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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
4451
Gunma Bank
Gunma,
Japan
| $96.8M | +$1.86M | +2% | 1.98% | 24.5% | 9 | 0% | 1.8 |
|
| 4452 |
4452
SCP Investment
Orinda,
California
| $96.6M | – | – | 6.39% | 32.8% | 40 | – | 0 |
|
| 4453 |
4453
Bell & Brown Wealth Advisors
Newport Beach,
California
| $96.5M | – | – | 8.31% | 125% | 83 | – | 0 |
|
| 4454 |
4454
Marvin & Palmer Associates
Wilmington,
Delaware
| $96.5M | +$15M | +18% | 11.7% | 392% | 46 | 21.74% | 0.9 |
|
| 4455 |
4455
Martin Capital Partners
Eugene,
Oregon
| $96.3M | – | – | 6.33% | 42.3% | 44 | – | 0 |
|
| 4456 |
4456
Credit Capital Investments
Livingston,
New Jersey
| $96.3M | +$5.69M | +6% | 5.2% | 500% | 49 | 38.78% | 1.1 |
|
| 4457 |
4457
Oak Grove Capital
North Hampton,
New Hampshire
| $96.3M | – | – | 5.38% | 470% | 57 | – | 0 |
|
| 4458 |
MCM
4458
Mobius Capital Management
Pleasanton,
California
| $96.3M | – | – | 15.9% | – | 31 | – | 0 |
|
| 4459 |
4459
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $96.2M | – | – | 2.71% | 87.9% | 94 | – | 0 |
|
| 4460 |
FCM
4460
Force Capital Management
New York
| $96.1M | +$4.44M | +5% | 7.28% | 72.7% | 32 | 31.25% | 1.7 |
|
| 4461 |
NVIM
4461
New Vernon Investment Management
Highland Park,
Illinois
| $96M | +$5.99M | +7% | 4.23% | 83.1% | 51 | 11.76% | 1.9 |
|
| 4462 |
4462
Tairen Capital
Hong Kong
| $96M | -$485M | -83% | 4.95% | 462% | 15 | 86.67% | 0.3 |
|
| 4463 |
4463
Cordasco Financial Network
Naples,
Florida
| $95.9M | +$4.71M | +5% | 4.75% | 31.1% | 269 | 13.75% | 2.5 |
|
| 4464 |
4464
StoneX Group
New York
| $95.8M | +$15.6M | +19% | 5.46% | 85.2% | 211 | 28.91% | 0.5 |
|
| 4465 |
4465
Vista Investment Management
Pittsburgh,
Pennsylvania
| $95.6M | – | – | 5.27% | 54.4% | 131 | – | 0 |
|
| 4466 |
4466
Ramsey Quantitative Systems
Louisville,
Kentucky
| $95.6M | +$4.51M | +5% | 3.28% | 51.1% | 436 | 73.85% | 0.2 |
|
| 4467 |
4467
Siena Capital Partners
Chicago,
Illinois
| $95.5M | -$3.12M | -3% | 3.86% | 44.2% | 27 | 11.11% | 0.8 |
|
| 4468 |
4468
Beacon Wealthcare Inc
Raleigh,
North Carolina
| $95.5M | – | – | 3.07% | 31.6% | 7 | – | 0 |
|
| 4469 |
4469
PFG Advisors
Phoenix,
Arizona
| $95.5M | – | – | 3.03% | 82.7% | 132 | – | 0 |
|
| 4470 |
4470
Raffles Associates
New York
| $95.2M | -$14.1M | -13% | 1.19% | 50% | 51 | 23.53% | 2.2 |
|
| 4471 |
4471
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| $95.1M | +$5.5M | +6% | 6.48% | 52.2% | 495 | 5.66% | 3.1 |
|
| 4472 |
4472
X-Square Capital
Guaynabo,
Puerto Rico
| $95.1M | – | – | 2.23% | 158% | 75 | – | 0 |
|
| 4473 |
4473
Rocaton Investment Advisors
Norwalk,
Connecticut
| $95M | – | – | 4.79% | – | 8 | – | 0 |
|
| 4474 |
4474
Versant Venture Management
San Francisco,
California
| $95M | -$36.3M | -28% | 3.19% | 409% | 8 | 12.5% | 2.1 |
|
| 4475 |
4475
Guardian Investment Management
Tiburon,
California
| $94.8M | +$4.25M | +5% | 6.85% | 89.7% | 54 | 5.56% | 3.2 |
|