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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Intrust Bank
Wichita,
Kansas
| $831M | +$76.2M | +10% | 10.3% | 102% | 403 | 8.68% | 4.1 |
|
| 2227 |
2227
Accel Growth Fund IV Associates
Palo Alto,
California
| $831M | -$276M | -25% | 13.5% | 61.4% | 4 | 75% | 0.2 |
|
| 2228 |
2228
Ophir Asset Management
Sydney,
Australia
| $830M | +$107M | +15% | 8.18% | 282% | 46 | 47.83% | 0.5 |
|
| 2229 |
2229
XML Financial
Bethesda,
Maryland
| $830M | +$81.1M | +11% | 8.5% | 77.9% | 335 | 10.45% | 1.2 |
|
| 2230 |
2230
Asset Dedication LLC
San Francisco,
California
| $830M | +$71.5M | +9% | 5.65% | 71.9% | 1,076 | 16.82% | 2.5 |
|
| 2231 |
2231
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $830M | +$7.42M | +0.9% | 0.93% | 380% | 1 | 0% | 5 |
|
| 2232 |
2232
AdvisorShares Investments
Bethesda,
Maryland
| $830M | +$195M | +31% | 0.45% | 110% | 226 | 29.65% | 0.7 |
|
| 2233 |
2233
Randolph Company
Cincinnati,
Ohio
| $829M | +$51M | +7% | 9.66% | 127% | 51 | 11.76% | 2.4 |
|
| 2234 |
OCMI
2234
Oaktop Capital Management II
Chatham,
New Jersey
| $829M | +$108M | +15% | 13.7% | 451% | 18 | 5.56% | 5 |
|
| 2235 |
2235
Spearhead Capital Advisors
Wellington,
Florida
| $828M | +$78.2M | +10% | 8.59% | 25.2% | 189 | 8.99% | 1.8 |
|
| 2236 |
2236
Capital One Financial
Mclean,
Virginia
| $828M | +$18.5M | +2% | 4.38% | – | 200 | 10.5% | 1.5 |
|
| 2237 |
2237
RWC Asset Advisors
Miami,
Florida
| $827M | +$64.7M | +8% | 0.61% | 267% | 12 | 16.67% | 1.6 |
|
| 2238 |
2238
Valiant Capital Management
San Francisco,
California
| $827M | -$237M | -22% | 2.67% | 348% | 24 | 12.5% | 2.2 |
|
| 2239 |
2239
Portfolio Solutions
Royal Oak,
Michigan
| $826M | +$20.1M | +2% | 5.86% | 11.6% | 45 | 11.11% | 3.4 |
|
| 2240 |
2240
Broad Bay Capital Management
New York
| $826M | +$18.8M | +2% | 10.3% | 338% | 19 | 15.79% | 1.3 |
|
| 2241 |
2241
CCM Investment Advisers
Columbia,
South Carolina
| $825M | +$55.4M | +7% | 11.1% | 170% | 70 | 5.71% | 3.9 |
|
| 2242 |
2242
Institutional Venture Management XV
Menlo Park,
California
| $824M | -$247M | -23% | 7.81% | 116% | 8 | 25% | 0.5 |
|
| 2243 |
2243
Good Life Advisors
Reading,
Pennsylvania
| $824M | +$90.1M | +12% | 7.63% | 60% | 416 | 16.59% | 2.2 |
|
| 2244 |
2244
Arbiter Partners Capital Management
New York
| $824M | +$187M | +29% | 3.2% | 378% | 40 | 20% | 3.1 |
|
| 2245 |
2245
Estate Counselors
Thiensville,
Wisconsin
| $823M | +$24.2M | +3% | 5.46% | 60% | 195 | 24.62% | 1.9 |
|
| 2246 |
2246
Pallas Capital Advisors
Braintree,
Massachusetts
| $821M | -$89.7M | -10% | 9.67% | 71.8% | 413 | 18.89% | 0.5 |
|
| 2247 |
2247
Marks Group Wealth Management
Minnetonka,
Minnesota
| $821M | +$81.3M | +11% | 9.79% | 71.4% | 325 | 14.15% | 1.3 |
|
| 2248 |
2248
Kore Private Wealth
New York
| $820M | -$131M | -14% | 4.52% | 35.9% | 471 | 40.13% | 2 |
|
| 2249 |
2249
Ithaka Group
Arlington,
Virginia
| $820M | +$2.56M | +0.3% | 5.31% | 143% | 47 | 10.64% | 3.1 |
|
| 2250 |
2250
Towle & Co
Denver,
Colorado
| $819M | +$22.4M | +3% | 5.71% | 172% | 36 | 22.22% | 1.9 |
|