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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Rodgers Brothers
Harmony,
Pennsylvania
| $369M | +$53.8M | +17% | 19.3% | 108% | 199 | 13.07% | 4.4 |
|
| 2627 |
2627
Bell Asset Management
Melbourne,
Australia
| $369M | +$47.9M | +15% | 20.5% | 45.3% | 63 | 7.94% | 1.8 |
|
| 2628 |
2628
Shepherd Financial Partners
Winchester,
Massachusetts
| $369M | +$79.9M | +28% | 20.9% | 78% | 130 | 16.15% | 2.1 |
|
| 2629 |
GWI
2629
Grace & White Inc
Ny,
New York
| $368M | +$84.1M | +30% | 26.3% | 59.6% | 128 | 6.25% | 5.3 |
|
| 2630 |
2630
Penn Davis McFarland
Dallas,
Texas
| $368M | +$80.3M | +28% | 21.8% | 100% | 48 | 14.58% | 2.9 |
|
| 2631 |
2631
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $368M | +$66.2M | +22% | 19.7% | 116% | 238 | 18.91% | 1.6 |
|
| 2632 |
2632
Krensavage Asset Management
New York
| $368M | +$56.7M | +18% | 19.5% | 124% | 13 | 15.38% | 2.6 |
|
| 2633 |
2633
Northwest Bancshares
Warren,
Pennsylvania
| $367M | +$166M | +83% | 16.5% | 84.8% | 228 | 47.81% | 1.2 |
|
| 2634 |
2634
Asset Dedication LLC
San Francisco,
California
| $367M | +$31M | +9% | 17.1% | 67.8% | 727 | 16.09% | 2.5 |
|
| 2635 |
2635
Tikehau Investment Management
Paris,
France
| $367M | -$419M | -53% | 15% | 102% | 19 | 36.84% | 1 |
|
| 2636 |
2636
Columbus Macro
New Castle,
Pennsylvania
| $367M | +$21.6M | +6% | 10.8% | 48.7% | 161 | 22.36% | 1.5 |
|
| 2637 |
2637
New England Private Wealth Advisors
Wellesley,
Massachusetts
| $366M | +$72.1M | +25% | 17.3% | 55.8% | 84 | 11.9% | 4.3 |
|
| 2638 |
2638
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| $366M | +$186M | +104% | 23.4% | 140% | 221 | 51.13% | 1.8 |
|
| 2639 |
2639
Omega Fund Management
Boston,
Massachusetts
| $366M | +$124M | +51% | 92.5% | 106% | 16 | 6.25% | 2.5 |
|
| 2640 |
2640
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| $366M | +$98.6M | +37% | 25.3% | 149% | 129 | 9.3% | 4.1 |
|
| 2641 |
2641
University of Notre Dame du Lac
South Bend,
Indiana
| $365M | +$40.8M | +13% | 30.9% | – | 63 | 65.08% | 1.2 |
|
| 2642 |
IR
2642
IAT Reinsurance
New York
| $365M | +$11.7M | +3% | 14.7% | 60.2% | 97 | 19.59% | 3.3 |
|
| 2643 |
2643
Meristem Family Wealth
Minnetonka,
Minnesota
| $365M | +$39.5M | +12% | 19.5% | 67.7% | 203 | 11.33% | 2.8 |
|
| 2644 |
2644
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| $364M | +$210M | +136% | 102% | 172% | 4 | 25% | 0.6 |
|
| 2645 |
2645
Montecito Bank & Trust
Santa Barbara,
California
| $364M | +$59.1M | +19% | 17.4% | – | 207 | 12.08% | 3.8 |
|
| 2646 |
CANC
2646
Culbertson A N & Co
Charlottesville,
Virginia
| $364M | +$55M | +18% | 18% | 87.5% | 109 | 3.67% | 5.3 |
|
| 2647 |
CPH
2647
C Partners Holding
Zurich,
Switzerland
| $364M | -$27.2M | -7% | 27.1% | 25.6% | 23 | 0% | 2.7 |
|
| 2648 |
2648
Well Done LLC
Holland,
Michigan
| $364M | +$33.4M | +10% | 14.9% | 80.4% | 159 | 23.9% | 2.3 |
|
| 2649 |
2649
Arbor Investment Advisors
Winston Salem,
North Carolina
| $363M | +$60.3M | +20% | 16% | 48.5% | 85 | 16.47% | 3.2 |
|
| 2650 |
2650
August Capital Management V
San Francisco,
California
| $363M | +$98.4M | +37% | 164% | – | 1 | 0% | 0.5 |
|