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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Aptus Capital Advisors
Fairhope,
Alabama
| $379M | – | – | 6.99% | 67% | 174 | – | 0 |
|
| 2327 |
2327
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $379M | -$272M | -42% | 40.6% | 380% | 2 | 0% | 1.9 |
|
| 2328 |
2328
Ion Asset Management
Herzliya,
Israel
| $378M | -$43.4M | -10% | 4.61% | 125% | 13 | 38.46% | 1.3 |
|
| 2329 |
2329
HighPoint Advisor Group
Downers Grove,
Illinois
| $378M | +$12.4M | +3% | 11.2% | – | 388 | 26.55% | 2 |
|
| 2330 |
2330
LSP Investment Advisors
New York
| $377M | -$19.4M | -5% | 25% | 79.5% | 28 | 32.14% | 0.7 |
|
| 2331 |
2331
Sensato Investors
San Francisco,
California
| $377M | -$202M | -35% | 9.57% | 75.8% | 116 | 48.28% | 0.7 |
|
| 2332 |
2332
Hill Path Capital
New York
| $377M | -$150M | -28% | 30.3% | 5.23% | 2 | 0% | 1.4 |
|
| 2333 |
2333
Magnus Financial Group
New York
| $376M | – | – | 13.9% | 78.2% | 439 | – | 0 |
|
| 2334 |
2334
Gagnon Securities
New York
| $376M | -$59.1M | -14% | 14.3% | 129% | 108 | 20.37% | 2.6 |
|
| 2335 |
2335
Quadrant Capital Group
Cincinnati,
Ohio
| $375M | +$25.3M | +7% | 9.73% | 118% | 2,472 | 16.55% | 2.4 |
|
| 2336 |
BIM
2336
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $375M | -$128M | -25% | 16.8% | 48.4% | 117 | 12.82% | 3.1 |
|
| 2337 |
2337
Van Cleef Asset Management
Beachwood,
Ohio
| $374M | -$73.7M | -16% | 14.5% | 104% | 122 | 11.48% | 4 |
|
| 2338 |
RPGK
2338
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $374M | -$14.1M | -4% | 9.66% | 54.7% | 70 | 27.14% | 3.2 |
|
| 2339 |
WCM
2339
Woodson Capital Management
Greenwich,
Connecticut
| $374M | -$2.68M | -0.7% | 18% | 235% | 40 | 45% | 1 |
|
| 2340 |
2340
Verity & Verity
Beaufort,
South Carolina
| $374M | -$41M | -10% | 10.5% | 90.4% | 113 | 14.16% | 3 |
|
| 2341 |
GA
2341
GFS Advisors
Houston,
Texas
| $374M | -$18.1M | -5% | 14.6% | 97.9% | 142 | 22.54% | 3.6 |
|
| 2342 |
2342
Duncker Streett & Co
St. Louis,
Missouri
| $374M | -$66.7M | -15% | 11.2% | 90.9% | 605 | 5.29% | 4.2 |
|
| 2343 |
2343
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $373M | -$15M | -4% | 9.52% | 54.8% | 570 | 24.04% | 3.2 |
|
| 2344 |
2344
Lee Financial
Dallas,
Texas
| $373M | -$33.6M | -8% | 11.7% | 75% | 505 | 15.45% | 1.5 |
|
| 2345 |
SAS
2345
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $373M | -$60.5M | -14% | 21.7% | 29.3% | 12 | 25% | 1.5 |
|
| 2346 |
2346
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $373M | -$62.4M | -14% | 14.3% | 12.8% | 171 | 10.53% | 2.8 |
|
| 2347 |
2347
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| $373M | -$57.4M | -13% | 14.6% | 58% | 237 | 29.11% | 2.1 |
|
| 2348 |
PAM
2348
Premier Asset Management
Chicago,
Illinois
| $373M | -$74.8M | -17% | 14.1% | 104% | 156 | 35.9% | 2.3 |
|
| 2349 |
2349
Western Wealth Management
Golden,
Colorado
| $372M | – | – | 11.9% | 82.6% | 350 | – | 0 |
|
| 2350 |
2350
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $371M | -$112M | -23% | 11.3% | 83.4% | 353 | 28.61% | 2.9 |
|