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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Crossvault Capital Management
San Antonio,
Texas
| $328M | +$47.4M | +17% | 9.45% | 56.4% | 86 | 9.3% | 3.8 |
|
| 3627 |
3627
Holloway Wealth Management
Gainesville,
Florida
| $328M | +$26.5M | +9% | 4.05% | 50.7% | 500 | 0% | 1.1 |
|
| 3628 |
3628
Abacus Planning Group
Columbia,
South Carolina
| $327M | +$15M | +5% | 6.51% | 59.1% | 206 | 12.62% | 2 |
|
| 3629 |
3629
Glenview State Bank Trust Department
Glenview,
Illinois
| $327M | +$19M | +6% | 4.98% | 76.6% | 128 | 6.25% | 4.6 |
|
| 3630 |
3630
Corrigan Financial
Middletown,
Rhode Island
| $327M | +$28M | +9% | 5.54% | 9.54% | 83 | 8.43% | 2.7 |
|
| 3631 |
3631
West Financial Advisors
Des Moines,
Iowa
| $327M | +$29M | +10% | 4.48% | 49.1% | 156 | 8.97% | 0.5 |
|
| 3632 |
3632
Concentric Wealth Management
Lafayette,
California
| $327M | +$23.6M | +8% | 6.56% | 33.4% | 130 | 2.31% | 3.1 |
|
| 3633 |
3633
Goodman Financial
Houston,
Texas
| $326M | +$13.7M | +4% | 3.56% | 52.5% | 55 | 21.82% | 2 |
|
| 3634 |
3634
Private Wealth Advisors (California)
Fresno,
California
| $326M | +$31M | +11% | 4.63% | 63.6% | 112 | 29.46% | 1.2 |
|
| 3635 |
3635
Kellner Capital
New York
| $326M | +$50.4M | +18% | 14.3% | 390% | 47 | 63.83% | 0.3 |
|
| 3636 |
SRAM
3636
Spouting Rock Asset Management
Bryn Mawr,
Pennsylvania
| $326M | +$3.08M | +1% | 10.4% | 74.7% | 244 | 32.38% | 0.6 |
|
| 3637 |
3637
RenaissanceRe Holdings
Pembroke,
Bermuda
| $326M | +$104M | +47% | 18.8% | 40.8% | 6 | 16.67% | 1 |
|
| 3638 |
LIC
3638
Laurus Investment Counsel
Toronto,
Canada
| $326M | +$65.7M | +25% | 11.6% | 14.1% | 49 | 28.57% | 2.5 |
|
| 3639 |
3639
HT Partners
Centerbrook,
Connecticut
| $325M | +$22.7M | +8% | 5.18% | 71.1% | 49 | 4.08% | 2.9 |
|
| 3640 |
IP
3640
Indigo Partners
Phoenix,
Arizona
| $325M | +$83.8M | +35% | 34.7% | 2.56% | 1 | 0% | 0.5 |
|
| 3641 |
3641
General Pension Society PZU Joint Stock
Warsaw,
Poland
| $325M | +$23.1M | +8% | 10% | 116% | 19 | 10.53% | 4.8 |
|
| 3642 |
3642
Bishop Rock Capital
New York
| $325M | +$30.5M | +10% | 10.1% | 35.4% | 33 | 12.12% | 2.5 |
|
| 3643 |
3643
Perkins Coie Trust Company
Seattle,
Washington
| $325M | +$24.9M | +8% | 7.56% | 83.2% | 309 | 25.57% | 4.5 |
|
| 3644 |
3644
Accel XI Associates
Palo Alto,
California
| $325M | +$102M | +45% | 3.14% | – | 4 | 50% | 0.3 |
|
| 3645 |
3645
HawsGoodwin Investment Management
Franklin,
Tennessee
| $325M | +$12.2M | +4% | 5.79% | – | 114 | 12.28% | 1.1 |
|
| 3646 |
3646
Blue Fin Capital
Warren,
Rhode Island
| $325M | +$32.8M | +11% | 11.7% | 125% | 126 | 5.56% | 4.8 |
|
| 3647 |
3647
Three Peaks Capital Management
Castle Rock,
Colorado
| $325M | +$7.19M | +2% | 8.36% | 84.5% | 134 | 40.3% | 1.7 |
|
| 3648 |
SWK
3648
Stephen W. Kidder
| $324M | +$14.4M | +5% | 6.43% | 94.7% | 74 | 2.7% | 5.6 |
|
| 3649 |
3649
Tibra Equities Europe
London,
United Kingdom
| $324M | -$3.28M | -1% | 11.6% | 143% | 251 | 97.61% | 0 |
|
| 3650 |
3650
Polunin Capital Partners
London,
United Kingdom
| $324M | +$131M | +68% | 6.19% | 268% | 12 | 16.67% | 1.6 |
|