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 |
SC
2126
Selz Capital
New York
| $570M | +$173M | +43% | 13.5% | 10.2% | 78 | 58.97% | 1 |
|
| 2127 |
2127
Sunriver Management
Greenwich,
Connecticut
| $570M | +$53.5M | +10% | 9.73% | 9.27% | 22 | 31.82% | 1 |
|
| 2128 |
2128
Oakworth Capital
Birmingham,
Alabama
| $570M | +$54.1M | +10% | 8.61% | 70% | 601 | 6.32% | 4.1 |
|
| 2129 |
2129
Kays Financial Advisory
Atlanta,
Georgia
| $569M | +$23.7M | +4% | 6.19% | 23.3% | 123 | 25.2% | 2.5 |
|
| 2130 |
2130
Oslo Pensjonsforsikring
Oslo,
| $568M | +$60.6M | +12% | 13.2% | 79% | 16 | 0% | 2.5 |
|
| 2131 |
2131
Community Bank
Dewitt,
New York
| $568M | +$41.6M | +8% | 7.48% | 73.5% | 460 | 12.61% | 3.6 |
|
| 2132 |
2132
SNS Financial Group
Minneapolis,
Minnesota
| $568M | +$42.4M | +8% | 6% | 54.2% | 235 | 17.87% | 2.4 |
|
| 2133 |
2133
Hikari Tsushin Inc
Tokyo,
Japan
| $567M | +$82.8M | +17% | 8.9% | 59.5% | 52 | 9.62% | 3.3 |
|
| 2134 |
2134
Fort LP
Chevy Chase,
Maryland
| $567M | +$30.5M | +6% | 6.87% | 56.8% | 539 | 38.96% | 1 |
|
| 2135 |
2135
Freshford Capital Management
Rye Brook,
New York
| $567M | +$19.6M | +4% | 4.79% | 97.3% | 19 | 21.05% | 1.3 |
|
| 2136 |
2136
Eversept Partners
New York
| $566M | +$244M | +76% | 50.5% | 321% | 83 | 44.58% | 0.7 |
|
| 2137 |
2137
Invesco Senior Secured Management
New York
| $566M | +$426M | +305% | 6.9% | 18.1% | 21 | 9.52% | 1.4 |
|
| 2138 |
2138
Money Design
Tokyo,
Japan
| $565M | +$89.3M | +19% | 3.32% | 26.4% | 60 | 13.33% | 1.3 |
|
| 2139 |
2139
Berkshire Partners
Boston,
Massachusetts
| $565M | -$349M | -38% | 15.3% | 79% | 2 | 0% | 4.5 |
|
| 2140 |
TEC
2140
Tiger Eye Capital
Nashville,
Tennessee
| $564M | +$183M | +48% | 12.2% | 116% | 50 | 32% | 1.6 |
|
| 2141 |
2141
Lutz Financial Services
Omaha,
Nebraska
| $563M | +$41.3M | +8% | 4.95% | 35.3% | 67 | 2.99% | 1.5 |
|
| 2142 |
2142
BerganKDV Wealth Management
Bloomington,
Minnesota
| $562M | +$55.5M | +11% | 5.16% | 27.9% | 1,002 | 33.43% | 1.2 |
|
| 2143 |
2143
Professional Advisory Services
Vero Beach,
Florida
| $561M | +$35.3M | +7% | 8.57% | 69.3% | 74 | 12.16% | 4.1 |
|
| 2144 |
2144
Cypress Capital Group
Palm Beach,
Florida
| $561M | +$42.3M | +8% | 7.04% | 97.8% | 247 | 8.5% | 3.8 |
|
| 2145 |
2145
IBM Retirement Fund
Armonk,
New York
| $560M | +$28.6M | +5% | 9.71% | 54.4% | 430 | 5.12% | 4.6 |
|
| 2146 |
2146
TRG Investments
Richmond,
Virginia
| $560M | +$114M | +26% | 25.6% | 70.5% | 2 | 0% | 4 |
|
| 2147 |
2147
Kovack Advisors
Ft. Lauderdale,
Florida
| $559M | +$72M | +15% | 7.18% | 118% | 589 | 31.75% | 2 |
|
| 2148 |
2148
Caprock Group
Boise,
Idaho
| $559M | +$46.8M | +9% | 9.34% | – | 397 | 17.38% | 2.3 |
|
| 2149 |
2149
Visionary Wealth Advisors
O'fallon,
Illinois
| $559M | – | – | 6.89% | 69.4% | 207 | – | 0 |
|
| 2150 |
2150
Adams Natural Resources Fund
Baltimore,
Maryland
| $558M | +$5.45M | +1% | 5.33% | 50.6% | 62 | 8.06% | 3.2 |
|