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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Orion Resource Partners
New York
| $526M | +$18.6M | +4% | 30.4% | – | 23 | 39.13% | 0.5 |
|
| 3102 |
3102
Kesler Norman & Wride
Ogden,
Utah
| $525M | +$62.2M | +13% | 0.22% | 90% | 231 | 16.88% | 2.4 |
|
| 3103 |
3103
Peak Asset Management
Louisville,
Colorado
| $525M | -$15.2M | -3% | 1.22% | 70.1% | 155 | 9.68% | 5.9 |
|
| 3104 |
3104
Palo Alto Investors
Palo Alto,
California
| $525M | -$120M | -19% | 5.28% | 157% | 46 | 10.87% | 3.8 |
|
| 3105 |
3105
Kiltearn Partners
Edinburgh,
United Kingdom
| $525M | -$80.5M | -13% | 6.18% | 41% | 32 | 12.5% | 3 |
|
| 3106 |
3106
Avidity Partners Management
Dallas,
Texas
| $525M | -$493M | -48% | 8.9% | 492% | 85 | 47.06% | 1.2 |
|
| 3107 |
3107
Mitchell Capital Management
Leawood,
Kansas
| $525M | -$46.4M | -8% | 2.26% | 234% | 121 | 22.31% | 3.6 |
|
| 3108 |
3108
Front Street Capital Management
Missoula,
Montana
| $524M | -$51.4M | -9% | 4.99% | 316% | 70 | 12.86% | 5.5 |
|
| 3109 |
3109
Sava Infond
Maribor,
Slovenia
| $524M | -$42.1M | -7% | 7.16% | – | 222 | 8.11% | 0.2 |
|
| 3110 |
3110
Hutchinson Capital Management
San Rafael,
California
| $524M | -$5.81M | -1% | 0.04% | 52.6% | 95 | 5.26% | 4.8 |
|
| 3111 |
3111
Accurate Wealth Management
Wesley Chapel,
Florida
| $524M | +$2.79M | +0.5% | 0.37% | 101% | 427 | 24.36% | 1.7 |
|
| 3112 |
GWI
3112
Grace & White Inc
Ny,
New York
| $524M | -$10.8M | -2% | 3.63% | 59.6% | 140 | 5.71% | 6.9 |
|
| 3113 |
3113
Vanderbilt University
Nashville,
Tennessee
| $524M | +$13.4M | +3% | 3.7% | 76.4% | 89 | 28.09% | 1.3 |
|
| 3114 |
3114
Thrive Wealth Management
Audubon,
Pennsylvania
| $523M | -$32.9M | -6% | 2.61% | 84.1% | 226 | 16.37% | 2.1 |
|
| 3115 |
3115
Alpha Omega Wealth Management
Richmond,
Virginia
| $523M | -$4.25M | -0.8% | 2.76% | 65.9% | 208 | 6.25% | 6.3 |
|
| 3116 |
3116
Liberty Wealth Management
Oakland,
California
| $523M | -$77.2M | -13% | 2.89% | 64.2% | 237 | 36.71% | 2.9 |
|
| 3117 |
3117
Ardsley Advisory Partners
Stamford,
Connecticut
| $522M | -$108M | -17% | 9.92% | 555% | 219 | 71.23% | 0.7 |
|
| 3118 |
3118
LexAurum Advisors
Overland Park,
Kansas
| $522M | +$17.2M | +3% | 0.49% | – | 363 | 12.67% | 3 |
|
| 3119 |
3119
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $522M | -$298M | -36% | 38.9% | 484% | 14 | 14.29% | 2.6 |
|
| 3120 |
PWW
3120
Pettyjohn Wood & White
Lynchburg,
Virginia
| $522M | -$23.9M | -4% | 0.02% | 70.9% | 201 | 9.45% | 6.8 |
|
| 3121 |
AMCA
3121
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $522M | -$42.7M | -8% | 3.92% | 129% | 141 | 15.6% | 5 |
|
| 3122 |
3122
TBH Global Asset Management
Brentwood,
Tennessee
| $521M | +$99.1M | +23% | 1.27% | 83.3% | 230 | 28.7% | 3 |
|
| 3123 |
3123
Pier 88 Investment Partners
San Francisco,
California
| $521M | +$13.1M | +3% | 2.06% | 40.3% | 111 | 18.92% | 1.9 |
|
| 3124 |
3124
Victory Financial Group
Austin,
Texas
| $521M | +$141M | +37% | 3.41% | – | 190 | 30% | 0.5 |
|
| 3125 |
3125
Probity Advisors
Dallas,
Texas
| $521M | +$1.31M | +0.3% | 0.9% | 61.7% | 239 | 8.37% | 4.9 |
|