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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
HCM
4601
Hall Capital Management
Barrington,
Rhode Island
| $97.9M | -$24.9M | -20% | 14.4% | – | 86 | 18.6% | 4.2 |
|
| 4602 |
4602
Vista Investment Management
Pittsburgh,
Pennsylvania
| $97.9M | -$35.3M | -27% | 18.5% | 54.4% | 146 | 16.44% | 2 |
|
| 4603 |
4603
Americana Partners
Houston,
Texas
| $97.8M | -$80.8M | -45% | 29.6% | 93.9% | 596 | 83.72% | 0.2 |
|
| 4604 |
4604
MONECO Advisors
Fairfield,
Connecticut
| $97.7M | -$42.8M | -30% | 16.9% | 77.7% | 164 | 35.98% | 1 |
|
| 4605 |
4605
Guardian Investment Management
Tiburon,
California
| $97.6M | -$28.2M | -22% | 19.7% | 103% | 62 | 22.58% | 4.1 |
|
| 4606 |
4606
Calixto Global Investors
Coral Gables,
Florida
| $97.6M | -$46.5M | -32% | 4.09% | 180% | 15 | 33.33% | 0.7 |
|
| 4607 |
4607
Merk Investments
Menlo Park,
California
| $97.6M | -$56.4M | -37% | 20.7% | 378% | 18 | 16.67% | 0.2 |
|
| 4608 |
4608
Monetta Financial Services
Wheaton,
Illinois
| $97.6M | -$36.5M | -27% | 16.3% | 305% | 50 | 48% | 2 |
|
| 4609 |
4609
Cordant Inc
Portland,
Oregon
| $97.5M | -$20.2M | -17% | 13% | 47% | 225 | 76% | 0.2 |
|
| 4610 |
4610
Townsend Asset Management
Raleigh,
North Carolina
| $97.5M | -$26.5M | -21% | 19.1% | 88.5% | 207 | 21.26% | 0.2 |
|
| 4611 |
4611
Live Oak Private Wealth
Wilmington,
North Carolina
| $97.5M | -$5.33M | -5% | 21.6% | 74.6% | 85 | 20% | 0.2 |
|
| 4612 |
4612
R.W. Roge & Company
Bohemia,
New York
| $97.5M | -$2.74M | -3% | 14.2% | 76.3% | 49 | 36.73% | 0.2 |
|
| 4613 |
4613
Key Financial Inc
West Chester,
Pennsylvania
| $97.5M | -$9.12M | -9% | 20.1% | 64.1% | 737 | 84.94% | 0 |
|
| 4614 |
4614
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $97.4M | -$15.8M | -14% | 12.9% | 96.7% | 89 | 49.44% | 0.7 |
|
| 4615 |
4615
Campbell Capital Management
Miami,
Florida
| $97.4M | -$65.6M | -40% | 15.3% | 123% | 62 | 48.39% | 0.9 |
|
| 4616 |
4616
Q3 Asset Management
Birmingham,
Michigan
| $97.4M | +$53M | +119% | 3.56% | 105% | 44 | 68.18% | 0.3 |
|
| 4617 |
4617
Adaptive Financial Consulting
Beachwood,
Ohio
| $97.3M | -$6.88M | -7% | 10.1% | 37% | 22 | 0% | 0.3 |
|
| 4618 |
4618
Heron Financial Group
New York
| $97.3M | -$23.5M | -19% | 19.7% | 47.5% | 134 | 19.4% | 0.2 |
|
| 4619 |
4619
Capstone Financial Group
Oklahoma City,
Oklahoma
| $97.3M | -$6.58M | -6% | 11.5% | – | 158 | 15.19% | 0.2 |
|
| 4620 |
4620
Venator Capital Management
Toronto,
Ontario, Canada
| $97.3M | -$5.98M | -6% | 26.5% | 154% | 45 | 73.33% | 0.4 |
|
| 4621 |
4621
Concorde Asset Management
Ann Arbor,
Michigan
| $97.2M | -$47.2M | -33% | 12% | – | 170 | 57.06% | 2 |
|
| 4622 |
4622
Watchman Group
Plano,
Texas
| $97.1M | -$37.2M | -28% | 20.9% | 54% | 87 | 25.29% | 0.2 |
|
| 4623 |
4623
Cheyne Capital Management (UK)
London,
United Kingdom
| $97.1M | -$68M | -41% | 3.75% | 35.6% | 48 | 29.17% | 0.8 |
|
| 4624 |
4624
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $97M | -$103K | -0.1% | 13.5% | 2.88% | 8 | 50% | 2.6 |
|
| 4625 |
4625
Kiley Juergens Wealth Management
Olympia,
Washington
| $97M | -$16.9M | -15% | 15.8% | 121% | 46 | 10.87% | 1.8 |
|