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 |
2701
Bedell Frazier Investment Counselling
Walnut Creek,
California
| $274M | +$10.7M | +4% | 1.46% | 72.5% | 49 | 22.45% | 1.5 |
|
| 2702 |
YECIP
2702
YT Extraction Co Investment Partners
New York
| $274M | -$104M | -27% | 27.5% | – | 1 | 0% | 0.5 |
|
| 2703 |
FIMG
2703
Financial & Investment Management Group
Traverse City,
Michigan
| $274M | -$22.2M | -8% | 0.34% | 18.9% | 103 | 29.13% | 1.8 |
|
| 2704 |
SGH
2704
Sivik Global Healthcare
Greenwich,
Connecticut
| $273M | +$58.5M | +27% | 13.1% | 83.8% | 76 | 34.21% | 1 |
|
| 2705 |
2705
Steinberg Asset Management
New York
| $273M | -$24.3M | -8% | 3.36% | 130% | 44 | 11.36% | 2.1 |
|
| 2706 |
2706
Cryder Capital Partners
London,
United Kingdom
| $273M | +$26.2M | +11% | 8.17% | 55.7% | 12 | 16.67% | 1.7 |
|
| 2707 |
2707
Canal Insurance Company
Greenville,
South Carolina
| $273M | -$16.4M | -6% | 1.04% | 114% | 91 | 15.38% | 2.8 |
|
| 2708 |
2708
Whalerock Point Partners
Providence,
Rhode Island
| $272M | +$4.6M | +2% | 2.11% | 103% | 174 | 16.09% | 2 |
|
| 2709 |
RGREA
2709
Ranger Global Real Estate Advisors
Denver,
Colorado
| $272M | +$8.8M | +3% | 1.85% | 18% | 49 | 34.69% | 0.4 |
|
| 2710 |
2710
Capital Advisors Ltd
Shaker Heights,
Ohio
| $272M | +$12.4M | +5% | 2.23% | 54.2% | 415 | 11.57% | 2.5 |
|
| 2711 |
2711
Lee Financial
Dallas,
Texas
| $272M | +$20.8M | +8% | 0.93% | 75% | 532 | 25.38% | 0.4 |
|
| 2712 |
TRIM
2712
Thompson Rubinstein Investment Management
Portland,
Oregon
| $272M | -$3.95M | -1% | 0.6% | 42.8% | 80 | 2.5% | 3.5 |
|
| 2713 |
2713
Strategic Global Advisors
Newport Beach,
California
| $272M | -$5.8M | -2% | 3.3% | 137% | 181 | 21.55% | 1.3 |
|
| 2714 |
BCM
2714
Bayesian Capital Management
Brooklyn,
New York
| $271M | +$60.3M | +29% | 10.4% | 107% | 692 | 86.99% | 0.1 |
|
| 2715 |
2715
Rodgers Brothers
Harmony,
Pennsylvania
| $271M | +$6.16M | +2% | 0.78% | 108% | 177 | 7.91% | 2.8 |
|
| 2716 |
2716
Hanson & Doremus Investment Management
Burlington,
Vermont
| $271M | +$20.8M | +8% | 2.41% | 86.3% | 513 | 11.11% | 2.7 |
|
| 2717 |
2717
Casdin Capital
New York
| $270M | +$101M | +59% | 21.5% | 370% | 37 | 27.03% | 0.8 |
|
| 2718 |
2718
Kestrel Investment Management
San Mateo,
California
| $270M | +$704K | +0.3% | 7.29% | 89.2% | 46 | 17.39% | 1.2 |
|
| 2719 |
2719
Brian C. Broderick
| $270M | +$25.1M | +10% | 4.12% | 98.6% | 98 | 9.18% | 3 |
|
| 2720 |
2720
Jafra Capital Management
New York
| $270M | +$21.7M | +9% | 9.46% | – | 98 | 63.27% | 0.2 |
|
| 2721 |
2721
Lafayette Investments
Ashton,
Maryland
| $270M | -$488K | -0.2% | 1.87% | 77.9% | 71 | 7.04% | 3.2 |
|
| 2722 |
PWW
2722
Pettyjohn Wood & White
Lynchburg,
Virginia
| $270M | +$521K | +0.2% | 2.14% | 70.9% | 141 | 2.84% | 2.8 |
|
| 2723 |
2723
Travelers Companies
Saint Paul,
Minnesota
| $270M | -$44.6M | -14% | 7.1% | – | 25 | 36% | 3.1 |
|
| 2724 |
2724
Peak Asset Management
Louisville,
Colorado
| $269M | +$5.52M | +2% | 1.79% | 70.1% | 154 | 10.39% | 1.8 |
|
| 2725 |
2725
Timpani Capital Management
Milwaukee,
Wisconsin
| $269M | +$19.9M | +8% | 16.8% | 383% | 121 | 43.8% | 0.7 |
|