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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
TrinityPoint Wealth
Milford,
Connecticut
| $209M | +$5.14M | +3% | 4.18% | 28.4% | 192 | 16.67% | 0.4 |
|
| 3452 |
3452
Weik Capital Management
Wyomissing,
Pennsylvania
| $209M | +$3.57M | +2% | 4.81% | 66.9% | 125 | 8% | 4 |
|
| 3453 |
3453
Argus Investors Counsel
New York
| $208M | -$943K | -0.5% | 3.11% | 132% | 70 | 2.86% | 4.2 |
|
| 3454 |
3454
B. Riley Financial
Los Angeles,
California
| $208M | -$48.9M | -19% | 3.8% | 682% | 101 | 69.31% | 0.6 |
|
| 3455 |
3455
Harvey Capital Management
Palm Beach,
Florida
| $208M | -$257K | -0.1% | 2.39% | 147% | 85 | 17.65% | 3.2 |
|
| 3456 |
3456
Totem Point Management
New York
| $208M | +$51.4M | +33% | 8.22% | 577% | 23 | 47.83% | 0.3 |
|
| 3457 |
3457
Stanley Capital Management
Houston,
Texas
| $208M | +$3.38M | +2% | 6.59% | 158% | 34 | 8.82% | 3 |
|
| 3458 |
LFG
3458
LifePlan Financial Group
Dayton,
Ohio
| $207M | +$19.9M | +11% | 2.86% | 20.2% | 575 | 5.91% | 1.7 |
|
| 3459 |
LCM
3459
Lafitte Capital Management
Austin,
Texas
| $207M | +$12M | +6% | 5.64% | 55.2% | 8 | 12.5% | 2.9 |
|
| 3460 |
3460
Clifford Capital Partners
Alpine,
Utah
| $207M | +$5.39M | +3% | 2.42% | 77.3% | 35 | 11.43% | 1.1 |
|
| 3461 |
3461
Strategic Wealth Partners
Independence,
Ohio
| $207M | -$10.7M | -5% | 2.94% | – | 860 | 22.21% | 1.1 |
|
| 3462 |
3462
Cowen Prime Advisors
New York
| $207M | +$14M | +7% | 12.6% | 116% | 177 | 8.47% | 3.7 |
|
| 3463 |
3463
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $207M | +$14M | +7% | 2.6% | 67.5% | 823 | 24.67% | 0.4 |
|
| 3464 |
3464
Anson Funds Management
Dallas,
Texas
| $207M | +$62.2M | +43% | 6.76% | 2,010% | 52 | 61.54% | 0.3 |
|
| 3465 |
3465
Cooper Financial Group
Irvine,
California
| $206M | +$24.7M | +14% | 2.79% | 87.2% | 128 | 17.19% | 0.4 |
|
| 3466 |
3466
Chanos & Company
New York
| $206M | +$19.3M | +10% | 2.32% | – | 44 | 31.82% | 1.1 |
|
| 3467 |
3467
Fortis Advisors
Wayne,
Pennsylvania
| $206M | +$15.3M | +8% | 5.68% | 72.8% | 370 | 21.35% | 1.3 |
|
| 3468 |
3468
Summit Financial Strategies
Columbus,
Ohio
| $206M | +$8.92M | +5% | 3.16% | 59.4% | 62 | 12.9% | 2.7 |
|
| 3469 |
3469
Muhlenkamp & Co
Wexford,
Pennsylvania
| $206M | -$5.39M | -3% | 1.83% | 107% | 35 | 14.29% | 2.8 |
|
| 3470 |
3470
Hudson Way Capital Management
Dallas,
Texas
| $206M | +$12.8M | +7% | 10.5% | 51.3% | 17 | 23.53% | 1 |
|
| 3471 |
3471
Maytus Capital Management
New York
| $206M | +$13.6M | +7% | 6.34% | 442% | 75 | 68% | 0.2 |
|
| 3472 |
3472
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $205M | +$9.6M | +5% | 3.3% | 76.5% | 90 | 11.11% | 2.7 |
|
| 3473 |
3473
Sandbar Asset Management
London,
United Kingdom
| $205M | +$75.3M | +58% | 8.28% | 128% | 42 | 42.86% | 0.3 |
|
| 3474 |
BLA
3474
Balter Liquid Alternatives
Boston,
Massachusetts
| $205M | +$24.2M | +13% | 2.43% | 76.7% | 213 | 51.64% | 0.7 |
|
| 3475 |
HCM
3475
Horrell Capital Management
Little Rock,
Arkansas
| $205M | +$9.5M | +5% | 0.23% | 55.6% | 201 | 10.95% | 3.9 |
|