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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
BCFS
4151
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| $125M | +$6.49M | +5% | 6.88% | 72.2% | 79 | 1.27% | 12.8 |
|
| 4152 |
DP
4152
DW Partners
New York
| $124M | +$13.6M | +12% | 0.86% | 44.5% | 8 | 75% | 0.6 |
|
| 4153 |
SG
4153
Somerset Group
Wayzata,
Minnesota
| $124M | +$8.43M | +7% | 6.97% | 84.6% | 73 | 17.81% | 12.1 |
|
| 4154 |
LIM
4154
Loudon Investment Management
West Lebanon,
New Hampshire
| $124M | -$376K | -0.3% | 5.28% | 61.6% | 90 | 7.78% | 13.6 |
|
| 4155 |
UCMOK
4155
United Capital Management of KS
Salina,
Kansas
| $124M | – | – | 6.16% | 272% | 117 | – | 0 |
|
| 4156 |
MCM
4156
Mork Capital Management
Healdsburg,
California
| $124M | +$11M | +10% | 5.08% | 61.9% | 103 | 4.85% | 7.4 |
|
| 4157 |
GBA
4157
Garrison Bradford & Associates
New York
| $124M | +$2.12M | +2% | 6.85% | 63.5% | 89 | 13.48% | 13.4 |
|
| 4158 |
YEPV
4158
Yorktown Energy Partners VII
New York
| $124M | -$22.1M | -15% | 12.7% | 22.4% | 4 | 0% | 9.5 |
|
| 4159 |
NCM
4159
Northstar Capital Management
New York
| $124M | +$10.2M | +9% | 13.9% | – | 93 | 9.68% | 2.6 |
|
| 4160 |
WPW
4160
Winthrop Partners - WNY
Buffalo,
New York
| $124M | +$3.49M | +3% | 5.64% | – | 308 | 7.79% | 2.3 |
|
| 4161 |
ACM
4161
Accipiter Capital Management
Palm Beach Gardens,
Florida
| $124M | -$184M | -60% | 2.68% | 55.9% | 8 | 75% | 8.5 |
|
| 4162 |
PP
4162
Pension Partners
New York
| $124M | -$9.84M | -7% | 8.85% | – | 24 | 62.5% | 2.6 |
|
| 4163 |
PK
4163
Pflug Koory
Omaha,
Nebraska
| $124M | -$2.98M | -2% | 8.46% | – | 438 | 3.42% | 6 |
|
| 4164 |
SI
4164
SCP Investment
Orinda,
California
| $124M | -$78.5M | -39% | 1.76% | 32.8% | 70 | 64.29% | 1.5 |
|
| 4165 |
RMSCM
4165
R.M. Sincerbeaux Capital Management
New York
| $124M | +$9.95M | +9% | 7.63% | 76.4% | 56 | 5.36% | 15.3 |
|
| 4166 |
SCM
4166
SkyTop Capital Management
Rutherford,
New Jersey
| $123M | +$12M | +11% | 6.02% | 50.2% | 30 | 43.33% | 2.6 |
|
| 4167 |
MC
4167
Miles Capital
West Des Moines,
Iowa
| $123M | -$38.8M | -24% | 6.27% | 15.4% | 216 | 31.02% | 6.1 |
|
| 4168 |
LC
4168
LNZ Capital
New York
| $123M | +$16.4M | +15% | 1.04% | 58.8% | 25 | 64% | 1.4 |
|
| 4169 |
IC
4169
Investment Counsel
Petoskey,
Michigan
| $123M | -$1.25M | -1% | 6.26% | 50.1% | 54 | 1.85% | 10.4 |
|
| 4170 |
LCM
4170
Leisure Capital Management
Costa Mesa,
California
| $123M | +$6.12M | +5% | 6.55% | 98% | 143 | 17.48% | 8.2 |
|
| 4171 |
MA
4171
Mangham Associates
Charlottesville,
Virginia
| $123M | +$9.58M | +8% | 5.79% | 24.4% | 4 | 0% | 3 |
|
| 4172 |
SA
4172
Springowl Associates
New York
| $123M | -$18.4M | -13% | 19.4% | 101% | 33 | 33.33% | 4.3 |
|
| 4173 |
BLA
4173
Balter Liquid Alternatives
Boston,
Massachusetts
| $123M | -$4.85M | -4% | 5.13% | 76.7% | 276 | 53.99% | 2.2 |
|
| 4174 |
SIM
4174
Sigma Investment Management
Portland,
Oregon
| $123M | +$2.29M | +2% | 2.17% | 8.4% | 19 | 5.26% | 11.9 |
|
| 4175 |
LCM
4175
LDR Capital Management
New York
| $123M | +$6.32M | +5% | 2.9% | 38.9% | 26 | 38.46% | 2 |
|