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 |
SC
3001
Serenity Capital
Palo Alto,
California
| $266M | -$188M | -41% | 25.1% | – | 7 | 42.86% | 0.6 |
|
| 3002 |
AIP
3002
Ahrens Investment Partners
Lafayette,
Louisiana
| $266M | +$27.2M | +11% | 5.19% | 82.3% | 185 | 14.59% | 1.3 |
|
| 3003 |
3003
Asset Dedication LLC
San Francisco,
California
| $266M | -$26.7M | -9% | 5.01% | 67.8% | 842 | 32.3% | 1.4 |
|
| 3004 |
MHP
3004
Manatuck Hill Partners
Westport,
Connecticut
| $266M | +$16.6M | +7% | 17% | 556% | 119 | 45.38% | 1.4 |
|
| 3005 |
YRHAM
3005
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| $266M | +$50.5M | +23% | 6.79% | 2,310% | 31 | 64.52% | 0.3 |
|
| 3006 |
3006
Henry James International Management
New York
| $265M | – | – | 1.85% | 125% | 236 | – | 0 |
|
| 3007 |
MJP
3007
Michael J. Puzo
| $265M | +$28.9M | +12% | 9.69% | 90.3% | 83 | 7.23% | 3.8 |
|
| 3008 |
3008
Fieldpoint Private Securities
Greenwich,
Connecticut
| $264M | +$3.27M | +1% | 4.63% | 47.2% | 421 | 11.4% | 1 |
|
| 3009 |
3009
BlueSky Wealth Advisors
New Bern,
North Carolina
| $264M | +$2.19M | +0.8% | 1.38% | 42.9% | 55 | 3.64% | 1.7 |
|
| 3010 |
SCM
3010
Stonehill Capital Management
New York
| $264M | +$8.35M | +3% | 6.57% | 117% | 21 | 57.14% | 0.6 |
|
| 3011 |
3011
Court Place Advisors
Ellicott City,
Maryland
| $264M | +$22.4M | +9% | 9.66% | 92% | 181 | 6.08% | 3.3 |
|
| 3012 |
AWW
3012
Alan W. Weber
| $263M | +$18.3M | +7% | 3.26% | 191% | 76 | 7.89% | 2.5 |
|
| 3013 |
EGA
3013
E&G Advisors
Houston,
Texas
| $263M | +$23.9M | +10% | 5.52% | 97.7% | 215 | 15.35% | 1.9 |
|
| 3014 |
3014
Cadence Bank NA
Houston,
Texas
| $263M | +$18.3M | +7% | 7.25% | 33.3% | 181 | 14.36% | 2.6 |
|
| 3015 |
3015
Martel Wealth Advisors
Vancouver,
Washington
| $263M | – | – | 3.01% | 43.4% | 37 | – | 0 |
|
| 3016 |
3016
BSW Wealth Partners
Boulder,
Colorado
| $263M | +$31.2M | +14% | 3.18% | 75.4% | 141 | 34.04% | 1.9 |
|
| 3017 |
3017
Coastal Bridge Advisors
Westport,
Connecticut
| $262M | +$13.9M | +6% | 2.93% | 88.1% | 143 | 13.29% | 1.6 |
|
| 3018 |
3018
Patten Group
Chattanooga,
Tennessee
| $262M | +$12.6M | +5% | 6.72% | 88.1% | 740 | 16.35% | 2.2 |
|
| 3019 |
3019
Sky Investment Group
Hartford,
Connecticut
| $262M | +$14.4M | +6% | 5.71% | 68% | 102 | 5.88% | 3.4 |
|
| 3020 |
3020
Adelphi Capital
London,
United Kingdom
| $262M | -$4.56M | -2% | 14.9% | – | 3 | 33.33% | 2.1 |
|
| 3021 |
SM
3021
Salzhauer Michael
| $262M | -$9.9M | -4% | 1.13% | 107% | 178 | 8.99% | 2.9 |
|
| 3022 |
3022
FCA Corp
Houston,
Texas
| $262M | +$11.1M | +4% | 3.27% | 57.4% | 169 | 12.43% | 2.7 |
|
| 3023 |
3023
Monetary Management Group
St Louis,
Missouri
| $262M | +$16.7M | +7% | 9.09% | 138% | 324 | 8.95% | 3.6 |
|
| 3024 |
3024
Tradewinds Capital Management
Bellingham,
Washington
| $261M | +$22.2M | +9% | 7.4% | 96.9% | 726 | 13.91% | 3 |
|
| 3025 |
3025
Strategic Point Investment Advisors
Providence,
Rhode Island
| $261M | +$5.78M | +2% | 5.97% | 51.9% | 18 | 0% | 2.7 |
|