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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $907M | +$43.6M | +5% | 3.84% | 44.7% | 178 | 10.67% | 3.5 |
|
| 2102 |
2102
Stonebridge Capital Advisors
St Paul,
Minnesota
| $905M | +$82.7M | +10% | 9.18% | 80.1% | 1,090 | 16.06% | 1.5 |
|
| 2103 |
MFP
2103
Michael F. Price
| $903M | +$38.9M | +5% | 1.59% | 42.6% | 155 | 14.84% | 3 |
|
| 2104 |
2104
Carret Asset Management
New York
| $903M | +$65.2M | +8% | 9.57% | 106% | 304 | 4.61% | 5.3 |
|
| 2105 |
DTL
2105
Dynamic Technology Lab
Singapore
| $903M | +$68.7M | +8% | 4.13% | 30.8% | 1,651 | 73.41% | 0.2 |
|
| 2106 |
2106
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $902M | +$83.7M | +10% | 12.2% | 22.7% | 35 | 8.57% | 5.2 |
|
| 2107 |
2107
SpiderRock Advisors
Wilimington,
Delaware
| $902M | +$232M | +35% | – | – | 174 | 0% | 1.6 |
|
| 2108 |
2108
Weatherly Asset Management
Del Mar,
California
| $902M | +$79.7M | +10% | 9.72% | 116% | 206 | 7.28% | 5.2 |
|
| 2109 |
2109
Alpha Wave Global
New York
| $900M | -$406M | -31% | 2.05% | 226% | 149 | 43.62% | 0.5 |
|
| 2110 |
2110
Fiduciary Group
Savannah,
Georgia
| $899M | +$17.8M | +2% | 7.49% | 67.1% | 241 | 4.98% | 4.3 |
|
| 2111 |
2111
J.L. Bainbridge & Co
Sarasota,
Florida
| $899M | +$61M | +7% | 11.6% | 118% | 99 | 14.14% | 2 |
|
| 2112 |
2112
SPC Financial Inc
Rockville,
Maryland
| $896M | +$89M | +11% | 7.44% | 65.1% | 196 | 15.31% | 3.2 |
|
| 2113 |
2113
Cevian Capital II
St. Helier,
Jersey
| $896M | +$116M | +15% | 15.4% | 105% | 2 | 0% | 3.5 |
|
| 2114 |
2114
Simplicity Solutions
Minneapolis,
Minnesota
| $896M | +$245M | +38% | 9.57% | 37.1% | 631 | 35.82% | 2 |
|
| 2115 |
2115
RVW Wealth
Los Angeles,
California
| $895M | +$63.2M | +8% | 5.42% | 65.8% | 146 | 18.49% | 1.4 |
|
| 2116 |
2116
Colonial Trust Advisors
Spartanburg,
South Carolina
| $894M | +$83.2M | +10% | 12.8% | 80% | 195 | 8.21% | 4.6 |
|
| 2117 |
2117
Palisade Asset Management
Minneapolis,
Minnesota
| $894M | +$73.7M | +9% | 11% | 72.9% | 187 | 3.74% | 5.6 |
|
| 2118 |
2118
Callahan Advisors
Houston,
Texas
| $891M | +$97.8M | +12% | 12.4% | 87.7% | 153 | 7.84% | 5 |
|
| 2119 |
2119
Keel Point
Huntsville,
Alabama
| $890M | +$117M | +15% | 7.03% | 76.4% | 291 | 15.12% | 2.2 |
|
| 2120 |
2120
Oxford Financial Group
Carmel,
Indiana
| $890M | +$105M | +13% | 8.3% | 77.2% | 287 | 19.86% | 1.5 |
|
| 2121 |
2121
Sahana Capital Management
Greenwich,
Connecticut
| $889M | +$14.6M | +2% | 0.71% | 0.48% | 12 | 25% | 0.9 |
|
| 2122 |
2122
B. Riley Financial
Los Angeles,
California
| $889M | +$98.5M | +12% | 7.49% | 682% | 61 | 54.1% | 0.5 |
|
| 2123 |
2123
Nalanda India Equity Fund
Mauritius
| $888M | +$88.3M | +11% | 10.9% | 13.6% | 2 | 0% | 2.4 |
|
| 2124 |
AA
2124
Ancient Art
Austin,
Texas
| $887M | -$59.9M | -6% | 2.62% | 168% | 26 | 34.62% | 1.4 |
|
| 2125 |
TFP
2125
Triple Frond Partners
San Francisco,
California
| $887M | -$29.5M | -3% | 1.74% | 92.9% | 10 | 0% | 3.3 |
|