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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Tributary Capital Management
Omaha,
Nebraska
| $477M | -$24.3M | -5% | 2.53% | 82.3% | 186 | 26.88% | 1 |
|
| 1827 |
1827
Parkwood LLC
Cleveland,
Ohio
| $476M | +$44.7M | +10% | 0.97% | 120% | 353 | 67.42% | 0.3 |
|
| 1828 |
LHC
1828
Lodge Hill Capital
New York
| $475M | -$297M | -38% | 4.77% | 17.9% | 52 | 69.23% | 0.2 |
|
| 1829 |
1829
First Niagara Bank
Lockport,
New York
| $475M | -$8.18M | -2% | 0.2% | 38.1% | 239 | 9.21% | 1.1 |
|
| 1830 |
SCM
1830
Symons Capital Management
Pittsburgh,
Pennsylvania
| $474M | +$25.1M | +6% | 3.59% | 25.4% | 94 | 19.15% | 0.8 |
|
| 1831 |
1831
Broadwood Capital
New York
| $473M | -$74.8M | -14% | 8.27% | 110% | 7 | 28.57% | 1 |
|
| 1832 |
1832
Integre Asset Management
New York
| $473M | +$3.33M | +0.7% | 0.51% | 74.1% | 174 | 21.26% | 0.9 |
|
| 1833 |
AH
1833
Allen Holding
New York
| $472M | -$121K | -0% | 0.93% | 135% | 14 | 14.29% | 1 |
|
| 1834 |
1834
Watershed Asset Management
San Francisco,
California
| $471M | +$208M | +79% | 7.1% | – | 29 | 41.38% | 0.8 |
|
| 1835 |
1835
Kelly Lawrence W & Associates
Pasadens,
California
| $470M | +$913K | +0.2% | 1.03% | 123% | 137 | 40.15% | 1.1 |
|
| 1836 |
1836
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| $468M | -$40.1M | -8% | 2.85% | 45.9% | 79 | 10.13% | 1 |
|
| 1837 |
1837
White Mountains Insurance Group
Hanover,
New Hampshire
| $468M | +$11.8M | +3% | 2.59% | 105% | 1 | 0% | 1.3 |
|
| 1838 |
1838
Richard C. Young & Co
Newport,
Rhode Island
| $467M | -$26.4M | -5% | 2.74% | 137% | 69 | 7.25% | 1 |
|
| 1839 |
1839
First Interstate Bank
Billings,
Montana
| $467M | -$18.9M | -4% | 1.58% | 49.7% | 113 | 10.62% | 1 |
|
| 1840 |
1840
Mizuho Asset Management
Tokyo,
Japan
| $466M | +$6.4M | +1% | 0.48% | 41.7% | 691 | 4.78% | 1.1 |
|
| 1841 |
1841
NBW Capital
Boston,
Massachusetts
| $465M | +$25.3M | +6% | 0.91% | 86% | 90 | 15.56% | 1 |
|
| 1842 |
1842
Ashford Capital Management
Wilmington,
Delaware
| $465M | -$33M | -7% | 3.51% | 150% | 140 | 13.57% | 1 |
|
| 1843 |
1843
Highstreet Asset Management
London,
Ontario, Canada
| $464M | +$7.14M | +2% | 1.87% | 22.5% | 129 | 17.05% | 0.9 |
|
| 1844 |
AFS
1844
Aft Forsyth & Sober
Valrico,
Florida
| $464M | -$21.4M | -4% | 1.66% | 94.6% | 44 | 4.55% | 1.1 |
|
| 1845 |
1845
Academy Capital Management
Waco,
Texas
| $463M | -$26.2M | -5% | 0.88% | 71.2% | 45 | 17.78% | 1 |
|
| 1846 |
1846
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $462M | -$5.66M | -1% | 1.06% | 71.6% | 294 | 7.82% | 1 |
|
| 1847 |
1847
Proprium Capital Partners
Stamford,
Connecticut
| $462M | +$15.5M | +3% | 3.87% | 6.09% | 2 | 0% | 0.5 |
|
| 1848 |
1848
Vigilant Capital Management
Portland,
Maine
| $462M | +$11.1M | +2% | 2.11% | 48.8% | 340 | 35.29% | 0.7 |
|
| 1849 |
1849
Susquehanna Trust & Investment
Lititz,
Pennsylvania
| $462M | -$9.7M | -2% | 0.24% | – | 111 | 17.12% | 1 |
|
| 1850 |
1850
Beacon Financial Group
Dallas,
Texas
| $461M | +$8.84M | +2% | 2.33% | 66.6% | 205 | 30.73% | 0.7 |
|