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
LVZ Inc
Holland,
Michigan
| $598M | +$112M | +23% | 14% | 52.9% | 103 | 20.39% | 1.8 |
|
| 2377 |
2377
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $597M | +$107M | +22% | 14.2% | 104% | 91 | 9.89% | 3.7 |
|
| 2378 |
2378
Accredited Investors
Edina,
Minnesota
| $597M | +$120M | +25% | 17.4% | 81.5% | 161 | 18.01% | 3.5 |
|
| 2379 |
2379
SKBA Capital Management
San Francisco,
California
| $597M | +$96M | +19% | 20.1% | 55.7% | 80 | 15% | 2.6 |
|
| 2380 |
2380
TRUE Private Wealth Advisors
Salem,
Oregon
| $597M | +$11.4M | +2% | 13% | 89.2% | 784 | 9.82% | 1.5 |
|
| 2381 |
2381
Penobscot Investment Management
Boston,
Massachusetts
| $597M | +$66.5M | +13% | 9.79% | 114% | 214 | 7.94% | 4.7 |
|
| 2382 |
2382
Needham Investment Management
New York
| $596M | +$95M | +19% | 27% | 424% | 122 | 22.13% | 3.4 |
|
| 2383 |
2383
Greenwood Capital Associates
Greenwood,
South Carolina
| $595M | +$80.2M | +16% | 17.4% | 87.7% | 215 | 20.93% | 1.5 |
|
| 2384 |
2384
Stewart & Patten Company
Lafayette,
California
| $595M | +$38.8M | +7% | 11.9% | 27.5% | 97 | 14.43% | 5.2 |
|
| 2385 |
2385
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| $594M | +$53M | +10% | 12.5% | 47.5% | 320 | 21.56% | 1.8 |
|
| 2386 |
2386
Private Trust Company
Cleveland,
Ohio
| $594M | +$75.4M | +15% | 11% | 87.7% | 383 | 10.18% | 4.3 |
|
| 2387 |
2387
LVM Capital Management
Portage,
Michigan
| $594M | +$77.8M | +15% | 9.78% | 121% | 125 | 12.8% | 4.3 |
|
| 2388 |
2388
Growth Interface Management
Orlando,
Florida
| $593M | +$122M | +26% | 44.7% | 12% | 10 | 0% | 1.8 |
|
| 2389 |
2389
Montanaro Asset Management
London,
United Kingdom
| $593M | – | – | 26% | 59.3% | 40 | – | 0 |
|
| 2390 |
2390
Matrix Asset Advisors
White Plains,
New York
| $593M | +$78.6M | +15% | 14.3% | 84.9% | 90 | 15.56% | 3.8 |
|
| 2391 |
2391
Tree Line Advisors
Central,
Hong Kong
| $592M | -$166M | -22% | 36.6% | 670% | 8 | 12.5% | 1.3 |
|
| 2392 |
2392
Naples Global Advisors
Naples,
Florida
| $591M | +$78.4M | +15% | 14% | 111% | 360 | 6.39% | 3.7 |
|
| 2393 |
2393
Alpha Omega Wealth Management
Richmond,
Virginia
| $591M | -$118M | -17% | 11.5% | 65.9% | 215 | 8.84% | 3.1 |
|
| 2394 |
2394
PFG Advisors
Phoenix,
Arizona
| $591M | +$69.9M | +13% | 12.6% | 82.7% | 391 | 13.81% | 1.5 |
|
| 2395 |
2395
AlphaStar Capital Management
Cornelius,
North Carolina
| $589M | +$89.5M | +18% | 10.8% | 69.5% | 225 | 26.67% | 1.4 |
|
| 2396 |
2396
Insight Wealth Strategies
San Ramon,
California
| $589M | +$50.4M | +9% | 10.1% | 83.5% | 229 | 17.03% | 1.1 |
|
| 2397 |
2397
Snow Capital Management
Sewickley,
Pennsylvania
| $588M | +$86M | +17% | 29.2% | 58.5% | 156 | 14.74% | 2.5 |
|
| 2398 |
2398
Thompson Investment Management
Madison,
Wisconsin
| $588M | +$54.8M | +10% | 23.1% | 100% | 192 | 6.25% | 4.3 |
|
| 2399 |
2399
Jump Financial
Chicago,
Illinois
| $588M | +$89.9M | +18% | 29.7% | 125% | 1,285 | 71.44% | 0.1 |
|
| 2400 |
2400
Aperture Investors
New York
| $588M | +$182M | +45% | 35% | 211% | 101 | 51.49% | 0.4 |
|