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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Longfellow Investment Management
Boston,
Massachusetts
| $254M | -$148M | -37% | 0.38% | 45.9% | 141 | 48.94% | 0.5 |
|
| 2902 |
2902
Hendershot Investments
Centreville,
Virginia
| $254M | -$28.6M | -10% | 11.2% | 50.5% | 70 | 2.86% | 3.8 |
|
| 2903 |
2903
AIP LLC
New York
| $254M | -$277M | -52% | 52.2% | 54.9% | 1 | 0% | 1 |
|
| 2904 |
2904
Coastal Bridge Advisors
Westport,
Connecticut
| $253M | -$9.07M | -3% | 22.5% | 88.1% | 145 | 17.93% | 1.8 |
|
| 2905 |
2905
McAdam LLC
Philadelphia,
Pennsylvania
| $253M | -$19.2M | -7% | 11.8% | 65.4% | 740 | 90.41% | 1.3 |
|
| 2906 |
2906
Palouse Capital Management
Spokane,
Washington
| $253M | -$33.2M | -12% | 14.9% | 67.8% | 113 | 21.24% | 2.3 |
|
| 2907 |
CCPM
2907
Cooper Creek Partners Management
New York
| $253M | +$98M | +63% | 21.4% | 86.4% | 69 | 71.01% | 0.3 |
|
| 2908 |
2908
Adventist Health System West
Roseville,
California
| $253M | – | – | 13.4% | 60.2% | 4 | – | 0 |
|
| 2909 |
VAM
2909
Visionary Asset Management
Houston,
Texas
| $252M | -$59.3M | -19% | 1.18% | 31.9% | 323 | 70.59% | 0.9 |
|
| 2910 |
2910
Cypress Wealth Services
Palm Desert,
California
| $252M | -$27.4M | -10% | 10.2% | 82.7% | 247 | 17% | 0.8 |
|
| 2911 |
2911
Arax Advisory Partners
Denver,
Colorado
| $252M | +$3.42M | +1% | 8.72% | 64.7% | 639 | 17.21% | 1.1 |
|
| 2912 |
2912
SYM Financial Corp
Winona Lake,
Indiana
| $251M | +$72.7M | +41% | 15.3% | 64.3% | 105 | 46.67% | 0.6 |
|
| 2913 |
2913
Essex Woodlands Management
The Woodlands,
Texas
| $251M | -$230M | -48% | 34.7% | 55% | 8 | 12.5% | 4.1 |
|
| 2914 |
2914
Chicago Capital Management
Chicago,
Illinois
| $251M | -$7.93M | -3% | 1.14% | 270% | 47 | 91.49% | 0.1 |
|
| 2915 |
2915
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| $251M | +$6.28M | +3% | 13.9% | 71.1% | 254 | 28.35% | 0.8 |
|
| 2916 |
2916
Cable Hill Partners
Portland,
Oregon
| $251M | +$4.66M | +2% | 7% | 20.3% | 886 | 19.98% | 2.2 |
|
| 2917 |
2917
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $251M | -$31.3M | -11% | 14.4% | 17.7% | 325 | 24.31% | 2.4 |
|
| 2918 |
2918
Bronte Capital Management
Bondi Junction,
Australia
| $251M | – | – | 4.86% | 123% | 10 | – | 0 |
|
| 2919 |
CPH
2919
C Partners Holding
Zurich,
Switzerland
| $251M | -$34.5M | -12% | 12.6% | 25.6% | 251 | 90.84% | 1.8 |
|
| 2920 |
2920
Stonebridge Capital Management
Los Angeles,
California
| $250M | -$40.9M | -14% | 11% | – | 149 | 15.44% | 3.6 |
|
| 2921 |
2921
Pictet Bank & Trust
Nassau,
Bahamas
| $250M | -$70.3M | -22% | 13.7% | 82.7% | 85 | 21.18% | 2.8 |
|
| 2922 |
2922
The Family Firm
Bethesda,
Maryland
| $250M | -$25.8M | -9% | 9.92% | 40.2% | 142 | 9.86% | 2.9 |
|
| 2923 |
2923
Madison International Realty Holdings
New York
| $250M | +$13.2M | +6% | 15.9% | – | 9 | 11.11% | 1.3 |
|
| 2924 |
2924
Atlas Capital Advisors
Jackson,
Wyoming
| $250M | -$50.1M | -17% | 11.4% | – | 626 | 24.76% | 0.6 |
|
| 2925 |
BRCA
2925
Birch Run Capital Advisors
Dallas,
Texas
| $249M | -$94.9M | -28% | 18.7% | 8.22% | 21 | 38.1% | 2.7 |
|