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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
I
3601
INVST
Indianapolis,
Indiana
| $171M | +$15.8M | +10% | 3.02% | 78.5% | 53 | 32.08% | 0.6 |
|
| 3602 |
AAM
3602
Augustine Asset Management
Jacksonville,
Florida
| $171M | -$3.68M | -2% | 1.05% | 316% | 80 | 10% | 2.1 |
|
| 3603 |
BCP
3603
Berkeley Capital Partners
Milton,
Georgia
| $171M | -$2.19M | -1% | 0.92% | 62.8% | 123 | 13.01% | 1.6 |
|
| 3604 |
LCM
3604
Liberty Capital Management
Birmingham,
Michigan
| $171M | +$5.64M | +3% | 3.96% | – | 111 | 6.31% | 3.4 |
|
| 3605 |
LK
3605
Lumbard & Kellner
Hollis,
New Hampshire
| $171M | -$3.73M | -2% | 0.83% | 137% | 84 | 10.71% | 2.9 |
|
| 3606 |
AFM
3606
Anson Funds Management
Dallas,
Texas
| $171M | +$36.5M | +27% | 7.71% | 2,010% | 36 | 55.56% | 0.9 |
|
| 3607 |
PFA
3607
Pathway Financial Advisors
South Burlington,
Vermont
| $170M | -$922K | -0.5% | 2.18% | 52.7% | 447 | 5.37% | 0.5 |
|
| 3608 |
PCFFS
3608
Pacific Center for Financial Services
San Ramon,
California
| $170M | +$6.28M | +4% | 3.36% | 60.1% | 332 | 7.53% | 1.4 |
|
| 3609 |
CFD
3609
Creative Financial Designs
Kokomo,
Indiana
| $170M | +$14.1M | +9% | 2.61% | 56.2% | 822 | 16.91% | 1.1 |
|
| 3610 |
PW
3610
Peninsula Wealth
San Francisco,
California
| $170M | +$2.4M | +1% | 0.41% | 30% | 32 | 6.25% | 0.2 |
|
| 3611 |
CSA
3611
Cottage Street Advisors
Marion,
Massachusetts
| $170M | +$6.41M | +4% | 3.74% | 91.4% | 97 | 12.37% | 1.8 |
|
| 3612 |
AFA
3612
Alta Fundamental Advisers
New York
| $170M | -$20.1M | -11% | 6.52% | 340% | 27 | 33.33% | 1 |
|
| 3613 |
CI
3613
Caerus Investors
New York
| $169M | +$16.3M | +11% | 4.29% | – | 45 | 64.44% | 0.3 |
|
| 3614 |
SIAP
3614
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| $169M | +$6.56M | +4% | 4.09% | 97.5% | 421 | 14.01% | 1.1 |
|
| 3615 |
MCM
3615
Mengis Capital Management
Portland,
Oregon
| $169M | +$1.96M | +1% | 1.63% | 104% | 124 | 6.45% | 2.5 |
|
| 3616 |
NME
3616
Notis-McConarty Edward
| $169M | +$1.9M | +1% | 2.76% | 91.2% | 86 | 1.16% | 3.9 |
|
| 3617 |
XGI
3617
XL Group Investments
Hamilton,
Bermuda
| $169M | +$12.2M | +8% | 9.27% | – | 6 | 33.33% | 1.1 |
|
| 3618 |
GL
3618
Globe Life
Mckinney,
Texas
| $169M | +$5.76M | +4% | 3.07% | 60.1% | 1 | 0% | 1.5 |
|
| 3619 |
SCP
3619
Seafarer Capital Partners
Larkspur,
California
| $169M | -$42.7M | -20% | 5.25% | 43% | 3 | 0% | 1.5 |
|
| 3620 |
PCM
3620
Proxima Capital Management
New York
| $169M | -$14M | -8% | 3.45% | 20.7% | 44 | 36.36% | 1.8 |
|
| 3621 |
CIM
3621
Courant Investment Management
Franklin,
Tennessee
| $169M | +$8.74M | +5% | 2.65% | 35.2% | 17 | 29.41% | 0.9 |
|
| 3622 |
PAM
3622
PVG Asset Management
Golden,
Colorado
| $169M | -$10.4M | -6% | 0.09% | – | 128 | 54.69% | 1 |
|
| 3623 |
CMP
3623
Courage Miller Partners
Norfolk,
Virginia
| $169M | +$3.57M | +2% | 0.94% | 40.3% | 66 | 0% | 3.9 |
|
| 3624 |
3624
Deer VIII & Co
Larchmont,
New York
| $168M | -$32.6M | -16% | 5.76% | – | 1 | 0% | 0.5 |
|
| 3625 |
SC
3625
Schulhoff & Co
Cincinnati,
Ohio
| $168M | -$2.01M | -1% | 0.62% | 51.8% | 110 | 0.91% | 4.2 |
|