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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
DAFNA Capital Management
Los Angeles,
California
| $367M | -$16.9M | -4% | 12.4% | 313% | 97 | 10.31% | 2.2 |
|
| 3152 |
JCP
3152
JB Capital Partners
Armonk,
New York
| $367M | -$80M | -18% | 16.3% | 142% | 87 | 8.05% | 1.1 |
|
| 3153 |
3153
Single Point Partners
Boston,
Massachusetts
| $367M | -$25.6M | -7% | 13.4% | 56.4% | 148 | 35.14% | 0.6 |
|
| 3154 |
3154
Mass Ave Global
New York
| $366M | -$11.4M | -3% | 22% | – | 49 | 71.43% | 0.2 |
|
| 3155 |
3155
Martel Wealth Advisors
Vancouver,
Washington
| $366M | -$45M | -11% | 11.1% | 43.4% | 51 | 9.8% | 3.1 |
|
| 3156 |
3156
GYL Financial Synergies
West Hartford,
Connecticut
| $366M | -$51.5M | -12% | 13% | 36% | 210 | 11.9% | 2.3 |
|
| 3157 |
3157
Edenbrook Capital
Mt. Kisco,
New York
| $366M | -$217M | -37% | 9.74% | 267% | 23 | 26.09% | 1.8 |
|
| 3158 |
3158
Cambridge Advisors
Omaha,
Nebraska
| $366M | -$53.7M | -13% | 12.3% | 58.6% | 191 | 13.61% | 4.7 |
|
| 3159 |
3159
Domani Wealth
Lancaster,
Pennsylvania
| $366M | -$96.1M | -21% | 14.7% | 48.6% | 118 | 9.32% | 4.8 |
|
| 3160 |
3160
Alpha Capital Management
Austin,
Texas
| $366M | -$94.5M | -21% | 16.4% | 88% | 110 | 12.73% | 3.4 |
|
| 3161 |
3161
Peak Asset Management
Louisville,
Colorado
| $366M | -$64.4M | -15% | 12.3% | 70.1% | 145 | 11.03% | 4.6 |
|
| 3162 |
3162
Radnor Capital Management
Wayne,
Pennsylvania
| $366M | -$32.9M | -8% | 7.68% | 96.9% | 252 | 11.11% | 1.5 |
|
| 3163 |
3163
Artemis Wealth Advisors
New York
| $365M | -$238M | -39% | 18.9% | 174% | 141 | 62.41% | 1 |
|
| 3164 |
3164
Kelly Lawrence W & Associates
Pasadens,
California
| $365M | -$103M | -22% | 13.8% | 123% | 187 | 18.18% | 3.4 |
|
| 3165 |
TF
3165
TimeScale Financial
Danvers,
Massachusetts
| $365M | -$60.4M | -14% | 14% | 31.3% | 583 | 7.38% | 2.3 |
|
| 3166 |
3166
Fruth Investment Management
Houston,
Texas
| $365M | +$2.94M | +0.8% | 12.1% | 79.4% | 236 | 2.54% | 5.9 |
|
| 3167 |
3167
NBW Capital
Boston,
Massachusetts
| $365M | -$56.7M | -13% | 11.6% | 86% | 95 | 20% | 3.9 |
|
| 3168 |
3168
Solus Alternative Asset Management
Summit,
New Jersey
| $364M | -$89.9M | -20% | 16.9% | 79.3% | 13 | 15.38% | 1.2 |
|
| 3169 |
3169
Concord Wealth Partners
Abingdon,
Virginia
| $364M | -$22.3M | -6% | 11.9% | 66% | 1,437 | 18.16% | 1 |
|
| 3170 |
3170
Sands Capital Ventures
Arlington,
Virginia
| $364M | -$114M | -24% | 21.1% | 167% | 19 | 5.26% | 0.6 |
|
| 3171 |
3171
Maytus Capital Management
New York
| $364M | -$40.4M | -10% | 22.7% | 442% | 65 | 53.85% | 0.5 |
|
| 3172 |
3172
Drexel Morgan & Co
Radnor,
Pennsylvania
| $364M | +$20.2M | +6% | 5.86% | 50.1% | 46 | 6.52% | 6.7 |
|
| 3173 |
3173
HNP Capital
Rochester,
New York
| $364M | -$58.1M | -14% | 8.49% | 52.4% | 155 | 9.03% | 2.2 |
|
| 3174 |
3174
BCM Advisors
Lafayette,
Louisiana
| $363M | -$13.7M | -4% | 8.77% | 59.3% | 57 | 5.26% | 2.8 |
|
| 3175 |
CSC
3175
Cook Street Consulting
Greenwood Village,
Colorado
| $363M | -$33.1M | -8% | 8.36% | – | 2 | 0% | 0.5 |
|