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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
WFI
3776
West Family Investments
Carlsbad,
California
| $448M | +$64.6M | +17% | 9.85% | 116% | 398 | 12.56% | 1.7 |
|
| 3777 |
3777
Davidson Capital Management
Corpus Christi,
Texas
| $448M | +$31.2M | +7% | 6.16% | 79.4% | 93 | 18.28% | 2.3 |
|
| 3778 |
3778
Gavilan Investment Partners
Burlingame,
California
| $448M | +$31.5M | +8% | 5.05% | 109% | 13 | 7.69% | 2.3 |
|
| 3779 |
3779
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| $447M | +$27.5M | +7% | 7.67% | 75% | 193 | 6.74% | 6.4 |
|
| 3780 |
3780
Dorsey Wright & Associates
Pasadena,
California
| $447M | +$26.7M | +6% | 14.6% | 311% | 174 | 46.55% | 0.9 |
|
| 3781 |
3781
Capital Impact Advisors
Boston,
Massachusetts
| $447M | +$115M | +35% | 22.1% | – | 37 | 37.84% | 0.4 |
|
| 3782 |
3782
Brooklyn FI
New York
| $446M | +$56M | +14% | 7.28% | 54.7% | 80 | 5% | 2.1 |
|
| 3783 |
3783
Shelter Mutual Insurance
Columbia,
Missouri
| $446M | +$14.6M | +3% | 4.63% | 51.2% | 58 | 0% | 6.9 |
|
| 3784 |
3784
Paradice Investment Management
Denver,
Colorado
| $446M | -$46.4M | -9% | 2.97% | 72.2% | 37 | 48.65% | 2.7 |
|
| 3785 |
3785
KEB Asset Management
Springfield,
Illinois
| $446M | +$44.4M | +11% | 8.03% | 68.9% | 95 | 7.37% | 2.2 |
|
| 3786 |
3786
Convergence Investment Partners
Palm Beach Gardens,
Florida
| $446M | +$51.1M | +13% | 15.5% | 304% | 299 | 38.46% | 3 |
|
| 3787 |
3787
Hourglass Capital
Houston,
Texas
| $445M | +$40.8M | +10% | 9.65% | 94.4% | 109 | 5.5% | 6.1 |
|
| 3788 |
FVCM
3788
F&V Capital Management
Boca Raton,
Florida
| $445M | +$54M | +14% | 12.5% | 123% | 56 | 7.14% | 5.4 |
|
| 3789 |
3789
Tradewinds Capital Management
Bellingham,
Washington
| $445M | +$47.4M | +12% | 7.44% | 96.9% | 719 | 15.99% | 4.2 |
|
| 3790 |
3790
Builder Investment Group
Atlanta,
Georgia
| $445M | +$40.5M | +10% | 12.2% | 169% | 105 | 5.71% | 2.3 |
|
| 3791 |
3791
IAM Advisory
Easton,
Pennsylvania
| $445M | +$28.1M | +7% | 6.41% | 74.5% | 108 | 15.74% | 2.1 |
|
| 3792 |
3792
NVWM LLC
Yardley,
Pennsylvania
| $445M | +$30.4M | +7% | 8.21% | 119% | 724 | 11.74% | 2.9 |
|
| 3793 |
3793
Apeiron RIA
Dallas,
Texas
| $445M | +$56.2M | +14% | 7.16% | 68.5% | 228 | 18.42% | 2.2 |
|
| 3794 |
3794
Kettle Hill Capital Management
New York
| $444M | +$12.4M | +3% | 8.91% | 37.4% | 52 | 51.92% | 0.5 |
|
| 3795 |
3795
Fonville Wealth Management
Richmond,
Virginia
| $444M | +$49.6M | +13% | 6.26% | 53.9% | 131 | 9.16% | 1.3 |
|
| 3796 |
3796
Winch Advisory Services
Appleton,
Wisconsin
| $444M | +$34.9M | +9% | 7.5% | 80.8% | 527 | 5.31% | 5 |
|
| 3797 |
3797
Essex Savings Bank
Essex,
Connecticut
| $444M | +$24.4M | +6% | 7.94% | 95.2% | 321 | 7.17% | 3.8 |
|
| 3798 |
3798
BCS Wealth Management
Johnson City,
Tennessee
| $444M | -$20.8M | -4% | 5.5% | 46.7% | 270 | 11.48% | 1.8 |
|
| 3799 |
3799
West Wealth Group
Irvine,
California
| $444M | +$41.4M | +10% | 8.41% | 79.8% | 127 | 15.75% | 1.6 |
|
| 3800 |
3800
Kendall Capital Management
Rockville,
Maryland
| $444M | +$65.4M | +17% | 10% | 130% | 237 | 7.17% | 3.4 |
|