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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
CH
3576
Canton Hathaway
Providence,
Rhode Island
| $519M | -$2.03M | -0.4% | 3% | 87.8% | 298 | 15.1% | 3.3 |
|
| 3577 |
3577
Shah Capital Management
Raleigh,
North Carolina
| $519M | -$40.5M | -7% | 3.31% | 287% | 14 | 21.43% | 4.1 |
|
| 3578 |
3578
Sands Capital Ventures
Arlington,
Virginia
| $518M | +$62M | +14% | 19.9% | 167% | 21 | 9.52% | 2.8 |
|
| 3579 |
3579
Wexford Capital
West Palm Beach,
Florida
| $518M | -$177M | -25% | 2.08% | 128% | 564 | 64.18% | 0.5 |
|
| 3580 |
3580
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $518M | +$4.77M | +0.9% | 1.36% | 57.7% | 804 | 19.65% | 1.9 |
|
| 3581 |
3581
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $518M | +$31.7M | +7% | 6.05% | 72.5% | 145 | 19.31% | 2.8 |
|
| 3582 |
3582
Rowlandmiller & Partners
Atlanta,
Georgia
| $518M | +$9.1M | +2% | 4.06% | 84% | 198 | 6.57% | 6.1 |
|
| 3583 |
3583
Intellectus Partners
San Francisco,
California
| $518M | +$1.42M | +0.3% | 5.19% | 157% | 306 | 15.03% | 3.7 |
|
| 3584 |
3584
Kozak & Associates
Highlands Ranch,
Colorado
| $518M | +$9.7M | +2% | 2.14% | 111% | 468 | 12.82% | 2.8 |
|
| 3585 |
3585
Northwest Bancshares
Warren,
Pennsylvania
| $517M | -$84.7M | -14% | 4.7% | 84.8% | 191 | 14.14% | 4.8 |
|
| 3586 |
3586
Sphera Funds Management
Tel Aviv,
Israel
| $517M | +$43.2M | +9% | 29.5% | 245% | 139 | 46.76% | 1.4 |
|
| 3587 |
3587
Element Pointe Advisors
Miami,
Florida
| $517M | +$48M | +10% | 2.16% | 75.1% | 93 | 24.73% | 2.9 |
|
| 3588 |
3588
West Paces Advisors
Atlanta,
Georgia
| $517M | +$14.6M | +3% | 1.81% | 57.7% | 208 | 13.46% | 6.2 |
|
| 3589 |
3589
Financial Security Advisor
Virginia Beach,
Virginia
| $517M | +$46.5M | +10% | 2.4% | 83.5% | 162 | 14.2% | 1.5 |
|
| 3590 |
3590
Serenus Wealth Advisors
Santa Monica,
California
| $517M | -$68.8M | -12% | 1.74% | – | 76 | 14.47% | 0.8 |
|
| 3591 |
3591
Satovsky Asset Management
New York
| $516M | +$15M | +3% | 1.89% | 53.6% | 74 | 12.16% | 2.5 |
|
| 3592 |
3592
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $516M | +$2.15M | +0.4% | 2.48% | 60% | 76 | 10.53% | 5 |
|
| 3593 |
3593
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $515M | +$2.04M | +0.4% | 2.75% | 63.5% | 316 | 27.22% | 2 |
|
| 3594 |
3594
Schoolcraft Capital
Boulder,
Colorado
| $515M | +$14.8M | +3% | 2.6% | 58.7% | 66 | 1.52% | 4.9 |
|
| 3595 |
3595
Greenstone Partners & Co
Larkspur,
California
| $514M | -$32.5M | -6% | 1.67% | 527% | 12 | 8.33% | 2.9 |
|
| 3596 |
3596
Rockport Wealth
Fairview Park,
Ohio
| $514M | +$22.8M | +5% | 4.08% | – | 105 | 19.05% | 0.8 |
|
| 3597 |
NTIC
3597
Napean Trading & Investment Company
Singapore
| $514M | -$169K | -0% | 6.05% | – | 38 | 10.53% | 1.3 |
|
| 3598 |
3598
New Hampshire Trust
Concord,
New Hampshire
| $514M | -$4.04M | -0.8% | 2.82% | 88.5% | 183 | 9.29% | 2.6 |
|
| 3599 |
3599
Accel XI Associates
Palo Alto,
California
| $514M | – | – | 40.2% | – | 1 | – | 0 |
|
| 3600 |
3600
Paradice Investment Management
Denver,
Colorado
| $513M | +$67.6M | +15% | 14% | 72.2% | 31 | 35.48% | 4.1 |
|