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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
MM
3101
Meridian Management
Little Rock,
Arkansas
| $174M | +$9.18M | +6% | 3.11% | 57.8% | 68 | 13.24% | 2.1 |
|
| 3102 |
EM
3102
EnTrustPermal Management
New York
| $174M | -$25.4M | -13% | 2.32% | 19.3% | 31 | 25.81% | 1.6 |
|
| 3103 |
BCCM
3103
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $174M | +$4.27M | +3% | 1.98% | 76.5% | 80 | 10% | 0.7 |
|
| 3104 |
MJP
3104
Michael J. Puzo
| $173M | +$21.8M | +14% | 3.32% | 90.3% | 79 | 11.39% | 2.6 |
|
| 3105 |
PCP
3105
Proficio Capital Partners
Newton,
Massachusetts
| $173M | +$13.8M | +9% | 4.1% | 97% | 1,199 | 14.76% | 0.6 |
|
| 3106 |
BRM
3106
Boston Research & Management
Manchester,
Massachusetts
| $173M | +$8.17M | +5% | 3.99% | 53.2% | 97 | 6.19% | 3 |
|
| 3107 |
LFR
3107
Lehman Financial Resources
Media,
Pennsylvania
| $173M | -$26.2M | -13% | 1.07% | 58.2% | 65 | 21.54% | 2.5 |
|
| 3108 |
BPCA
3108
Bank Pictet & Cie (Asia)
Singapore
| $173M | +$16.1M | +10% | 4.51% | 30.4% | 66 | 22.73% | 0.7 |
|
| 3109 |
CC
3109
Cambrian Capital
San Francisco,
California
| $172M | +$4.59M | +3% | 8.3% | 17.3% | 57 | 26.32% | 1.4 |
|
| 3110 |
3110
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $172M | +$13.9M | +9% | 5.26% | 91.5% | 99 | 16.16% | 0.6 |
|
| 3111 |
CM
3111
Cornerstone Management
Duluth,
Georgia
| $172M | +$6.13M | +4% | 2.26% | 40% | 45 | 4.44% | 1.5 |
|
| 3112 |
NB
3112
Nicolet Bankshares
Green Bay,
Wisconsin
| $172M | +$19.1M | +13% | 2.44% | 75.5% | 166 | 18.07% | 0.6 |
|
| 3113 |
BBPWM
3113
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $172M | +$16.5M | +11% | 4.21% | 62.5% | 445 | 5.62% | 2.4 |
|
| 3114 |
BFA
3114
Benedict Financial Advisors
Atlanta,
Georgia
| $171M | +$614K | +0.4% | 0.82% | 72.4% | 102 | 8.82% | 1.5 |
|
| 3115 |
BC
3115
Birchview Capital
Burlington,
Vermont
| $171M | +$33.6M | +24% | 36.7% | 327% | 48 | 16.67% | 1.2 |
|
| 3116 |
MI
3116
Mercer Investments
Boston,
Massachusetts
| $171M | +$85.2M | +99% | 3% | 33.1% | 10 | 20% | 1.9 |
|
| 3117 |
TNB
3117
Thomasville National Bank
Thomasville,
Georgia
| $171M | -$209M | -55% | 5% | – | 169 | 62.72% | 1.9 |
|
| 3118 |
SRCM
3118
Swift Run Capital Management
Charlottesville,
Virginia
| $171M | +$14.2M | +9% | 6.79% | 9.9% | 60 | 13.33% | 1.3 |
|
| 3119 |
CCP
3119
Cryder Capital Partners
London,
United Kingdom
| $171M | +$46M | +37% | 11% | 55.7% | 10 | 0% | 1.6 |
|
| 3120 |
MG
3120
Magnolia Group
Omaha,
Nebraska
| $171M | +$15.9M | +10% | 9.82% | 9.52% | 9 | 11.11% | 0.7 |
|
| 3121 |
HFBOT
3121
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| $171M | +$3.2M | +2% | 2.35% | 74% | 63 | 6.35% | 0.7 |
|
| 3122 |
WPIC
3122
White Pine Investment Company
Livonia,
Michigan
| $170M | +$3.68M | +2% | 3.96% | 66.3% | 60 | 11.67% | 2.5 |
|
| 3123 |
3123
Park Avenue Securities
New York
| $170M | -$414M | -71% | 0.73% | 71% | 102 | 63.73% | 0.6 |
|
| 3124 |
EGA
3124
E&G Advisors
Houston,
Texas
| $170M | +$5.51M | +3% | 3.89% | 97.7% | 115 | 11.3% | 1.4 |
|
| 3125 |
VHMC
3125
Value Holdings Management Company
Hampton Bays,
New York
| $170M | +$14.6M | +9% | 9.68% | 125% | 42 | 9.52% | 2 |
|