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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Golden State Wealth Management
Santa Ana,
California
| $345M | +$45.9M | +15% | 11.9% | – | 456 | 54.82% | 0.6 |
|
| 3227 |
BCA
3227
Bray Capital Advisors
Naples,
Florida
| $345M | +$60.7M | +21% | 14.9% | 36.6% | 272 | 6.62% | 3.1 |
|
| 3228 |
3228
Crestview Partners III
New York
| $345M | +$174M | +102% | 104% | 51.2% | 3 | 0% | 2.7 |
|
| 3229 |
3229
High Falls Advisors
Rochester,
New York
| $345M | +$56.6M | +20% | 9.98% | 56.9% | 106 | 60.38% | 1.3 |
|
| 3230 |
3230
Univest Financial
Souderton,
Pennsylvania
| $345M | +$28.6M | +9% | 14% | 96.9% | 108 | 8.33% | 3.6 |
|
| 3231 |
3231
Deer VII & Co
Larchmont,
New York
| $344M | -$88.1M | -20% | 40.3% | 241% | 2 | 0% | 1.3 |
|
| 3232 |
3232
Greenoaks Capital Partners
Orinda,
California
| $344M | – | – | 29.4% | 311% | 11 | – | 0 |
|
| 3233 |
3233
Bruderman Asset Management
Locust Valley,
New York
| $344M | +$39.6M | +13% | 7.66% | 31.7% | 115 | 25.22% | 2.3 |
|
| 3234 |
3234
NFC Investments
Memphis,
Tennessee
| $344M | +$78.9M | +30% | 36% | 58% | 40 | 10% | 4 |
|
| 3235 |
3235
RR Advisors
Dallas,
Texas
| $344M | +$80M | +30% | 40.3% | 89.8% | 20 | 10% | 3 |
|
| 3236 |
3236
Continental Grain Company
New York
| $343M | +$97.3M | +40% | 36.2% | 18.5% | 11 | 18.18% | 0.8 |
|
| 3237 |
3237
Westwind Capital
Las Cruces,
New Mexico
| $343M | +$46M | +15% | 18.7% | 87.6% | 40 | 10% | 2.1 |
|
| 3238 |
3238
Fairfield, Bush & Co
Darien,
Connecticut
| $343M | +$29.8M | +10% | 11.1% | 130% | 155 | 9.68% | 4.5 |
|
| 3239 |
3239
Websterrogers Financial Advisors
Florence,
South Carolina
| $343M | – | – | 13.7% | 46% | 51 | – | 0 |
|
| 3240 |
3240
Robotti Robert
| $343M | +$83.5M | +32% | 32.5% | 107% | 68 | 13.24% | 3.1 |
|
| 3241 |
3241
WrapManager Inc
Mill Valley,
California
| $342M | +$44.1M | +15% | 12.1% | 70.6% | 283 | 20.14% | 2.3 |
|
| 3242 |
3242
Krensavage Asset Management
New York
| $342M | +$28.3M | +9% | 18.5% | 124% | 12 | 8.33% | 2.8 |
|
| 3243 |
3243
Parus Finance (UK)
London,
United Kingdom
| $342M | +$48.8M | +17% | 17.8% | 199% | 29 | 17.24% | 2.3 |
|
| 3244 |
CCM
3244
Contrarian Capital Management
Greenwich,
Connecticut
| $342M | +$107M | +46% | 43.9% | 29.4% | 15 | 53.33% | 1.3 |
|
| 3245 |
22CM
3245
20/20 Capital Management
Costa Mesa,
California
| $342M | +$76.1M | +29% | 10.5% | – | 178 | 25.28% | 0.7 |
|
| 3246 |
3246
Mainstay Capital Management
Grand Blanc,
Michigan
| $342M | -$40.4M | -11% | 23.4% | 135% | 121 | 23.14% | 1.7 |
|
| 3247 |
3247
Bulltick Wealth Management
Miami,
Florida
| $340M | – | – | 10.3% | 69.1% | 105 | – | 0 |
|
| 3248 |
3248
11 Capital Partners
Darien,
Connecticut
| $340M | – | – | 18% | 101% | 19 | – | 0 |
|
| 3249 |
3249
Renaissance Investment Group
Lenox,
Massachusetts
| $340M | +$39.5M | +13% | 12.2% | 110% | 84 | 10.71% | 4.6 |
|
| 3250 |
3250
Exane Derivatives
Paris,
France
| $340M | -$5.31M | -2% | 23.8% | 42.7% | 889 | 22.72% | 2 |
|