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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Boardman Bay Capital Management
New York
| $100M | +$549K | +0.6% | 5.23% | 145% | 73 | 52.05% | 0.6 |
|
| 4027 |
4027
BigSur Wealth Management
Miami,
Florida
| $99.5M | +$912K | +0.9% | 5.38% | 94.8% | 96 | 13.54% | 0.6 |
|
| 4028 |
BA
4028
Bristol Advisors
Conshohocken,
Pennsylvania
| $99.3M | -$50.8M | -34% | 5.46% | – | 90 | 57.78% | 0.3 |
|
| 4029 |
MRFOFM
4029
M&R Follow-On Fund Management
Dallas,
Texas
| $98.9M | +$14.2M | +17% | 4.82% | 48.8% | 1 | 0% | 1.8 |
|
| 4030 |
4030
Siena Capital Partners
Chicago,
Illinois
| $98.6M | -$5.81M | -6% | 7.84% | 44.2% | 30 | 16.67% | 0.7 |
|
| 4031 |
4031
Caldwell & Orkin
Norcross,
Georgia
| $98.3M | +$17.7M | +22% | 8.18% | 137% | 78 | 53.85% | 0.5 |
|
| 4032 |
4032
Caxton Corporation
Princeton,
New Jersey
| $98.2M | +$34.1M | +53% | 11% | 512% | 17 | 41.18% | 0.8 |
|
| 4033 |
4033
Old Dominion Capital Management
Charlottesville,
Virginia
| $98.2M | +$2.52M | +3% | 3.4% | 45.9% | 57 | 5.26% | 2.2 |
|
| 4034 |
SF
4034
Schooner Foundation
Boston,
Massachusetts
| $98M | -$13.6M | -12% | 13.3% | 13.8% | 2 | 0% | 1.8 |
|
| 4035 |
SAM
4035
Southpaw Asset Management
Stamford,
Connecticut
| $97.9M | +$6.26M | +7% | 0.97% | 0.05% | 10 | 10% | 0.5 |
|
| 4036 |
4036
Equinox Partners Investment Management
Stamford,
Connecticut
| $97.7M | -$13.5M | -12% | 3.55% | 241% | 10 | 30% | 0.5 |
|
| 4037 |
4037
Sippican Capital Advisors
Boston,
Massachusetts
| $97.6M | +$5.52M | +6% | 5.73% | 90.1% | 103 | 8.74% | 2.5 |
|
| 4038 |
4038
Drexel Morgan & Co
Radnor,
Pennsylvania
| $97.6M | +$122K | +0.1% | 3.91% | 50.1% | 90 | 5.56% | 3 |
|
| 4039 |
4039
Signia Capital Management
Spokane,
Washington
| $97.4M | +$3.21M | +3% | 4.67% | 27% | 33 | 30.3% | 1.5 |
|
| 4040 |
4040
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| $97.4M | +$22M | +29% | 10.6% | 261% | 39 | 92.31% | 0.1 |
|
| 4041 |
4041
National Investment Services
Milwaukee,
Wisconsin
| $97.3M | +$2.07M | +2% | 2.04% | 47.2% | 67 | 22.39% | 1.4 |
|
| 4042 |
SCM
4042
Samson Capital Management
Leawood,
Kansas
| $97.3M | -$3.99M | -4% | 2.72% | 13.4% | 16 | 6.25% | 2.1 |
|
| 4043 |
4043
Moody Aldrich Partners
Marblehead,
Massachusetts
| $97.2M | +$17M | +21% | 10.9% | 336% | 106 | 24.53% | 0.9 |
|
| 4044 |
4044
DW Partners
New York
| $97.2M | -$31.7M | -25% | 6.14% | 44.5% | 9 | 11.11% | 1.2 |
|
| 4045 |
4045
Cassaday & Co
Mclean,
Virginia
| $97M | +$4.69M | +5% | 3.2% | 62.7% | 34 | 20.59% | 1.7 |
|
| 4046 |
4046
Venator Capital Management
Toronto,
Ontario, Canada
| $96.8M | +$2.17M | +2% | 14.6% | 154% | 38 | 34.21% | 0.5 |
|
| 4047 |
4047
Oppenheimer & Close
New York
| $96.6M | -$405K | -0.4% | 2.55% | 149% | 38 | 10.53% | 3 |
|
| 4048 |
4048
Black Swift Group
Boulder,
Colorado
| $96.4M | -$87.3M | -48% | 6.47% | 139% | 50 | 58% | 0.2 |
|
| 4049 |
4049
Coe Capital Management
Highland Park,
Illinois
| $96.2M | +$8.39M | +10% | 3.67% | 84.4% | 93 | 10.75% | 2.2 |
|
| 4050 |
4050
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| $96.1M | +$7.44M | +8% | 2.76% | 71.4% | 84 | 19.05% | 0.6 |
|