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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
WSCM
1626
Wellington Shields Capital Management
New York
| $591M | +$20.6M | +4% | 4.68% | 137% | 347 | 18.16% | 2 |
|
| 1627 |
PP
1627
Prospector Partners
Guilford,
Connecticut
| $590M | +$9.93M | +2% | 3.61% | 53.6% | 161 | 19.88% | 1.8 |
|
| 1628 |
SG
1628
Swarthmore Group
Philadelphia,
Pennsylvania
| $589M | -$66M | -10% | 3.05% | 44.2% | 60 | 21.67% | 1.4 |
|
| 1629 |
MLM
1629
Mount Lucas Management
Newtown,
Pennsylvania
| $589M | +$13.4M | +2% | 0.61% | 109% | 163 | 36.81% | 0.5 |
|
| 1630 |
SCA
1630
Summit Creek Advisors
Minneapolis,
Minnesota
| $589M | -$47M | -7% | 2.62% | 68.8% | 53 | 15.09% | 1.9 |
|
| 1631 |
FI
1631
FormulaFolio Investments
Grand Rapids,
Michigan
| $589M | +$11.3M | +2% | 3.89% | 41.4% | 149 | 33.56% | 0.7 |
|
| 1632 |
BT
1632
Beacon Trust
Morristown,
New Jersey
| $588M | +$13.1M | +2% | 3.29% | 33% | 195 | 13.85% | 2.2 |
|
| 1633 |
WCM
1633
Windham Capital Management
Boston,
Massachusetts
| $588M | -$163M | -22% | 2.1% | 8.3% | 28 | 10.71% | 2 |
|
| 1634 |
AIU
1634
Algebris Investments (UK)
London,
United Kingdom
| $588M | +$315M | +115% | 1.69% | 15.3% | 82 | 48.78% | 0.8 |
|
| 1635 |
SIC
1635
Sigma Investment Counselors
Northville,
Michigan
| $587M | +$21.5M | +4% | 2.22% | 54.9% | 126 | 5.56% | 2.3 |
|
| 1636 |
NP
1636
NS Partners
London,
United Kingdom
| $586M | +$31.3M | +6% | 1.97% | 109% | 122 | 10.66% | 0.8 |
|
| 1637 |
BWM
1637
Braver Wealth Management
Needham,
Massachusetts
| $586M | -$21.5M | -4% | 1.75% | 20.4% | 163 | 26.38% | 0.9 |
|
| 1638 |
ZA
1638
Zweig Advisers
Hartford,
Connecticut
| $586M | -$11.8M | -2% | 2.29% | 38% | 88 | 38.64% | 1.1 |
|
| 1639 |
FVFIGP
1639
Flagship Ventures Fund IV General Partner
Cambridge,
Massachusetts
| $585M | – | – | 1.42% | – | 5 | – | 0.3 |
|
| 1640 |
AAA
1640
Adams Asset Advisors
Dallas,
Texas
| $585M | +$53M | +10% | 9.37% | 66.8% | 98 | 11.22% | 1.8 |
|
| 1641 |
1641
Park Avenue Securities
New York
| $585M | +$55.5M | +10% | 2% | 71% | 110 | 45.45% | 0.5 |
|
| 1642 |
MWP
1642
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $584M | +$20.6M | +4% | 1.69% | 69.3% | 1,245 | 27.47% | 1.3 |
|
| 1643 |
1643
GW & Wade
Wellesley,
Massachusetts
| $583M | +$70.5M | +14% | 3.95% | 32.2% | 250 | 20.4% | 1.4 |
|
| 1644 |
CHA
1644
Cedar Hill Associates
Chicago,
Illinois
| $583M | +$6.74M | +1% | 2.9% | 21% | 79 | 11.39% | 2.3 |
|
| 1645 |
FNFDCM
1645
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $582M | +$23.2M | +4% | 3.33% | 77.5% | 176 | 6.25% | 2.6 |
|
| 1646 |
PCP
1646
P2 Capital Partners
New York
| $582M | -$67.4M | -10% | 4.64% | 7.96% | 16 | 25% | 1.8 |
|
| 1647 |
1647
Weiss Asset Management
Boston,
Massachusetts
| $581M | +$179M | +44% | 15.6% | 138% | 108 | 61.11% | 0.3 |
|
| 1648 |
BAC
1648
Boys Arnold & Co
Asheville,
North Carolina
| $581M | +$328M | +130% | 2.69% | 11.5% | 262 | 46.18% | 1.5 |
|
| 1649 |
DA
1649
Denali Advisors
San Diego,
California
| $581M | +$123M | +27% | 0.35% | 106% | 330 | 28.18% | 1.3 |
|
| 1650 |
MTIM
1650
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $580M | +$48.6M | +9% | 3.49% | 143% | 165 | 38.79% | 1.2 |
|