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
Tiptree Advisors
New York
| $203M | -$3.7M | -2% | 10.3% | – | 43 | 41.86% | 0.9 |
|
| 3302 |
3302
Engle Capital Management
Greenwich,
Connecticut
| $203M | +$8.08M | +4% | 12.6% | 398% | 27 | 33.33% | 0.8 |
|
| 3303 |
3303
Rock Point Advisors
Burlington,
Vermont
| $203M | -$11.7M | -5% | 1.39% | 82.8% | 78 | 10.26% | 3 |
|
| 3304 |
3304
Holderness Investments Company
Greensboro,
North Carolina
| $202M | -$1.15M | -0.6% | 0.17% | 144% | 201 | 6.47% | 2 |
|
| 3305 |
3305
Buckley Wealth Management
Las Vegas,
Nevada
| $202M | +$2.93M | +1% | 0.62% | 88% | 169 | 9.47% | 0.2 |
|
| 3306 |
3306
Dean Capital Management
Overland Park,
Kansas
| $202M | -$9.6M | -5% | 1.46% | 89.7% | 87 | 41.38% | 0.7 |
|
| 3307 |
3307
Argus Investors Counsel
New York
| $202M | -$14.5M | -7% | 1.59% | 132% | 51 | 0% | 4.5 |
|
| 3308 |
3308
Ashmore Group
London,
United Kingdom
| $202M | -$59.7M | -23% | 5.72% | 103% | 31 | 25.81% | 1.1 |
|
| 3309 |
3309
Asset Dedication LLC
San Francisco,
California
| $202M | -$46.7M | -19% | 0.24% | 67.8% | 582 | 23.71% | 1.2 |
|
| 3310 |
HM
3310
Harvest Management
New York
| $201M | +$50.1M | +33% | 16.6% | 610% | 140 | 72.14% | 0.4 |
|
| 3311 |
3311
Boyd Watterson Asset Management
Cleveland,
Ohio
| $201M | -$5.76M | -3% | 1.38% | 101% | 167 | 22.16% | 3.2 |
|
| 3312 |
3312
American National Registered Investment Advisor
Galveston,
Texas
| $201M | -$8.3M | -4% | 0.78% | 95.8% | 246 | 4.07% | 3.6 |
|
| 3313 |
3313
Perkins Coie Trust Company
Seattle,
Washington
| $201M | +$1.15M | +0.6% | 1.03% | 83.2% | 312 | 5.13% | 3 |
|
| 3314 |
3314
CreativeOne Wealth
Overland Park,
Kansas
| $201M | – | – | 1.02% | 67.6% | 54 | – | 0 |
|
| 3315 |
3315
Twin Focus Capital Partners
Boston,
Massachusetts
| $201M | +$4M | +2% | 0.16% | 92.5% | 111 | 19.82% | 2.3 |
|
| 3316 |
3316
Deer VIII & Co
Larchmont,
New York
| $201M | +$29.8M | +17% | 17.4% | – | 1 | 0% | 0.3 |
|
| 3317 |
3317
Stewardship Financial Advisors
Stockbridge,
Georgia
| $201M | +$6.08M | +3% | 1.05% | 39.1% | 49 | 8.16% | 1.7 |
|
| 3318 |
3318
Bard Associates
Chicago,
Illinois
| $201M | -$7.89M | -4% | 0.96% | 241% | 182 | 6.04% | 3.2 |
|
| 3319 |
3319
Meridian Wealth Management
Lexington,
Kentucky
| $200M | +$38.2M | +24% | 3.7% | 117% | 206 | 33.5% | 0.8 |
|
| 3320 |
GA
3320
Greytown Advisors
Miami,
Florida
| $200M | +$5.36M | +3% | 2.05% | 14.1% | 74 | 9.46% | 1.1 |
|
| 3321 |
3321
Bain Capital Venture Investors
Boston,
Massachusetts
| $200M | -$29.7M | -13% | 19.7% | 34.2% | 3 | 0% | 1 |
|
| 3322 |
SM
3322
Sciencast Management
Princeton,
New Jersey
| $200M | +$13.1M | +7% | 3.39% | 72.5% | 497 | 77.26% | 0.1 |
|
| 3323 |
3323
Formidable Asset Management
Cincinnati,
Ohio
| $200M | -$17.7M | -8% | 1.95% | 52.2% | 145 | 42.76% | 2.1 |
|
| 3324 |
LCP
3324
Legacy Capital Partners
Milwaukee,
Wisconsin
| $199M | -$2.78M | -1% | 1.44% | 85.6% | 122 | 9.02% | 3 |
|
| 3325 |
3325
Alpha Omega Wealth Management
Richmond,
Virginia
| $199M | -$4.77M | -2% | 2.09% | 65.9% | 529 | 13.99% | 1.4 |
|