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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
3951
Cornerstone Wealth Advisors
Edina,
Minnesota
| $309M | +$25.3M | +9% | 7.71% | 46.1% | 47 | 10.64% | 2.2 |
|
| 3952 |
3952
Unique Wealth
Clearwater,
Florida
| $309M | +$69.2M | +29% | 9.43% | 68.5% | 87 | 12.64% | 0.7 |
|
| 3953 |
3953
Cipher Capital
New York
| $309M | +$168M | +119% | 14.1% | – | 517 | 50.29% | 0.2 |
|
| 3954 |
3954
Kepos Capital
New York
| $308M | -$257M | -45% | 5.66% | 21.1% | 323 | 42.11% | 1.6 |
|
| 3955 |
NTCM
3955
Nut Tree Capital Management
New York
| $308M | +$37M | +14% | 22.9% | 101% | 12 | 25% | 1.8 |
|
| 3956 |
3956
Evergreen Advisors
Chattanooga,
Tennessee
| $308M | +$31M | +11% | 9.38% | – | 18 | 11.11% | 2.8 |
|
| 3957 |
3957
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $308M | +$60.3M | +24% | 11.8% | 114% | 171 | 9.94% | 0.5 |
|
| 3958 |
3958
Manchester Global Management
London,
United Kingdom
| $307M | +$46.5M | +18% | 17.2% | 156% | 21 | 19.05% | 0.7 |
|
| 3959 |
3959
Palo Duro Investment Partners
Chicago,
Illinois
| $307M | -$55.8M | -15% | 6.08% | 62.8% | 11 | 9.09% | 0.5 |
|
| 3960 |
3960
Westover Capital Advisors
Wilmington,
Delaware
| $307M | +$31.2M | +11% | 12.1% | 144% | 191 | 19.9% | 2.8 |
|
| 3961 |
3961
Technology Crossover Management XI
Menlo Park,
California
| $307M | +$26.4M | +9% | 12.8% | 112% | 2 | 0% | 0.5 |
|
| 3962 |
MKC
3962
M. Kraus & Co
Shelburne,
Vermont
| $307M | +$25.4M | +9% | 8.97% | 65.9% | 79 | 2.53% | 5.1 |
|
| 3963 |
3963
Yakira Capital Management
Westport,
Connecticut
| $307M | -$61.5M | -17% | 8.12% | 74.1% | 415 | 31.57% | 1 |
|
| 3964 |
3964
SWS Partners
Columbus,
Ohio
| $307M | +$36.3M | +13% | 12% | 127% | 117 | 5.98% | 2 |
|
| 3965 |
3965
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| $307M | -$26.9M | -8% | 8.71% | 129% | 159 | 63.52% | 1 |
|
| 3966 |
3966
Winthrop Capital Management
Carmel,
Indiana
| $306M | – | – | 9.45% | – | 275 | – | 0 |
|
| 3967 |
3967
Tenere Capital
New York
| $306M | +$46M | +18% | 14.7% | 131% | 34 | 61.76% | 0.7 |
|
| 3968 |
3968
Morton Community Bank
East Peoria,
Illinois
| $306M | – | – | 9.14% | – | 109 | – | 0 |
|
| 3969 |
3969
Wambolt & Associates
Littleton,
Colorado
| $306M | +$30.3M | +11% | 9.88% | 62.2% | 253 | 11.46% | 3.3 |
|
| 3970 |
GTC
3970
Ghost Tree Capital
New York
| $306M | +$1.8M | +0.6% | 24.6% | 265% | 87 | 60.92% | 0.7 |
|
| 3971 |
3971
Teton Advisors
Rye,
New York
| $306M | -$17.1M | -5% | 13.3% | 139% | 239 | 6.69% | 7.1 |
|
| 3972 |
3972
Windsor Capital Management
Phoenix,
Arizona
| $306M | +$16.8M | +6% | 8.45% | 49.1% | 115 | 6.09% | 6.1 |
|
| 3973 |
3973
Muhlenkamp & Co
Wexford,
Pennsylvania
| $306M | +$16M | +6% | 10.1% | 107% | 32 | 12.5% | 4.1 |
|
| 3974 |
3974
Pinnacle Bancorp
Beatrice,
Nebraska
| $305M | +$24.1M | +9% | 8.61% | 72.9% | 834 | 11.63% | 4 |
|
| 3975 |
3975
Biechele Royce Advisors
Fishers,
Indiana
| $305M | +$34.2M | +13% | 10.9% | 39.2% | 67 | 4.48% | 3.4 |
|