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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Smith, Moore & Co
Clayton,
Missouri
| $399M | +$25.4M | +7% | 2.19% | 67% | 357 | 14.01% | 2 |
|
| 2402 |
2402
RBO & Co
Saint Helena,
California
| $398M | +$4.35M | +1% | 1.38% | 27.9% | 72 | 30.56% | 2.9 |
|
| 2403 |
2403
Oberweis Asset Management
Lisle,
Illinois
| $398M | +$16.9M | +4% | 17.7% | 485% | 264 | 30.68% | 1.1 |
|
| 2404 |
2404
Martin Investment Management
Palm Beach Gardens,
Florida
| $398M | +$3.3M | +0.8% | 1.79% | 44% | 38 | 2.63% | 3.3 |
|
| 2405 |
VCM
2405
Violich Capital Management
San Francisco,
California
| $397M | +$23.7M | +6% | 5.47% | 111% | 124 | 8.87% | 3.2 |
|
| 2406 |
2406
North Growth Management
Vancouver,
British Columbia, Canada
| $397M | +$8.67M | +2% | 3.01% | 243% | 45 | 6.67% | 0.5 |
|
| 2407 |
2407
Biondo Investment Advisors
Milford,
Pennsylvania
| $397M | +$12.7M | +3% | 10% | 83.4% | 99 | 29.29% | 2.6 |
|
| 2408 |
2408
Krilogy Financial
St. Louis,
Missouri
| $396M | -$22.9M | -5% | 1.97% | 79% | 757 | 80.18% | 2.3 |
|
| 2409 |
2409
Loeb Partners Corp
New York
| $396M | +$165M | +72% | 2.06% | 34.4% | 177 | 35.03% | 1.9 |
|
| 2410 |
2410
HNA Capital Group
Haikou,
China
| $396M | -$42.1M | -10% | 9.59% | – | 3 | 0% | 0.5 |
|
| 2411 |
2411
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $396M | +$11.3M | +3% | 3.18% | 70.9% | 27 | 0% | 2.8 |
|
| 2412 |
2412
Global Retirement Partners
San Rafael,
California
| $395M | +$32.7M | +9% | 1.67% | – | 1,628 | 13.02% | 1 |
|
| 2413 |
NTCM
2413
Nine Ten Capital Management
Chicago,
Illinois
| $395M | +$40.3M | +11% | 18.1% | 166% | 8 | 0% | 2.7 |
|
| 2414 |
2414
Empirical Finance
Havertown,
Pennsylvania
| $395M | +$1.62M | +0.4% | 1.07% | 124% | 210 | 57.14% | 0.5 |
|
| 2415 |
2415
Clearfield Capital Management
New York
| $394M | +$8.58M | +2% | 5.01% | 421% | 25 | 48% | 0.4 |
|
| 2416 |
2416
LVZ Inc
Holland,
Michigan
| $394M | +$25.5M | +7% | 0.36% | 52.9% | 79 | 32.91% | 1.5 |
|
| 2417 |
JWBC
2417
J.W. Burns & Co
Dewitt,
New York
| $394M | +$4.07M | +1% | 3.5% | 95.4% | 169 | 5.33% | 3.7 |
|
| 2418 |
JCM
2418
JD Capital Management
Darien,
Connecticut
| $393M | +$121M | +45% | 0.8% | 47.8% | 28 | 53.57% | 0.8 |
|
| 2419 |
2419
Edge Wealth Management
New York
| $393M | +$16.3M | +4% | 2.14% | 75.3% | 644 | 22.2% | 2.3 |
|
| 2420 |
2420
Strategic Global Advisors
Newport Beach,
California
| $393M | +$101M | +35% | 2.91% | 137% | 198 | 9.09% | 1.8 |
|
| 2421 |
2421
Calixto Global Investors
Coral Gables,
Florida
| $393M | -$43.9M | -10% | 10.7% | 180% | 19 | 57.89% | 0.5 |
|
| 2422 |
2422
13D Management
New York
| $392M | +$31.6M | +9% | 6.28% | 157% | 37 | 16.22% | 1.5 |
|
| 2423 |
2423
Krensavage Asset Management
New York
| $392M | -$20.6M | -5% | 9% | 124% | 16 | 12.5% | 2.4 |
|
| 2424 |
2424
IHT Wealth Management
Chicago,
Illinois
| $391M | +$19M | +5% | 2.95% | 74.8% | 1,688 | 76.01% | 1.3 |
|
| 2425 |
2425
Laffer Tengler Investments
Nashville,
Tennessee
| $391M | -$10.4M | -3% | 1.98% | 96.5% | 204 | 8.82% | 1.3 |
|