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
Bellevue Asset Management
Bellevue,
Washington
| $309M | +$91.9M | +42% | 1.13% | 56.7% | 511 | 9% | 4.2 |
|
| 4902 |
4902
Skaana Management
Brooklyn,
New York
| $309M | -$49.8M | -14% | 8.57% | 269% | 211 | 28.44% | 0.9 |
|
| 4903 |
4903
Solus Alternative Asset Management
Summit,
New Jersey
| $309M | -$3.01M | -1% | 1.85% | 79.3% | 10 | 10% | 3.4 |
|
| 4904 |
4904
GoodHaven Capital Management
Millburn,
New Jersey
| $309M | -$1.7M | -0.5% | 1.4% | 80.7% | 27 | 7.41% | 5.7 |
|
| 4905 |
OFCM
4905
One Fin Capital Management
San Francisco,
California
| $309M | +$4.75M | +2% | 5.46% | 92% | 27 | 55.56% | 0.3 |
|
| 4906 |
4906
Caerus Investment Advisors
West Lake Hills,
Texas
| $309M | +$64.2M | +26% | 6.39% | 85% | 370 | 42.97% | 0.4 |
|
| 4907 |
4907
Precision Wealth Strategies
Saint Louis,
Missouri
| $309M | +$401K | +0.1% | 1.2% | 106% | 190 | 30% | 0.9 |
|
| 4908 |
4908
Defender Capital
Charlotte,
North Carolina
| $309M | +$10.5M | +4% | 0.78% | 101% | 39 | 100% | 0 |
|
| 4909 |
4909
Alteri Wealth
Westlake Village,
California
| $309M | +$17.5M | +6% | 4.07% | – | 294 | 6.8% | 0.8 |
|
| 4910 |
4910
Great Point Partners
Greenwich,
Connecticut
| $308M | +$65.9M | +27% | 21.4% | 710% | 42 | 59.52% | 0.5 |
|
| 4911 |
4911
Evelyn Partners Investment Management (Europe)
Dublin,
| $308M | +$19.7M | +7% | 3.02% | – | 188 | 6.38% | 0.9 |
|
| 4912 |
4912
Rakuten Securities
Tokyo,
Japan
| $308M | +$37.2M | +14% | 5% | 999% | 987 | 17.93% | 1.4 |
|
| 4913 |
4913
Index Venture Growth Associates V
St. Helier,
Jersey
| $308M | – | – | 20.6% | – | 3 | – | 0 |
|
| 4914 |
4914
Cederberg Capital
London,
United Kingdom
| $308M | -$42.3M | -12% | 6.63% | 273% | 10 | 10% | 2.1 |
|
| 4915 |
4915
California First Leasing Corp
Newport Beach,
California
| $308M | +$34.8M | +13% | 15.3% | 377% | 46 | 6.52% | 2.5 |
|
| 4916 |
4916
Concord Investment Counsel
Irvine,
California
| $308M | -$7.1M | -2% | 3.04% | – | 40 | 2.5% | 1.4 |
|
| 4917 |
4917
Crestmont Private Wealth
Houston,
Texas
| $308M | +$5.06M | +2% | 1.64% | 54.8% | 104 | 17.31% | 1.8 |
|
| 4918 |
4918
Tred Avon Family Wealth
Easton,
Maryland
| $307M | +$16.3M | +6% | 2.32% | – | 267 | 14.98% | 0.2 |
|
| 4919 |
4919
Lifestyle Asset Management
Friendswood,
Texas
| $307M | +$14.5M | +5% | 2.16% | 88.3% | 150 | 18% | 1.2 |
|
| 4920 |
HNH
4920
Hopwood Nicholas Hunter
| $307M | – | – | 1.58% | – | 122 | – | 0 |
|
| 4921 |
4921
JVL Associates
Wyoming,
Michigan
| $307M | +$5.09M | +2% | 2.51% | 81% | 67 | 10.45% | 3.9 |
|
| 4922 |
4922
JW Asset Management
Miami Beach,
Florida
| $307M | +$98.8M | +47% | 58.9% | 251% | 22 | 40.91% | 1.6 |
|
| 4923 |
4923
Argentarii
Cincinnati,
Ohio
| $307M | +$56.4M | +22% | 3.42% | – | 209 | 24.88% | 0.7 |
|
| 4924 |
4924
Canopy Partners
Cincinnati,
Ohio
| $307M | +$7.6M | +3% | 3.62% | 108% | 259 | 11.58% | 1.5 |
|
| 4925 |
4925
Goepper Burkhardt
Greenville,
South Carolina
| $307M | +$13.5M | +5% | 1.71% | 50.4% | 109 | 11.93% | 2.9 |
|