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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
Verity Asset Management
Durham,
North Carolina
| $79.4M | -$21.1M | -21% | 15.2% | 87% | 147 | 33.33% | 1.6 |
|
| 4902 |
4902
First National Bank of South Miami
South Miami,
Florida
| $79.3M | -$21.6M | -21% | 17.1% | 35.2% | 296 | 10.14% | 1 |
|
| 4903 |
4903
Sturgeon Ventures
London,
United Kingdom
| $79.3M | -$19.9M | -20% | 7.68% | 85.9% | 39 | 28.21% | 1 |
|
| 4904 |
JCA
4904
Jade Capital Advisors
Essex Fells,
New Jersey
| $79.3M | -$103M | -57% | 28.4% | 28.9% | 110 | 64.55% | 0.1 |
|
| 4905 |
4905
Vienna Insurance Group
Warsaw,
Poland
| $79.2M | -$28.8M | -27% | 11.9% | 230% | 68 | 89.71% | 0.5 |
|
| 4906 |
SCC
4906
Steel Canyon Capital
Phoenix,
Arizona
| $79.1M | -$22.1M | -22% | 26% | 62.8% | 37 | 75.68% | 0.5 |
|
| 4907 |
4907
Cruiser Capital Advisors
Stamford,
Connecticut
| $79M | -$56.6M | -42% | 36% | 192% | 29 | 41.38% | 1.2 |
|
| 4908 |
4908
Aprio Wealth Management
Atlanta,
Georgia
| $78.9M | -$56.8M | -42% | 8.43% | 66.1% | 79 | 36.71% | 0.2 |
|
| 4909 |
ASA
4909
Armstrong Shaw Associates
New Canaan,
Connecticut
| $78.9M | -$34.9M | -31% | 22.4% | 51.2% | 48 | 10.42% | 4.2 |
|
| 4910 |
4910
Truvestments Capital
Sarasota,
Florida
| $78.7M | -$65.7M | -46% | 18.5% | 131% | 569 | 79.09% | 0.3 |
|
| 4911 |
4911
Vaughan & Co Securities
Ridgewood,
New Jersey
| $78.7M | -$32.1M | -29% | 24.2% | 70.7% | 171 | 5.26% | 0.2 |
|
| 4912 |
4912
Beacon Financial Advisory
Cleveland,
Ohio
| $78.6M | -$38.2M | -33% | 18.4% | 76.8% | 173 | 28.32% | 0.2 |
|
| 4913 |
4913
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $78.5M | -$23.1M | -23% | 13.5% | 64.5% | 342 | 14.62% | 0.7 |
|
| 4914 |
4914
Quad-Cities Investment Group
Davenport,
Iowa
| $78.2M | -$27M | -26% | 18.7% | 67.3% | 172 | 17.44% | 1.8 |
|
| 4915 |
4915
Penbrook Management
New York
| $78.1M | -$24.5M | -24% | 14.4% | 107% | 109 | 9.17% | 3.8 |
|
| 4916 |
4916
Lowell Blake & Associates
Boston,
Massachusetts
| $77.9M | -$12.6M | -14% | 14.3% | 44.2% | 59 | 20.34% | 0.2 |
|
| 4917 |
4917
Saddle Point Management
New York
| $77.8M | -$23.5M | -23% | 23.9% | 13.6% | 1 | 0% | 0.3 |
|
| 4918 |
TCM
4918
Taal Capital Management
Boston,
Massachusetts
| $77.6M | – | – | 22.9% | – | 16 | – | 0 |
|
| 4919 |
4919
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| $77.6M | -$27.9M | -26% | 12.7% | 90.8% | 60 | 33.33% | 0.2 |
|
| 4920 |
4920
Diamant Asset Management
Ridgefield,
Connecticut
| $77.5M | -$30.2M | -28% | 14.7% | 83.6% | 71 | 14.08% | 2 |
|
| 4921 |
4921
S. Muoio & Co
New York
| $77.4M | -$33.8M | -30% | 3.72% | 327% | 88 | 47.73% | 2.3 |
|
| 4922 |
4922
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| $77.3M | -$24.6M | -24% | 18.3% | 61% | 93 | 16.13% | 4.2 |
|
| 4923 |
4923
Portland Hill Asset Management
London,
United Kingdom
| $77.2M | -$21.3M | -22% | 17% | 30.2% | 22 | 4.55% | 2.4 |
|
| 4924 |
CWAG
4924
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| $77.1M | -$36M | -32% | 19.5% | 76.1% | 58 | 10.34% | 1.2 |
|
| 4925 |
4925
Edgbaston Investment Partners
| $77.1M | -$26.9M | -26% | 22.7% | 4.67% | 3 | 0% | 1.8 |
|