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 |
CRB
3026
Chad R. Baker
| $446M | +$1.07M | +0.2% | 0.83% | 123% | 52 | 1.92% | 4.2 |
|
| 3027 |
3027
Intelligence Driven Advisers
Carlsbad,
California
| $446M | -$68.7M | -13% | 0.1% | 65.6% | 96 | 23.96% | 1.2 |
|
| 3028 |
3028
American Investment Services
Great Barrington,
Massachusetts
| $446M | +$11.4M | +3% | 1.29% | 63.1% | 125 | 4% | 4.2 |
|
| 3029 |
3029
Wealth Alliance
Mellville,
New York
| $445M | +$20.7M | +5% | 0.11% | 75.7% | 455 | 12.97% | 1.1 |
|
| 3030 |
BPM
3030
Bowling Portfolio Management
Cincinnati,
Ohio
| $445M | -$2.92M | -0.7% | 0.83% | 45.7% | 205 | 2.44% | 3.7 |
|
| 3031 |
3031
Marquette Asset Management
Minneapolis,
Minnesota
| $445M | -$9.5M | -2% | 0.47% | 69.6% | 267 | 12.36% | 2.4 |
|
| 3032 |
3032
Private Capital Group
West Hartford,
Connecticut
| $444M | +$4.44M | +1% | 0.41% | 30.1% | 2,265 | 7.68% | 2.6 |
|
| 3033 |
3033
Monarch Alternative Capital
New York
| $444M | -$41.9M | -9% | 1.39% | 497% | 10 | 30% | 0.4 |
|
| 3034 |
JCP
3034
JB Capital Partners
Armonk,
New York
| $444M | +$24.9M | +6% | 8.49% | 142% | 91 | 5.49% | 0.5 |
|
| 3035 |
3035
Foundation Resource Management
Little Rock,
Arkansas
| $443M | -$2.16M | -0.5% | 1.41% | 84.5% | 51 | 3.92% | 6.1 |
|
| 3036 |
VHMC
3036
Value Holdings Management Company
Hampton Bays,
New York
| $443M | -$1.38M | -0.3% | 1% | 125% | 66 | 12.12% | 3.5 |
|
| 3037 |
3037
Harvest Fund Management
Beijing,
China
| $443M | -$497M | -53% | 2.41% | 327% | 839 | 17.64% | 1.1 |
|
| 3038 |
3038
World Investment Advisors
Santa Barbara,
California
| $442M | +$4.56M | +1% | 0.96% | 65.4% | 269 | 15.61% | 1.4 |
|
| 3039 |
3039
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $442M | +$7.45M | +2% | 0.18% | 52% | 768 | 6.77% | 3.8 |
|
| 3040 |
MRCM
3040
M&R Capital Management
Summit,
New Jersey
| $442M | +$4.88M | +1% | 0.04% | 52.6% | 444 | 7.21% | 4.8 |
|
| 3041 |
3041
Opus Capital Group
Cincinnati,
Ohio
| $441M | +$825K | +0.2% | 0.92% | 53.7% | 132 | 22.73% | 4.1 |
|
| 3042 |
3042
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $441M | -$1.75M | -0.4% | 1.17% | 71.4% | 132 | 7.58% | 3.3 |
|
| 3043 |
3043
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $441M | +$3.66M | +0.8% | 0.91% | 54.3% | 440 | 19.77% | 3.4 |
|
| 3044 |
3044
Mirador Capital Partners
Pleasanton,
California
| $441M | -$1.25M | -0.3% | 1.14% | 120% | 214 | 14.02% | 2.3 |
|
| 3045 |
3045
TRV GP IV
Boston,
Massachusetts
| $441M | +$231M | +110% | 25.6% | 1,102% | 5 | 20% | 1.5 |
|
| 3046 |
3046
Abingworth
London,
United Kingdom
| $441M | +$117M | +36% | 9.58% | 187% | 21 | 14.29% | 2.5 |
|
| 3047 |
3047
Marathon Capital Management
Hunt Valley,
Maryland
| $441M | +$8.54M | +2% | 2.51% | 74% | 236 | 20.76% | 2 |
|
| 3048 |
3048
Steel Grove Capital Advisors
Memphis,
Tennessee
| $440M | +$75.4M | +21% | 1.21% | 106% | 158 | 18.35% | 2.6 |
|
| 3049 |
AGM
3049
Alpine Global Management
New York
| $440M | -$294M | -40% | 1.19% | 149% | 456 | 65.79% | 0.3 |
|
| 3050 |
3050
Bulltick Wealth Management
Miami,
Florida
| $440M | +$7.61M | +2% | 3.22% | 58.2% | 156 | 20.51% | 0.5 |
|