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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
ECML
3451
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| $186M | +$10.4M | +6% | 8.29% | 93.6% | 45 | 6.67% | 2.1 |
|
| 3452 |
DCM
3452
DAFNA Capital Management
Los Angeles,
California
| $186M | +$24.6M | +15% | 13% | 313% | 83 | 25.3% | 1.5 |
|
| 3453 |
3453
Private Advisory Group
Redmond,
Washington
| $186M | +$16.8M | +10% | 6.56% | 177% | 155 | 44.52% | 0.6 |
|
| 3454 |
AF
3454
AMG Funds
Stamford,
Connecticut
| $186M | +$3.29M | +2% | 5.41% | 6.28% | 117 | 8.55% | 1.1 |
|
| 3455 |
IC
3455
Intersect Capital
San Ramon,
California
| $185M | +$9.17M | +5% | 4.83% | 57.2% | 118 | 10.17% | 1.9 |
|
| 3456 |
BLAM
3456
Bourne Lent Asset Management
Pawling,
New York
| $185M | -$9.41M | -5% | 1.58% | 76.1% | 58 | 0% | 2.3 |
|
| 3457 |
MA
3457
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| $185M | -$4.07M | -2% | 0.23% | 166% | 77 | 7.79% | 3.4 |
|
| 3458 |
BRC
3458
Bell Rock Capital
Rehoboth Beach,
Delaware
| $185M | +$9.9M | +6% | 7.37% | – | 446 | 11.21% | 0.8 |
|
| 3459 |
OPTFSNA
3459
Old Point Trust & Financial Services N A
Newport News,
Virginia
| $185M | +$7.08M | +4% | 4.4% | 72.6% | 79 | 3.8% | 3.5 |
|
| 3460 |
MIC
3460
Meridian Investment Counsel
Lafayette,
California
| $185M | +$12M | +7% | 5.41% | 116% | 196 | 6.63% | 2.9 |
|
| 3461 |
3461
Marietta Wealth Management
Marietta,
Georgia
| $185M | +$6M | +3% | 6.62% | 83.8% | 121 | 6.61% | 0.9 |
|
| 3462 |
PAM
3462
PT Asset Management
Chicago,
Illinois
| $185M | -$24.7M | -12% | 1.42% | 7.94% | 40 | 47.5% | 0.9 |
|
| 3463 |
3463
Westside Investment Management
Santa Monica,
California
| $185M | +$18.9M | +11% | 4.54% | 114% | 882 | 12.36% | 0.8 |
|
| 3464 |
SCM
3464
Stadium Capital Management
New Canaan,
Connecticut
| $184M | -$58.4M | -24% | 4.58% | 10.9% | 13 | 38.46% | 1.7 |
|
| 3465 |
RHFI
3465
Reilly Herbert Faulkner III
| $184M | +$19.5M | +12% | 7.1% | 80.6% | 45 | 8.89% | 3.2 |
|
| 3466 |
UMA
3466
USA Mutuals Advisors
Dallas,
Texas
| $184M | +$10.4M | +6% | 10.1% | 14.1% | 79 | 70.89% | 1.2 |
|
| 3467 |
JWM
3467
Janiczek Wealth Management
Denver,
Colorado
| $184M | +$3.68M | +2% | 3.69% | 16.4% | 39 | 5.13% | 0.8 |
|
| 3468 |
3468
Engine Capital Management
New York
| $183M | +$52.8M | +40% | 5.12% | 21.1% | 42 | 50% | 0.5 |
|
| 3469 |
TC
3469
Tavio Capital
New York
| $183M | -$62.5M | -25% | 5.29% | 81.4% | 13 | 61.54% | 0.4 |
|
| 3470 |
TA
3470
Tamarack Advisers
Carlsbad,
California
| $183M | +$19.9M | +12% | 7.2% | 46.5% | 42 | 47.62% | 0.6 |
|
| 3471 |
SMV
3471
Sofinnova Management VIII
Menlo Park,
California
| $183M | +$19.2M | +12% | 17.2% | – | 8 | 0% | 0.9 |
|
| 3472 |
3472
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| $183M | +$6.8M | +4% | 3.8% | 38.2% | 56 | 8.93% | 2 |
|
| 3473 |
3473
Bourgeon Capital Management
Darien,
Connecticut
| $183M | +$13.2M | +8% | 6.34% | 117% | 104 | 30.77% | 2 |
|
| 3474 |
PFSC
3474
Peoples Financial Services Corp
Moosic,
Pennsylvania
| $183M | +$6.49M | +4% | 4.69% | 93% | 358 | 3.35% | 3.1 |
|
| 3475 |
3475
Mirador Capital Partners
Pleasanton,
California
| $183M | +$12M | +7% | 4.4% | 120% | 150 | 12% | 1.2 |
|