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 |
JSC
3151
Jackson Square Capital
San Francisco,
California
| $719M | +$242M | +51% | 69.5% | 416% | 156 | 28.85% | 2.7 |
|
| 3152 |
DMC
3152
Drexel Morgan & Co
Radnor,
Pennsylvania
| $719M | +$37M | +5% | 2.97% | 50.1% | 61 | 3.28% | 7.9 |
|
| 3153 |
ECM
3153
Elgethun Capital Management
Sioux Falls,
South Dakota
| $718M | +$113M | +19% | 9.68% | 61.5% | 175 | 5.71% | 4.7 |
|
| 3154 |
AAM
3154
Austin Asset Management
Austin,
Texas
| $718M | +$109M | +18% | 13.7% | 85.2% | 98 | 17.35% | 2.5 |
|
| 3155 |
TCM
3155
Towercrest Capital Management
Newtown,
Pennsylvania
| $717M | +$75.6M | +12% | 9.52% | 39.1% | 115 | 14.78% | 5.6 |
|
| 3156 |
CWA
3156
Canvas Wealth Advisors
Shawnee,
Kansas
| $717M | +$129M | +22% | 28.2% | 115% | 272 | 19.49% | 2.1 |
|
| 3157 |
RK
3157
Rather & Kittrell
Knoxville,
Tennessee
| $716M | +$67.7M | +10% | 6.8% | 41.1% | 113 | 4.42% | 2.7 |
|
| 3158 |
ADIC
3158
Abu Dhabi Investment Council
Abu Dhabi,
United Arab Emirates
| $715M | -$260M | -27% | 10.2% | – | 28 | 17.86% | 0.2 |
|
| 3159 |
FCFC
3159
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $715M | +$86M | +14% | 13.7% | 72.9% | 283 | 11.66% | 4.1 |
|
| 3160 |
TC
3160
Teilinger Capital
Houston,
Texas
| $714M | -$553M | -44% | 0.03% | 30.2% | 15 | 26.67% | 0.8 |
|
| 3161 |
HA
3161
Huntleigh Advisors
St. Louis,
Missouri
| $714M | +$129M | +22% | 30.2% | – | 333 | 24.32% | 1 |
|
| 3162 |
LWM
3162
LJI Wealth Management
Indianapolis,
Indiana
| $714M | +$87.9M | +14% | 13.5% | 61.5% | 214 | 15.42% | 2.2 |
|
| 3163 |
MCO
3163
MAK Capital One
New York
| $714M | +$35.1M | +5% | 38.8% | 200% | 23 | 30.43% | 2.2 |
|
| 3164 |
SAM
3164
Secure Asset Management
Troy,
Michigan
| $714M | +$81.9M | +13% | 17.6% | 86.5% | 370 | 21.62% | 2 |
|
| 3165 |
OL
3165
Optas LLC
Austin,
Texas
| $714M | +$52.8M | +8% | 21.9% | 118% | 560 | 25.71% | 2 |
|
| 3166 |
ZAM
3166
Zevin Asset Management
Boston,
Massachusetts
| $713M | -$10.3M | -1% | 14.3% | 71.7% | 100 | 10% | 4.9 |
|
| 3167 |
SSCM
3167
Summit Street Capital Management
New York
| $713M | +$5.27M | +0.7% | 35.2% | 217% | 32 | 6.25% | 5.9 |
|
| 3168 |
ACM
3168
Alight Capital Management
New York
| $712M | +$295M | +71% | 66% | 466% | 97 | 48.45% | 0.7 |
|
| 3169 |
HCM
3169
HMI Capital Management
San Francisco,
California
| $712M | -$41.9M | -6% | 12% | 5.95% | 18 | 61.11% | 1 |
|
| 3170 |
TWP
3170
Tyche Wealth Partners
Plano,
Texas
| $712M | +$63.9M | +10% | 14.7% | – | 375 | 17.07% | 1.8 |
|
| 3171 |
RCM
3171
Radnor Capital Management
Wayne,
Pennsylvania
| $712M | +$36.3M | +5% | 14.5% | 86.6% | 328 | 10.98% | 2.9 |
|
| 3172 |
FNA
3172
First National Advisers
Omaha,
Nebraska
| $712M | +$28.3M | +4% | 17% | 87.9% | 266 | 15.79% | 2 |
|
| 3173 |
SFG
3173
SageGuard Financial Group
Goodlettsville,
Tennessee
| $712M | +$65.5M | +10% | 10.3% | – | 224 | 18.3% | 0.6 |
|
| 3174 |
HCP
3174
Hexagon Capital Partners
Rogers,
Arkansas
| $711M | +$28M | +4% | 8.06% | 104% | 282 | 15.6% | 1.4 |
|
| 3175 |
FCM
3175
Findell Capital Management
New York
| $710M | +$369M | +108% | 75.2% | – | 21 | 52.38% | 1 |
|