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
Marathon Capital Management
Hunt Valley,
Maryland
| $397M | -$7.66M | -2% | 1.14% | 74% | 170 | 15.88% | 2.6 |
|
| 3152 |
3152
Post Oak Energy Holdings
Houston,
Texas
| $397M | +$97.2M | +32% | 33.3% | 64.6% | 4 | 0% | 0.8 |
|
| 3153 |
CFSG
3153
Community Financial Services Group
Newport,
Vermont
| $396M | – | – | 2.56% | – | 120 | – | 3.6 |
|
| 3154 |
3154
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $396M | +$8.9M | +2% | 4.07% | 39.2% | 9 | 44.44% | 0.7 |
|
| 3155 |
CRB
3155
Chad R. Baker
| $396M | -$27.1M | -6% | 4.33% | 123% | 55 | 9.09% | 5.4 |
|
| 3156 |
3156
Armbruster Capital Management
Pittsford,
New York
| $396M | -$10.4M | -3% | 2.82% | 66.7% | 106 | 5.66% | 4.9 |
|
| 3157 |
3157
Sugarloaf Wealth Management
Duluth,
Georgia
| $395M | -$31.8M | -7% | 3.34% | 10.2% | 705 | 5.25% | 3 |
|
| 3158 |
3158
Akaris Global Partners
New York
| $395M | +$13.5M | +4% | 2% | 35% | 25 | 28% | 0.8 |
|
| 3159 |
III
3159
Independent Investors Inc
Nesconset,
New York
| $394M | -$37M | -9% | 7.69% | 94.5% | 68 | 4.41% | 7.6 |
|
| 3160 |
3160
Requisite Capital Management
Dallas,
Texas
| $394M | +$241K | +0.1% | 0.48% | 41% | 86 | 19.77% | 1.5 |
|
| 3161 |
RI
3161
RPTC Inc
Jackson,
Wyoming
| $393M | -$14.3M | -4% | 3.57% | 66.4% | 6 | 0% | 4.6 |
|
| 3162 |
CSNH
3162
Crow's Nest Holdings
Richmond,
Virginia
| $393M | -$28.7M | -7% | 3.63% | 103% | 9 | 0% | 1.4 |
|
| 3163 |
3163
Cannon Financial Strategists
Athens,
Georgia
| $393M | +$29.1M | +8% | 3.81% | 56.7% | 85 | 9.41% | 2.7 |
|
| 3164 |
3164
IBEX Wealth Advisors
Bedminster,
New Jersey
| $393M | – | – | 0.92% | 221% | 111 | – | 1.8 |
|
| 3165 |
PFMOSF
3165
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $393M | +$27.2M | +7% | 8.93% | 209% | 51 | 68.63% | 0.3 |
|
| 3166 |
3166
Cyrus Capital Partners
New York
| $392M | -$118M | -23% | 4.11% | 163% | 8 | 12.5% | 4.1 |
|
| 3167 |
3167
Summit Wealth Partners
Orlando,
Florida
| $392M | -$6.99M | -2% | 2.79% | 44.9% | 195 | 12.31% | 2.4 |
|
| 3168 |
3168
Beck Bode LLC
Dedham,
Massachusetts
| $392M | -$19.4M | -5% | 3.05% | 155% | 158 | 41.14% | 0.7 |
|
| 3169 |
3169
Hartford Financial Management
Hartford,
Connecticut
| $392M | -$13M | -3% | 3.21% | 87.9% | 397 | 9.32% | 5.3 |
|
| 3170 |
3170
American Money Management
Rancho Santa Fe,
California
| $391M | -$9.5M | -2% | 1.84% | 65% | 139 | 7.91% | 4.3 |
|
| 3171 |
3171
Sector Gamma AS
Oslo,
Norway
| $391M | -$55.7M | -12% | 8.84% | 35.3% | 31 | 16.13% | 2.5 |
|
| 3172 |
3172
Saudi Central Bank
Riyadh,
Saudi Arabia
| $391M | +$2.62M | +0.7% | 2.57% | 140% | 3 | 0% | 1.9 |
|
| 3173 |
3173
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| $391M | -$3M | -0.8% | 3.69% | 44% | 97 | 16.49% | 2.3 |
|
| 3174 |
3174
Sycomore Asset Management
Paris,
France
| $391M | -$36.9M | -9% | 0.77% | 163% | 87 | 19.54% | 1.9 |
|
| 3175 |
3175
Thrive Capital Management (New York)
New York
| $390M | +$47.9M | +14% | 9.99% | 205% | 6 | 33.33% | 1.3 |
|