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 |
AA
3501
Ancient Art
Austin,
Texas
| $432M | +$41.5M | +11% | 1.36% | 168% | 19 | 36.84% | 2.7 |
|
| 3502 |
3502
Ipswich Investment Management
Beverly,
Massachusetts
| $432M | +$4.64M | +1% | 6.27% | 104% | 194 | 5.67% | 5.7 |
|
| 3503 |
3503
Abacus FCF Advisors
Orlando,
Florida
| $431M | +$28.8M | +7% | 10.9% | 197% | 175 | 31.43% | 1.2 |
|
| 3504 |
3504
Richard P. Slaughter Associates
Austin,
Texas
| $431M | +$7.08M | +2% | 4.02% | 55.7% | 158 | 13.92% | 2.2 |
|
| 3505 |
DI
3505
Diligent Investors
Redlands,
California
| $431M | +$27.2M | +7% | 6.15% | 82.2% | 362 | 9.67% | 4 |
|
| 3506 |
3506
Tree Line Advisors
Central,
Hong Kong
| $431M | +$45.3M | +12% | 14.2% | 670% | 8 | 25% | 1.1 |
|
| 3507 |
3507
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| $430M | +$18.6M | +5% | 7.1% | 67.8% | 236 | 6.78% | 4.3 |
|
| 3508 |
3508
Mission Creek Capital Partners
San Francisco,
California
| $430M | +$32.5M | +8% | 5.85% | 138% | 229 | 13.54% | 3.2 |
|
| 3509 |
3509
RB Capital Management
Reno,
Nevada
| $430M | +$24.2M | +6% | 7.86% | 79.4% | 190 | 9.47% | 4.5 |
|
| 3510 |
3510
Panview Asian Equity Master Fund
Central,
Hong Kong
| $430M | +$33.4M | +8% | 20.6% | 145% | 13 | 15.38% | 0.9 |
|
| 3511 |
3511
Canal Insurance Company
Greenville,
South Carolina
| $430M | +$50.3M | +13% | 9.33% | 114% | 103 | 22.33% | 4.8 |
|
| 3512 |
AA
3512
Ashford Advisors
Pittsford,
New York
| $430M | +$22.1M | +5% | 5.74% | 66.5% | 15 | 0% | 3.3 |
|
| 3513 |
DL
3513
DOHJ LLC
Seattle,
Washington
| $429M | +$28.6M | +7% | 5.43% | 51.5% | 147 | 10.88% | 2.3 |
|
| 3514 |
3514
Northwest Wealth Management
Spencer,
Iowa
| $429M | +$42.5M | +11% | 6.13% | 68.2% | 177 | 11.3% | 3.7 |
|
| 3515 |
3515
Miramar Capital
Northbrook,
Illinois
| $428M | +$28.3M | +7% | 7.33% | 47.3% | 59 | 6.78% | 3.5 |
|
| 3516 |
3516
SignalPoint Asset Management
Springfield,
Missouri
| $428M | +$53.8M | +14% | 6.58% | 36% | 273 | 7.69% | 5.1 |
|
| 3517 |
3517
Sovereign Financial Group
Stamford,
Connecticut
| $428M | +$26.6M | +7% | 5.66% | 90.7% | 295 | 9.83% | 2.3 |
|
| 3518 |
3518
Round Rock Advisors
Wilton,
Connecticut
| $428M | +$17.1M | +4% | 5.98% | 87.4% | 189 | 7.94% | 2.1 |
|
| 3519 |
ACM
3519
Aljian Capital Management
Carson City,
Nevada
| $428M | +$126M | +42% | 3.81% | 162% | 121 | 71.07% | 1.4 |
|
| 3520 |
3520
Q3 Asset Management
Birmingham,
Michigan
| $427M | -$13.3M | -3% | 5.77% | 96.2% | 70 | 67.14% | 0.4 |
|
| 3521 |
3521
Polunin Capital Partners
London,
United Kingdom
| $427M | -$159M | -27% | 19.3% | 268% | 31 | 29.03% | 1.1 |
|
| 3522 |
3522
First Pacific Financial
Vancouver,
Washington
| $427M | +$38.1M | +10% | 6.44% | 53.6% | 420 | 17.14% | 1.4 |
|
| 3523 |
3523
Johnson & Johnson
New Brunswick,
New Jersey
| $427M | +$26.7M | +7% | 10.8% | 339% | 21 | 9.52% | 2.1 |
|
| 3524 |
3524
Financial Strategies Group
Okemos,
Michigan
| $427M | +$29.1M | +7% | 6.64% | 44.9% | 101 | 9.9% | 2.5 |
|
| 3525 |
3525
RS Crum Inc
Newport Beach,
California
| $427M | +$45.2M | +12% | 6.31% | 54.2% | 97 | 5.15% | 1.9 |
|