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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Greenline Partners
New York
| $457M | +$20.3M | +5% | 3.99% | 69.6% | 129 | 9.3% | 1.4 |
|
| 2877 |
2877
Pegasus Partners
Mequon,
Wisconsin
| $456M | +$62M | +16% | 6.87% | 32.6% | 169 | 17.16% | 2.3 |
|
| 2878 |
2878
Searchlight Capital Partners
New York
| $456M | -$67.3M | -13% | 20.3% | 38.5% | 10 | 10% | 1.5 |
|
| 2879 |
2879
Silicon Valley Capital Partners
San Jose,
California
| $456M | -$8.89M | -2% | 3.17% | 103% | 77 | 22.08% | 1.6 |
|
| 2880 |
2880
Crescent Capital Consulting
New Orleans,
Louisiana
| $456M | +$68.2M | +18% | 7.06% | – | 570 | 24.56% | 0.2 |
|
| 2881 |
2881
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| $456M | -$16M | -3% | 3.76% | 80.6% | 148 | 33.11% | 0.8 |
|
| 2882 |
2882
Allen Capital Group
Grand Island,
Nebraska
| $455M | +$40.5M | +10% | 3.27% | 62.8% | 166 | 18.07% | 1.9 |
|
| 2883 |
2883
Tortoise Investment Management
White Plains,
New York
| $455M | +$16.7M | +4% | 4.19% | 43.8% | 613 | 12.89% | 4.1 |
|
| 2884 |
2884
Beach Point Capital Management
Santa Monica,
California
| $455M | +$147M | +48% | 14% | 84.1% | 66 | 68.18% | 0.4 |
|
| 2885 |
2885
Consolidated Investment Group
Englewood,
Colorado
| $455M | +$71.6M | +19% | 7.3% | 150% | 75 | 9.33% | 3.1 |
|
| 2886 |
2886
Cota Capital Management
San Francisco,
California
| $455M | +$75.3M | +20% | 11.4% | 46% | 15 | 6.67% | 0.9 |
|
| 2887 |
2887
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| $454M | -$109M | -19% | 7.4% | 81.5% | 46 | 32.61% | 0.7 |
|
| 2888 |
2888
Simplicity Solutions
Minneapolis,
Minnesota
| $454M | -$6.29B | -93% | 5.97% | 37.1% | 1,043 | 64.05% | 2 |
|
| 2889 |
CANC
2889
Culbertson A N & Co
Charlottesville,
Virginia
| $454M | +$33.5M | +8% | 8.97% | 87.5% | 112 | 1.79% | 5.8 |
|
| 2890 |
2890
Cornerstone Retirement Group
Reno,
Nevada
| $454M | – | – | 2.61% | – | 2 | – | 0 |
|
| 2891 |
2891
Plancorp LLC
Saint Louis,
Missouri
| $454M | +$48.1M | +12% | 7.47% | 73.1% | 213 | 11.27% | 2.9 |
|
| 2892 |
2892
Act Two Investors
Santa Cruz,
California
| $454M | +$57.4M | +14% | 9.8% | 74.4% | 41 | 29.27% | 1.6 |
|
| 2893 |
2893
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $454M | +$31.1M | +7% | 9.9% | 86.4% | 143 | 4.2% | 5.4 |
|
| 2894 |
2894
Heck Capital Advisors
Rhinelander,
Wisconsin
| $453M | +$42.6M | +10% | 6.25% | 67% | 117 | 15.38% | 2.5 |
|
| 2895 |
2895
EMJ Capital
Toronto,
Ontario, Canada
| $453M | -$47.8M | -10% | 91.3% | – | 62 | 72.58% | 0.2 |
|
| 2896 |
2896
Zevin Asset Management
Boston,
Massachusetts
| $452M | +$26.1M | +6% | 2.71% | 71.7% | 97 | 10.31% | 4.1 |
|
| 2897 |
2897
AltraVue Capital
Bellevue,
Washington
| $452M | +$116M | +35% | 14.9% | 221% | 34 | 8.82% | 1.7 |
|
| 2898 |
2898
North Peak Capital Management
New York
| $452M | -$107M | -19% | 31.8% | 301% | 10 | 60% | 0.5 |
|
| 2899 |
2899
Shepherd Financial Partners
Winchester,
Massachusetts
| $452M | +$13.3M | +3% | 4.14% | 88.4% | 145 | 13.1% | 2.1 |
|
| 2900 |
2900
Connacht Asset Management
New York
| $452M | +$241M | +115% | 21.2% | 63.8% | 170 | 75.88% | 0.1 |
|