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
Data Collective IV
Palo Alto,
California
| $741M | – | – | 15.9% | 317% | 5 | – | 0 |
|
| 2402 |
2402
Sunflower Bank
Dallas,
Texas
| $741M | +$31.9M | +5% | 6.9% | 42.7% | 208 | 6.73% | 1.1 |
|
| 2403 |
2403
Battery Management Corp
Boston,
Massachusetts
| $741M | -$1.4B | -65% | 13% | 45.1% | 12 | 33.33% | 0.7 |
|
| 2404 |
2404
Financial Architects (New Jersey)
Marlton,
New Jersey
| $740M | +$51.1M | +7% | 7.22% | 31.3% | 354 | 14.41% | 4.4 |
|
| 2405 |
2405
Equitec Proprietary Markets
Chicago,
Illinois
| $739M | +$199M | +37% | 18.2% | 352% | 517 | 64.22% | 0.3 |
|
| 2406 |
2406
KWMG LLC
Overland Park,
Kansas
| $739M | +$53.9M | +8% | 6.4% | 76.2% | 146 | 2.74% | 4.1 |
|
| 2407 |
2407
Pekin Hardy Strauss
Chicago,
Illinois
| $739M | +$38.1M | +5% | 7.25% | 105% | 372 | 20.16% | 3.1 |
|
| 2408 |
2408
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $738M | – | – | 1.27% | 35.7% | 10 | – | 0.8 |
|
| 2409 |
2409
Professional Advisory Services
Vero Beach,
Florida
| $735M | +$54.3M | +8% | 7.4% | 69.3% | 82 | 7.32% | 4.6 |
|
| 2410 |
2410
Column Group
San Francisco,
California
| $735M | -$144M | -16% | 12.4% | 95.1% | 7 | 0% | 0.7 |
|
| 2411 |
WM
2411
Wishbone Management
Chicago,
Illinois
| $735M | +$10.1M | +1% | 4.12% | 58.7% | 11 | 9.09% | 0.9 |
|
| 2412 |
2412
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $735M | +$110M | +18% | 8.05% | 78.2% | 160 | 21.88% | 1.7 |
|
| 2413 |
2413
Toth Financial Advisory
Leesburg,
Virginia
| $734M | +$75.3M | +11% | 12.6% | 90.4% | 851 | 22.91% | 2.3 |
|
| 2414 |
2414
First American Trust
Santa Ana,
California
| $732M | +$70M | +11% | 9.81% | 84.6% | 174 | 18.39% | 3.2 |
|
| 2415 |
BIM
2415
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $732M | +$32.5M | +5% | 7.13% | 48.4% | 121 | 14.05% | 3.8 |
|
| 2416 |
2416
VR Adviser
New York
| $732M | -$47M | -6% | 2.44% | 1,698% | 29 | 20.69% | 0.7 |
|
| 2417 |
2417
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $730M | +$47.2M | +7% | 5.8% | 52.3% | 34 | 2.94% | 0.9 |
|
| 2418 |
2418
Financial Synergies Wealth Advisors
Houston,
Texas
| $730M | -$1.59M | -0.2% | 4.69% | 79% | 72 | 13.89% | 1.6 |
|
| 2419 |
2419
Hartline Investment Corp
Winnetka,
Illinois
| $730M | +$10.4M | +1% | 15.4% | 222% | 126 | 11.9% | 4.2 |
|
| 2420 |
2420
DDD Partners
Bellevue,
Washington
| $729M | +$61M | +9% | 7.45% | 85.9% | 85 | 30.59% | 1.4 |
|
| 2421 |
2421
Southeast Asset Advisors
Thomasville,
Georgia
| $729M | +$120M | +20% | 11.6% | 91.5% | 152 | 9.87% | 3.3 |
|
| 2422 |
BFM
2422
Blacksheep Fund Management
Co. Dublin,
Ireland
| $728M | -$117M | -14% | 10.8% | 71.5% | 7 | 14.29% | 1.7 |
|
| 2423 |
2423
Kahn Brothers Group
New York
| $728M | +$17.7M | +2% | 5.2% | 53.4% | 43 | 0% | 5.7 |
|
| 2424 |
2424
Hills Bank & Trust
North Liberty,
Iowa
| $728M | +$65.9M | +10% | 11.1% | 52.8% | 266 | 6.02% | 3.6 |
|
| 2425 |
2425
Mudrick Capital Management
New York
| $728M | +$56.8M | +8% | 15.3% | 212% | 13 | 15.38% | 0.9 |
|