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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
WI
3501
Wedgewood Investors
Erie,
Pennsylvania
| $96.9M | +$4.26M | +5% | 2.68% | – | 125 | 3.2% | 3.7 |
|
| 3502 |
TC
3502
Tyvor Capital
Oak Brook,
Illinois
| $96.6M | +$17.6M | +22% | 1.5% | 20.6% | 31 | 74.19% | 0.5 |
|
| 3503 |
GF
3503
Gerry Farber
New York
| $96.4M | +$38.5M | +67% | 13% | – | 77 | 75.32% | 0.5 |
|
| 3504 |
FUBT
3504
First United Bank & Trust
Oakland,
Maryland
| $96M | +$3.16M | +3% | 6.11% | 69.2% | 86 | 6.98% | 3.6 |
|
| 3505 |
LOGI
3505
Long Oar Global Investors
New York
| $95.8M | -$9.32M | -9% | 17% | – | 26 | 65.38% | 1.1 |
|
| 3506 |
EM
3506
Excalibur Management
Waltham,
Massachusetts
| $95.8M | +$4.52M | +5% | 3.43% | 81.7% | 62 | 4.84% | 3.7 |
|
| 3507 |
NLCM
3507
Neon Liberty Capital Management
New York
| $95.7M | -$137M | -59% | 7.74% | – | 13 | 15.38% | 2 |
|
| 3508 |
NVPX
3508
Norwest Venture Partners XI
Palo Alto,
California
| $95.6M | -$19.4M | -17% | 16.8% | – | 1 | 0% | 2 |
|
| 3509 |
IRS
3509
Invictus RG (Singapore)
Singapore
| $95.6M | +$11.4M | +14% | 5.81% | – | 809 | 50.68% | 1.7 |
|
| 3510 |
CAD
3510
Craig A. Drill
| $95.2M | +$15.6M | +20% | 4.25% | 67.1% | 36 | 52.78% | 1 |
|
| 3511 |
MCWS
3511
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $94.8M | +$2.93M | +3% | 4.87% | 57.4% | 100 | 16% | 3 |
|
| 3512 |
MC
3512
McCarthy Capital
Omaha,
Nebraska
| $94.5M | -$4.71M | -5% | 4.75% | – | 1 | 0% | 4 |
|
| 3513 |
OFS
3513
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $94.3M | +$724K | +0.8% | 4.03% | – | 211 | 10.43% | 3.4 |
|
| 3514 |
FCFC
3514
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| $93.6M | +$5.79M | +7% | 5.33% | 72.9% | 87 | 9.2% | 3.7 |
|
| 3515 |
WA
3515
WealthTrust-Arizona
Scottsdale,
Arizona
| $93.5M | +$4.92M | +6% | 4.79% | 20.2% | 776 | 25.13% | 3.2 |
|
| 3516 |
NHFG
3516
New Harbor Financial Group
Worcester,
Massachusetts
| $93.4M | -$18.8M | -17% | 3.89% | 80.6% | 118 | 25.42% | 2.7 |
|
| 3517 |
HWA
3517
Heritage Wealth Advisors
Richmond,
Virginia
| $93.3M | +$6.91M | +8% | 5.95% | 65% | 68 | 2.94% | 1.9 |
|
| 3518 |
AWA
3518
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| $93.2M | -$6.41M | -6% | 4.45% | – | 138 | 21.74% | 3.6 |
|
| 3519 |
MSS
3519
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| $93.1M | +$3.69M | +4% | 5.09% | 72.2% | 93 | 8.6% | 3.4 |
|
| 3520 |
ACM
3520
Argonaut Capital Management
New York
| $92.9M | -$54.7M | -37% | 6.99% | – | 29 | 41.38% | 1.9 |
|
| 3521 |
CCC
3521
Cincinnati Casualty Company
Fairfield,
Ohio
| $92.6M | +$2.53M | +3% | 3.27% | 56% | 23 | 0% | 4 |
|
| 3522 |
CSM
3522
Central Square Management
Naperville,
Illinois
| $92.2M | -$12.8M | -12% | 4.56% | 8.22% | 49 | 44.9% | 2.1 |
|
| 3523 |
RU
3523
RobecoSam USA
New York
| $91.9M | +$3.88M | +4% | 2.92% | 50.1% | 83 | 25.3% | 2.4 |
|
| 3524 |
VAM
3524
Verity Asset Management
Durham,
North Carolina
| $91.8M | -$5.59M | -6% | 0.97% | 79.7% | 77 | 44.16% | 1.4 |
|
| 3525 |
SM
3525
Southport Management
Wilson,
Wyoming
| $91.8M | +$529K | +0.6% | 3.85% | 107% | 44 | 34.09% | 2.1 |
|