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 | |
|---|---|---|---|---|---|---|---|---|---|
| 3801 |
PGF
3801
Pelham Global Financials
London,
United Kingdom
| $243M | +$27.5M | +13% | 34.4% | 24.5% | 11 | 18.18% |
|
| 3802 |
EA
3802
Evergreen Advisors
Chattanooga,
Tennessee
| $243M | +$24.4M | +11% | 9.97% | – | 15 | 26.67% |
|
| 3803 |
OBGC
3803
O'Brien Greene & Co
Media,
Pennsylvania
| $243M | +$32.7M | +16% | 11.4% | 79.6% | 125 | 16% |
|
| 3804 |
MC
3804
Muzinich & Co
New York
| $243M | -$4.89M | -2% | 15.3% | 9.67% | 57 | 38.6% |
|
| 3805 |
EFL
3805
ERn Financial LLC
Middleton,
Wisconsin
| $243M | +$29.2M | +14% | 13.3% | 55.9% | 89 | 14.61% |
|
| 3806 |
AAM
3806
ACK Asset Management
Greenwich,
Connecticut
| $243M | +$48.3M | +25% | 42.4% | 99.7% | 32 | 43.75% |
|
| 3807 |
KC
3807
Knuff & Co
Foster City,
California
| $243M | +$30.3M | +14% | 12.3% | 73.7% | 181 | 14.36% |
|
| 3808 |
DA
3808
DCF Advisers
Greenwich,
Connecticut
| $242M | +$46.8M | +24% | 14.9% | 156% | 110 | 40% |
|
| 3809 |
PCA
3809
Prospect Capital Advisors
Sausalito,
California
| $242M | +$52.6M | +28% | 21.5% | 136% | 30 | 46.67% |
|
| 3810 |
CP
3810
Corbenic Partners
Bethlehem,
Pennsylvania
| $242M | +$33.9M | +16% | 10.7% | – | 209 | 24.4% |
|
| 3811 |
MWP
3811
Meridian Wealth Partners
Exton,
Pennsylvania
| $242M | +$43.8M | +22% | 9.06% | 42.2% | 245 | 18.78% |
|
| 3812 |
SFA
3812
Semmax Financial Advisors
Winston Salem,
North Carolina
| $242M | +$31.8M | +15% | 9.52% | – | 291 | 16.49% |
|
| 3813 |
BCM
3813
Birmingham Capital Management
Birmingham,
Alabama
| $242M | +$21.9M | +10% | 13.8% | 77.6% | 100 | 3% |
|
| 3814 |
1M
3814
13D Management
New York
| $242M | +$14.8M | +7% | 32.5% | 82.8% | 33 | 12.12% |
|
| 3815 |
MWP
3815
Moller Wealth Partners
| $242M | +$18.7M | +8% | 15.1% | 41.4% | 52 | 19.23% |
|
| 3816 |
SCM
3816
Stonebridge Capital Management
Los Angeles,
California
| $242M | +$25.1M | +12% | 11.2% | – | 99 | 5.05% |
|
| 3817 |
LFM
3817
Lumina Fund Management
New York
| $241M | +$75.9M | +46% | 12.5% | 28.1% | 36 | 30.56% |
|
| 3818 |
TPM
3818
Totem Point Management
New York
| $241M | -$60.1M | -20% | 24.6% | 375% | 21 | 42.86% |
|
| 3819 |
AP
3819
Atlas Principals
Charlotte,
North Carolina
| $241M | +$42.5M | +21% | 15.8% | – | 51 | 60.78% |
|
| 3820 |
KFP
3820
Keystone Financial Planning
Cleveland,
Ohio
| $241M | +$34.1M | +16% | 12.3% | 34.1% | 47 | 8.51% |
|
| 3821 |
JAM
3821
Jacobs Asset Management
New York
| $241M | +$13.7M | +6% | 43% | 79.5% | 53 | 62.26% |
|
| 3822 |
VEA
3822
Virtus ETF Advisers
New York
| $241M | +$50.3M | +26% | 25.8% | 122% | 372 | 17.2% |
|
| 3823 |
PFA
3823
Pathway Financial Advisors
South Burlington,
Vermont
| $241M | -$17.8M | -7% | 12.8% | 48.4% | 122 | 22.13% |
|
| 3824 |
BCCM
3824
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| $241M | +$28.1M | +13% | 16.5% | 76.5% | 91 | 3.3% |
|
| 3825 |
BCM
3825
Beck Capital Management
Austin,
Texas
| $241M | +$63.9M | +36% | 20.4% | 205% | 119 | 46.22% |
|