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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Wela Strategies
Atlanta,
Georgia
| $157M | +$19.2M | +14% | 12.9% | 51.3% | 37 | 13.51% | 1.9 |
|
| 4102 |
4102
Jackson Grant Investment Advisers
Stamford,
Connecticut
| $157M | +$21.6M | +16% | 16.1% | 54.3% | 226 | 9.29% | 3.2 |
|
| 4103 |
4103
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $157M | +$60.1M | +62% | 5.96% | 0.74% | 8 | 12.5% | 3.2 |
|
| 4104 |
MCA
4104
Mercer Capital Advisers
Little Silver,
New Jersey
| $157M | +$21.6M | +16% | 16.8% | 59.6% | 184 | 10.33% | 4.8 |
|
| 4105 |
SC
4105
Stralem & Co
New York
| $157M | +$22.4M | +17% | 19% | 25.5% | 121 | 6.61% | 1.4 |
|
| 4106 |
4106
Blueprint Investment Partners
Greensboro,
North Carolina
| $157M | +$58.6M | +60% | 13% | 90.8% | 39 | 41.03% | 0.3 |
|
| 4107 |
4107
Seven Springs Wealth Group
Brentwood,
Tennessee
| $157M | +$15M | +11% | 10.7% | 59.2% | 146 | 8.22% | 0.5 |
|
| 4108 |
AMC
4108
Asset Management Corp
Northbrook,
Illinois
| $157M | +$45.2M | +40% | 19.6% | 57.1% | 140 | 20% | 0.4 |
|
| 4109 |
4109
Cowen Investment Management
New York
| $157M | -$17.6M | -10% | 10.5% | 1.87% | 70 | 72.86% | 0.2 |
|
| 4110 |
4110
Brand Asset Management Group
Chesterfield,
Missouri
| $157M | +$21.3M | +16% | 19.4% | 70.2% | 280 | 15% | 1.6 |
|
| 4111 |
SCM
4111
SCW Capital Management
Dallas,
Texas
| $157M | +$44.8M | +40% | 22.7% | 179% | 9 | 22.22% | 1 |
|
| 4112 |
4112
Old North State Trust
Greensboro,
North Carolina
| $157M | +$18.4M | +13% | 12.1% | – | 136 | 26.47% | 1.5 |
|
| 4113 |
4113
Carrhae Capital
London,
United Kingdom
| $157M | +$33.1M | +27% | 29.9% | 182% | 14 | 71.43% | 0.6 |
|
| 4114 |
4114
General Equity Holdings
Brooklyn,
New York
| $156M | +$3.1M | +2% | 43.2% | 775% | 13 | 38.46% | 0.7 |
|
| 4115 |
WAM
4115
Westport Asset Management
Southport,
Connecticut
| $156M | +$34.7M | +29% | 37.4% | 64.2% | 76 | 5.26% | 3.4 |
|
| 4116 |
4116
Blue Grotto Capital
Atlanta,
Georgia
| $156M | +$20.2M | +15% | 52.4% | 300% | 36 | 52.78% | 0.3 |
|
| 4117 |
SLA
4117
Silver Lake Advisory
Cottonwood Heights,
Utah
| $156M | +$20.2M | +15% | 15.6% | 76.7% | 84 | 5.95% | 4.1 |
|
| 4118 |
4118
Astoria Strategic Wealth
Conroe,
Texas
| $156M | +$26.2M | +20% | 12% | 42.1% | 34 | 32.35% | 0.4 |
|
| 4119 |
4119
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| $156M | +$39.5M | +34% | 33.9% | 121% | 1 | 0% | 0.5 |
|
| 4120 |
BE
4120
Bonness Enterprises
Washington,
District of Columbia
| $156M | +$17.7M | +13% | 13.9% | 98.6% | 42 | 0% | 6.1 |
|
| 4121 |
4121
Conrad N. Hilton Foundation
Agoura Hills,
California
| $156M | -$100M | -39% | 16.2% | – | 4 | 0% | 2.1 |
|
| 4122 |
ACM
4122
Aljian Capital Management
Carson City,
Nevada
| $156M | +$34.1M | +28% | 33.1% | 162% | 49 | 24.49% | 1.2 |
|
| 4123 |
4123
Phoenician Capital
New York
| $156M | +$108M | +228% | 45% | 41.1% | 17 | 47.06% | 0.8 |
|
| 4124 |
4124
Sage Capital Advisors
Sioux Falls,
South Dakota
| $156M | +$33.5M | +27% | 19.7% | 105% | 105 | 16.19% | 1.8 |
|
| 4125 |
4125
Morgens Waterfall Vintiadis & Co
New York
| $156M | +$48.9M | +46% | 53.7% | 594% | 38 | 39.47% | 1.5 |
|