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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
SAM
3551
Southpaw Asset Management
Stamford,
Connecticut
| $123M | +$55.2M | +81% | 0% | 0.05% | 5 | 0% | 3.4 |
|
| 3552 |
PFM
3552
Premier Fund Managers
Guildford,
United Kingdom
| $123M | +$20.3M | +20% | 5.88% | 56.6% | 58 | 37.93% | 1.8 |
|
| 3553 |
SCA
3553
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $123M | +$1.24M | +1% | 0.07% | 58.6% | 78 | 8.97% | 2.6 |
|
| 3554 |
AF
3554
Affiance Financial
St. Louis Park,
Minnesota
| $123M | +$4.79M | +4% | 0.74% | 50.1% | 90 | 7.78% | 5.7 |
|
| 3555 |
SCG
3555
Sonata Capital Group
Seattle,
Washington
| $123M | +$5.57M | +5% | 3.76% | 57.4% | 94 | 0% | 6.4 |
|
| 3556 |
OAM
3556
Occidental Asset Management
Burlingame,
California
| $123M | +$8.36M | +7% | 4.01% | 82.5% | 97 | 4.12% | 6.2 |
|
| 3557 |
WAS
3557
Winch Advisory Services
Appleton,
Wisconsin
| $123M | +$40.2M | +49% | 0.85% | 80.8% | 337 | 31.75% | 4 |
|
| 3558 |
SCM
3558
Stonepine Capital Management
Bend,
Oregon
| $123M | +$25.1M | +26% | 68.7% | 231% | 27 | 51.85% | 1.4 |
|
| 3559 |
VIG
3559
Vienna Insurance Group
Warsaw,
Poland
| $122M | +$20.2M | +20% | 9.44% | 188% | 23 | 47.83% | 2.6 |
|
| 3560 |
1CM
3560
1492 Capital Management
Milwaukee,
Wisconsin
| $122M | +$11M | +10% | 16.4% | 332% | 129 | 31.01% | 3.9 |
|
| 3561 |
PIA
3561
Phoenix Investment Adviser
New York
| $122M | +$14.1M | +13% | 8.26% | 25% | 71 | 47.89% | 2.5 |
|
| 3562 |
BCG
3562
Barington Capital Group
New York
| $122M | +$23.8M | +24% | 26.7% | 71.1% | 22 | 31.82% | 2.2 |
|
| 3563 |
CZPM
3563
Capital Z Partners Management
New York
| $122M | +$14.5M | +13% | 13.6% | 48.2% | 3 | 0% | 8.3 |
|
| 3564 |
WCM
3564
Weatherstone Capital Management
Denver,
Colorado
| $122M | +$4.02M | +3% | 2.74% | 32% | 94 | 27.66% | 4.8 |
|
| 3565 |
IOOF
3565
Independent Order of Foresters
Toronto,
Ontario, Canada
| $122M | -$13.1M | -10% | 2.75% | 66.3% | 107 | 3.74% | 10.4 |
|
| 3566 |
CA
3566
Cornerstone Advisory
Hunt Valley,
Maryland
| $122M | +$2.83M | +2% | 3.36% | 53.5% | 88 | 12.5% | 2.7 |
|
| 3567 |
GL
3567
Globe Life
Mckinney,
Texas
| $122M | +$829K | +0.7% | 2.68% | 60.1% | 24 | 16.67% | 1.9 |
|
| 3568 |
OP
3568
Osmium Partners
Greenbrae,
California
| $121M | +$46.9M | +63% | 17.4% | 28.4% | 21 | 38.1% | 6.6 |
|
| 3569 |
FUBT
3569
First United Bank & Trust
Oakland,
Maryland
| $121M | +$5.55M | +5% | 2.67% | 69.2% | 98 | 6.12% | 9.6 |
|
| 3570 |
JGIA
3570
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $121M | +$7.47M | +7% | 0.87% | 54.3% | 179 | 13.97% | 2.5 |
|
| 3571 |
SJL
3571
Shayne & Jacobs LLC
Nashville,
Tennessee
| $121M | +$89K | +0.1% | 1.82% | 73.4% | 23 | 0% | 9.8 |
|
| 3572 |
BE
3572
Bonness Enterprises
Washington,
District of Columbia
| $120M | +$1.43M | +1% | 1.6% | 98.6% | 49 | 10.2% | 11.4 |
|
| 3573 |
TPC
3573
Tiger Pacific Capital
New York
| $120M | +$10.2M | +9% | 24.9% | 84.5% | 8 | 50% | 1.4 |
|
| 3574 |
PWS
3574
Peloton Wealth Strategists
Indianapolis,
Indiana
| $120M | – | – | 4.71% | 51.3% | 73 | – | 7.4 |
|
| 3575 |
ACM
3575
Americafirst Capital Management
Roseville,
California
| $120M | -$34.3M | -22% | 4.48% | 32.9% | 289 | 48.1% | 1 |
|