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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Winslow Asset Management
Beachwood,
Ohio
| $508M | -$23.4M | -4% | 0.95% | 89.9% | 81 | 9.88% | 6.8 |
|
| 3077 |
3077
Cantor Fitzgerald
New York
| $508M | +$83.8M | +20% | 4.5% | 373% | 368 | 56.52% | 0.7 |
|
| 3078 |
3078
Rempart Asset Management
Montreal,
Canada
| $507M | -$13.1M | -3% | 1.28% | 70.5% | 42 | 4.76% | 2.9 |
|
| 3079 |
3079
49 Wealth Management
Austin,
Texas
| $507M | +$40.9M | +9% | 0.33% | – | 171 | 32.75% | 0.3 |
|
| 3080 |
3080
Tolleson Wealth Management
Dallas,
Texas
| $507M | -$4.01M | -0.8% | 1.27% | 56.2% | 83 | 4.82% | 3.5 |
|
| 3081 |
3081
Bain Capital Credit
Boston,
Massachusetts
| $507M | -$12.4M | -2% | 3.41% | 14.4% | 7 | 14.29% | 1.6 |
|
| 3082 |
3082
NBW Capital
Boston,
Massachusetts
| $507M | +$17.8M | +4% | 2.57% | 86% | 122 | 26.23% | 4.1 |
|
| 3083 |
3083
GC Wealth Management RIA
Cambridge,
Massachusetts
| $507M | +$6.92M | +1% | 2.12% | – | 291 | 14.43% | 0.4 |
|
| 3084 |
3084
North Growth Management
Vancouver,
British Columbia, Canada
| $506M | -$17.6M | -3% | 2.77% | 243% | 48 | 6.25% | 3.4 |
|
| 3085 |
3085
Capital Advisors Wealth Management
Yakima,
Washington
| $506M | +$23.8M | +5% | 2.35% | 70.5% | 172 | 15.12% | 1.8 |
|
| 3086 |
3086
MA Private Wealth
San Carlos,
California
| $506M | +$12.3M | +2% | 2.27% | 57.5% | 75 | 9.33% | 2.4 |
|
| 3087 |
3087
Act Two Investors
Santa Cruz,
California
| $505M | +$7.29M | +1% | 5.33% | 53% | 53 | 16.98% | 2.1 |
|
| 3088 |
3088
Intel Corp
Santa Clara,
California
| $505M | -$260M | -34% | 14.3% | 9.79% | 6 | 33.33% | 1.6 |
|
| 3089 |
3089
Centerbridge Partners
New York
| $505M | -$119M | -19% | 11.7% | 15.9% | 11 | 18.18% | 2.1 |
|
| 3090 |
3090
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $505M | +$13.4M | +3% | 5.69% | 172% | 74 | 10.81% | 3 |
|
| 3091 |
3091
Goehring & Rozencwajg Associates
New York
| $504M | +$42.1M | +9% | 0.89% | 148% | 51 | 5.88% | 1.4 |
|
| 3092 |
3092
Fortis Group Advisors
Westwood,
New Jersey
| $504M | -$39.5M | -7% | 3.6% | 91.2% | 539 | 12.06% | 1.1 |
|
| 3093 |
3093
Private Capital Management (Colorado)
Denver,
Colorado
| $503M | +$49.3M | +11% | 2.4% | 20% | 274 | 17.88% | 2.2 |
|
| 3094 |
3094
Kowal Investment Group
Brookfield,
Wisconsin
| $501M | +$38.4M | +8% | 1.88% | 21.1% | 195 | 15.9% | 2 |
|
| 3095 |
3095
Blue Fin Capital
Warren,
Rhode Island
| $501M | +$52.3M | +12% | 11.3% | 125% | 144 | 4.17% | 6.2 |
|
| 3096 |
3096
Core Alternative Capital
Peachtree Corners,
Georgia
| $500M | -$57.9M | -10% | 1.86% | 74.5% | 366 | 4.1% | 2.5 |
|
| 3097 |
CM
3097
Capital Management
Glen Allen,
Virginia
| $499M | -$25.9M | -5% | 3.96% | 52.5% | 81 | 9.88% | 4 |
|
| 3098 |
3098
Bayberry Capital Partners
New York
| $499M | -$36.9M | -7% | 0.1% | 99.7% | 30 | 43.33% | 0.6 |
|
| 3099 |
HP
3099
Hound Partners
New York
| $499M | +$163M | +49% | 5.75% | 19.7% | 20 | 45% | 1.1 |
|
| 3100 |
3100
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $499M | +$62.7M | +14% | 1.59% | 54.9% | 190 | 18.42% | 0.9 |
|