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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2451 |
VV
2451
Verity & Verity
Beaufort,
South Carolina
| $668M | +$35.2M | +6% | 1.15% | 76.4% | 106 | 6.6% |
|
| 2452 |
DC
2452
Dendur Capital
New York
| $668M | +$66.4M | +11% | 0.8% | 99.6% | 30 | 63.33% |
|
| 2453 |
VFP
2453
Verus Financial Partners
Richmond,
Virginia
| $668M | +$13M | +2% | 1.24% | 41.6% | 97 | 4.12% |
|
| 2454 |
IR
2454
IAT Reinsurance
New York
| $667M | -$74.6M | -10% | 5.07% | 60.2% | 101 | 26.73% |
|
| 2455 |
FPCP
2455
Fort Point Capital Partners
San Francisco,
California
| $667M | +$121M | +22% | 1.82% | 62.2% | 262 | 41.6% |
|
| 2456 |
EPC
2456
Emerson Point Capital
Larchmont,
New York
| $666M | -$14.3M | -2% | 5.66% | 94.8% | 37 | 10.81% |
|
| 2457 |
PL
2457
Parthenon LLC
Louisville,
Kentucky
| $665M | -$1.99M | -0.3% | 0.73% | 80.8% | 124 | 5.65% |
|
| 2458 |
FFW
2458
Fusion Family Wealth
Woodbury,
New York
| $665M | -$2.3M | -0.3% | 1.65% | 58.2% | 38 | 7.89% |
|
| 2459 |
VCAM
2459
Van Cleef Asset Management
Beachwood,
Ohio
| $664M | -$12M | -2% | 1.31% | 87.3% | 122 | 4.92% |
|
| 2460 |
EF
2460
Empirical Finance
Havertown,
Pennsylvania
| $663M | +$50M | +8% | 0.34% | 124% | 439 | 12.98% |
|
| 2461 |
LCM
2461
LVM Capital Management
Portage,
Michigan
| $663M | +$8.04M | +1% | 0.19% | 107% | 137 | 7.3% |
|
| 2462 |
NA
2462
Navellier & Associates
Reno,
Nevada
| $663M | +$148K | +0% | 1.24% | 361% | 348 | 25.57% |
|
| 2463 |
SCV
2463
Sands Capital Ventures
Arlington,
Virginia
| $663M | – | – | 3.48% | 167% | 13 | – |
|
| 2464 |
DAM
2464
Deltec Asset Management
New York
| $663M | -$63.8M | -9% | 4.23% | 128% | 327 | 26.91% |
|
| 2465 |
FAT
2465
First American Trust
Santa Ana,
California
| $662M | +$25.6M | +4% | 0.17% | 84.6% | 169 | 19.53% |
|
| 2466 |
HBT
2466
Hills Bank & Trust
North Liberty,
Iowa
| $662M | +$2.5M | +0.4% | 0.21% | 52.8% | 266 | 8.27% |
|
| 2467 |
BSCM
2467
Berry Street Capital Management
London,
United Kingdom
| $661M | -$475M | -42% | 7.65% | 331% | 146 | 78.77% |
|
| 2468 |
AHSW
2468
Adventist Health System West
Roseville,
California
| $660M | -$23.1M | -3% | 1.14% | 60.2% | 6 | 16.67% |
|
| 2469 |
FTCM
2469
First Trust Capital Management
Chicago,
Illinois
| $659M | -$11M | -2% | 8.23% | 214% | 299 | 50.5% |
|
| 2470 |
PCH
2470
PGIM Custom Harvest
Newark,
New Jersey
| $659M | +$118M | +22% | 0.77% | 78.2% | 250 | 12% |
|
| 2471 |
KFS
2471
Kurt F. Somerville
| $659M | -$10.9M | -2% | 0.17% | 92.9% | 117 | 3.42% |
|
| 2472 |
NFG
2472
Nations Financial Group
Cedar Rapids,
Iowa
| $659M | +$61.5M | +10% | 0.61% | 105% | 469 | 22.39% |
|
| 2473 |
TFA
2473
Toth Financial Advisory
Leesburg,
Virginia
| $658M | +$3.45M | +0.5% | 0.24% | 82.5% | 818 | 22% |
|
| 2474 |
RBCM
2474
Raub Brock Capital Management
Larkspur,
California
| $658M | +$77.6M | +13% | 0.74% | 56.3% | 66 | 21.21% |
|
| 2475 |
FHC
2475
First Heartland Consultants
Lake St. Louis,
Missouri
| $657M | -$2.87M | -0.4% | 0.76% | 55.2% | 426 | 19.48% |
|