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 |
2826
Gilbert & Cook
West Des Moines,
Iowa
| $243M | +$16.6M | +7% | 3.52% | 63.2% | 82 | 14.63% | 0.2 |
|
| 2827 |
2827
Haverford Financial Services
Radnor,
Pennsylvania
| $243M | +$5.88M | +2% | 5.81% | 57.9% | 62 | 9.68% | 2.4 |
|
| 2828 |
2828
Pegasus Partners
Mequon,
Wisconsin
| $243M | +$15.8M | +7% | 5.19% | 32.6% | 126 | 21.43% | 1.2 |
|
| 2829 |
2829
McRae Capital Management
Morristown,
New Jersey
| $243M | +$16.3M | +7% | 7.15% | 78.2% | 115 | 23.48% | 2.3 |
|
| 2830 |
CCM
2830
Castine Capital Management
Boston,
Massachusetts
| $242M | +$3.06M | +1% | 3.42% | 13.9% | 42 | 33.33% | 1.6 |
|
| 2831 |
2831
Cambridge Advisors
Omaha,
Nebraska
| $242M | +$16.2M | +7% | 4.54% | 58.6% | 135 | 5.93% | 1.9 |
|
| 2832 |
2832
Strategic Point Investment Advisors
Providence,
Rhode Island
| $242M | -$1.67M | -0.7% | 5.02% | 51.9% | 16 | 12.5% | 1.6 |
|
| 2833 |
2833
Clarius Group LLC
Seattle,
Washington
| $242M | +$5.73M | +2% | 10.3% | 92.1% | 97 | 13.4% | 1 |
|
| 2834 |
2834
Cutter & Co Brokerage
Ballwin,
Missouri
| $242M | +$493K | +0.2% | 5.26% | 40.4% | 282 | 16.67% | 1.8 |
|
| 2835 |
2835
Argent Trust Co
Nashville,
Tennessee
| $242M | +$15.9M | +7% | 5.35% | 86.2% | 267 | 12.36% | 1.6 |
|
| 2836 |
2836
Flowering Tree Investment Management
Singapore
| $242M | +$34.3M | +17% | 21.2% | 47.4% | 5 | 20% | 2.1 |
|
| 2837 |
AAM
2837
AR Asset Management
West Hollywood,
California
| $242M | +$7.45M | +3% | 4.13% | 64.9% | 120 | 3.33% | 3 |
|
| 2838 |
2838
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $242M | +$8.05M | +3% | 4.63% | 109% | 141 | 11.35% | 2.4 |
|
| 2839 |
CII
2839
Chapter IV Investors
Charlotte,
North Carolina
| $242M | -$27.2M | -10% | 3.22% | 4.15% | 10 | 10% | 2.8 |
|
| 2840 |
2840
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| $241M | +$6.36M | +3% | 2.39% | 119% | 50 | 16% | 1.5 |
|
| 2841 |
2841
Mountain Lake Investment Management
Boca Raton,
Florida
| $241M | -$29.1M | -11% | 1.88% | 64% | 40 | 55% | 0.8 |
|
| 2842 |
2842
Dalton Investments
Las Vegas,
Nevada
| $241M | +$31.4M | +15% | 9% | 95.1% | 30 | 6.67% | 2.1 |
|
| 2843 |
2843
Anson Funds Management
Dallas,
Texas
| $241M | -$78.9M | -25% | 2.27% | 2,010% | 103 | 66.99% | 0.8 |
|
| 2844 |
2844
Harvest Capital Management
Concord,
New Hampshire
| $241M | +$12.1M | +5% | 3.74% | 19.5% | 92 | 6.52% | 2.6 |
|
| 2845 |
SVC
2845
Strycker View Capital
New York
| $240M | +$19.8M | +9% | 8.37% | 114% | 22 | 63.64% | 0.1 |
|
| 2846 |
2846
Telos Capital Management
San Diego,
California
| $240M | +$15.3M | +7% | 5.71% | 71.1% | 155 | 14.84% | 2.5 |
|
| 2847 |
2847
Portland Global Advisors
Portland,
Maine
| $240M | +$9.9M | +4% | 6.73% | 43.4% | 102 | 6.86% | 3 |
|
| 2848 |
2848
Cedar Capital
Barrington,
Illinois
| $240M | -$12.3M | -5% | 2.21% | 98% | 118 | 43.22% | 0.6 |
|
| 2849 |
2849
Northeast Financial Consultants
Westport,
Connecticut
| $239M | +$15.5M | +7% | 5.39% | 63.8% | 156 | 12.18% | 2 |
|
| 2850 |
AC
2850
Asturias Capital
New York
| $239M | -$82.3M | -26% | 11.9% | 94.2% | 18 | 61.11% | 0.5 |
|