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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Delta Global Management
New York
| $1.39B | +$179M | +15% | 5.46% | – | 198 | 84.85% | 0.1 |
|
| 1677 |
1677
Roundview Capital
Princeton,
New Jersey
| $1.39B | -$46.3M | -3% | 1.01% | 77.7% | 346 | 12.14% | 5.5 |
|
| 1678 |
1678
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.38B | -$14.9M | -1% | 1.52% | 76% | 200 | 12% | 4.4 |
|
| 1679 |
1679
Woodmont Investment Counsel
Nashville,
Tennessee
| $1.38B | +$32.3M | +2% | 0.7% | 75.3% | 278 | 9.71% | 5.5 |
|
| 1680 |
1680
NBT Bank
Norwich,
New York
| $1.38B | -$51.6M | -4% | 0.27% | 77% | 861 | 11.73% | 3 |
|
| 1681 |
1681
First Trust Capital Management
Chicago,
Illinois
| $1.38B | +$73.5M | +6% | 13.2% | 214% | 124 | 51.61% | 0.5 |
|
| 1682 |
1682
Trek Financial
Scottsdale,
Arizona
| $1.38B | +$43.6M | +3% | 1.41% | 152% | 471 | 32.7% | 1.9 |
|
| 1683 |
1683
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.38B | -$3.43M | -0.2% | 3.84% | 88.1% | 447 | 24.38% | 3.2 |
|
| 1684 |
1684
PFM Health Sciences
San Francisco,
California
| $1.38B | -$236M | -15% | 8.78% | 241% | 96 | 44.79% | 2.1 |
|
| 1685 |
1685
Jordan Park Group
San Francisco,
California
| $1.38B | +$22.6M | +2% | 0.54% | 43.2% | 72 | 6.94% | 1.9 |
|
| 1686 |
1686
Bank of Finland
Helsinki,
Finland
| $1.38B | -$27M | -2% | 1.87% | 66.7% | 5 | 40% | 2.8 |
|
| 1687 |
1687
Cantor Fitzgerald Investment Advisors
New York
| $1.37B | -$70.1M | -5% | 2.35% | 73.4% | 190 | 6.84% | 3.4 |
|
| 1688 |
1688
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1.37B | -$4.2M | -0.3% | 5.64% | 80.4% | 60 | 10% | 3.4 |
|
| 1689 |
1689
Summit Global Investments
Bountiful,
Utah
| $1.37B | -$225M | -14% | 1.29% | 68.4% | 602 | 43.19% | 1.4 |
|
| 1690 |
1690
General American Investors
New York
| $1.37B | -$67.2M | -5% | 0.79% | 137% | 71 | 15.49% | 5.5 |
|
| 1691 |
1691
North Star Investment Management
Chicago,
Illinois
| $1.37B | -$63.1M | -4% | 1.89% | 89.9% | 1,268 | 9.23% | 5.2 |
|
| 1692 |
VARA
1692
Value Aligned Research Advisors
Princeton,
New Jersey
| $1.37B | +$1.01B | +275% | 16.5% | 1,641% | 65 | 33.85% | 0.4 |
|
| 1693 |
1693
Valiant Capital Management
San Francisco,
California
| $1.37B | -$209M | -13% | 7.5% | 348% | 38 | 21.05% | 1.9 |
|
| 1694 |
1694
Thomasville National Bank
Thomasville,
Georgia
| $1.37B | -$23.7M | -2% | 0.37% | – | 241 | 6.64% | 6.2 |
|
| 1695 |
1695
Carrhae Capital
London,
United Kingdom
| $1.37B | +$171M | +14% | 14.2% | 182% | 35 | 60% | 0.8 |
|
| 1696 |
1696
Infrastructure Capital Advisors
New York
| $1.36B | -$64.6M | -5% | 4.42% | 52% | 140 | 21.43% | 1.3 |
|
| 1697 |
1697
Applied Finance Capital Management
San Juan,
Puerto Rico
| $1.36B | -$942M | -41% | 0.74% | 106% | 330 | 20.91% | 1 |
|
| 1698 |
1698
Westpac Banking Corp
Sydney,
Australia
| $1.36B | -$148M | -10% | 3.1% | 127% | 490 | 8.16% | 7.6 |
|
| 1699 |
1699
Dundas Partners
Edinburgh,
United Kingdom
| $1.36B | -$67.6M | -5% | 0.34% | 87.6% | 53 | 13.21% | 4 |
|
| 1700 |
1700
Rebalance
Palo Alto,
California
| $1.36B | +$20M | +1% | 0.27% | 47.6% | 105 | 19.05% | 1.6 |
|