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
Brian C. Broderick
| $314M | +$13.9M | +5% | 7.97% | 98.6% | 91 | 18.68% | 4.9 |
|
| 3002 |
3002
Krensavage Asset Management
New York
| $314M | -$53.5M | -15% | 8.27% | 124% | 11 | 0% | 2.8 |
|
| 3003 |
3003
Founders Financial Securities
Towson,
Maryland
| $314M | +$5.05M | +2% | 6.57% | 71% | 207 | 40.58% | 1.1 |
|
| 3004 |
3004
Matthew Goff Investment Advisor
Houston,
Texas
| $313M | +$8.52M | +3% | 4.15% | 89.6% | 74 | 4.05% | 2.1 |
|
| 3005 |
3005
ArchPoint Investors
Coral Gables,
Florida
| $313M | +$931K | +0.3% | 5.14% | 111% | 124 | 16.94% | 2.8 |
|
| 3006 |
NAMP
3006
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| $313M | +$34.2M | +12% | 12.2% | 90.2% | 130 | 9.23% | 4.3 |
|
| 3007 |
3007
Fairfield, Bush & Co
Darien,
Connecticut
| $313M | +$32.8M | +12% | 12% | 112% | 155 | 14.19% | 4.5 |
|
| 3008 |
3008
America First Investment Advisors
Omaha,
Nebraska
| $313M | -$2.14M | -0.7% | 4.94% | 78.2% | 83 | 6.02% | 5.5 |
|
| 3009 |
3009
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $313M | +$31.1M | +11% | 9.94% | 52% | 662 | 11.18% | 3.7 |
|
| 3010 |
3010
Aisling Capital Management
New York
| $313M | +$51M | +19% | 4.96% | 793% | 15 | 13.33% | 1.4 |
|
| 3011 |
3011
Wildcat Capital Management
New York
| $313M | +$23.4M | +8% | 5.35% | 77.7% | 40 | 52.5% | 1.2 |
|
| 3012 |
3012
St Louis Trust
Saint Louis,
Missouri
| $312M | -$21.6M | -6% | 7.4% | 77.2% | 88 | 9.09% | 3.2 |
|
| 3013 |
3013
Hexagon Capital Partners
Rogers,
Arkansas
| $312M | – | – | 11.2% | 104% | 744 | – | 0 |
|
| 3014 |
3014
Ipswich Investment Management
Beverly,
Massachusetts
| $312M | +$21.7M | +7% | 8.05% | 104% | 172 | 6.4% | 3.2 |
|
| 3015 |
3015
Covenant Asset Management
Chester,
New Jersey
| $312M | -$140M | -31% | 13.3% | 177% | 141 | 17.02% | 2.5 |
|
| 3016 |
BFM
3016
Blacksheep Fund Management
Co. Dublin,
Ireland
| $312M | +$75.6M | +32% | 8.28% | 71.5% | 7 | 14.29% | 0.5 |
|
| 3017 |
SP
3017
Solel Partners
Boston,
Massachusetts
| $312M | +$48M | +18% | 7.47% | 25.9% | 17 | 29.41% | 0.4 |
|
| 3018 |
MAM
3018
Morse Asset Management
Darien,
Connecticut
| $312M | +$31.2M | +11% | 13.7% | 224% | 144 | 29.17% | 1.8 |
|
| 3019 |
3019
L1 Capital
Melbourne VIC 3000,
Australia
| $312M | +$19.2M | +7% | 10.9% | 127% | 17 | 41.18% | 0.2 |
|
| 3020 |
3020
Vantage Wealth
Pasadena,
California
| $312M | +$33.8M | +12% | 10.3% | 56.1% | 36 | 22.22% | 3.3 |
|
| 3021 |
3021
Center for Financial Planning
Southfied,
Michigan
| $311M | +$24.7M | +9% | 7.69% | 64.4% | 482 | 8.92% | 0.7 |
|
| 3022 |
3022
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| $311M | +$20M | +7% | 6.05% | 39.1% | 50 | 18% | 2.9 |
|
| 3023 |
3023
StoneX Group
New York
| $311M | +$47M | +18% | 8.86% | 92.3% | 347 | 20.17% | 1.6 |
|
| 3024 |
3024
Bulldog Investors
Saddle Brook,
New Jersey
| $310M | +$86.1M | +38% | 8.81% | 22.5% | 190 | 49.47% | 1 |
|
| 3025 |
TCM
3025
Tao Capital Management
San Francisco,
California
| $310M | +$57.2M | +23% | 51.8% | 314% | 7 | 42.86% | 0.4 |
|