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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Tradewinds Capital Management
Bellingham,
Washington
| $132M | +$476K | +0.4% | 1.63% | 85.2% | 673 | 14.56% | 0.7 |
|
| 3202 |
3202
Adirondack Trust Company
Saratoga Springs,
New York
| $132M | +$1.04M | +0.8% | 0.42% | 96.7% | 359 | 8.91% | 1.1 |
|
| 3203 |
3203
AH Equity Partners II
Menlo Park,
California
| $132M | -$77.5M | -37% | 25.9% | – | 1 | 0% | 0.3 |
|
| 3204 |
3204
Hayek Kallen Investment Management
Fairhope,
Alabama
| $131M | -$871K | -0.7% | 2.32% | 71.9% | 60 | 3.33% | 1.2 |
|
| 3205 |
3205
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| $131M | -$3.25M | -2% | 2.55% | 83.3% | 104 | 8.65% | 1 |
|
| 3206 |
3206
Mad River Investors
Boston,
Massachusetts
| $131M | -$4.91M | -4% | 1.4% | 225% | 39 | 17.95% | 0.9 |
|
| 3207 |
3207
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $131M | -$35.4M | -21% | 0% | 4.8% | 13 | 0% | 0.5 |
|
| 3208 |
3208
Black Diamond Capital Management
Stamford,
Connecticut
| $131M | +$10.6M | +9% | 15.7% | 28.3% | 4 | 0% | 0.8 |
|
| 3209 |
3209
Summit Asset Management
Memphis,
Tennessee
| $131M | +$821K | +0.6% | 0.39% | 48.9% | 89 | 8.99% | 1.1 |
|
| 3210 |
MM
3210
Meridian Management
Little Rock,
Arkansas
| $131M | -$3.2M | -2% | 1.48% | 57.8% | 61 | 3.28% | 1.2 |
|
| 3211 |
3211
Rayner & Haynor
Mill Valley,
California
| $131M | -$1.85M | -1% | 1.48% | – | 92 | 3.26% | 0.7 |
|
| 3212 |
3212
HughesLittle Investment Management
Vancouver,
| $131M | -$383K | -0.3% | 0.55% | 106% | 17 | 0% | 0.7 |
|
| 3213 |
3213
Cordasco Financial Network
Naples,
Florida
| $131M | +$192K | +0.1% | 1.57% | 31.1% | 326 | 16.56% | 0.6 |
|
| 3214 |
MKC
3214
M. Kraus & Co
Shelburne,
Vermont
| $131M | -$1.03M | -0.8% | 1.06% | 65.9% | 51 | 7.84% | 0.7 |
|
| 3215 |
3215
Graybill Wealth Management
Elmhurst,
Illinois
| $130M | +$1.1M | +0.9% | 2.04% | – | 53 | 9.43% | 1 |
|
| 3216 |
3216
Focused Wealth Management
Newburgh,
New York
| $130M | +$2.52M | +2% | 1.33% | 73.9% | 758 | 9.89% | 0.8 |
|
| 3217 |
3217
Seven Eight Capital
New York
| $130M | +$26.6M | +26% | 4.54% | 13.6% | 800 | 72.25% | 0.2 |
|
| 3218 |
MCM
3218
Mast Capital Management
Boston,
Massachusetts
| $130M | -$259M | -66% | 17.5% | – | 7 | 0% | 0.5 |
|
| 3219 |
AIM
3219
Acuity Investment Management
Toronto,
Ontario, Canada
| $130M | -$16.1M | -11% | 3.78% | – | 167 | 14.37% | 0.8 |
|
| 3220 |
3220
Harber Asset Management
Asheville,
North Carolina
| $130M | +$43.6M | +50% | 5.26% | 63.6% | 55 | 34.55% | 0.5 |
|
| 3221 |
3221
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $130M | -$394K | -0.3% | 1.11% | 83.6% | 131 | 10.69% | 1.1 |
|
| 3222 |
3222
Atika Capital Management
New York
| $130M | +$7.07M | +6% | 9.29% | 811% | 91 | 60.44% | 0.3 |
|
| 3223 |
3223
SkyTop Capital Management
Rutherford,
New Jersey
| $130M | -$35.6M | -22% | 4.69% | 50.2% | 18 | 38.89% | 0.7 |
|
| 3224 |
3224
Financial Engines Advisors
Santa Clara,
California
| $130M | +$13.2M | +11% | 0.24% | 42.3% | 59 | 15.25% | 1.1 |
|
| 3225 |
3225
Boyar Asset Management
New York
| $130M | +$3.8M | +3% | 3.36% | 75.5% | 71 | 8.45% | 1.2 |
|