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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Evanson Asset Management
Carmel,
California
| $677M | +$48.4M | +8% | 3.39% | 66.6% | 295 | 15.25% | 3.9 |
|
| 2302 |
2302
Maple Capital Management
Montpelier,
Vermont
| $676M | +$27.5M | +4% | 4.33% | 114% | 104 | 10.58% | 4.3 |
|
| 2303 |
2303
Lutz Financial Services
Omaha,
Nebraska
| $676M | +$67M | +11% | 6.82% | 37.2% | 57 | 1.75% | 2.6 |
|
| 2304 |
2304
Renaissance Capital
Stamford,
Connecticut
| $675M | -$57.2M | -8% | 1.89% | 392% | 63 | 23.81% | 0.2 |
|
| 2305 |
2305
Marks Group Wealth Management
Minnetonka,
Minnesota
| $675M | +$33M | +5% | 4.88% | 71.4% | 277 | 16.25% | 1 |
|
| 2306 |
2306
Mayflower Financial Advisors
Boston,
Massachusetts
| $675M | +$94.9M | +16% | 7.24% | 68.7% | 318 | 13.21% | 0.2 |
|
| 2307 |
2307
Adventist Health System West
Roseville,
California
| $673M | +$30.9M | +5% | 5.8% | 60.2% | 5 | 20% | 1.4 |
|
| 2308 |
2308
American Financial Advisors
Marietta,
Georgia
| $673M | -$27.5M | -4% | 2.73% | 52.7% | 131 | 9.16% | 1.5 |
|
| 2309 |
2309
Thomas White International
Chicago,
Illinois
| $673M | +$32.9M | +5% | 2.99% | 34.9% | 331 | 10.27% | 2.4 |
|
| 2310 |
2310
Manchester Capital Management
Manchester,
Vermont
| $672M | +$26.6M | +4% | 4.28% | 86.7% | 837 | 30.59% | 3.9 |
|
| 2311 |
2311
Deltec Asset Management
New York
| $671M | +$17.5M | +3% | 0.99% | 127% | 349 | 52.72% | 1.4 |
|
| 2312 |
2312
Capital Asset Advisory Services
Williamston,
Michigan
| $671M | +$108M | +19% | 4.88% | 56.8% | 1,680 | 62.38% | 1.1 |
|
| 2313 |
2313
Mission Creek Capital Partners
San Francisco,
California
| $671M | +$344M | +105% | 5.63% | 138% | 239 | 16.74% | 0.9 |
|
| 2314 |
2314
Matrix Asset Advisors
White Plains,
New York
| $670M | +$77.6M | +13% | 8.69% | 84.9% | 96 | 16.67% | 3.7 |
|
| 2315 |
2315
Wexford Capital
West Palm Beach,
Florida
| $670M | +$31.1M | +5% | 12.9% | 128% | 412 | 79.85% | 0.3 |
|
| 2316 |
2316
Oracle Investment Management
Greenwich,
Connecticut
| $668M | -$130M | -16% | 0.26% | 865% | 33 | 48.48% | 2.6 |
|
| 2317 |
2317
Mark Asset Management
New York
| $667M | -$168M | -20% | 5.44% | 325% | 80 | 47.5% | 2.1 |
|
| 2318 |
2318
Jackson Wealth Management
Lake Mary,
Florida
| $667M | -$66.2M | -9% | 4.64% | 72.1% | 157 | 43.31% | 1.6 |
|
| 2319 |
2319
Galibier Capital Management
Toronto,
Ontario, Canada
| $666M | +$87.7M | +15% | 7.54% | 66.8% | 39 | 2.56% | 1.5 |
|
| 2320 |
2320
HITE Hedge Asset Management
Braintree,
Massachusetts
| $666M | +$236M | +55% | 10.6% | 54.4% | 193 | 53.89% | 0.5 |
|
| 2321 |
2321
Oslo Pensjonsforsikring
Oslo,
| $665M | +$90.9M | +16% | 11.6% | 79% | 16 | 6.25% | 2.8 |
|
| 2322 |
MPAM
2322
Monarch Partners Asset Management
Boston,
Massachusetts
| $665M | +$91.9M | +16% | 29.7% | 136% | 210 | 49.52% | 0.7 |
|
| 2323 |
2323
Harbor Investment Advisory
Lutherville,
Maryland
| $664M | +$40.1M | +6% | 5% | 97.5% | 1,343 | 12.21% | 0.9 |
|
| 2324 |
2324
EAM Investors
Solana Beach,
California
| $664M | +$53.7M | +9% | 47.6% | 6,012% | 488 | 74.18% | 0.2 |
|
| 2325 |
OHM
2325
Ordinal Holdings ManageCo
New York
| $663M | +$126M | +23% | 23.4% | 19.5% | 1 | 0% | 3.3 |
|