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
Heartwood Wealth Advisors
Richmond,
Virginia
| $620M | +$96.7M | +18% | 12.8% | 59.4% | 83 | 12.05% | 0.8 |
|
| 2327 |
DTL
2327
Dynamic Technology Lab
Singapore
| $619M | -$2.34M | -0.4% | 22.7% | 30.8% | 1,510 | 75.76% | 0.2 |
|
| 2328 |
2328
KPCB XIII Associates
Menlo Park,
California
| $619M | – | – | 45% | – | 4 | – | 0 |
|
| 2329 |
2329
Whitegate Investment Counselors
Concord,
New Hampshire
| $618M | +$69.2M | +13% | 12.1% | 51% | 216 | 10.19% | 4 |
|
| 2330 |
KC
2330
Keenan Capital
Burlingame,
California
| $618M | +$119M | +24% | 5.22% | 110% | 14 | 14.29% | 2.2 |
|
| 2331 |
2331
B. Riley Financial
Los Angeles,
California
| $617M | +$237M | +62% | 44.7% | 682% | 35 | 62.86% | 0.7 |
|
| 2332 |
2332
Heritage Trust
Oklahoma City,
Oklahoma
| $617M | +$80.5M | +15% | 13.8% | – | 227 | 10.13% | 2.4 |
|
| 2333 |
2333
Raub Brock Capital Management
Larkspur,
California
| $617M | +$26.6M | +5% | 7.47% | 54.7% | 60 | 11.67% | 2.4 |
|
| 2334 |
2334
Glendon Capital Management
Santa Monica,
California
| $616M | +$147M | +31% | 51.4% | 142% | 27 | 7.41% | 2.9 |
|
| 2335 |
2335
TwinBeech Capital
Purchase,
New York
| $616M | +$155M | +34% | 16.6% | 5.7% | 692 | 82.37% | 0.1 |
|
| 2336 |
2336
Great Point Partners
Greenwich,
Connecticut
| $616M | -$496M | -45% | 39.6% | 710% | 48 | 60.42% | 0.6 |
|
| 2337 |
2337
International Value Advisers
| $615M | -$257M | -29% | 13.4% | 9.63% | 27 | 22.22% | 3.2 |
|
| 2338 |
2338
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $615M | +$131M | +27% | 18.6% | 159% | 335 | 46.57% | 1.5 |
|
| 2339 |
2339
American Assets Investment Management
San Diego,
California
| $615M | +$129M | +27% | 19% | 520% | 129 | 10.08% | 4.3 |
|
| 2340 |
KFS
2340
Kurt F. Somerville
| $614M | +$46.6M | +8% | 12.2% | 107% | 113 | 10.62% | 4.9 |
|
| 2341 |
JC
2341
JBF Capital
Aspen,
Colorado
| $614M | +$1.06M | +0.2% | 17.1% | 93.6% | 175 | 70.86% | 1.2 |
|
| 2342 |
2342
Olympus Peak Asset Management
Greenwich,
Connecticut
| $613M | – | – | 26.2% | – | 12 | – | 0 |
|
| 2343 |
2343
Van Cleef Asset Management
Beachwood,
Ohio
| $612M | +$76.6M | +14% | 15.1% | 104% | 117 | 8.55% | 5.2 |
|
| 2344 |
2344
De Burlo Group
Boston,
Massachusetts
| $612M | +$61.4M | +11% | 11.6% | 164% | 97 | 22.68% | 3.2 |
|
| 2345 |
2345
GSA Capital Partners
London,
United Kingdom
| $611M | +$11.7M | +2% | 33.5% | 94.7% | 1,794 | 67.73% | 0.2 |
|
| 2346 |
IP
2346
Isomer Partners
New York
| $611M | +$196M | +47% | 45.3% | 57.2% | 25 | 48% | 0.4 |
|
| 2347 |
2347
EAM Investors
Solana Beach,
California
| $611M | +$189M | +45% | 74.5% | 6,012% | 440 | 73.86% | 0.2 |
|
| 2348 |
WAM
2348
WT Asset Management
Hong Kong
| $610M | +$186M | +44% | 48.1% | 2,732% | 16 | 62.5% | 0.5 |
|
| 2349 |
2349
Ardsley Advisory Partners
Stamford,
Connecticut
| $609M | +$90.9M | +18% | 39.3% | 555% | 215 | 72.56% | 0.5 |
|
| 2350 |
2350
Lutz Financial Services
Omaha,
Nebraska
| $609M | +$90.1M | +17% | 11.9% | 37.2% | 59 | 6.78% | 2.4 |
|