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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
MAC
2126
Monarch Alternative Capital
New York
| $277M | +$90.8M | +49% | 22.2% | 497% | 10 | 70% | 0.1 |
|
| 2127 |
BCM
2127
Boltwood Capital Management
Walnut Creek,
California
| $276M | +$33.3M | +14% | 2.73% | 63% | 88 | 4.55% | 0.2 |
|
| 2128 |
ICM
2128
Invicta Capital Management
New York
| $276M | +$35.2M | +15% | 33% | – | 32 | 46.88% | 0.2 |
|
| 2129 |
NA
2129
Newport Asia
San Francisco,
California
| $276M | +$102M | +58% | 37.5% | – | 5 | 20% | 0.3 |
|
| 2130 |
RPGK
2130
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $276M | +$32.6M | +13% | 5.18% | 49.7% | 85 | 15.29% | 0.2 |
|
| 2131 |
KRC
2131
Kingdom Ridge Capital
White Plains,
New York
| $276M | +$58.1M | +27% | 33.2% | 51.6% | 34 | 61.76% | 0.1 |
|
| 2132 |
LIC
2132
Lodestar Investment Counsel
Chicago,
Illinois
| $275M | +$14M | +5% | 2.9% | 45.1% | 98 | 6.12% | 0.2 |
|
| 2133 |
PCA
2133
Private Capital Advisors
Darien,
Connecticut
| $275M | +$6.02M | +2% | 8.81% | 132% | 126 | 22.22% | 0.2 |
|
| 2134 |
GIA
2134
GHP Investment Advisors
Denver,
Colorado
| $275M | +$24.5M | +10% | 7.26% | 81.4% | 261 | 6.51% | 0.2 |
|
| 2135 |
SIG
2135
Schooner Investment Group
Wayne,
Pennsylvania
| $275M | +$52.2M | +23% | 2.69% | 24.3% | 134 | 32.09% | 0.2 |
|
| 2136 |
AGCJ
2136
Alden Global Capital (Jersey)
St. Helier,
Jersey
| $275M | -$20.9M | -7% | 8.29% | – | 15 | 53.33% | 0.1 |
|
| 2137 |
WRTC
2137
Wind River Trust Company
Jackson,
Wyoming
| $275M | +$87.6M | +47% | 6.46% | 62.1% | 13 | 15.38% | 0.2 |
|
| 2138 |
KJHP
2138
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $275M | +$25.8M | +10% | 7.46% | 140% | 144 | 19.44% | 0.2 |
|
| 2139 |
WIC
2139
Woodmont Investment Counsel
Nashville,
Tennessee
| $275M | -$25.8M | -9% | 5.12% | 66.8% | 203 | 27.59% | 0.2 |
|
| 2140 |
LA
2140
Leonetti & Associates
Buffalo Grove,
Illinois
| $274M | +$13M | +5% | 7.27% | 49.5% | 43 | 32.56% | 0.2 |
|
| 2141 |
NA
2141
Nottingham Advisors
Amherst,
New York
| $274M | +$34.7M | +14% | 5.12% | 44.3% | 57 | 14.04% | 0.2 |
|
| 2142 |
CM
2142
Cascabel Management
New York
| $274M | +$84.3M | +44% | 33.5% | – | 34 | 55.88% | 0.2 |
|
| 2143 |
HR
2143
Howe & Rusling
Rochester,
New York
| $274M | -$85.8M | -24% | 9.51% | 82% | 969 | 15.58% | 0.2 |
|
| 2144 |
OCM
2144
Oakwood Capital Management
Los Angeles,
California
| $274M | +$20.6M | +8% | 2.66% | 72.7% | 74 | 10.81% | 0.2 |
|
| 2145 |
EHPM
2145
Emery Howard Portfolio Management
Burlingame,
California
| $272M | +$14.1M | +5% | 6.32% | 66.5% | 31 | 12.9% | 0.2 |
|
| 2146 |
BIG
2146
Blackthorn Investment Group
Overland Park,
Kansas
| $272M | -$55.6M | -17% | 3.2% | – | 345 | 64.06% | 0.1 |
|
| 2147 |
KIA
2147
Kopp Investment Advisors
Bloomington,
Minnesota
| $272M | +$16.2M | +6% | 25.1% | 109% | 97 | 14.43% | 0.2 |
|
| 2148 |
SOAMC
2148
Spirit of America Management Corp
Syosset,
New York
| $272M | -$5.21M | -2% | 1.42% | 113% | 316 | 17.72% | 0.2 |
|
| 2149 |
2149
Accredited Investors
Edina,
Minnesota
| $271M | +$17.7M | +7% | 7.16% | 74% | 58 | 10.34% | 0.2 |
|
| 2150 |
2150
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $270M | +$20.5M | +8% | 5.06% | 19.7% | 893 | 12.88% | 0.2 |
|