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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
IFC
5801
Intact Financial Corporation
Toronto,
Ontario, Canada
| $92.1M | -$11.5M | -11% | 11.1% | – | 1 | 0% | 1 |
|
| 5802 |
GIA
5802
Goodwin Investment Advisory
Woodstock,
Georgia
| $91.9M | +$6.92M | +8% | 7.7% | 60.8% | 157 | 31.21% | 1.4 |
|
| 5803 |
LMAM
5803
Legg Mason Asset Management
Tokyo,
Japan
| $91.4M | -$372K | -0.4% | 7.32% | – | 133 | 21.05% | 9.1 |
|
| 5804 |
AM
5804
Anqa Management
Sag Harbor,
New York
| $91.4M | +$12.4M | +16% | 22.6% | 171% | 26 | 26.92% | 1.4 |
|
| 5805 |
TWP
5805
Tower Wealth Partners
Lewisburg,
Pennsylvania
| $90.9M | +$13.3M | +17% | 5.09% | 53.7% | 53 | 13.21% | 1.7 |
|
| 5806 |
MC
5806
Mayo Clinic
Rochester,
Minnesota
| $90.4M | +$3.57M | +4% | 18.7% | – | 9 | 11.11% | 4.1 |
|
| 5807 |
OFG
5807
OTA Financial Group
Purchase,
New York
| $90.2M | -$34.9M | -28% | 4.28% | 320% | 130 | 80.77% | 0.5 |
|
| 5808 |
NIM
5808
NuWave Investment Management
Parsippany,
New Jersey
| $89.9M | +$10.7M | +13% | 1.86% | 26.4% | 445 | 68.09% | 1.9 |
|
| 5809 |
YCM
5809
Yost Capital Management
Houston,
Texas
| $89.6M | +$14.4M | +19% | 12.8% | 125% | 10 | 30% | 2.2 |
|
| 5810 |
GC
5810
Gratia Capital
Los Angeles,
California
| $89.3M | +$21.6M | +32% | 23.5% | 42.4% | 47 | 70.21% | 1.3 |
|
| 5811 |
WLRC
5811
W.L. Ross & Co
Dallas,
Texas
| $89M | -$626K | -0.7% | 0.7% | – | 1 | 0% | 6 |
|
| 5812 |
HC
5812
Hoese & Co
Glencoe,
Minnesota
| $89M | +$8.02M | +10% | 6.61% | 46.3% | 215 | 58.14% | 0.5 |
|
| 5813 |
DI
5813
DUMAC Inc
Durham,
North Carolina
| $88.8M | +$16.5M | +23% | 22.1% | – | 41 | 53.66% | 4.8 |
|
| 5814 |
RF
5814
Robbins Farley
Bedford,
New Hampshire
| $88.6M | -$25M | -22% | 4.53% | 98.2% | 191 | 56.54% | 1.3 |
|
| 5815 |
FA
5815
Freestate Advisors
Overland Park,
Kansas
| $88.5M | +$2.77M | +3% | 5.06% | – | 10 | 40% | 1.3 |
|
| 5816 |
QCM
5816
Quantinno Capital Management
New York
| $88.2M | -$3.54M | -4% | 7.6% | 119% | 264 | 22.73% | 3.8 |
|
| 5817 |
LWP
5817
Legacy Wealth Planning
Reno,
Nevada
| $87.8M | +$9.43M | +12% | 7.37% | 14.6% | 100 | 6% | 4.3 |
|
| 5818 |
BM
5818
Brandywine Managers
Hockessin,
Delaware
| $87.7M | +$12.4M | +17% | 10.7% | 96.3% | 49 | 14.29% | 7.9 |
|
| 5819 |
SMG
5819
Smart Money Group
Eastland,
Texas
| $87.2M | -$32.6M | -27% | 5.6% | 58.9% | 67 | 37.31% | 8 |
|
| 5820 |
NVPX
5820
Norwest Venture Partners XIV
Palo Alto,
California
| $86.6M | -$8.01M | -8% | 24.1% | – | 2 | 50% | 1 |
|
| 5821 |
TAM
5821
Toscafund Asset Management
London,
United Kingdom
| $86.4M | -$9.69M | -10% | 11.2% | 80.9% | 16 | 25% | 2.3 |
|
| 5822 |
WGA
5822
Weather Gauge Advisory
Williamsburg,
Virginia
| $85.9M | +$1.14M | +1% | 4.3% | 39.9% | 80 | 3.75% | 9 |
|
| 5823 |
MC
5823
MSD Capital
New York
| $85.8M | +$2.48M | +3% | 3.72% | 11.5% | 3 | 0% | 22.7 |
|
| 5824 |
RAM
5824
Roumell Asset Management
Chevy Chase,
Maryland
| $85.6M | +$16.4M | +24% | 8.55% | 46.9% | 20 | 40% | 2.6 |
|
| 5825 |
ARM
5825
Adirondack Research & Management
Guilderland,
New York
| $85.5M | +$899K | +1% | 6.95% | 47.8% | 97 | 10.31% | 11.4 |
|