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
AMI Investment Management
Kendallville,
Indiana
| $233M | +$18.2M | +8% | 7.6% | 52% | 75 | 6.67% | 3.3 |
|
| 3502 |
3502
Concentric Wealth Management
Lafayette,
California
| $233M | +$76.2M | +49% | 7.59% | 33.4% | 129 | 34.11% | 1.8 |
|
| 3503 |
3503
Holderness Investments Company
Greensboro,
North Carolina
| $233M | +$18.4M | +9% | 9.76% | 144% | 186 | 4.84% | 3.3 |
|
| 3504 |
3504
venBio Partners
San Francisco,
California
| $233M | +$22.5M | +11% | 32.4% | 564% | 6 | 0% | 1.1 |
|
| 3505 |
3505
Alethea Capital Management
Mercer Island,
Washington
| $233M | +$75.2M | +48% | 184% | 275% | 109 | 47.71% | 1.4 |
|
| 3506 |
3506
Clearline Capital
New York
| $233M | +$13.5M | +6% | 18% | 57.4% | 78 | 62.82% | 0.5 |
|
| 3507 |
3507
GFG Capital
Miami,
Florida
| $233M | – | – | 9.9% | 152% | 74 | – | 0 |
|
| 3508 |
PCM
3508
Price Capital Management
Lafayette,
Louisiana
| $233M | +$72.7M | +45% | 0.04% | 124% | 107 | 78.5% | 0.2 |
|
| 3509 |
3509
Ramius Advisors
New York
| $233M | -$193M | -45% | 32.1% | 187% | 91 | 80.22% | 0.1 |
|
| 3510 |
3510
Deep Field Asset Management
Beverly Hills,
California
| $232M | +$47.1M | +25% | 7.15% | 20.1% | 24 | 45.83% | 0.6 |
|
| 3511 |
PWP
3511
Personal Wealth Partners
Bloomington,
Minnesota
| $232M | +$15.5M | +7% | 5.27% | 37.2% | 746 | 6.57% | 0.4 |
|
| 3512 |
3512
InterWest Venture Management
San Francisco,
California
| $232M | -$28.6M | -11% | 7.81% | 57.6% | 13 | 15.38% | 2.3 |
|
| 3513 |
3513
Holloway Wealth Management
Gainesville,
Florida
| $232M | +$17.7M | +8% | 7.37% | 50.7% | 194 | 0% | 1.9 |
|
| 3514 |
3514
Hamilton Capital
Columbus,
Ohio
| $232M | +$28.2M | +14% | 7.61% | – | 50 | 42% | 1 |
|
| 3515 |
3515
Foresite Capital Management IV
Larkspur,
California
| $232M | -$77.7M | -25% | 43.8% | 151% | 21 | 42.86% | 1.1 |
|
| 3516 |
3516
Aspire Private Capital
Cornelius,
North Carolina
| $231M | +$20.6M | +10% | 4.75% | 49.6% | 561 | 12.66% | 0.8 |
|
| 3517 |
3517
Cavalier Investments
Alpharetta,
Georgia
| $231M | -$832K | -0.4% | 10.2% | 171% | 157 | 43.95% | 0.7 |
|
| 3518 |
3518
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $231M | +$51.1M | +28% | 7.54% | 78.2% | 121 | 23.14% | 0.7 |
|
| 3519 |
3519
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $231M | +$26.2M | +13% | 8.88% | 83.6% | 164 | 7.93% | 3.7 |
|
| 3520 |
DLG
3520
Daniel L. Goodwin
| $231M | +$10.1M | +5% | 7.8% | 72.6% | 104 | 26.92% | 3.8 |
|
| 3521 |
PPP
3521
Private Portfolio Partners
Paramus,
New Jersey
| $230M | +$17.8M | +8% | 7.8% | 16.9% | 216 | 12.96% | 0.8 |
|
| 3522 |
3522
MayTech Global Investments
New York
| $230M | +$27.2M | +13% | 12% | 158% | 55 | 20% | 1.3 |
|
| 3523 |
3523
Albar Capital
London,
United Kingdom
| $230M | +$12.3M | +6% | 13.8% | 163% | 46 | 84.78% | 0.1 |
|
| 3524 |
3524
Nucleo Capital
Sao Paulo, Sp,
Brazil
| $230M | – | – | 43.2% | 116% | 2 | – | 0 |
|
| 3525 |
3525
MYDA Advisors
Woodmere,
New York
| $229M | +$9.34M | +4% | 13.2% | 232% | 184 | 82.07% | 0.2 |
|