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 |
1626
Spirit of America Management Corp
Syosset,
New York
| $805M | -$5.21M | -0.6% | 3.61% | 113% | 268 | 9.7% | 3.3 |
|
| 1627 |
1627
Cambridge Associates
Boston,
Massachusetts
| $805M | -$85.7M | -10% | 1.93% | 50.1% | 29 | 10.34% | 2.3 |
|
| 1628 |
1628
Windward Capital Management
Los Angeles,
California
| $804M | +$95.9M | +14% | 10.6% | 78.5% | 85 | 12.94% | 3.4 |
|
| 1629 |
BWCA
1629
Brenner West Capital Advisors
New York
| $804M | -$88.9M | -10% | 5.72% | 73.5% | 24 | 33.33% | 0.8 |
|
| 1630 |
1630
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $804M | +$67M | +9% | 5.89% | 71.6% | 313 | 8.31% | 3.6 |
|
| 1631 |
1631
Calamos Wealth Management
Naperville,
Illinois
| $803M | +$349K | +0% | 6.52% | 102% | 220 | 5.91% | 2.3 |
|
| 1632 |
1632
Bardin Hill Management Partners
New York
| $802M | +$30.1M | +4% | 8.91% | 214% | 39 | 48.72% | 0.5 |
|
| 1633 |
TAM
1633
Telemark Asset Management
Boston,
Massachusetts
| $802M | +$7.78M | +1% | 17.2% | 329% | 61 | 45.9% | 1 |
|
| 1634 |
MFP
1634
Michael F. Price
| $802M | -$44.5M | -5% | 1.3% | 42.6% | 117 | 17.95% | 2.6 |
|
| 1635 |
1635
IberiaBank
Lafayette,
Louisiana
| $800M | +$224M | +39% | 6.31% | 39.6% | 296 | 31.76% | 1.8 |
|
| 1636 |
1636
Tirschwell & Loewy
New York
| $800M | +$47.7M | +6% | 11.5% | 78% | 78 | 11.54% | 4 |
|
| 1637 |
1637
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $800M | +$72.4M | +10% | 8.22% | 27.5% | 350 | 18.86% | 2.7 |
|
| 1638 |
1638
Mariner Independent Advisor Network
Overland Park,
Kansas
| $799M | +$235M | +42% | 7.45% | 39.5% | 303 | 77.56% | 0.4 |
|
| 1639 |
1639
Pelham Capital
London,
United Kingdom
| $799M | +$289M | +57% | 12.7% | 135% | 10 | 60% | 0.4 |
|
| 1640 |
1640
Advisornet Financial
Minnetonka,
Minnesota
| $796M | +$55.9M | +8% | 5.03% | 71.2% | 1,714 | 17.85% | 0.6 |
|
| 1641 |
1641
Kimelman & Baird
New York
| $793M | +$31.7M | +4% | 6.23% | – | 114 | 12.28% | 3.8 |
|
| 1642 |
PWM
1642
Patriot Wealth Management
Houston,
Texas
| $793M | +$65M | +9% | 6.28% | 24.3% | 86 | 17.44% | 2.3 |
|
| 1643 |
1643
Pier Capital
Stamford,
Connecticut
| $792M | +$65.4M | +9% | 16.6% | 223% | 137 | 40.88% | 0.7 |
|
| 1644 |
1644
Cantor Fitzgerald Investment Advisors
New York
| $792M | -$32.5M | -4% | 1.55% | 73.4% | 65 | 18.46% | 1 |
|
| 1645 |
FCP
1645
Fine Capital Partners
New York
| $791M | -$159M | -17% | 10.5% | 95.5% | 19 | 26.32% | 3.3 |
|
| 1646 |
1646
Abrams Bison Investments
Bethesda,
Maryland
| $791M | +$62.6M | +9% | 23.9% | 170% | 6 | 33.33% | 2 |
|
| 1647 |
1647
AGF Investments LLC
Toronto,
Ontario, Canada
| $788M | -$85.6M | -10% | 7% | 28.5% | 895 | 14.53% | 0.9 |
|
| 1648 |
WCM
1648
Wallace Capital Management
Dallas,
Texas
| $787M | +$35.2M | +5% | 6.96% | 62.3% | 73 | 6.85% | 3.1 |
|
| 1649 |
1649
Aureus Asset Management
Boston,
Massachusetts
| $786M | +$58.8M | +8% | 8.15% | 93.9% | 199 | 12.06% | 2.2 |
|
| 1650 |
CK
1650
Cohen Klingenstein
New York
| $786M | +$54.9M | +8% | 8.36% | 99.1% | 169 | 1.18% | 4.5 |
|