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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
GHAM
2826
Gilman Hill Asset Management
New Canaan,
Connecticut
| $211M | +$408K | +0.2% | 3.36% | 54.2% | 189 | 15.34% | 1.4 |
|
| 2827 |
RB
2827
Rodgers Brothers
Harmony,
Pennsylvania
| $211M | +$6.74M | +3% | 0.04% | 108% | 164 | 9.15% | 1.6 |
|
| 2828 |
OC
2828
Oakworth Capital
Birmingham,
Alabama
| $211M | -$5.19M | -2% | 0.25% | 64.3% | 595 | 17.98% | 1.3 |
|
| 2829 |
AAM
2829
Aston Asset Management
Chicago,
Illinois
| $211M | -$19.3M | -8% | 2.91% | 26.1% | 148 | 16.89% | 1.4 |
|
| 2830 |
ANBTV
2830
American National Bank & Trust (Virginia)
Danville,
Virginia
| $211M | -$1.54M | -0.7% | 1.05% | – | 132 | 9.09% | 1.5 |
|
| 2831 |
CL
2831
CIM LLC
Albany,
New York
| $211M | -$2.94M | -1% | 0.73% | 108% | 87 | 17.24% | 1.3 |
|
| 2832 |
IF
2832
Ironwood Financial
Tucson,
Arizona
| $211M | +$3.12M | +2% | 0.44% | 48.8% | 365 | 8.22% | 0.4 |
|
| 2833 |
UIM
2833
Underhill Investment Management
Greenbrae,
California
| $211M | +$9.03M | +4% | 2.13% | 59.8% | 19 | 10.53% | 1.5 |
|
| 2834 |
CPI
2834
Crestview Partners II
New York
| $211M | -$18.8M | -8% | 8.62% | 157% | 2 | 0% | 2 |
|
| 2835 |
PG
2835
Patten Group
Chattanooga,
Tennessee
| $211M | +$15.3M | +8% | 0.78% | 88.1% | 609 | 71.59% | 0.1 |
|
| 2836 |
QOP
2836
Quinn Opportunity Partners
Charlottesville,
Virginia
| $210M | +$23.8M | +13% | 4.26% | 77.6% | 139 | 32.37% | 0.4 |
|
| 2837 |
IAS
2837
IMA Advisory Services
Denver,
Colorado
| $210M | +$4.5M | +2% | 0.17% | 74.5% | 192 | 26.56% | 1.1 |
|
| 2838 |
LG
2838
Laidlaw Group
Bedford Hills,
New York
| $210M | -$270K | -0.1% | 0.81% | – | 80 | 8.75% | 1.8 |
|
| 2839 |
MIC
2839
MU Investments Company
Tokyo,
Japan
| $210M | -$4.83M | -2% | 1.4% | 40.4% | 324 | 19.44% | 1.6 |
|
| 2840 |
CFSG
2840
Community Financial Services Group
Newport,
Vermont
| $210M | -$3.05M | -1% | 2.09% | – | 346 | 18.21% | 1.1 |
|
| 2841 |
KP
2841
Keel Point
Huntsville,
Alabama
| $210M | +$10.4M | +5% | 0.98% | 76.4% | 107 | 12.15% | 0.2 |
|
| 2842 |
WIS
2842
Wright Investors Service
Shelton,
Connecticut
| $210M | +$1.65M | +0.8% | 1.45% | 146% | 224 | 16.52% | 1.3 |
|
| 2843 |
2843
Cambridge Associates
Boston,
Massachusetts
| $210M | -$6.17M | -3% | 2.24% | 50.1% | 18 | 11.11% | 1 |
|
| 2844 |
FI
2844
FCM Investments
Dallas,
Texas
| $210M | +$2.77M | +1% | 1.02% | 40.1% | 97 | 3.09% | 1.8 |
|
| 2845 |
NEIRG
2845
New England Investment & Retirement Group
North Andover,
Massachusetts
| $209M | -$16.7M | -7% | 0.23% | 72.5% | 63 | 28.57% | 0.9 |
|
| 2846 |
BA
2846
BKS Advisors
Southfield,
Michigan
| $209M | -$1.02M | -0.5% | 3.16% | 58% | 177 | 18.64% | 0.2 |
|
| 2847 |
WCMN
2847
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| $209M | +$7.07M | +3% | 0.35% | 107% | 38 | 10.53% | 1.8 |
|
| 2848 |
SACTSONJ
2848
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| $209M | -$3.62M | -2% | 0.39% | 147% | 188 | 6.91% | 1.9 |
|
| 2849 |
I2I
2849
Insight 2811 Inc
Chicago,
Illinois
| $209M | -$3.2M | -2% | 0.48% | 30.8% | 121 | 21.49% | 1.2 |
|
| 2850 |
GIM
2850
Groesbeck Investment Management
Paramus,
New Jersey
| $209M | +$2.36M | +1% | 0.22% | 147% | 98 | 22.45% | 1.3 |
|