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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
BA
2701
Birinyi Associates
Westport,
Connecticut
| $229M | +$3.08M | +1% | 0.18% | 113% | 82 | 8.54% | 2.3 |
|
| 2702 |
RFWA
2702
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $229M | +$99.4M | +77% | 1.98% | 117% | 294 | 26.87% | 0.3 |
|
| 2703 |
MAP
2703
Managed Asset Portfolios
Rochester,
Michigan
| $228M | +$6.36M | +3% | 0.99% | 99.2% | 32 | 12.5% | 1.9 |
|
| 2704 |
BCM
2704
Birmingham Capital Management
Birmingham,
Alabama
| $228M | -$17.7M | -7% | 4.81% | 103% | 104 | 3.85% | 2.6 |
|
| 2705 |
SM
2705
Sciencast Management
Princeton,
New Jersey
| $228M | +$101M | +80% | 2.34% | 72.5% | 406 | 83.25% | 0.1 |
|
| 2706 |
CVSCT
2706
C.V. Starr & Co Trust
New York
| $227M | +$21.1M | +10% | 17.8% | 51.7% | 30 | 0% | 2.4 |
|
| 2707 |
ATC
2707
Argent Trust Co
Nashville,
Tennessee
| $227M | +$21M | +10% | 3.02% | 86.2% | 262 | 14.89% | 1.1 |
|
| 2708 |
I
2708
IberiaBank
Lafayette,
Louisiana
| $227M | +$15.1M | +7% | 4.37% | 39.6% | 160 | 17.5% | 1.9 |
|
| 2709 |
BMM
2709
Buffington Mohr McNeal
Boise,
Idaho
| $227M | -$677K | -0.3% | 1.98% | 29.3% | 175 | 10.29% | 1.2 |
|
| 2710 |
MHP
2710
Manatuck Hill Partners
Westport,
Connecticut
| $227M | -$54.7M | -19% | 8.81% | 556% | 115 | 47.83% | 1 |
|
| 2711 |
CIA
2711
Covington Investment Advisors
Ligonier,
Pennsylvania
| $226M | +$6.57M | +3% | 2.87% | 100% | 88 | 1.14% | 2.3 |
|
| 2712 |
TB
2712
Terril Brothers
St. Louis,
Missouri
| $226M | +$40.2M | +22% | 0.81% | 94.4% | 43 | 9.3% | 1.5 |
|
| 2713 |
PAM
2713
Peak Asset Management
Louisville,
Colorado
| $226M | +$15.2M | +7% | 2.49% | 70.1% | 140 | 15.71% | 1.1 |
|
| 2714 |
MFW
2714
Meristem Family Wealth
Minnetonka,
Minnesota
| $226M | -$248K | -0.1% | 2.39% | 67.7% | 114 | 8.77% | 1.6 |
|
| 2715 |
CIC
2715
Chase Investment Counsel
Charlottesville,
Virginia
| $226M | -$3.4M | -1% | 3.38% | 350% | 109 | 18.35% | 1.3 |
|
| 2716 |
WCMN
2716
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $226M | +$3.66M | +2% | 2.41% | 107% | 38 | 18.42% | 2.5 |
|
| 2717 |
TCM
2717
Talara Capital Management
Montclair,
New Jersey
| $226M | +$33.8M | +18% | 13.1% | 17.4% | 20 | 25% | 1 |
|
| 2718 |
LI
2718
LVZ Inc
Holland,
Michigan
| $225M | +$12.3M | +6% | 2.21% | 47.1% | 66 | 25.76% | 0.9 |
|
| 2719 |
2719
Northeast Financial Consultants
Westport,
Connecticut
| $225M | +$34.2M | +18% | 7.82% | 63.8% | 156 | 16.67% | 1.6 |
|
| 2720 |
NCM
2720
Noesis Capital Mangement
Boca Raton,
Florida
| $225M | +$5.02M | +2% | 0.99% | 128% | 85 | 2.35% | 2.4 |
|
| 2721 |
TCM
2721
Tang Capital Management
San Diego,
California
| $224M | +$4.84M | +2% | 9.93% | 493% | 15 | 20% | 1.1 |
|
| 2722 |
CHC
2722
City Holding Co
Charleston,
West Virginia
| $224M | +$24.5M | +12% | 2.57% | 81.3% | 604 | 20.86% | 1.6 |
|
| 2723 |
SAM
2723
Shikiar Asset Management
New York
| $224M | +$7.22M | +3% | 1.8% | 97.8% | 124 | 16.13% | 1.5 |
|
| 2724 |
PFM
2724
Peak Financial Management
Wellesley,
Massachusetts
| $224M | – | – | 2.25% | 51.8% | 34 | – | 0.3 |
|
| 2725 |
CRB
2725
Chad R. Baker
| $224M | +$3.96M | +2% | 2.8% | 108% | 58 | 0% | 0.5 |
|