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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Mark Asset Management
New York
| $339M | -$6.35M | -2% | 3.3% | 325% | 57 | 26.32% | 1.5 |
|
| 2202 |
2202
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $338M | +$5.88M | +2% | 2.85% | 50.4% | 9 | 22.22% | 1.9 |
|
| 2203 |
2203
Tompkins Financial
Ithaca,
New York
| $338M | +$21.6M | +7% | 2.58% | 84.4% | 597 | 29.65% | 1.8 |
|
| 2204 |
2204
Quantitative Advantage
Minnetonka,
Minnesota
| $338M | -$2.02M | -0.6% | 1.91% | 45.9% | 50 | 14% | 1.1 |
|
| 2205 |
SCM
2205
Somerset Capital Management
London,
United Kingdom
| $338M | +$48.9M | +17% | 6.76% | 7.5% | 10 | 10% | 1.5 |
|
| 2206 |
2206
LaFleur & Godfrey
Grand Rapids,
Michigan
| $338M | +$8.75M | +3% | 3.91% | 85.2% | 75 | 9.33% | 2.4 |
|
| 2207 |
2207
Encompass Capital Advisors
New York
| $337M | +$54.6M | +19% | 38.3% | 364% | 37 | 81.08% | 0.2 |
|
| 2208 |
FBP
2208
Flippin Bruce & Porter
Lynchburg,
Virginia
| $337M | +$20.8M | +7% | 1.28% | 44.4% | 81 | 8.64% | 2.4 |
|
| 2209 |
2209
Vista Capital Partners
Portland,
Oregon
| $337M | +$11.3M | +3% | 2.91% | 61.2% | 42 | 2.38% | 2.7 |
|
| 2210 |
2210
ACK Asset Management
Greenwich,
Connecticut
| $336M | +$82.3M | +32% | 14.5% | 132% | 35 | 48.57% | 0.7 |
|
| 2211 |
2211
Oberweis Asset Management
Lisle,
Illinois
| $336M | -$9.8M | -3% | 8.27% | 485% | 215 | 39.53% | 0.9 |
|
| 2212 |
2212
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $336M | +$6.47M | +2% | 1.49% | 80.6% | 84 | 19.05% | 2.3 |
|
| 2213 |
2213
Sheffield Asset Management
Chicago,
Illinois
| $336M | -$56.5M | -14% | 6.33% | 24.5% | 21 | 47.62% | 0.6 |
|
| 2214 |
2214
JCIC Asset Management
Toronto,
Ontario, Canada
| $336M | -$25.1M | -7% | 0.63% | – | 89 | 41.57% | 2.3 |
|
| 2215 |
2215
Sessa Capital
New York
| $335M | -$149M | -31% | 4.51% | 147% | 37 | 45.95% | 0.8 |
|
| 2216 |
2216
Stillwater Capital Advisors
Devon,
Pennsylvania
| $335M | -$3.39M | -1% | 2.16% | 121% | 86 | 19.77% | 1.7 |
|
| 2217 |
2217
Winslow Evans & Crocker
Boston,
Massachusetts
| $335M | +$2.89M | +0.9% | 3.17% | 76.2% | 1,339 | 7.99% | 2 |
|
| 2218 |
2218
Woodmont Investment Counsel
Nashville,
Tennessee
| $334M | +$3.42M | +1% | 2.86% | 66.8% | 553 | 67.63% | 2.2 |
|
| 2219 |
2219
Jacobs Asset Management
New York
| $334M | -$17.9M | -5% | 5.49% | 114% | 48 | 31.25% | 1.7 |
|
| 2220 |
2220
Raub Brock Capital Management
Larkspur,
California
| $333M | -$5.24M | -2% | 0.05% | 54.7% | 38 | 10.53% | 1.9 |
|
| 2221 |
2221
Pensionfund Sabic
Sittard,
Netherlands
| $333M | +$1.52M | +0.5% | 2.76% | 63.6% | 220 | 20.91% | 0.7 |
|
| 2222 |
EOCM
2222
Energy Opportunities Capital Management
Austin,
Texas
| $332M | +$34.4M | +12% | 16.5% | 211% | 57 | 19.3% | 1.5 |
|
| 2223 |
2223
Evanson Asset Management
Carmel,
California
| $331M | +$38.5M | +13% | 3.22% | 66.6% | 214 | 12.62% | 1.9 |
|
| 2224 |
2224
Jabre Capital Partners
Geneva,
Switzerland
| $331M | -$300M | -48% | 7.53% | 62.9% | 110 | 56.36% | 0.5 |
|
| 2225 |
TLCM
2225
Tiger Legatus Capital Management
New York
| $330M | +$78.8M | +31% | 13.8% | 19.1% | 24 | 66.67% | 0.7 |
|