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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Crossvault Capital Management
San Antonio,
Texas
| $176M | -$13.7M | -7% | 1.81% | 56.4% | 65 | 15.38% | 3 |
|
| 3527 |
3527
Newfound Research
Wellesley Hills,
Massachusetts
| $176M | -$12.6M | -7% | 0.16% | 54.6% | 282 | 37.59% | 1.2 |
|
| 3528 |
3528
Hudson Way Capital Management
Dallas,
Texas
| $176M | +$9.7M | +6% | 1.54% | 51.3% | 16 | 31.25% | 0.7 |
|
| 3529 |
3529
USA Mutuals Advisors
Dallas,
Texas
| $176M | -$8.51M | -5% | 2.18% | 14.1% | 76 | 69.74% | 3.9 |
|
| 3530 |
3530
Polaris Venture Management Co V
Boston,
Massachusetts
| $175M | +$62M | +55% | 30.2% | 281% | 11 | 9.09% | 2.5 |
|
| 3531 |
3531
Cornerstone Management
Duluth,
Georgia
| $175M | -$22.1M | -11% | 1.59% | 43.6% | 53 | 28.3% | 1.6 |
|
| 3532 |
SIG
3532
Schaller Investment Group
Winston Salem,
North Carolina
| $175M | -$26.1M | -13% | 5.71% | 21.9% | 44 | 18.18% | 3.6 |
|
| 3533 |
3533
Pinnacle Family Advisors
Springfield,
Missouri
| $175M | -$41.6M | -19% | 0.83% | 85.8% | 82 | 36.59% | 0.8 |
|
| 3534 |
3534
General Electric
Evendale,
Ohio
| $175M | -$39.6M | -18% | 14.5% | 23.2% | 5 | 20% | 1 |
|
| 3535 |
3535
Augustine Asset Management
Jacksonville,
Florida
| $175M | -$1.24M | -0.7% | 0.35% | 316% | 82 | 18.29% | 1.9 |
|
| 3536 |
3536
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $175M | -$7.9M | -4% | 2.98% | 104% | 365 | 4.11% | 3.2 |
|
| 3537 |
3537
Oxford Financial Group
Carmel,
Indiana
| $175M | +$28.5M | +19% | 1.09% | 77.2% | 36 | 13.89% | 0.9 |
|
| 3538 |
3538
Lumbard & Kellner
Hollis,
New Hampshire
| $175M | -$20.1M | -10% | 2.13% | 137% | 89 | 13.48% | 2.8 |
|
| 3539 |
3539
White Lighthouse Investment Management
Bedford,
Massachusetts
| $174M | +$278K | +0.2% | 0.79% | 62% | 122 | 6.56% | 0.2 |
|
| 3540 |
3540
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $174M | -$6.52M | -4% | 1.66% | 81.7% | 671 | 11.77% | 1.5 |
|
| 3541 |
3541
Triangle Securities Wealth Management
Raleigh,
North Carolina
| $174M | -$1.05M | -0.6% | 2.5% | 83.6% | 137 | 4.38% | 3.2 |
|
| 3542 |
3542
TIFF Advisory Services
Radnor,
Pennsylvania
| $174M | +$81.9M | +89% | 3.4% | 86.3% | 11 | 72.73% | 0.3 |
|
| 3543 |
3543
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $174M | -$9.12M | -5% | 1.42% | 38.2% | 55 | 12.73% | 2.5 |
|
| 3544 |
3544
Anderson Hoagland & Co
St Louis,
Missouri
| $174M | +$3.82M | +2% | 2.52% | 104% | 104 | 14.42% | 2.7 |
|
| 3545 |
3545
Wall Capital Group
Phoenix,
Arizona
| $174M | +$15.9M | +10% | 0.91% | – | 51 | 37.25% | 0.9 |
|
| 3546 |
3546
Canal Capital Management
Richmond,
Virginia
| $174M | -$7.57M | -4% | 0.31% | 67.8% | 136 | 20.59% | 1.6 |
|
| 3547 |
3547
Old West Investment Management
Los Angeles,
California
| $173M | -$2.15M | -1% | 1.96% | 242% | 87 | 22.99% | 1.6 |
|
| 3548 |
3548
Engine Capital Management
New York
| $173M | -$10.1M | -6% | 2.64% | 21.1% | 48 | 33.33% | 0.6 |
|
| 3549 |
3549
Berkeley Capital Partners
Milton,
Georgia
| $173M | +$21.3M | +14% | 1.55% | 62.8% | 128 | 21.09% | 1.5 |
|
| 3550 |
3550
Covenant Asset Management
Chester,
New Jersey
| $173M | +$1.05M | +0.6% | 4.49% | 177% | 166 | 24.1% | 0.9 |
|