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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
LCP
3376
Legacy Capital Partners
Milwaukee,
Wisconsin
| $189M | -$28.1M | -13% | 10.4% | 85.6% | 140 | 13.57% | 3.5 |
|
| 3377 |
FRM
3377
Fox Run Management
Greenwich,
Connecticut
| $189M | -$40.7M | -18% | 14.8% | 64% | 864 | 82.29% | 0.1 |
|
| 3378 |
3378
Foresite Capital Management II
Larkspur,
California
| $189M | -$81.5M | -30% | 27.2% | 66.2% | 12 | 33.33% | 1.9 |
|
| 3379 |
3379
Roanoke Asset Management
Jersey City,
New Jersey
| $189M | -$34.1M | -15% | 13.2% | 50.3% | 115 | 9.57% | 3.8 |
|
| 3380 |
KAM
3380
Kavi Asset Management
New York
| $189M | -$52.9M | -22% | 20% | 144% | 23 | 56.52% | 0.4 |
|
| 3381 |
3381
GFI Investment Counsel
Toronto,
Ontario, Canada
| $188M | -$35.7M | -16% | 15.9% | 41.8% | 26 | 57.69% | 1.6 |
|
| 3382 |
3382
Trust Company of Oklahoma
Tulsa,
Oklahoma
| $188M | -$29.2M | -13% | 13.4% | 101% | 136 | 13.24% | 3.5 |
|
| 3383 |
3383
Willow Creek Wealth Management
Sebastopol,
California
| $188M | +$8.77M | +5% | 1.22% | 36.5% | 73 | 10.96% | 1.3 |
|
| 3384 |
3384
Harvey Capital Management
Palm Beach,
Florida
| $188M | -$63.2M | -25% | 18% | 147% | 80 | 12.5% | 3.1 |
|
| 3385 |
HCM
3385
Horrell Capital Management
Little Rock,
Arkansas
| $188M | -$14.2M | -7% | 9.48% | 55.6% | 200 | 13.5% | 3.5 |
|
| 3386 |
3386
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $187M | -$9.9M | -5% | 11.3% | 109% | 286 | 59.44% | 3.5 |
|
| 3387 |
REMS
3387
Real Estate Management Services
| $187M | -$156M | -45% | 13% | 67.2% | 33 | 24.24% | 2.2 |
|
| 3388 |
3388
Yorktown Energy Partners VIII
New York
| $187M | -$136M | -42% | 39.9% | 15.2% | 3 | 0% | 2.5 |
|
| 3389 |
3389
White Pine Investment Company
Livonia,
Michigan
| $187M | -$21.8M | -10% | 11.2% | 73.3% | 57 | 19.3% | 3.4 |
|
| 3390 |
MA
3390
Marshwinds Advisory
St Simons Island,
Georgia
| $187M | -$32.1M | -15% | 8.79% | 32.9% | 129 | 3.88% | 4.7 |
|
| 3391 |
3391
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| $187M | -$19.3M | -9% | 12.4% | 70.2% | 199 | 28.14% | 2.4 |
|
| 3392 |
VM
3392
VPR Management
Houston,
Texas
| $186M | -$21.7M | -10% | 10.7% | 54.5% | 19 | 10.53% | 1.1 |
|
| 3393 |
3393
Adelphi Capital
London,
United Kingdom
| $186M | -$75.8M | -29% | 24.8% | – | 2 | 0% | 2.4 |
|
| 3394 |
3394
Fort Baker Capital Management
Larkspur,
California
| $186M | +$16M | +9% | 1.69% | 46.3% | 36 | 86.11% | 0.2 |
|
| 3395 |
3395
Pacific Center for Financial Services
San Ramon,
California
| $186M | -$19M | -9% | 10.4% | 60.1% | 356 | 8.43% | 1.7 |
|
| 3396 |
3396
Glassman Wealth Services
Vienna,
Virginia
| $186M | -$32M | -15% | 13.1% | 62.6% | 1,113 | 23.18% | 1.8 |
|
| 3397 |
3397
Inlet Private Wealth
Jupiter,
Florida
| $186M | – | – | 14.7% | 111% | 119 | – | 0 |
|
| 3398 |
3398
Dalton Investments
Las Vegas,
Nevada
| $186M | -$27.6M | -13% | 12.9% | 95.1% | 41 | 17.07% | 2.2 |
|
| 3399 |
3399
Starfire Investment Advisers
Southfield,
Michigan
| $186M | -$15.7M | -8% | 13.1% | 19.2% | 158 | 27.22% | 1 |
|
| 3400 |
PCMK
3400
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| $186M | -$65.4M | -26% | 14.5% | 87.5% | 56 | 8.93% | 4.2 |
|