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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Garrison Asset Management
Fayetteville,
Arkansas
| $179M | -$12.5M | -7% | 0.56% | 52.1% | 105 | 8.57% | 3.5 |
|
| 3502 |
3502
Bach Option
Wanchai,
Hong Kong
| $179M | +$31.9M | +22% | 0.42% | 30.6% | 105 | 52.38% | 0.8 |
|
| 3503 |
3503
Cloverdale Capital Management
Dallas,
Texas
| $179M | -$10.2M | -5% | 0.52% | 20.8% | 31 | 58.06% | 0.3 |
|
| 3504 |
3504
Forefront Analytics
West Conshohocken,
Pennsylvania
| $178M | +$10.6M | +6% | 1.85% | 50.9% | 53 | 18.87% | 0.2 |
|
| 3505 |
3505
Foundation Capital
Palo Alto,
California
| $178M | -$167M | -48% | 14.9% | – | 7 | 42.86% | 1.7 |
|
| 3506 |
SSI
3506
Scott & Selber Inc
Houston,
Texas
| $178M | -$9.35M | -5% | 2.49% | 202% | 79 | 25.32% | 2.2 |
|
| 3507 |
3507
Prism Advisors
Studio City,
California
| $177M | -$3.96M | -2% | 1.01% | 54.6% | 57 | 14.04% | 0.2 |
|
| 3508 |
3508
Arcus Capital Partners
Atlanta,
Georgia
| $177M | +$180K | +0.1% | 0.99% | 69.2% | 129 | 35.66% | 1.3 |
|
| 3509 |
3509
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| $177M | +$4.31M | +2% | 4.67% | 55% | 58 | 29.31% | 1.2 |
|
| 3510 |
3510
Archer Capital Management
New York
| $177M | -$82M | -32% | 7.75% | 72.3% | 30 | 43.33% | 1.4 |
|
| 3511 |
3511
Fullerton Fund Management
Singapore
| $177M | -$64.7M | -27% | 1.39% | 412% | 20 | 30% | 0.7 |
|
| 3512 |
3512
Blue Fin Capital
Warren,
Rhode Island
| $177M | +$5.43M | +3% | 0.34% | 125% | 132 | 7.58% | 3.3 |
|
| 3513 |
3513
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $177M | -$7.85M | -4% | 2.23% | 72.6% | 80 | 11.25% | 4 |
|
| 3514 |
3514
Sharkey, Howes & Javer
Denver,
Colorado
| $177M | +$5.7M | +3% | 1.56% | 60.2% | 244 | 14.75% | 2.1 |
|
| 3515 |
3515
GSI Capital Advisors
Newport Beach,
California
| $177M | -$3.94M | -2% | 8.3% | 39.7% | 45 | 42.22% | 0.5 |
|
| 3516 |
CCPM
3516
Cooper Creek Partners Management
New York
| $177M | +$22.1M | +14% | 2.61% | 86.4% | 43 | 65.12% | 0.3 |
|
| 3517 |
PCA
3517
Prospect Capital Advisors
Sausalito,
California
| $177M | +$19.3M | +12% | 13.1% | 202% | 31 | 41.94% | 1.2 |
|
| 3518 |
PWMAG
3518
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $177M | -$4.36M | -2% | 1.23% | 90.7% | 156 | 14.1% | 2.2 |
|
| 3519 |
3519
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $177M | -$156M | -47% | 2.41% | 39.2% | 7 | 71.43% | 0.3 |
|
| 3520 |
3520
Meridian Investment Counsel
Lafayette,
California
| $177M | -$8.28M | -4% | 2.83% | 116% | 193 | 7.25% | 3.3 |
|
| 3521 |
3521
Connecticut Wealth Management
Farmington,
Connecticut
| $177M | -$10M | -5% | 1.52% | 70.2% | 67 | 16.42% | 1.2 |
|
| 3522 |
3522
Janiczek Wealth Management
Denver,
Colorado
| $176M | -$7.35M | -4% | 1.44% | 16.4% | 39 | 7.69% | 1 |
|
| 3523 |
RCA
3523
Restructuring Capital Associates
Stamford,
Connecticut
| $176M | +$17M | +11% | 1.8% | 71.2% | 16 | 18.75% | 1.7 |
|
| 3524 |
3524
D. Scott Neal
Lexington,
Kentucky
| $176M | +$9.27M | +6% | 0.51% | 105% | 187 | 13.9% | 1.8 |
|
| 3525 |
RHFI
3525
Reilly Herbert Faulkner III
| $176M | -$8.2M | -4% | 1.51% | 80.6% | 46 | 8.7% | 3.4 |
|