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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
OIA
3476
Oechsle International Advisors
Boston,
Massachusetts
| $104M | – | – | 2.57% | – | 5 | – | 0 |
|
| 3477 |
AM
3477
Account Management
Boxford,
Massachusetts
| $103M | -$8.73M | -8% | 3.27% | 87.4% | 35 | 25.71% | 3.5 |
|
| 3478 |
SEM
3478
Suncoast Equity Management
Tampa,
Florida
| $103M | +$4.03M | +4% | 4.53% | 82.9% | 23 | 30.43% | 3.2 |
|
| 3479 |
TWM
3479
Tanglewood Wealth Management
Houston,
Texas
| $103M | +$8.36M | +9% | 4.3% | 59.7% | 6 | 16.67% | 3.6 |
|
| 3480 |
PCC
3480
Punch Card Capital
Winter Park,
Florida
| $102M | +$7.28M | +8% | 5.8% | – | 3 | 33.33% | 2 |
|
| 3481 |
FA
3481
Financial Advantage
Columbia,
Maryland
| $102M | -$366K | -0.4% | 5.67% | 24.3% | 133 | 6.02% | 3.8 |
|
| 3482 |
RHFI
3482
Reilly Herbert Faulkner III
| $102M | +$1.58M | +2% | 2.66% | 80.6% | 42 | 4.76% | 1.9 |
|
| 3483 |
B
3483
Bellecapital
Zurich,
Switzerland
| $102M | -$13.3M | -12% | 1.04% | 128% | 79 | 16.46% | 1.8 |
|
| 3484 |
LJAC
3484
L.J. Altfest & Co
New York
| $102M | -$6.16M | -6% | 3.66% | 90.3% | 109 | 43.12% | 1.8 |
|
| 3485 |
ACM
3485
Afton Capital Management
Charlotte,
North Carolina
| $101M | -$333K | -0.3% | 5.89% | – | 38 | 36.84% | 2.2 |
|
| 3486 |
PPF
3486
PartnerRe Principal Finance
Greenwich,
Connecticut
| $101M | -$11.9M | -11% | 10.6% | – | 1 | 0% | 2 |
|
| 3487 |
EAM
3487
Eclectica Asset Management
London,
United Kingdom
| $101M | -$28.4M | -22% | 6.81% | – | 70 | 47.14% | 2.3 |
|
| 3488 |
EWM
3488
Elite Wealth Management
Kirkland,
Washington
| $100M | -$23.2M | -19% | 5.07% | 142% | 537 | 49.91% | 1.8 |
|
| 3489 |
CK
3489
Carnick & Kubik
Colorado Springs,
Colorado
| $100M | -$4.73M | -5% | 4.58% | 45.1% | 132 | 31.82% | 2.6 |
|
| 3490 |
PAWC
3490
P.A.W. Capital
Greenwich,
Connecticut
| $99.9M | -$1.63M | -2% | 3.03% | 54.6% | 71 | 28.17% | 2.7 |
|
| 3491 |
FPC
3491
Falcon Point Capital
San Francisco,
California
| $99.5M | -$4.59M | -4% | 3.46% | 119% | 132 | 25% | 2.8 |
|
| 3492 |
HM
3492
Harvest Management
New York
| $99.5M | +$41.1M | +70% | 23.7% | 610% | 100 | 68% | 0.8 |
|
| 3493 |
MWM
3493
Merriman Wealth Management
Seattle,
Washington
| $99.1M | +$2.51M | +3% | 4.79% | 18.3% | 51 | 50.98% | 1.3 |
|
| 3494 |
SCMF
3494
Sage Capital Management (Florida)
Sarasota,
Florida
| $98.8M | +$15.5M | +19% | 0.12% | – | 35 | 0% | 0.5 |
|
| 3495 |
MSP
3495
Madison Street Partners
Denver,
Colorado
| $98.7M | -$44M | -31% | 9.18% | – | 63 | 73.02% | 0.8 |
|
| 3496 |
EM
3496
EnTrustPermal Management
New York
| $98.4M | -$16.6M | -14% | 2.71% | 19.3% | 35 | 31.43% | 2.8 |
|
| 3497 |
SC
3497
Sophrosyne Capital
New York
| $98.2M | -$16M | -14% | 0.69% | – | 92 | 44.57% | 2.1 |
|
| 3498 |
SWM
3498
Strategic Wealth Management
Kirkland,
Washington
| $97.6M | -$9.62M | -9% | 4.86% | 52.8% | 33 | 15.15% | 3 |
|
| 3499 |
TTSTC
3499
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $97.2M | +$4.31M | +5% | 4.73% | 43.7% | 4 | 0% | 4 |
|
| 3500 |
FNYS
3500
First New York Securities
New York
| $97M | -$107M | -52% | 6.13% | 119% | 517 | 88.2% | 0.5 |
|