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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2651 |
2651
Brasada Capital Management
Houston,
Texas
| $326M | +$4.3M | +1% | 6.65% | 76.5% | 337 | 39.17% | 0.3 |
|
| 2652 |
CC
2652
Carve Capital
Stockholm,
Sweden
| $326M | +$76.7M | +31% | 0.84% | 84.3% | 8 | 37.5% | 0.3 |
|
| 2653 |
2653
Terril Brothers
St. Louis,
Missouri
| $325M | -$4.18M | -1% | 0.65% | 94.4% | 54 | 9.26% | 2.3 |
|
| 2654 |
2654
Penn Davis McFarland
Dallas,
Texas
| $325M | -$2.13M | -0.6% | 6.07% | 100% | 49 | 36.73% | 2 |
|
| 2655 |
2655
Tinicum
New York
| $325M | +$17.4M | +6% | 5.59% | 21.1% | 6 | 0% | 2.3 |
|
| 2656 |
2656
Founders Financial Securities
Towson,
Maryland
| $325M | +$15.7M | +5% | 0.73% | 64.3% | 112 | 29.46% | 1.4 |
|
| 2657 |
2657
City Holding Co
Charleston,
West Virginia
| $325M | +$11.3M | +4% | 3.33% | 89.2% | 592 | 10.14% | 3.1 |
|
| 2658 |
RC
2658
Reik & Co
New York
| $325M | +$17.3M | +6% | 7.54% | 38.6% | 45 | 2.22% | 4.4 |
|
| 2659 |
2659
Northeast Financial Consultants
Westport,
Connecticut
| $325M | +$27.1M | +9% | 3.56% | 63.8% | 151 | 7.28% | 2.8 |
|
| 2660 |
2660
Income Research & Management
Boston,
Massachusetts
| $324M | -$24.8M | -7% | 0.05% | 1.19% | 28 | 0% | 2.5 |
|
| 2661 |
2661
Relaxing Retirement Coach
Wellesley,
Massachusetts
| $324M | +$7.44M | +2% | 0.35% | 28.6% | 57 | 19.3% | 0.5 |
|
| 2662 |
2662
Ausdal Financial Partners
Davenport,
Iowa
| $324M | +$36M | +13% | 2.09% | 63.2% | 423 | 19.39% | 1.4 |
|
| 2663 |
2663
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $324M | +$9.05M | +3% | 1.71% | 40.2% | 75 | 13.33% | 3 |
|
| 2664 |
2664
Bell Bank
Fargo,
North Dakota
| $323M | +$9.43M | +3% | 2.39% | 71% | 152 | 12.5% | 2.7 |
|
| 2665 |
2665
Monroe Bank & Trust
Monroe,
Michigan
| $323M | +$8.99M | +3% | 1.62% | 24.7% | 260 | 9.23% | 2.2 |
|
| 2666 |
2666
Marietta Investment Partners
Milwaukee,
Wisconsin
| $322M | -$11.5M | -3% | 1.78% | 160% | 154 | 25.32% | 2.4 |
|
| 2667 |
CCM
2667
Castine Capital Management
Boston,
Massachusetts
| $322M | +$13.9M | +5% | 3.57% | 13.9% | 45 | 31.11% | 1.8 |
|
| 2668 |
PA
2668
Paracle Advisors
Mercer Island,
Washington
| $322M | +$9.38M | +3% | 0.21% | 30.9% | 51 | 7.84% | 2.1 |
|
| 2669 |
2669
Archon Capital Management
Seattle,
Washington
| $322M | -$684M | -68% | 16.9% | 222% | 30 | 36.67% | 0.6 |
|
| 2670 |
2670
Hutchinson Capital Management
San Rafael,
California
| $322M | -$22.7M | -7% | 4.82% | 52.6% | 52 | 5.77% | 3.8 |
|
| 2671 |
2671
Cozad Asset Management
Champaign,
Illinois
| $321M | – | – | 3.98% | 132% | 238 | – | 0 |
|
| 2672 |
2672
Avitas Wealth Management
Los Angeles,
California
| $321M | – | – | 3.57% | 56.2% | 154 | – | 0 |
|
| 2673 |
2673
Versant Venture Management
San Francisco,
California
| $321M | +$7.85M | +3% | 22.6% | 409% | 9 | 11.11% | 2 |
|
| 2674 |
PL
2674
Polianta Ltd
St Helier,
Jersey
| $320M | -$5.01M | -2% | 0.4% | 31.6% | 98 | 46.94% | 0.5 |
|
| 2675 |
2675
Capital Advisors Ltd
Shaker Heights,
Ohio
| $320M | +$11.2M | +4% | 2.41% | 54.2% | 424 | 10.38% | 3.2 |
|