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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
EnCap Energy Capital Fund XI
Houston,
Texas
| $258M | -$24.2M | -9% | 8.57% | 21% | 1 | 0% | 0.5 |
|
| 4002 |
JHCM
4002
Juniper Hill Capital Management
Menlo Park,
California
| $258M | -$58.5M | -18% | 2.33% | 33.6% | 7 | 57.14% | 1.1 |
|
| 4003 |
4003
Frisch Financial Group
Melville,
New York
| $258M | -$8.99M | -3% | 6.19% | 66.6% | 140 | 25% | 2.7 |
|
| 4004 |
4004
Winch Advisory Services
Appleton,
Wisconsin
| $258M | +$23.3M | +10% | 12.1% | 92.4% | 463 | 3.89% | 4 |
|
| 4005 |
4005
Southern Wealth Management
Dallas,
Texas
| $258M | +$8.67M | +3% | 6.51% | 50% | 61 | 3.28% | 2.6 |
|
| 4006 |
4006
Riggs Asset Management
Dallas,
Pennsylvania
| $258M | +$14.8M | +6% | 5.99% | 219% | 392 | 21.43% | 2.7 |
|
| 4007 |
AGM
4007
Alpine Global Management
New York
| $257M | -$43.4M | -14% | 1.66% | 149% | 595 | 84.2% | 0.7 |
|
| 4008 |
4008
White Pine Capital
Bloomington,
Minnesota
| $257M | +$1.16M | +0.5% | 6.62% | 143% | 215 | 13.49% | 5.7 |
|
| 4009 |
4009
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $257M | +$95.8M | +59% | 9.9% | 58.9% | 88 | 29.55% | 1.2 |
|
| 4010 |
4010
Ribbit Capital GP II
Palo Alto,
California
| $257M | +$41.7M | +19% | 19.3% | – | 1 | 0% | 1.3 |
|
| 4011 |
DI
4011
DDFG Inc
Thousand Oaks,
California
| $257M | +$15.6M | +6% | 5.85% | 56.3% | 75 | 10.67% | 0.2 |
|
| 4012 |
4012
Sicart Associates
New York
| $257M | -$26.5M | -9% | 8.41% | 113% | 78 | 16.67% | 3.4 |
|
| 4013 |
XC
4013
XY Capital
Central,
Hong Kong
| $257M | +$104M | +68% | 7.92% | 52.8% | 130 | 72.31% | 0.1 |
|
| 4014 |
4014
OneAscent Wealth Management
Birmingham,
Alabama
| $257M | +$43.9M | +21% | 4.8% | 50.6% | 195 | 30.26% | 0.7 |
|
| 4015 |
4015
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $257M | +$19.7M | +8% | 15.4% | 141% | 22 | 0% | 5.3 |
|
| 4016 |
4016
Siguler Guff Advisers
New York
| $256M | +$48.4M | +23% | 1.33% | 37.7% | 6 | 16.67% | 1.5 |
|
| 4017 |
4017
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $256M | +$15.2M | +6% | 10.5% | 166% | 220 | 2.27% | 5.4 |
|
| 4018 |
4018
Leonard Rickey Investment Advisors
Yakima,
Washington
| $256M | +$20M | +8% | 5.23% | 60.4% | 72 | 13.89% | 3.1 |
|
| 4019 |
RA
4019
Rovida Advisors
Fort Lauderdale,
Florida
| $256M | -$15.4M | -6% | 13% | 24.8% | 33 | 57.58% | 1.5 |
|
| 4020 |
4020
El Puerto de Liverpool
Cuajimalpa, Ciudad De Mexico,
Mexico
| $256M | +$2.05M | +0.8% | 0.81% | – | 1 | 0% | 0.3 |
|
| 4021 |
4021
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| $256M | +$14.2M | +6% | 7.57% | 84.6% | 100 | 2% | 5.5 |
|
| 4022 |
4022
Hoey Investments
Coatesville,
Pennsylvania
| $256M | +$24.2M | +10% | 21.5% | 247% | 373 | 23.06% | 1.4 |
|
| 4023 |
4023
WealthOne
Albany,
New York
| $256M | +$9.5M | +4% | 7.76% | 23.4% | 122 | 18.85% | 2.6 |
|
| 4024 |
4024
Quantedge Capital
Singapore
| $256M | -$42.3M | -14% | 5.85% | 110% | 193 | 44.56% | 1 |
|
| 4025 |
4025
Old Mission Investment Co
Traverse City,
Michigan
| $256M | +$20.4M | +9% | 6.84% | 82% | 115 | 6.09% | 2.4 |
|