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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Poehling Capital Management
Madison,
Wisconsin
| $406M | +$15.4M | +4% | 3.4% | 83% | 140 | 7.86% | 3.6 |
|
| 3702 |
PS
3702
Presima Securities
Montreal,
Quebec, Canada
| $406M | -$49M | -11% | 8.07% | 10.3% | 53 | 5.66% | 4.6 |
|
| 3703 |
3703
Systelligence LLC
Bloomington,
Minnesota
| $405M | +$2.12M | +0.5% | 1.9% | 57.3% | 47 | 19.15% | 1.3 |
|
| 3704 |
3704
AMANSA Capital
Raffles City Tower,
Singapore
| $405M | +$14.5M | +4% | 10.4% | 32% | 2 | 0% | 1.5 |
|
| 3705 |
3705
RS Crum Inc
Newport Beach,
California
| $405M | -$21.7M | -5% | 1.6% | 54.2% | 98 | 11.22% | 2.2 |
|
| 3706 |
HWM
3706
HFR Wealth Management
Niskayuna,
New York
| $405M | -$6.82M | -2% | 0.31% | 47.5% | 56 | 10.71% | 3.2 |
|
| 3707 |
3707
Mint Tower Capital Management
Amsterdam,
Netherlands
| $405M | +$86.6M | +27% | 5.72% | 40% | 203 | 46.31% | 0.9 |
|
| 3708 |
3708
Sunburst Financial Group
Vestavia Hills,
Alabama
| $404M | +$10.1M | +3% | 0.09% | 55.7% | 118 | 11.86% | 2.9 |
|
| 3709 |
3709
Polunin Capital Partners
London,
United Kingdom
| $404M | -$23M | -5% | 0.3% | 268% | 26 | 3.85% | 1.4 |
|
| 3710 |
NTIC
3710
Napean Trading & Investment Company
Singapore
| $404M | -$5.72M | -1% | 16% | – | 41 | 21.95% | 0.7 |
|
| 3711 |
3711
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| $404M | -$96M | -19% | 2.45% | 70.4% | 399 | 26.07% | 0.5 |
|
| 3712 |
3712
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $404M | -$17.8M | -4% | 2.7% | 38.9% | 655 | 8.09% | 1.3 |
|
| 3713 |
3713
Essex Savings Bank
Essex,
Connecticut
| $404M | +$3.29M | +0.8% | 0.56% | 95.2% | 306 | 10.78% | 3.4 |
|
| 3714 |
3714
Great Mountain Partners
New Haven,
Connecticut
| $404M | -$168M | -29% | 63.8% | 95.3% | 2 | 0% | 3.5 |
|
| 3715 |
3715
Symetra Investment Management
Farmington,
Connecticut
| $404M | +$123M | +44% | 1.32% | 37.3% | 5 | 0% | 2.4 |
|
| 3716 |
3716
Apollon Financial
Mount Pleasant,
South Carolina
| $404M | +$63.8M | +19% | 3.05% | 103% | 190 | 15.26% | 0.8 |
|
| 3717 |
3717
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $404M | -$14.9M | -4% | 0.06% | 72.5% | 116 | 20.69% | 3 |
|
| 3718 |
3718
Martin & Co
Knoxville,
Tennessee
| $404M | -$21.3M | -5% | 1.37% | 67.8% | 106 | 3.77% | 9 |
|
| 3719 |
3719
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $403M | +$22.6M | +6% | 2.3% | 58.6% | 185 | 11.89% | 3.4 |
|
| 3720 |
3720
Aspire Private Capital
Cornelius,
North Carolina
| $403M | -$16.8M | -4% | 0.93% | 49.6% | 686 | 75.66% | 3.9 |
|
| 3721 |
3721
REAP Financial Group
Austin,
Texas
| $403M | -$4.93M | -1% | 0.28% | 63% | 731 | 23.39% | 0.7 |
|
| 3722 |
HPC
3722
Hobart Private Capital
Charlotte,
North Carolina
| $403M | +$12.1M | +3% | 0.6% | 60% | 94 | 13.83% | 1.2 |
|
| 3723 |
3723
Cypress Asset Management
Houston,
Texas
| $403M | +$1.2M | +0.3% | 1.2% | 141% | 107 | 3.74% | 6.9 |
|
| 3724 |
3724
Farmers & Merchants Trust Company
Long Beach,
California
| $403M | -$4.98M | -1% | 1.1% | 79.8% | 205 | 9.27% | 4 |
|
| 3725 |
3725
Firestone Capital Management
Coral Gables,
Florida
| $402M | +$3.61M | +0.9% | 0.99% | 56.9% | 162 | 11.73% | 3.2 |
|