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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
RCF Management
Denver,
Colorado
| $95.1M | -$16.4M | -15% | 15.1% | – | 2 | 0% | 0.8 |
|
| 3502 |
3502
Punch Card Capital
Winter Park,
Florida
| $95M | -$24.3M | -20% | 7.69% | – | 3 | 0% | 0.3 |
|
| 3503 |
3503
Tanglewood Wealth Management
Houston,
Texas
| $94.4M | -$27.8M | -23% | 3.02% | 59.7% | 7 | 28.57% | 0.5 |
|
| 3504 |
ACMI
3504
Amida Capital Management II
New York
| $94.3M | -$48.9M | -34% | 0.8% | – | 123 | 80.49% | 0.1 |
|
| 3505 |
3505
ZPR Investment Management
Orange City,
Florida
| $94M | +$2.4M | +3% | 15.1% | 14.7% | 56 | 60.71% | 0.3 |
|
| 3506 |
3506
Edgestream Partners
Princeton,
New Jersey
| $94M | +$47.7M | +103% | 2.39% | 41.7% | 38 | 26.32% | 0.2 |
|
| 3507 |
3507
Evermay Wealth Management
Arlington,
Virginia
| $93.9M | +$21.9M | +30% | 1.29% | 56.2% | 69 | 39.13% | 0.2 |
|
| 3508 |
3508
Orrstown Financial Services
Harrisburg,
Pennsylvania
| $93.6M | -$2.45M | -3% | 1.21% | 73.7% | 215 | 11.16% | 0.7 |
|
| 3509 |
3509
Scholtz & Company
Stamford,
Connecticut
| $93.3M | – | – | 4.76% | 89.2% | 79 | – | 0 |
|
| 3510 |
3510
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $92.9M | -$43M | -32% | 4.08% | 43.7% | 5 | 20% | 0.8 |
|
| 3511 |
3511
First United Bank & Trust
Oakland,
Maryland
| $92.8M | +$2.54M | +3% | 0.55% | 78% | 84 | 8.33% | 0.7 |
|
| 3512 |
3512
Talara Capital Management
Montclair,
New Jersey
| $92.8M | -$7.5M | -7% | 5.68% | 17.4% | 25 | 40% | 0.4 |
|
| 3513 |
3513
Wedgewood Investors
Erie,
Pennsylvania
| $92.7M | +$3.21M | +4% | 0.38% | – | 127 | 7.09% | 0.7 |
|
| 3514 |
PIP
3514
Palisades Investment Partners
Santa Monica,
California
| $92.3M | +$1.85M | +2% | 5.49% | – | 88 | 26.14% | 0.5 |
|
| 3515 |
3515
Plante Moran Financial Advisors
Southfield,
Michigan
| $91.9M | -$85.9M | -48% | 1.73% | 62.8% | 766 | 27.15% | 0.6 |
|
| 3516 |
3516
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $91.8M | -$10.9M | -11% | 1.94% | 63.2% | 124 | 29.03% | 0.6 |
|
| 3517 |
3517
Blackthorn Investment Group
Overland Park,
Kansas
| $91.6M | -$182M | -66% | 4.28% | – | 282 | 61.35% | 0.4 |
|
| 3518 |
3518
Excalibur Management
Waltham,
Massachusetts
| $91.3M | -$396K | -0.4% | 1.75% | 81.7% | 61 | 4.92% | 0.7 |
|
| 3519 |
SM
3519
Southport Management
Wilson,
Wyoming
| $91.2M | +$4.3M | +5% | 7.15% | 107% | 46 | 43.48% | 0.4 |
|
| 3520 |
RTS
3520
Round Table Services
Westfield,
New Jersey
| $90.9M | -$4.51M | -5% | 1.13% | 16.1% | 51 | 13.73% | 0.5 |
|
| 3521 |
3521
Harbert Management Corporation
Birmingham,
Alabama
| $90.7M | -$29.7M | -25% | 0.02% | – | 30 | 50% | 0.4 |
|
| 3522 |
3522
Vermillion Asset Management
New York
| $90.3M | +$46.5M | +106% | 4.78% | – | 54 | 92.59% | 0.1 |
|
| 3523 |
CCPM
3523
Cooper Creek Partners Management
New York
| $90.1M | -$3.33M | -4% | 2.24% | 86.4% | 49 | 65.31% | 0.3 |
|
| 3524 |
3524
Cincinnati Casualty Company
Fairfield,
Ohio
| $90.1M | +$706K | +0.8% | 2.63% | 56% | 23 | 0% | 0.8 |
|
| 3525 |
KCAM
3525
Kildonan Castle Asset Management
New York
| $90M | +$80.2M | +820% | 5.13% | – | 8 | 62.5% | 0.3 |
|