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
Mengis Capital Management
Portland,
Oregon
| $451M | +$39.7M | +10% | 7.94% | 104% | 181 | 13.26% | 3.4 |
|
| 2902 |
CAS
2902
Cascadia Advisory Services
Portland,
Oregon
| $451M | – | – | 4.52% | – | 225 | – | 0.8 |
|
| 2903 |
2903
Peavine Capital
Reno,
Nevada
| $451M | +$43.4M | +11% | 2.5% | 30.8% | 11 | 0% | 3.7 |
|
| 2904 |
HA
2904
Harbor Advisors
West Palm Beach,
Florida
| $451M | +$4.49M | +1% | 2.59% | 125% | 210 | 25.24% | 2.3 |
|
| 2905 |
2905
Bain Capital Credit
Boston,
Massachusetts
| $451M | +$97.2M | +27% | 11.2% | 14.4% | 19 | 42.11% | 0.9 |
|
| 2906 |
2906
Bourgeon Capital Management
Darien,
Connecticut
| $451M | +$45.7M | +11% | 7.58% | 121% | 319 | 26.02% | 1.6 |
|
| 2907 |
2907
Overbrook Management Corp
New York
| $450M | +$39.7M | +10% | 7.8% | 157% | 86 | 4.65% | 3.4 |
|
| 2908 |
2908
Blue Edge Capital
Richmond,
Virginia
| $450M | +$35.5M | +9% | 6.01% | 67.4% | 102 | 10.78% | 3.8 |
|
| 2909 |
2909
Pallas Capital Advisors
Braintree,
Massachusetts
| $449M | – | – | 9.47% | 71.8% | 177 | – | 0 |
|
| 2910 |
2910
Advanced Asset Management Advisors
Dublin,
Ohio
| $449M | +$20.5M | +5% | 6.34% | 93.6% | 100 | 4% | 1.9 |
|
| 2911 |
2911
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $448M | -$26.6M | -6% | 20% | 70.2% | 34 | 44.12% | 0.6 |
|
| 2912 |
2912
Invenomic Capital Management
Boston,
Massachusetts
| $448M | +$56.1M | +14% | 28.2% | 6.61% | 175 | 50.86% | 0.5 |
|
| 2913 |
2913
Avestar Capital
New York
| $448M | +$88M | +24% | 3.15% | 112% | 345 | 31.59% | 1 |
|
| 2914 |
2914
Evolution Wealth Advisors
Aventura,
Florida
| $448M | +$4.57M | +1% | 5.44% | 96% | 678 | 20.8% | 0.8 |
|
| 2915 |
2915
Crestview Partners III
New York
| $448M | +$103M | +30% | 33.2% | 51.2% | 3 | 0% | 2.9 |
|
| 2916 |
2916
Institutional Venture Management XVI
Menlo Park,
California
| $448M | +$67.1M | +18% | 13.2% | 523% | 3 | 33.33% | 0.8 |
|
| 2917 |
2917
Probity Advisors
Dallas,
Texas
| $448M | – | – | 6.98% | 61.7% | 195 | – | 3 |
|
| 2918 |
2918
Column Capital Advisors
Indianapolis,
Indiana
| $448M | +$49.4M | +12% | 5.37% | 20.4% | 758 | 12.27% | 1 |
|
| 2919 |
BSPF
2919
British Steel Pension Fund
London,
United Kingdom
| $448M | +$58.7M | +15% | 7.39% | 29.7% | 25 | 16% | 6 |
|
| 2920 |
CM
2920
Capital Management
Glen Allen,
Virginia
| $447M | +$81M | +22% | 13.9% | 63.6% | 80 | 10% | 3.1 |
|
| 2921 |
2921
Faithward Advisors
Lancaster,
Pennsylvania
| $447M | +$218M | +95% | 6.65% | 119% | 260 | 59.62% | 0.5 |
|
| 2922 |
2922
Cannell Capital
Alta,
Wyoming
| $447M | +$95.5M | +27% | 26% | 127% | 80 | 41.25% | 1.1 |
|
| 2923 |
2923
Lathrop Investment Management
Little Rock,
Arkansas
| $446M | +$41.2M | +10% | 11.4% | 72.2% | 73 | 4.11% | 4.6 |
|
| 2924 |
2924
JGP Wealth Management
Bend,
Oregon
| $446M | +$14.7M | +3% | 4.27% | 87.8% | 153 | 9.15% | 1.9 |
|
| 2925 |
2925
Capital Planning Advisors
Roseville,
California
| $446M | +$39.1M | +10% | 4.63% | 64.2% | 136 | 11.76% | 2.7 |
|