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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
CFO4Life Group
Coppell,
Texas
| $484M | +$54.1M | +13% | 9.58% | 56.7% | 167 | 22.75% | 2.2 |
|
| 3077 |
3077
Opus Capital Group
Cincinnati,
Ohio
| $484M | +$42.2M | +10% | 5.97% | 53.7% | 112 | 8.93% | 4.1 |
|
| 3078 |
CRB
3078
Chad R. Baker
| $483M | +$37.3M | +8% | 12.2% | 123% | 54 | 11.11% | 4.5 |
|
| 3079 |
MRCM
3079
M&R Capital Management
Summit,
New Jersey
| $483M | +$41.4M | +9% | 12% | 52.6% | 437 | 5.26% | 5 |
|
| 3080 |
3080
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| $483M | +$57.3M | +13% | 8.88% | 80.3% | 151 | 22.52% | 1.8 |
|
| 3081 |
3081
TBH Global Asset Management
Brentwood,
Tennessee
| $483M | +$52M | +12% | 9.25% | 83.3% | 200 | 16.5% | 1.4 |
|
| 3082 |
TC
3082
Teilinger Capital
Houston,
Texas
| $483M | -$443M | -48% | 6.74% | 30.2% | 49 | 53.06% | 0.3 |
|
| 3083 |
3083
Advanced Asset Management Advisors
Dublin,
Ohio
| $483M | +$16.5M | +4% | 10.6% | 93.6% | 97 | 9.28% | 2.6 |
|
| 3084 |
BPM
3084
Bowling Portfolio Management
Cincinnati,
Ohio
| $482M | +$36.9M | +8% | 11.2% | 45.7% | 206 | 3.4% | 3.9 |
|
| 3085 |
CM
3085
Capital Management
Glen Allen,
Virginia
| $482M | +$23.6M | +5% | 6.39% | 63.6% | 87 | 8.05% | 3.3 |
|
| 3086 |
3086
Kavar Capital Partners Group
Leawood,
Kansas
| $481M | +$42.3M | +10% | 11% | 86.8% | 178 | 9.55% | 3.7 |
|
| 3087 |
3087
NFC Investments
Memphis,
Tennessee
| $481M | +$21.6M | +5% | 4.82% | – | 45 | 8.89% | 3.9 |
|
| 3088 |
3088
Coastal Bridge Advisors
Westport,
Connecticut
| $480M | +$47.7M | +11% | 0.64% | 88.1% | 214 | 34.11% | 2.2 |
|
| 3089 |
3089
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| $480M | -$378M | -44% | 7.12% | 39.2% | 8 | 62.5% | 0.4 |
|
| 3090 |
3090
Sax Wealth Advisors
Parsippany,
New Jersey
| $480M | +$58.6M | +14% | 6.77% | 64.3% | 189 | 15.87% | 0.8 |
|
| 3091 |
3091
McRae Capital Management
Morristown,
New Jersey
| $479M | +$25.2M | +6% | 6.23% | 78.2% | 115 | 4.35% | 4.4 |
|
| 3092 |
3092
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| $479M | – | – | 4.69% | 63.9% | 147 | – | 0 |
|
| 3093 |
3093
Bardin Hill Management Partners
New York
| $478M | -$141M | -23% | 4.93% | 214% | 111 | 30.63% | 0.7 |
|
| 3094 |
3094
World Investment Advisors
Santa Barbara,
California
| $478M | +$36.3M | +8% | 5.41% | 65.4% | 290 | 22.07% | 1.4 |
|
| 3095 |
3095
Siguler Guff Advisers
New York
| $478M | +$171M | +56% | 0.45% | 37.7% | 10 | 50% | 0.5 |
|
| 3096 |
3096
12th Street Asset Management Company
Nashville,
Tennessee
| $478M | +$24.7M | +5% | 11.8% | 106% | 33 | 12.12% | 2.4 |
|
| 3097 |
3097
EnCap Energy Capital Fund IX
Houston,
Texas
| $477M | -$107M | -18% | 1.05% | 69.2% | 4 | 0% | 1.8 |
|
| 3098 |
3098
Cumberland Advisors
Sarasota,
Florida
| $477M | +$44.8M | +10% | 8.84% | 80.7% | 65 | 12.31% | 2.7 |
|
| 3099 |
TFS
3099
Thoroughbred Financial Services
Brentwood,
Tennessee
| $477M | +$66.1M | +16% | 11.1% | 166% | 357 | 17.65% | 1.6 |
|
| 3100 |
3100
Marquette Asset Management
Minneapolis,
Minnesota
| $477M | +$32.3M | +7% | 6.6% | 69.6% | 279 | 11.11% | 2.7 |
|