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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| $394M | +$16.6M | +4% | 6.12% | 133% | 724 | 66.99% | 0.3 |
|
| 2377 |
2377
Bruderman Asset Management
Locust Valley,
New York
| $394M | +$7.04M | +2% | 4.66% | 31.7% | 127 | 7.87% | 2.2 |
|
| 2378 |
2378
Barber Financial Group
Lenexa,
Kansas
| $393M | +$40.8M | +12% | 3.37% | 39% | 141 | 39.01% | 0.6 |
|
| 2379 |
VCM
2379
Violich Capital Management
San Francisco,
California
| $393M | +$26.5M | +7% | 6.54% | 111% | 121 | 13.22% | 3 |
|
| 2380 |
LLC
2380
Latimer Light Capital
New York
| $392M | -$46.1M | -11% | 4.67% | 134% | 21 | 33.33% | 0.7 |
|
| 2381 |
SAM
2381
Senzar Asset Management
New York
| $392M | -$18M | -4% | 1.2% | 0.75% | 39 | 53.85% | 0.6 |
|
| 2382 |
SC
2382
Serenity Capital
Palo Alto,
California
| $392M | +$29.5M | +8% | 8.36% | – | 9 | 55.56% | 0.5 |
|
| 2383 |
2383
Sarissa Capital Management
Greenwich,
Connecticut
| $391M | +$66.7M | +21% | 7.27% | 80% | 13 | 46.15% | 1.2 |
|
| 2384 |
WFI
2384
West Family Investments
Carlsbad,
California
| $389M | -$438M | -53% | 2.52% | 116% | 96 | 14.58% | 3 |
|
| 2385 |
2385
Wallington Asset Management
Indianapolis,
Indiana
| $389M | +$12.1M | +3% | 7.01% | 108% | 62 | 6.45% | 3.2 |
|
| 2386 |
2386
Duncker Streett & Co
St. Louis,
Missouri
| $389M | +$58.6M | +18% | 5.37% | 90.9% | 625 | 7.84% | 3.5 |
|
| 2387 |
2387
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $389M | +$52.3M | +16% | 3.88% | 65.6% | 1,254 | 26.4% | 0.3 |
|
| 2388 |
2388
Maple Capital Management
Montpelier,
Vermont
| $389M | +$16.8M | +5% | 6.38% | 100% | 142 | 4.93% | 2.9 |
|
| 2389 |
JC
2389
Joho Capital
New York
| $389M | -$69.7M | -15% | 2.85% | 80.2% | 6 | 0% | 2 |
|
| 2390 |
2390
Yiheng Capital Management
San Francisco,
California
| $388M | +$22.8M | +6% | 10.9% | 82% | 13 | 7.69% | 1.6 |
|
| 2391 |
2391
Ion Asset Management
Herzliya,
Israel
| $388M | +$59.1M | +18% | 23% | 125% | 17 | 41.18% | 1.6 |
|
| 2392 |
2392
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| $388M | +$64.1M | +20% | 3.9% | 12.8% | 164 | 12.8% | 2.2 |
|
| 2393 |
2393
Woodmont Investment Counsel
Nashville,
Tennessee
| $388M | +$21.5M | +6% | 5.7% | 66.8% | 193 | 8.29% | 3.1 |
|
| 2394 |
2394
Capital Advantage
Walnut Creek,
California
| $388M | -$11.8M | -3% | 1.77% | 49.2% | 84 | 10.71% | 2.5 |
|
| 2395 |
2395
AlphaStar Capital Management
Cornelius,
North Carolina
| $387M | +$287M | +284% | 2.73% | 69.5% | 224 | 74.55% | 0.1 |
|
| 2396 |
2396
Roundview Capital
Princeton,
New Jersey
| $387M | +$37.6M | +11% | 6.62% | 77.7% | 238 | 15.13% | 2.2 |
|
| 2397 |
2397
Axar Capital Management
New York
| $387M | -$103M | -21% | 2.7% | 680% | 7 | 28.57% | 0.7 |
|
| 2398 |
2398
Silver Rock Financial
Los Angeles,
California
| $387M | -$360M | -48% | 2.25% | 2.58% | 36 | 47.22% | 0.7 |
|
| 2399 |
2399
Park Avenue Securities
New York
| $386M | +$62.3M | +19% | 3.29% | 71% | 139 | 26.62% | 0.6 |
|
| 2400 |
2400
Centaurus Financial
Anaheim,
California
| $386M | – | – | 4.32% | 83.5% | 322 | – | 0 |
|