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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
SS
3801
Sunbelt Securities
Houston,
Texas
| $73.6M | +$977K | +1% | 8.38% | 83.5% | 132 | 20.45% | 2.4 |
|
| 3802 |
JC
3802
JCSD Capital
Walnut Creek,
California
| $73.6M | +$4.7M | +7% | 4.94% | – | 31 | 25.81% | 2.2 |
|
| 3803 |
TAA
3803
TB Alternative Assets
Grand Cayman,
Cayman Islands
| $73.5M | -$2.57M | -3% | 24.9% | 325% | 18 | 27.78% | 3.6 |
|
| 3804 |
HIP
3804
Hatteras Investment Partners
Raleigh,
North Carolina
| $73.5M | -$34.7M | -32% | 12.9% | – | 144 | 59.72% | 1.8 |
|
| 3805 |
RAA
3805
RWC Asset Advisors
Miami,
Florida
| $73.4M | -$2.72M | -4% | 24.7% | 268% | 20 | 15% | 1.5 |
|
| 3806 |
LFWA
3806
LBJ Family Wealth Advisors
Austin,
Texas
| $73.3M | -$455K | -0.6% | 7.61% | 64.9% | 14 | 0% | 7 |
|
| 3807 |
UBV
3807
United Bank (Virginia)
Vienna,
Virginia
| $73.1M | +$4.14M | +6% | 7.98% | 76.1% | 51 | 39.22% | 3.7 |
|
| 3808 |
OL
3808
Orbitronix LP
Newport Beach,
California
| $72.8M | +$440K | +0.6% | 15.5% | 6.68% | 83 | 71.08% | 1.2 |
|
| 3809 |
ACA
3809
Apis Capital Advisors
New York
| $72.3M | -$16.8M | -19% | 6.34% | 1,532% | 56 | 46.43% | 1.6 |
|
| 3810 |
VCM
3810
Venator Capital Management
Toronto,
Ontario, Canada
| $72.2M | -$37M | -34% | 3.86% | 154% | 17 | 58.82% | 2 |
|
| 3811 |
NVPX
3811
Norwest Venture Partners XI
Palo Alto,
California
| $72.2M | -$133M | -65% | 40.9% | – | 4 | 25% | 3.3 |
|
| 3812 |
PPF
3812
PartnerRe Principal Finance
Greenwich,
Connecticut
| $72.1M | -$24.9M | -26% | 9.14% | – | 1 | 0% | 7 |
|
| 3813 |
DCM
3813
Dean Capital Management
Overland Park,
Kansas
| $71.7M | +$3.5M | +5% | 5.93% | 89.7% | 98 | 53.06% | 3.1 |
|
| 3814 |
IAM
3814
Ion Asset Management
Herzliya,
Israel
| $71.7M | -$13.8M | -16% | 15.9% | 125% | 26 | 30.77% | 1.9 |
|
| 3815 |
TDC
3815
Thompson Davis & Co
Richmond,
Virginia
| $71.5M | -$15.2M | -18% | 4.92% | 188% | 1,384 | 28.4% | 3.7 |
|
| 3816 |
ICAP
3816
Independence Capital Asset Partners
Denver,
Colorado
| $71.5M | +$6.98M | +11% | 5.41% | – | 56 | 67.86% | 1.2 |
|
| 3817 |
OAM
3817
Occidental Asset Management
Burlingame,
California
| $71.4M | -$3.2M | -4% | 3.97% | 82.5% | 66 | 4.55% | 5.1 |
|
| 3818 |
SCP
3818
Syntal Capital Partners
Midland,
Texas
| $71.1M | -$29.7M | -29% | 9.03% | 102% | 170 | 28.82% | 3.9 |
|
| 3819 |
ODCM
3819
Old Dominion Capital Management
Charlottesville,
Virginia
| $71M | -$15.8M | -18% | 7.56% | 45.9% | 47 | 12.77% | 7.7 |
|
| 3820 |
GP
3820
Gresham Partners
Chicago,
Illinois
| $70.7M | +$63K | +0.1% | 8.88% | – | 11 | 36.36% | 2.1 |
|
| 3821 |
PRS
3821
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| $70.5M | -$91.1M | -56% | 4.76% | 82.9% | 223 | 28.25% | 1.9 |
|
| 3822 |
BRWM
3822
B. Riley Wealth Management
Memphis,
Tennessee
| $70.5M | -$55.2M | -44% | 7.42% | 32.4% | 1,058 | 86.67% | 5.3 |
|
| 3823 |
ITVII
3823
IDG Technology Venture Investment III
Central,
Hong Kong
| $70.5M | -$29M | -29% | 27.2% | – | 4 | 0% | 5.8 |
|
| 3824 |
CAD
3824
Craig A. Drill
| $70.3M | +$1.5M | +2% | 6.49% | 67.1% | 28 | 60.71% | 2.1 |
|
| 3825 |
HVC
3825
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| $70.1M | -$25.1M | -26% | 18.7% | 19% | 34 | 26.47% | 3.4 |
|