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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
AC
3401
Argentiere Capital
Zug,
Switzerland
| $109M | +$18.9M | +21% | 5.33% | 1.96% | 29 | 96.55% | 0 |
|
| 3402 |
NERM
3402
New England Research & Management
Chicago,
Illinois
| $109M | +$5.5M | +5% | 0.34% | 65% | 171 | 30.41% | 0.2 |
|
| 3403 |
WCM
3403
Weyland Capital Management
Portsmouth,
New Hampshire
| $109M | +$4.98M | +5% | 0.87% | 25.7% | 13 | 15.38% | 0.6 |
|
| 3404 |
3404
StepStone Group
La Jolla,
California
| $109M | -$115M | -51% | 5.39% | 107% | 15 | 46.67% | 0.5 |
|
| 3405 |
3405
Paradigm Financial Advisors
Des Peres,
Missouri
| $109M | +$6.66M | +7% | 0.61% | 114% | 303 | 25.08% | 0.2 |
|
| 3406 |
3406
Portola Group
San Jose,
California
| $109M | -$46.7M | -30% | 4.77% | – | 106 | 49.06% | 0.4 |
|
| 3407 |
3407
Independent Order of Foresters
Toronto,
Ontario, Canada
| $108M | +$7.48M | +7% | 6.34% | 66.3% | 126 | 3.97% | 0.7 |
|
| 3408 |
3408
EDMP Inc
Lutz,
Florida
| $108M | -$5.07M | -4% | 3.77% | 78% | 58 | 6.9% | 0.7 |
|
| 3409 |
KSCM
3409
Kamunting Street Capital Management
Miami Beach,
Florida
| $108M | +$37.2M | +52% | 5.92% | 7.47% | 29 | 41.38% | 0.2 |
|
| 3410 |
3410
Fernwood Investment Management
Quincy,
Massachusetts
| $108M | -$42.8M | -28% | 2.62% | 83.4% | 148 | 29.73% | 0.2 |
|
| 3411 |
3411
Arete Wealth Advisors
Chicago,
Illinois
| $108M | +$6.35M | +6% | 4.8% | 85.3% | 122 | 28.69% | 0.2 |
|
| 3412 |
3412
Cooperatieve Rabobank
Utrecht,
Netherlands
| $108M | -$41.5M | -28% | 0.56% | – | 111 | 37.84% | 0.6 |
|
| 3413 |
3413
L.J. Altfest & Co
New York
| $108M | -$9.8M | -8% | 1.58% | 90.3% | 120 | 23.33% | 0.2 |
|
| 3414 |
3414
Schnieders Capital Management
Pasadena,
California
| $108M | +$5.61M | +5% | 1.7% | 103% | 120 | 16.67% | 0.2 |
|
| 3415 |
GBM
3415
Grace Brothers Management
Evanston,
Illinois
| $107M | -$12.4M | -10% | 0.14% | – | 47 | 4.26% | 0.4 |
|
| 3416 |
3416
Retirement Capital Strategies
San Jose,
California
| $107M | +$6.7M | +7% | 2.42% | 59% | 9 | 0% | 0.3 |
|
| 3417 |
3417
Westover Capital Advisors
Wilmington,
Delaware
| $107M | +$2.38M | +2% | 2.36% | 133% | 87 | 18.39% | 0.6 |
|
| 3418 |
SWM
3418
Strategic Wealth Management
Kirkland,
Washington
| $107M | +$8.43M | +9% | 3.85% | 52.8% | 39 | 38.46% | 0.5 |
|
| 3419 |
3419
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| $107M | +$6.89M | +7% | 1.37% | 79.3% | 61 | 4.92% | 0.2 |
|
| 3420 |
3420
Aurelius Capital Management
New York
| $107M | +$39.9M | +60% | 0% | – | 6 | 100% | 0 |
|
| 3421 |
3421
Pring Turner Capital Group
Alamo,
California
| $107M | +$5.47M | +5% | 3.71% | 70.8% | 221 | 79.64% | 0.2 |
|
| 3422 |
SAMT
3422
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| $107M | -$4.66M | -4% | 1.73% | 68.4% | 47 | 42.55% | 0.2 |
|
| 3423 |
3423
Trustco Bank (New York)
Albany,
New York
| $107M | -$2.28M | -2% | 0.01% | 131% | 69 | 5.8% | 0.7 |
|
| 3424 |
HCM
3424
Highlander Capital Management
Short Hills,
New Jersey
| $107M | +$749K | +0.7% | 1.23% | 34.4% | 877 | 8.1% | 0.7 |
|
| 3425 |
3425
Shoker Investment Counsel
Oxford,
Ohio
| $106M | -$2.24M | -2% | 0.84% | 83.8% | 90 | 10% | 0.2 |
|