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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Maridea Wealth Management
Brooklyn,
New York
| $643M | +$259M | +67% | 15.9% | – | 457 | 49.45% | 0.3 |
|
| 3052 |
MAA
3052
Mraz Amerine & Associates
Modesto,
California
| $642M | +$18.5M | +3% | 5.91% | 69.8% | 196 | 6.63% | 5.1 |
|
| 3053 |
3053
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| $642M | +$32.9M | +5% | 6.55% | 78.9% | 161 | 7.45% | 2.8 |
|
| 3054 |
CCM
3054
Cohen Capital Management
Corte Madera,
California
| $642M | +$27.1M | +4% | 6.16% | 91.5% | 156 | 5.77% | 6.7 |
|
| 3055 |
FRM
3055
Fox Run Management
Greenwich,
Connecticut
| $641M | +$41.2M | +7% | 6.18% | 64% | 1,292 | 69.58% | 0.2 |
|
| 3056 |
3056
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $641M | +$33.1M | +5% | 6.38% | 79.3% | 169 | 8.88% | 4.3 |
|
| 3057 |
3057
Pier Capital
Stamford,
Connecticut
| $640M | -$15.8M | -2% | 15.7% | 223% | 141 | 21.28% | 1.9 |
|
| 3058 |
3058
RBO & Co
Saint Helena,
California
| $639M | +$15.6M | +2% | 3.44% | 27.9% | 54 | 0% | 7.7 |
|
| 3059 |
3059
RedJay Asset Management
Toronto,
Ontario, Canada
| $639M | +$213M | +50% | 7.82% | – | 34 | 94.12% | 0.3 |
|
| 3060 |
3060
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $639M | +$52.1M | +9% | 11.7% | 99.9% | 80 | 3.75% | 6.1 |
|
| 3061 |
3061
Mountain Pacific Investment Advisers
Boise,
Idaho
| $639M | -$739M | -54% | 3.82% | 82.7% | 144 | 3.47% | 7.6 |
|
| 3062 |
SM
3062
Scoggin Management
New York
| $639M | +$158M | +33% | 106% | 889% | 92 | 58.7% | 0.6 |
|
| 3063 |
3063
UG Investment Advisers
Taipei,
Taiwan
| $639M | +$115M | +22% | 32.5% | 172% | 13 | 7.69% | 1.4 |
|
| 3064 |
MTC
3064
Matrix Trust Company
Denver,
Colorado
| $639M | +$10.5M | +2% | 6.19% | 51.4% | 284 | 22.54% | 1.3 |
|
| 3065 |
3065
Gilman Hill Asset Management
New Canaan,
Connecticut
| $639M | +$26.8M | +4% | 3.38% | 54.2% | 245 | 11.02% | 4.8 |
|
| 3066 |
3066
Noked Israel
Ramat Hasharon,
Israel
| $639M | +$96.7M | +18% | 13.2% | 265% | 17 | 47.06% | 1.5 |
|
| 3067 |
3067
Oslo Pensjonsforsikring
Oslo,
| $638M | +$12.5M | +2% | 6.93% | 79% | 483 | 12.42% | 1.2 |
|
| 3068 |
3068
Austin Wealth Management
Austin,
Texas
| $637M | +$75.2M | +13% | 6% | 48.2% | 164 | 17.68% | 1.3 |
|
| 3069 |
3069
St. James Investment Company
Southlake,
Texas
| $637M | +$17.2M | +3% | 6.92% | 43.8% | 33 | 15.15% | 3.6 |
|
| 3070 |
3070
Drexel Morgan & Co
Radnor,
Pennsylvania
| $637M | +$73.5M | +13% | 7.8% | 50.1% | 56 | 0% | 7.9 |
|
| 3071 |
CM
3071
Capital Management
Glen Allen,
Virginia
| $636M | +$49.2M | +8% | 9.1% | 63.6% | 83 | 8.43% | 4.6 |
|
| 3072 |
3072
Crane Advisory
Fullerton,
California
| $636M | +$32.7M | +5% | 4.94% | 38.2% | 50 | 8% | 1.8 |
|
| 3073 |
3073
Blue Fin Capital
Warren,
Rhode Island
| $636M | +$48.7M | +8% | 10% | 147% | 148 | 3.38% | 6.7 |
|
| 3074 |
3074
Formidable Asset Management
Cincinnati,
Ohio
| $635M | +$37.1M | +6% | 9.24% | 52.2% | 417 | 14.63% | 3 |
|
| 3075 |
3075
HORAN Wealth
Cincinnati,
Ohio
| $635M | +$308M | +94% | 7.71% | – | 197 | 41.62% | 0.1 |
|