M | +$19.4M | +12% | 10.7% | 71.4% | 7 | 14.29% | 0.6 |
|
| 3014 |
IF
3014
Ironwood Financial
Tucson,
Arizona
| $182M | – | – | 1.1% | 48.8% | 486 | – | 0 |
|
| 3015 |
LA
3015
LVW Advisors
Pittsford,
New York
| $181M | – | – | 1.91% | 71.5% | 154 | – | 0 |
|
| 3016 |
WIP
3016
Wayzata Investment Partners
Wayzata,
Minnesota
| $181M | +$20.6M | +13% | 12.8% | – | 1 | 0% | 1.5 |
|
| 3017 |
FMP
3017
Financial Management Professionals
Austin,
Texas
| $181M | +$34.5M | +24% | 2.28% | 62.1% | 363 | 24.79% | 1 |
|
| 3018 |
GCM
3018
Goldman Capital Management
New York
| $181M | -$18.4M | -9% | 0.07% | 24.3% | 34 | 5.88% | 1.1 |
|
| 3019 |
PCMI
3019
Princeton Capital Management Inc
Princeton,
New Jersey
| $181M | +$24.1M | +15% | 5.33% | 57.9% | 71 | 9.86% | 1.3 |
|
| 3020 |
LS
3020
Lattice Strategies
Wayne,
Pennsylvania
| $180M | -$6.31M | -3% | 1.43% | 19.9% | 101 | 8.91% | 1.3 |
|
| 3021 |
WRTC
3021
Wind River Trust Company
Jackson,
Wyoming
| $180M | -$19.8M | -10% | 0.86% | 62.1% | 13 | 7.69% | 1.3 |
|
| 3022 |
3022
Brevan Howard Capital Management
St. Helier,
Jersey
| $180M | -$107M | -37% | 1.08% | 148% | 18 | 77.78% | 0.5 |
|
| 3023 |
3023
Catterton Management Company
Greenwich,
Connecticut
| $180M | +$8.8M | +5% | 37.3% | 13.2% | 2 | 50% | 1.5 |
|
| 3024 |
MC
3024
MRJ Capital
New York
| $180M | +$6.62M | +4% | 5.57% | 127% | 57 | 14.04% | 1.2 |
|
| 3025 |
SCM
3025
SkyTop Capital Management
Rutherford,
New Jersey
| $180M | +$50M | +38% | 15.6% | 50.2% | 21 | 57.14% | 0.6 |
|