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%
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 Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
FTIM
3701
Flowering Tree Investment Management
Singapore
| $135M | -$48.8M | -27% | 19.4% | 47.4% | 7 | 14.29% | 7.6 |
|
| 3702 |
CWM
3702
CMH Wealth Management
Portsmouth,
New Hampshire
| $135M | +$9.29M | +7% | 3.88% | 76.6% | 55 | 23.64% | 2.4 |
|
| 3703 |
AIM
3703
Aspen Investment Management
Grand Rapids,
Michigan
| $135M | +$1.75M | +1% | 3.65% | 84.9% | 139 | 6.47% | 12.1 |
|
| 3704 |
CCM
3704
Coliseum Capital Management
Rowayton,
Connecticut
| $135M | -$29.2M | -18% | 6.67% | 41.1% | 8 | 37.5% | 7.6 |
|
| 3705 |
CJA
3705
C-J Advisory
San Jose,
California
| $135M | +$5.52M | +4% | 3.72% | 39.2% | 138 | 6.52% | 3.6 |
|
| 3706 |
SCG
3706
Sonata Capital Group
Seattle,
Washington
| $135M | +$348K | +0.3% | 3.68% | 57.4% | 101 | 4.95% | 9.7 |
|
| 3707 |
EI
3707
Elkhorn Investments
Chicago,
Illinois
| $134M | +$5.96M | +5% | 3.33% | – | 113 | 23.01% | 1.6 |
|
| 3708 |
SCA
3708
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $134M | +$42K | +0% | 3.85% | 58.6% | 107 | 35.51% | 3.2 |
|
| 3709 |
CT
3709
Clearstead Trust
Portland,
Maine
| $134M | +$7.71M | +6% | 2.74% | 111% | 245 | 13.88% | 2 |
|
| 3710 |
WCM
3710
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $134M | +$293K | +0.2% | 4.86% | 33.6% | 102 | 15.69% | 10 |
|
| 3711 |
BAM
3711
Boyar Asset Management
New York
| $134M | -$2.19M | -2% | 2.85% | 75.5% | 69 | 8.7% | 14 |
|
| 3712 |
BCC
3712
Bridge City Capital
Lake Oswego,
Oregon
| $134M | +$14.1M | +12% | 4.15% | 120% | 94 | 6.38% | 1 |
|
| 3713 |
NQWM
3713
Northwest Quadrant Wealth Management
Bend,
Oregon
| $134M | +$16.9M | +15% | 3.58% | 45.6% | 60 | 8.33% | 2.8 |
|
| 3714 |
IDBONY
3714
Israel Discount Bank of New York
New York
| $134M | +$8.98M | +7% | 4.14% | 37.3% | 445 | 10.56% | 2.7 |
|
| 3715 |
CCM
3715
Colorado Capital Management
Boulder,
Colorado
| $134M | +$6.79M | +5% | 3.4% | 53.4% | 75 | 10.67% | 5.7 |
|
| 3716 |
OCM
3716
Orleans Capital Management
Mandeville,
Louisiana
| $134M | -$7.68M | -5% | 4.33% | 94.6% | 84 | 14.29% | 13 |
|
| 3717 |
SL
3717
SOF Ltd
George Town,
Cayman Islands
| $134M | -$4.89M | -4% | 3.53% | 42.3% | 1 | 0% | 3 |
|
| 3718 |
BCVI
3718
Bain Capital Venture Investors
Boston,
Massachusetts
| $133M | +$5.84M | +5% | 4.58% | 34.2% | 1 | 0% | 8 |
|
| 3719 |
CCG
3719
Ceeto Capital Group
Coral Gables,
Florida
| $133M | – | – | 3.59% | 94.4% | 122 | – | 0 |
|
| 3720 |
TGCM
3720
Tukman Grossman Capital Management
Larkspur,
California
| $133M | -$156M | -54% | 1.07% | 21.1% | 17 | 0% | 16.1 |
|
| 3721 |
FAM
3721
Foothills Asset Management
Scottsdale,
Arizona
| $133M | +$4.69M | +4% | 3.02% | 8.84% | 62 | 8.06% | 8.2 |
|
| 3722 |
AC
3722
Aperimus Capital
Marina Del Rey,
California
| $133M | +$25.7M | +24% | 3.94% | 44% | 3 | 0% | 17 |
|
| 3723 |
LS
3723
Lattice Strategies
Wayne,
Pennsylvania
| $133M | +$2.66M | +2% | 4.6% | 19.9% | 66 | 3.03% | 13.2 |
|
| 3724 |
AC
3724
Athos Capital
Hong Kong
| $133M | -$40.5M | -23% | 4.4% | 110% | 43 | 41.86% | 0.7 |
|
| 3725 |
WAM
3725
Westport Asset Management
Southport,
Connecticut
| $133M | +$16.4M | +14% | 9.18% | 63.9% | 64 | 6.25% | 6.9 |
|