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
Archer Investment Corporation
Carmel,
Indiana
| $333M | +$22.4M | +7% | 7.76% | 76.1% | 1,148 | 12.02% | 2.5 |
|
| 3952 |
3952
Portland Investment Counsel
Burlington,
Ontario, Canada
| $332M | +$53M | +19% | 5.26% | 108% | 53 | 28.3% | 2.8 |
|
| 3953 |
KDA
3953
Kraft Davis & Associates
St. Louis,
Missouri
| $332M | -$728K | -0.2% | 7.58% | 81.8% | 152 | 27.63% | 0.8 |
|
| 3954 |
3954
Seaview Investment Managers
Miami,
Florida
| $332M | +$19.8M | +6% | 16.6% | 148% | 109 | 29.36% | 1.3 |
|
| 3955 |
3955
Yakira Capital Management
Westport,
Connecticut
| $332M | +$25.2M | +8% | 4.28% | 74.1% | 378 | 32.28% | 1 |
|
| 3956 |
3956
Hourglass Capital
Houston,
Texas
| $332M | +$21.4M | +7% | 7.82% | 94.4% | 105 | 9.52% | 5.3 |
|
| 3957 |
3957
Tree Line Advisors
Central,
Hong Kong
| $331M | +$90.6M | +38% | 32.3% | 670% | 9 | 44.44% | 0.7 |
|
| 3958 |
3958
Watchman Group
Plano,
Texas
| $331M | +$27.5M | +9% | 6.51% | 54% | 85 | 10.59% | 2.1 |
|
| 3959 |
KMWM
3959
Keudell/Morrison Wealth Management
Salem,
Oregon
| $330M | +$27.3M | +9% | 7.38% | – | 210 | 11.9% | 3.1 |
|
| 3960 |
3960
Inclusive Capital Partners
San Francisco,
California
| $330M | +$20.9M | +7% | 6.11% | 14.3% | 5 | 60% | 2.2 |
|
| 3961 |
MKC
3961
M. Kraus & Co
Shelburne,
Vermont
| $330M | +$22.6M | +7% | 6.94% | 65.9% | 85 | 10.59% | 5.1 |
|
| 3962 |
3962
Source Financial Advisors
New York
| $329M | +$7.21M | +2% | 7.58% | 18.5% | 131 | 15.27% | 2.1 |
|
| 3963 |
3963
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| $329M | +$66.7M | +25% | 9.03% | – | 54 | 66.67% | 0.1 |
|
| 3964 |
3964
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $329M | +$13.4M | +4% | 5.9% | 80.6% | 161 | 23.6% | 1.6 |
|
| 3965 |
3965
Oakwell Private Wealth Management
Austin,
Texas
| $329M | +$42.8M | +15% | 7.14% | 68.2% | 64 | 7.81% | 2.2 |
|
| 3966 |
3966
Solus Alternative Asset Management
Summit,
New Jersey
| $329M | +$13.6M | +4% | 5.08% | 79.3% | 10 | 0% | 2.1 |
|
| 3967 |
3967
Regis Management Company
Menlo Park,
California
| $329M | +$25.3M | +8% | 7.03% | 5.33% | 40 | 7.5% | 6.7 |
|
| 3968 |
3968
Bienville Capital Management
New York
| $329M | -$39.7M | -11% | 6.45% | 36.3% | 93 | 23.66% | 3.5 |
|
| 3969 |
3969
EFG Asset Management (Americas)
Miami,
Florida
| $329M | -$135M | -29% | 7.61% | 112% | 148 | 20.95% | 3.7 |
|
| 3970 |
3970
Scott Capital Advisors
Portland,
Oregon
| $329M | +$30.6M | +10% | 6.97% | 50.9% | 55 | 12.73% | 1.5 |
|
| 3971 |
3971
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| $329M | +$740K | +0.2% | 13.6% | – | 27 | 25.93% | 1.4 |
|
| 3972 |
NTCM
3972
Nine Ten Capital Management
Chicago,
Illinois
| $328M | -$69.3M | -17% | 0.19% | 166% | 15 | 26.67% | 2.8 |
|
| 3973 |
WWMSC
3973
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $328M | +$30.4M | +10% | 5.31% | 36.4% | 275 | 25.45% | 2.5 |
|
| 3974 |
3974
Berkeley Capital Partners
Milton,
Georgia
| $328M | +$25.6M | +8% | 6.99% | 62.8% | 175 | 19.43% | 3.6 |
|
| 3975 |
HPC
3975
Hobart Private Capital
Charlotte,
North Carolina
| $328M | +$25.8M | +9% | 5.8% | 60% | 69 | 23.19% | 1 |
|