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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Night Owl Capital Management
Greenwich,
Connecticut
| $234M | -$48.4M | -17% | 13.9% | 162% | 32 | 15.63% | 2.1 |
|
| 3027 |
3027
Wright Investors Service
Shelton,
Connecticut
| $233M | -$39.9M | -15% | 14.4% | 146% | 164 | 23.78% | 2.6 |
|
| 3028 |
3028
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $233M | -$11.8M | -5% | 10.3% | 99.9% | 63 | 36.51% | 3.1 |
|
| 3029 |
3029
MGO One Seven
Beachwood,
Ohio
| $233M | +$19.5M | +9% | 13.2% | 90.7% | 2,014 | 82.52% | 0.2 |
|
| 3030 |
3030
Spearhead Capital Advisors
Wellington,
Florida
| $233M | -$65.2M | -22% | 12% | 25.2% | 69 | 24.64% | 0.9 |
|
| 3031 |
3031
Precision Path Capital
New York
| $233M | +$86.2M | +59% | 18.3% | – | 27 | 55.56% | 0.6 |
|
| 3032 |
3032
VV Manager
Boston,
Massachusetts
| $233M | – | – | 5.15% | – | 3 | – | 0 |
|
| 3033 |
3033
VHCP Management II
New York
| $233M | -$142M | -38% | 12.1% | 2,334% | 24 | 33.33% | 0.9 |
|
| 3034 |
AAM
3034
AR Asset Management
West Hollywood,
California
| $233M | -$38.9M | -14% | 9.49% | 64.9% | 117 | 7.69% | 4.5 |
|
| 3035 |
3035
Blue Edge Capital
Richmond,
Virginia
| $232M | -$37M | -14% | 11.9% | 67.4% | 100 | 23% | 2.7 |
|
| 3036 |
3036
BT Wealth Management
Atlanta,
Georgia
| $232M | – | – | 13.3% | 34.8% | 105 | – | 0 |
|
| 3037 |
VCM
3037
Vivaldi Capital Management
Chicago,
Illinois
| $232M | +$44.8M | +24% | 8.3% | 69.2% | 231 | 50.65% | 0.7 |
|
| 3038 |
CRB
3038
Chad R. Baker
| $232M | -$42.5M | -15% | 10.7% | 123% | 56 | 7.14% | 2.6 |
|
| 3039 |
3039
Qube Research & Technologies (QRT)
London,
United Kingdom
| $232M | -$520M | -69% | 11.8% | 69.2% | 1,082 | 76.89% | 0.4 |
|
| 3040 |
3040
Contravisory Investment Management
Norwell,
Massachusetts
| $232M | -$46.9M | -17% | 12.7% | 135% | 362 | 40.61% | 0.9 |
|
| 3041 |
3041
Wakefield Asset Management
Englewood,
Colorado
| $231M | -$24.4M | -10% | 11.3% | 139% | 235 | 38.72% | 0.2 |
|
| 3042 |
3042
Natixis Investment Managers International
Paris,
France
| $231M | -$1.91B | -89% | 4.07% | 34.7% | 708 | 98.31% | 5.3 |
|
| 3043 |
3043
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $231M | +$73.5M | +47% | 0.46% | 55% | 73 | 32.88% | 1.3 |
|
| 3044 |
3044
Rock Creek Group
Washington,
District of Columbia
| $231M | -$5.25M | -2% | 8.09% | 37.2% | 108 | 42.59% | 0.4 |
|
| 3045 |
3045
American Securities
New York
| $231M | -$143M | -38% | 30.5% | – | 2 | 0% | 1.3 |
|
| 3046 |
PWAP
3046
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| $231M | -$40M | -15% | 13.5% | 58.5% | 134 | 8.96% | 4.2 |
|
| 3047 |
III
3047
Independent Investors Inc
Nesconset,
New York
| $231M | -$53M | -19% | 15.7% | 61.6% | 76 | 7.89% | 4.7 |
|
| 3048 |
3048
Parkside Investments
Deerfield,
Illinois
| $230M | +$18.8M | +9% | 15.2% | 70.4% | 176 | 52.84% | 1 |
|
| 3049 |
RP
3049
RBS Partners
Bay Harbor Islands,
Florida
| $230M | -$68.6M | -23% | 17.2% | 210% | 6 | 33.33% | 4.7 |
|
| 3050 |
CIM
3050
CIM Investment Management
Pittsburgh,
Pennsylvania
| $230M | -$49.8M | -18% | 16.6% | 123% | 343 | 20.99% | 2.1 |
|