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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Court Place Advisors
Ellicott City,
Maryland
| $278M | +$19.6M | +8% | 8.28% | 92% | 183 | 7.1% | 4.1 |
|
| 3177 |
3177
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| $277M | – | – | 99.3% | – | 11 | – | 0 |
|
| 3178 |
3178
Searchlight Capital Partners
New York
| $277M | +$27M | +11% | 11.5% | 38.5% | 6 | 16.67% | 1.7 |
|
| 3179 |
3179
Artemis Wealth Advisors
New York
| $277M | +$48.8M | +21% | 16.3% | 174% | 132 | 68.18% | 0.6 |
|
| 3180 |
GCMG
3180
Gyroscope Capital Management Group
Naples,
Florida
| $277M | +$24.8M | +10% | 8.88% | 24.8% | 134 | 23.88% | 1.8 |
|
| 3181 |
3181
Bain Capital Credit
Boston,
Massachusetts
| $277M | +$77.8M | +39% | 6.08% | 14.4% | 15 | 13.33% | 1.4 |
|
| 3182 |
3182
Euro Pacific Asset Management
Dorado,
Puerto Rico
| $277M | – | – | 10.4% | 172% | 41 | – | 0 |
|
| 3183 |
3183
Empowered Funds
Havertown,
Pennsylvania
| $276M | +$46.5M | +20% | 8.88% | 127% | 147 | 66.67% | 0.5 |
|
| 3184 |
3184
Vanderbilt University
Nashville,
Tennessee
| $276M | +$55.5M | +25% | 3.25% | 61.8% | 9 | 44.44% | 0.5 |
|
| 3185 |
3185
Atlas Principals
Charlotte,
North Carolina
| $276M | – | – | 8.18% | – | 41 | – | 0 |
|
| 3186 |
3186
Simon Quick Advisors
Morristown,
New Jersey
| $276M | +$49.7M | +22% | 6.53% | 77.8% | 699 | 51.36% | 0.7 |
|
| 3187 |
3187
Wilsey Asset Management
San Diego,
California
| $276M | +$21.1M | +8% | 9.14% | 66.9% | 24 | 16.67% | 2.8 |
|
| 3188 |
3188
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| $276M | – | – | 15.7% | 101% | 6 | – | 0 |
|
| 3189 |
3189
Affinity Investment Advisors
Newport Beach,
California
| $276M | -$42.9M | -13% | 13.1% | 189% | 152 | 15.79% | 2.2 |
|
| 3190 |
3190
Crestview Partners III
New York
| $275M | +$29.2M | +12% | 15.7% | 51.2% | 4 | 25% | 1.7 |
|
| 3191 |
3191
Cahill Financial Advisors
Edina,
Minnesota
| $275M | +$18.1M | +7% | 6.19% | 55.9% | 166 | 9.64% | 3.4 |
|
| 3192 |
3192
XML Financial
Bethesda,
Maryland
| $275M | – | – | 7.28% | 77.9% | 178 | – | 0 |
|
| 3193 |
3193
Schnieders Capital Management
Pasadena,
California
| $275M | +$27M | +11% | 7.55% | 103% | 175 | 8.57% | 3.7 |
|
| 3194 |
3194
BCM Advisors
Lafayette,
Louisiana
| $275M | +$42.7M | +18% | 1.96% | 59.3% | 38 | 2.63% | 2.4 |
|
| 3195 |
3195
Delta Investment Management
San Francisco,
California
| $275M | +$83.3M | +44% | 10.8% | 65.8% | 227 | 76.65% | 0.2 |
|
| 3196 |
KCP
3196
KDI Capital Partners
Raleigh,
North Carolina
| $275M | +$18.5M | +7% | 10.1% | 77.1% | 32 | 6.25% | 3.2 |
|
| 3197 |
3197
Brickley Wealth Management
San Mateo,
California
| $274M | +$30.4M | +12% | 6.3% | 62.6% | 51 | 15.69% | 1.3 |
|
| 3198 |
3198
Kalos Management
Alpharetta,
Georgia
| $274M | +$23.5M | +9% | 9.04% | 48.5% | 231 | 25.54% | 1.1 |
|
| 3199 |
3199
Rosenblum Silverman Sutton
San Francisco,
California
| $274M | +$14.5M | +6% | 11.7% | 90.1% | 58 | 6.9% | 3.4 |
|
| 3200 |
3200
Stewardship Financial Advisors
Stockbridge,
Georgia
| $274M | +$37.2M | +16% | 5.6% | 39.1% | 93 | 23.66% | 1.9 |
|