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
Volterra Technologies
New York
| $990M | -$176M | -15% | 2.43% | – | 520 | 74.04% | 0.2 |
|
| 2402 |
SL
2402
SWF LLC
Omaha,
Nebraska
| $989M | +$13.2M | +1% | 1.34% | 87.4% | 10 | 0% | 1.4 |
|
| 2403 |
2403
Petrus Trust Company
Dallas,
Texas
| $989M | +$76M | +8% | 0.15% | 36.9% | 167 | 86.23% | 3.5 |
|
| 2404 |
2404
SeaCrest Wealth Management
Purchase,
New York
| $988M | +$40.3M | +4% | 5.74% | 153% | 680 | 14.71% | 4.2 |
|
| 2405 |
2405
MayTech Global Investments
New York
| $988M | +$29.4M | +3% | 3.52% | 158% | 28 | 17.86% | 4.7 |
|
| 2406 |
2406
Rodgers & Associates
Lancaster,
Pennsylvania
| $988M | +$17.5M | +2% | 0.79% | 56.3% | 111 | 9.01% | 3.6 |
|
| 2407 |
2407
Stansberry Asset Management
Westlake,
Texas
| $987M | +$31.4M | +3% | 5.09% | 79.6% | 160 | 16.88% | 2.3 |
|
| 2408 |
2408
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $987M | -$1.56M | -0.2% | 1.49% | 149% | 493 | 3.65% | 2.2 |
|
| 2409 |
2409
LVW Advisors
Pittsford,
New York
| $987M | +$7.36M | +0.8% | 2.36% | 79.1% | 374 | 15.78% | 3.3 |
|
| 2410 |
2410
Cascade Financial Partners
San Diego,
California
| $987M | +$114M | +13% | 12.3% | – | 279 | 9.32% | 1.4 |
|
| 2411 |
2411
Beryl Capital Management
Redondo Beach,
California
| $986M | +$934M | +1,795% | 50.2% | 3,932% | 21 | 100% | 0 |
|
| 2412 |
2412
TritonPoint Wealth
Chevy Chase,
Maryland
| $986M | -$180M | -15% | 5.98% | 92.7% | 360 | 27.5% | 1.7 |
|
| 2413 |
2413
Van Cleef Asset Management
Beachwood,
Ohio
| $986M | +$2.16M | +0.2% | 1.74% | 104% | 120 | 5% | 7.6 |
|
| 2414 |
TC
2414
Torno Capital
Cohasset,
Massachusetts
| $985M | -$1.31B | -57% | 4.52% | – | 145 | 83.45% | 0.2 |
|
| 2415 |
2415
Warburg Pincus
New York
| $984M | -$363M | -27% | 11.4% | 3.59% | 4 | 0% | 2.5 |
|
| 2416 |
WDA
2416
Wendell David Associates
Portsmouth,
New Hampshire
| $984M | -$28.7M | -3% | 2.08% | 58.7% | 151 | 2.65% | 8.8 |
|
| 2417 |
2417
Cynosure Group
Salt Lake City,
Utah
| $983M | +$62.4M | +7% | 0.17% | 56.8% | 539 | 57.14% | 1.1 |
|
| 2418 |
2418
Heritage Trust
Oklahoma City,
Oklahoma
| $983M | +$39.1M | +4% | 3.61% | – | 310 | 8.71% | 5 |
|
| 2419 |
AT
2419
Arlington Trust
Birmingham,
Alabama
| $981M | +$425M | +76% | 3.33% | 65% | 645 | 42.48% | 1.5 |
|
| 2420 |
2420
Harbour Trust & Investment Management
Michigan City,
Indiana
| $980M | +$12.9M | +1% | 2.51% | 116% | 159 | 5.03% | 1.8 |
|
| 2421 |
2421
Private Capital Advisors
Darien,
Connecticut
| $979M | +$80.9M | +9% | 21.5% | 132% | 87 | 19.54% | 5.8 |
|
| 2422 |
2422
Planning Center Inc
Moline,
Illinois
| $979M | +$26.6M | +3% | 1.5% | 38.9% | 77 | 5.19% | 2.6 |
|
| 2423 |
2423
Abner Herrman & Brock
Jersey City,
New Jersey
| $979M | +$8.67M | +0.9% | 5.06% | 156% | 122 | 12.3% | 2.9 |
|
| 2424 |
2424
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $979M | -$224M | -19% | 5.46% | 98.1% | 177 | 70.62% | 0.9 |
|
| 2425 |
2425
Iron Gate Global Advisors
Nsl,
Utah
| $977M | -$2.45M | -0.3% | 2.95% | 106% | 122 | 22.95% | 3.5 |
|