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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Daniel Devine & Co
Parkland,
Florida
| $150M | +$9.8M | +7% | 1.81% | 34.2% | 65 | 9.23% | 0.2 |
|
| 3302 |
3302
Hyperion Asset Management
Brisbane,
Australia
| $150M | +$1.99M | +1% | 10.9% | 151% | 1 | 0% | 0.3 |
|
| 3303 |
3303
Black Diamond Capital Management
Stamford,
Connecticut
| $149M | +$3.98M | +3% | 2.38% | 28.3% | 4 | 0% | 1.3 |
|
| 3304 |
3304
Blue Edge Capital
Richmond,
Virginia
| $149M | +$3.09M | +2% | 4.53% | 67.4% | 75 | 17.33% | 1 |
|
| 3305 |
3305
Mader & Shannon Wealth Management
Kansas City,
Missouri
| $149M | +$573K | +0.4% | 4.11% | 53.1% | 33 | 75.76% | 0.2 |
|
| 3306 |
3306
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| $149M | -$446K | -0.3% | 0.45% | 41.6% | 45 | 4.44% | 1.6 |
|
| 3307 |
3307
Old West Investment Management
Los Angeles,
California
| $149M | -$13M | -8% | 0.46% | 242% | 85 | 10.59% | 1.3 |
|
| 3308 |
3308
Virtus Investment Advisers
Hartford,
Connecticut
| $149M | -$40.7M | -21% | 1.86% | 172% | 28 | 50% | 0.6 |
|
| 3309 |
CFMC
3309
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $148M | +$18.6M | +14% | 1.35% | 69.6% | 169 | 18.34% | 0.8 |
|
| 3310 |
3310
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| $148M | +$5.38M | +4% | 2.89% | 80.8% | 33 | 12.12% | 0.2 |
|
| 3311 |
SSI
3311
Scott & Selber Inc
Houston,
Texas
| $148M | -$1.3M | -0.9% | 7.69% | 202% | 79 | 37.97% | 0.9 |
|
| 3312 |
NCM
3312
Niemann Capital Management
Stateline,
Nevada
| $148M | +$7.5M | +5% | 10.3% | 103% | 29 | 44.83% | 0.4 |
|
| 3313 |
3313
Richmond Hill Investment Company
New York
| $148M | +$46.8M | +46% | 3.64% | 7.84% | 14 | 42.86% | 0.2 |
|
| 3314 |
3314
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| $148M | +$3.61M | +3% | 0.46% | 71.4% | 264 | 22.73% | 0.2 |
|
| 3315 |
3315
Otter Creek Advisors
Palm Beach Gardens,
Florida
| $148M | – | – | 2.06% | 173% | 60 | – | 0 |
|
| 3316 |
3316
Hillman Company
Pittsburgh,
Pennsylvania
| $148M | -$12.6M | -8% | 5.46% | 134% | 15 | 33.33% | 0.3 |
|
| 3317 |
3317
Blue Chip Partners
Farmington Hills,
Michigan
| $148M | +$4.28M | +3% | 0.61% | 81.2% | 112 | 5.36% | 0.2 |
|
| 3318 |
KCM
3318
Karp Capital Management
Sausalito,
California
| $148M | +$10.3M | +7% | 2.96% | 21.3% | 408 | 19.12% | 0.2 |
|
| 3319 |
3319
New Leaf Venture Partners
New York
| $147M | -$58.2M | -28% | 0.32% | 3.91% | 15 | 26.67% | 0.2 |
|
| 3320 |
3320
Charles-Lim Capital
Central,
Hong Kong
| $147M | +$40.5M | +38% | 11% | 4.44% | 7 | 42.86% | 0.2 |
|
| 3321 |
3321
Northside Capital Management
Hood River,
Oregon
| $147M | +$7.8M | +6% | 0.19% | 99.6% | 46 | 6.52% | 0.2 |
|
| 3322 |
3322
Lowe Wealth Advisors
Columbia,
Maryland
| $147M | +$7.34M | +5% | 0.9% | 63.3% | 236 | 11.02% | 0.2 |
|
| 3323 |
3323
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| $147M | +$3.86M | +3% | 0.98% | 82.6% | 87 | 9.2% | 1.5 |
|
| 3324 |
FVCM
3324
F&V Capital Management
Boca Raton,
Florida
| $147M | +$141K | +0.1% | 1.07% | 123% | 69 | 7.25% | 1.3 |
|
| 3325 |
3325
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| $147M | +$10.2M | +7% | 2.89% | 70.1% | 120 | 69.17% | 0.2 |
|