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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
5901
Sarissa Capital Management
Greenwich,
Connecticut
| $223M | +$42.5M | +24% | 42.1% | 80% | 9 | 11.11% | 3.6 |
|
| 5902 |
5902
Tealwood Asset Management
Minneapolis,
Minnesota
| $223M | -$24.2M | -10% | 5.05% | 128% | 138 | 16.67% | 3.8 |
|
| 5903 |
5903
Cobblestone Asset Management
Richmond,
Virginia
| $223M | +$4.12M | +2% | 0.8% | 60.6% | 77 | 12.99% | 1.2 |
|
| 5904 |
5904
Northbridge Financial Group
Tampa,
Florida
| $223M | – | – | 2.58% | – | 160 | – | 0 |
|
| 5905 |
5905
Hengistbury Investment Partners
London,
United Kingdom
| $223M | +$64.8M | +41% | 0.8% | 108% | 4 | 25% | 4.2 |
|
| 5906 |
5906
Cambridge Capital Management
O'fallon,
Illinois
| $223M | +$14.1M | +7% | 1.51% | 55.9% | 45 | 4.44% | 1.6 |
|
| 5907 |
5907
Persistent Asset Partners
Hong Kong
| $223M | +$77.2M | +53% | 39.3% | – | 464 | 70.26% | 0.2 |
|
| 5908 |
5908
Peak Financial Advisors
Denver,
Colorado
| $223M | +$14.2M | +7% | 2.45% | 39.1% | 98 | 24.49% | 1.3 |
|
| 5909 |
MA
5909
Menlo Advisors
Menlo Park,
California
| $223M | +$11.9M | +6% | 9.23% | 108% | 30 | 3.33% | 6.4 |
|
| 5910 |
5910
Darrow Company
Needham,
Massachusetts
| $223M | +$7M | +3% | 1.08% | 44.5% | 59 | 10.17% | 2.3 |
|
| 5911 |
5911
McCarter Private Wealth Services
Boston,
Massachusetts
| $222M | +$27.2M | +14% | 3.45% | – | 160 | 25% | 0.8 |
|
| 5912 |
5912
Bandera Partners
New York
| $222M | -$5.65M | -2% | 2.61% | 55.4% | 13 | 0% | 4.9 |
|
| 5913 |
NAMNJ
5913
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| $222M | +$13.5M | +6% | 2.36% | – | 111 | 13.51% | 1.4 |
|
| 5914 |
5914
Leslie Global Wealth
Itasca,
Illinois
| $222M | +$9.05M | +4% | 2.24% | – | 80 | 18.75% | 1.1 |
|
| 5915 |
5915
Core Wealth Partners
Santa Rosa,
California
| $222M | +$4.27M | +2% | 2.57% | 75.7% | 191 | 10.99% | 1.9 |
|
| 5916 |
5916
Powers Capital
San Francisco,
California
| $222M | +$5.22M | +2% | 2.41% | – | 2 | 0% | 1 |
|
| 5917 |
5917
Sterneck Capital Management
Kansas City,
Missouri
| $222M | +$7.06M | +3% | 2.93% | 61.5% | 117 | 16.24% | 4.6 |
|
| 5918 |
5918
Advantage Trust Company
Salina,
Kansas
| $222M | +$662K | +0.3% | 1.88% | 77.6% | 192 | 36.98% | 1.8 |
|
| 5919 |
5919
EntreWealth
Austin,
Texas
| $222M | +$27.6M | +14% | 2.09% | – | 100 | 20% | 0.6 |
|
| 5920 |
5920
Islander Capital Partners
San Francisco,
California
| $222M | – | – | 1.83% | – | 14 | – | 0 |
|
| 5921 |
5921
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| $222M | -$49.5M | -18% | 13.4% | 961% | 67 | 61.19% | 0.7 |
|
| 5922 |
AFA
5922
Alta Fundamental Advisers
New York
| $222M | -$12.4M | -5% | 15.7% | 340% | 29 | 27.59% | 2 |
|
| 5923 |
5923
General Catalyst Group Management
Cambridge,
Massachusetts
| $222M | -$2.82B | -93% | 13.7% | 161% | 8 | 12.5% | 1.9 |
|
| 5924 |
TLC
5924
True Light Capital
Singapore,
| $222M | – | – | 2.79% | – | 8 | – | 0 |
|
| 5925 |
5925
LRZ Capital
Miami,
Florida
| $222M | – | – | 2.99% | – | 18 | – | 0 |
|