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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
First American Financial Corporation
Santa Ana,
California
| $296M | -$24.4M | -8% | 1.35% | – | 4 | 0% | 0.5 |
|
| 4227 |
4227
Symetra Investment Management
Farmington,
Connecticut
| $296M | +$46.5M | +19% | 1.38% | 37.3% | 5 | 0% | 1.9 |
|
| 4228 |
4228
Engle Capital Management
Greenwich,
Connecticut
| $296M | -$62.9M | -18% | 0.78% | 398% | 32 | 46.88% | 0.6 |
|
| 4229 |
4229
Oxbow Capital Management (HK)
Hong Kong
| $296M | +$45.4M | +18% | 19.2% | 2,244% | 9 | 44.44% | 0.4 |
|
| 4230 |
4230
Mirabaud & Cie
Geneva,
Switzerland
| $296M | +$12.1M | +4% | 7% | 151% | 62 | 6.45% | 0.5 |
|
| 4231 |
E
4231
ETFidea
Syracuse,
New York
| $296M | +$2.29M | +0.8% | 0.58% | 22.7% | 114 | 4.39% | 2.1 |
|
| 4232 |
4232
Freedom Day Solutions
Houston,
Texas
| $296M | +$13.7M | +5% | 3.03% | 86.6% | 100 | 9% | 3.2 |
|
| 4233 |
4233
Stevens Capital Management
Radnor,
Pennsylvania
| $296M | -$219M | -43% | 0.12% | 108% | 358 | 66.2% | 0.4 |
|
| 4234 |
4234
Buckhead Capital Management
Atlanta,
Georgia
| $295M | -$206K | -0.1% | 1.14% | 67.6% | 125 | 8% | 5 |
|
| 4235 |
4235
Periscope Capital
Toronto,
Ontario, Canada
| $295M | -$101M | -25% | 1% | 28.8% | 431 | 28.77% | 1.6 |
|
| 4236 |
4236
UG Investment Advisers
Taipei,
Taiwan
| $295M | -$6.83M | -2% | 13.7% | 172% | 15 | 26.67% | 1.1 |
|
| 4237 |
4237
NovaPoint Capital
Atlanta,
Georgia
| $295M | +$9.3M | +3% | 2.55% | 94% | 145 | 15.17% | 2.9 |
|
| 4238 |
4238
Webs Creek Capital Management
Dallas,
Texas
| $295M | +$47.2M | +19% | 2.65% | 133% | 18 | 61.11% | 0.5 |
|
| 4239 |
4239
Hollow Brook Wealth Management
Katonah,
New York
| $294M | +$24.1M | +9% | 2.76% | 92.8% | 84 | 10.71% | 3.9 |
|
| 4240 |
4240
Summit Wealth & Retirement Planning
San Ramon,
California
| $294M | +$13.2M | +5% | 3.17% | 67.6% | 65 | 4.62% | 2.6 |
|
| 4241 |
4241
Packer & Co
Cottesloe,
Australia
| $294M | +$8.1M | +3% | 3.12% | – | 3 | 0% | 4.6 |
|
| 4242 |
4242
Legacy CG
Plano,
Texas
| $294M | +$17.9M | +6% | 2.53% | 61.2% | 61 | 44.26% | 0.8 |
|
| 4243 |
4243
Wittenberg Investment Management
Carlisle,
Massachusetts
| $294M | +$153K | +0.1% | 2.96% | 89.9% | 85 | 8.24% | 4.7 |
|
| 4244 |
4244
Keeler Thomas Management
Orem,
Utah
| $293M | +$1.8M | +0.6% | 0.51% | 46.1% | 68 | 5.88% | 2.1 |
|
| 4245 |
4245
Redwood Investments
Boston,
Massachusetts
| $293M | -$48.2M | -14% | 5.33% | 74.1% | 129 | 17.83% | 2.5 |
|
| 4246 |
4246
Syverson Strege & Co
West Des Moines,
Iowa
| $293M | +$16M | +6% | 0.62% | 66.8% | 79 | 13.92% | 2.3 |
|
| 4247 |
IP
4247
Indigo Partners
Phoenix,
Arizona
| $293M | -$1.31B | -82% | 27.7% | 2.56% | 2 | 0% | 3 |
|
| 4248 |
SC
4248
Steph & Co
Marinette,
Wisconsin
| $293M | +$2.83M | +1% | 0.78% | 61.6% | 285 | 10.18% | 2.8 |
|
| 4249 |
4249
Winmill & Co
Walpole,
New Hampshire
| $293M | -$58.1M | -17% | 3.72% | 146% | 69 | 23.19% | 2.7 |
|
| 4250 |
4250
Proquility Private Wealth Partners
Las Vegas,
Nevada
| $293M | +$1.2M | +0.4% | 0.03% | 19.4% | 89 | 7.87% | 2.5 |
|