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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
TFO
3626
Tarbox Family Office
Newport Beach,
California
| $114M | +$5.69M | +5% | 2.59% | 60.5% | 605 | 6.94% | 4.4 |
|
| 3627 |
CFS
3627
Commonwealth Financial Services
Vienna,
West Virginia
| $114M | +$2.1M | +2% | 1.88% | 58.2% | 267 | 14.61% | 0.9 |
|
| 3628 |
VVM
3628
Versant Venture Management
San Francisco,
California
| $114M | +$9.11M | +9% | 10.8% | 409% | 6 | 16.67% | 0.8 |
|
| 3629 |
NA
3629
NS Advisors
Westport,
Connecticut
| $113M | +$17.3M | +18% | 5.6% | 16.3% | 17 | 23.53% | 4.5 |
|
| 3630 |
SAMC
3630
Spectrum Asset Management (California)
Newport Beach,
California
| $113M | -$7.33M | -6% | 2.98% | 62.9% | 67 | 19.4% | 0.9 |
|
| 3631 |
FA
3631
Financial Advantage
Columbia,
Maryland
| $113M | +$5.47M | +5% | 0.35% | 24.3% | 143 | 24.48% | 5.2 |
|
| 3632 |
PHK
3632
Point72 Hong Kong
Hong Kong
| $113M | +$12.1M | +12% | 1.69% | 396% | 599 | 76.63% | 0.8 |
|
| 3633 |
DA
3633
Dunvegan Associates
Santa Barbara,
California
| $113M | -$2.17M | -2% | 2.96% | – | 213 | 4.23% | 4.5 |
|
| 3634 |
EWM
3634
Elite Wealth Management
Kirkland,
Washington
| $113M | +$8.02M | +8% | 1.72% | 142% | 79 | 40.51% | 4.1 |
|
| 3635 |
MTM
3635
Millennium TVP Management
New York
| $113M | -$6.25M | -5% | 0.75% | – | 9 | 0% | 2 |
|
| 3636 |
TCM
3636
Trishield Capital Management
New York
| $113M | +$37M | +49% | 0.59% | – | 22 | 63.64% | 0.4 |
|
| 3637 |
PM
3637
Penbrook Management
New York
| $113M | +$1.69M | +2% | 3.49% | 106% | 128 | 17.19% | 3.9 |
|
| 3638 |
BE
3638
Bonness Enterprises
Washington,
District of Columbia
| $113M | -$3.06M | -3% | 1.71% | 98.6% | 51 | 5.88% | 6.5 |
|
| 3639 |
HM
3639
HCSF Management
San Francisco,
California
| $112M | +$3.44M | +3% | 1.85% | 58.8% | 10 | 10% | 0.9 |
|
| 3640 |
OIM
3640
Orca Investment Management
Roseburg,
Oregon
| $112M | -$319K | -0.3% | 1.39% | 122% | 84 | 14.29% | 3.9 |
|
| 3641 |
EPP
3641
ETF Portfolio Partners
Leawood,
Kansas
| $112M | +$5.79M | +5% | 1.94% | 44.3% | 20 | 15% | 0.9 |
|
| 3642 |
JCM
3642
Jasinkiewicz Capital Management
Summit,
New Jersey
| $112M | -$12M | -10% | 6.71% | – | 60 | 71.67% | 1.9 |
|
| 3643 |
SSCM
3643
Summit Street Capital Management
New York
| $112M | +$10M | +10% | 7.91% | 217% | 41 | 21.95% | 0.9 |
|
| 3644 |
RIM
3644
Reliant Investment Management
Memphis,
Tennessee
| $112M | +$767K | +0.7% | 3.25% | 122% | 65 | 7.69% | 4.1 |
|
| 3645 |
AFM
3645
Anson Funds Management
Dallas,
Texas
| $112M | +$27.1M | +32% | 9.04% | 2,010% | 106 | 77.36% | 0.6 |
|
| 3646 |
SG
3646
Somerset Group
Wayzata,
Minnesota
| $112M | -$718K | -0.6% | 1.17% | 84.6% | 74 | 5.41% | 5.7 |
|
| 3647 |
PWMAG
3647
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $111M | +$4.06M | +4% | 1.6% | 80.5% | 106 | 10.38% | 1 |
|
| 3648 |
MCA
3648
Mercer Capital Advisers
Little Silver,
New Jersey
| $111M | -$1.97M | -2% | 0.81% | 59.6% | 298 | 5.03% | 1 |
|
| 3649 |
SCM
3649
Stanley Capital Management
Houston,
Texas
| $111M | -$1.4M | -1% | 4.27% | 158% | 32 | 0% | 1 |
|
| 3650 |
OCM
3650
OMT Capital Management
San Francisco,
California
| $111M | -$6.71M | -6% | 1.65% | – | 37 | 16.22% | 4.6 |
|