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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3476 |
GF
3476
Gerry Farber
New York
| $76.8M | -$19.6M | -20% | 5.42% | – | 76 | 78.95% |
|
| 3477 |
NHFG
3477
New Harbor Financial Group
Worcester,
Massachusetts
| $76.3M | -$17.1M | -18% | 4.58% | 80.6% | 109 | 80.73% |
|
| 3478 |
CIA
3478
Capital Impact Advisors
Boston,
Massachusetts
| $75.9M | -$56.8M | -43% | 3.33% | – | 220 | 0.91% |
|
| 3479 |
T
3479
TradeWorx
Red Bank,
New Jersey
| $75.6M | -$47.6M | -39% | 1.57% | – | 472 | 85.81% |
|
| 3480 |
NVPX
3480
Norwest Venture Partners XI
Palo Alto,
California
| $75.5M | -$20.1M | -21% | 25.6% | – | 2 | 50% |
|
| 3481 |
OFG
3481
OTA Financial Group
Purchase,
New York
| $75.4M | – | – | 3.71% | 320% | 61 | – |
|
| 3482 |
MIM
3482
Macroview Investment Management
Bethesda,
Maryland
| $74.5M | -$751K | -1% | 1.27% | 56.5% | 330 | 55.15% |
|
| 3483 |
CC
3483
Columbia Capital
Fullerton,
California
| $74.5M | -$52.3M | -41% | 6.79% | – | 86 | 68.6% |
|
| 3484 |
LGWM
3484
Litman Gregory Wealth Management
Larkspur,
California
| $74.4M | +$18.5M | +33% | 1.22% | 55.5% | 20 | 45% |
|
| 3485 |
ACM
3485
Argonaut Capital Management
New York
| $73.7M | -$19.2M | -21% | 3.4% | – | 33 | 36.36% |
|
| 3486 |
WRIP
3486
White River Investment Partners
San Francisco,
California
| $72.3M | -$15M | -17% | 0.06% | – | 11 | 27.27% |
|
| 3487 |
ZTNA
3487
Zions Trust National Association
Salt Lake City,
Utah
| $72M | +$720K | +1% | 0.54% | – | 248 | 30.24% |
|
| 3488 |
RCM
3488
Royal Capital Management
New York
| $71.4M | -$45.3M | -39% | 18.4% | – | 20 | 40% |
|
| 3489 |
CCP
3489
Centaur Capital Partners
Southlake,
Texas
| $71.2M | +$394K | +0.6% | 2.21% | 48.5% | 36 | 38.89% |
|
| 3490 |
MS
3490
Marshall & Sullivan
Seattle,
Washington
| $71.2M | +$11.2M | +19% | 0.32% | 82% | 64 | 28.13% |
|
| 3491 |
LOGI
3491
Long Oar Global Investors
New York
| $70.8M | -$25.1M | -26% | 2.66% | – | 21 | 28.57% |
|
| 3492 |
PC
3492
Permanens Capital
New York
| $70.5M | -$17.9M | -20% | 1.47% | 74.7% | 11 | 18.18% |
|
| 3493 |
CAD
3493
Craig A. Drill
| $70.2M | -$25M | -26% | 2.8% | 67.1% | 29 | 58.62% |
|
| 3494 |
CCM
3494
Calypso Capital Management
New York
| $70.1M | +$27.4M | +64% | 4.06% | – | 28 | 82.14% |
|
| 3495 |
BP
3495
BI Partners
Darien,
Connecticut
| $69.8M | +$37.3M | +115% | 16.4% | – | 19 | 68.42% |
|
| 3496 |
IC
3496
IKOS CIF
Limassol,
Cyprus
| $69.7M | +$38.3M | +122% | 4.15% | 8.66% | 343 | 73.76% |
|
| 3497 |
BI
3497
Braeside Investments
Dallas,
Texas
| $69.6M | -$14.9M | -18% | 16.3% | – | 18 | 5.56% |
|
| 3498 |
EWP
3498
Edmunds White Partners
Richmond,
Virginia
| $69.2M | +$10M | +17% | 1.99% | – | 70 | 62.86% |
|
| 3499 |
BIM
3499
Beach Investment Management
West Conshohocken,
Pennsylvania
| $68.4M | -$4.59M | -6% | 0.87% | 18.9% | 60 | 31.67% |
|
| 3500 |
KA
3500
Kovack Advisors
Ft. Lauderdale,
Florida
| $68M | -$953K | -1% | 0.69% | 95% | 155 | 43.23% |
|