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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
EnCap Energy Capital Fund XI
Houston,
Texas
| $244M | – | – | 9.74% | 21% | 1 | – | 0 |
|
| 3827 |
3827
Tradewinds Capital Management
Bellingham,
Washington
| $244M | -$23.5M | -9% | 3.66% | 96.9% | 530 | 14.15% | 4 |
|
| 3828 |
3828
Montgomery Investment Management
Rockville,
Maryland
| $244M | -$3.3M | -1% | 1.23% | 105% | 83 | 9.64% | 6.4 |
|
| 3829 |
3829
Asset Allocation & Management Company
Chicago,
Illinois
| $244M | +$4.04M | +2% | 4.54% | 58.5% | 126 | 15.08% | 1.2 |
|
| 3830 |
GDS
3830
Gimbel Daniel Scott
| $244M | +$76K | +0% | 0.08% | 57.1% | 3 | 0% | 1.8 |
|
| 3831 |
3831
PhiloSmith Capital
Stamford,
Connecticut
| $244M | -$1.84M | -0.7% | 0.26% | 47% | 29 | 24.14% | 4.9 |
|
| 3832 |
3832
First Sabrepoint Capital Management
Dallas,
Texas
| $244M | -$12.3M | -5% | 9.68% | 218% | 29 | 13.79% | 1.5 |
|
| 3833 |
3833
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| $244M | -$15.2M | -6% | 5.12% | – | 104 | 14.42% | 4.9 |
|
| 3834 |
3834
Peddock Capital Advisors
Braintree,
Massachusetts
| $244M | -$12.1M | -5% | 3.57% | 113% | 148 | 6.76% | 4.9 |
|
| 3835 |
3835
EPG Wealth Management
Atlanta,
Georgia
| $243M | +$9.32M | +4% | 4.74% | 96% | 395 | 48.35% | 1 |
|
| 3836 |
3836
Curtis Advisory Group
Santa Barbara,
California
| $243M | -$8.61M | -3% | 4.53% | 67.6% | 92 | 11.96% | 1.9 |
|
| 3837 |
3837
Progressive Investment Management
Lake Oswego,
Oregon
| $243M | -$12.7M | -5% | 4.43% | 139% | 52 | 5.77% | 3.9 |
|
| 3838 |
3838
44 Wealth Management
Eugene,
Oregon
| $243M | -$15.6M | -6% | 7.09% | – | 173 | 11.56% | 1.3 |
|
| 3839 |
3839
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| $243M | -$14M | -5% | 5.98% | 64.1% | 193 | 3.63% | 4.4 |
|
| 3840 |
3840
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $243M | -$27.6M | -10% | 6.71% | 141% | 23 | 4.35% | 5.3 |
|
| 3841 |
3841
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $243M | +$18.8M | +8% | 5.55% | – | 1,227 | 84.19% | 0.1 |
|
| 3842 |
3842
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $243M | +$221M | +1,048% | 6.01% | 33.4% | 13 | 23.08% | 0.8 |
|
| 3843 |
3843
Barometer Capital Management
Toronto,
Ontario, Canada
| $242M | -$4.81M | -2% | 0.86% | 339% | 105 | 72.38% | 0.4 |
|
| 3844 |
CA
3844
Crumly & Associates
Springfield,
Illinois
| $242M | +$1.74M | +0.7% | 4.89% | 58.1% | 108 | 5.56% | 1.5 |
|
| 3845 |
OM
3845
Opaleye Management
Boston,
Massachusetts
| $242M | +$20.3M | +9% | 60.4% | 748% | 53 | 32.08% | 1.7 |
|
| 3846 |
3846
Essex Woodlands Management
The Woodlands,
Texas
| $242M | +$55K | +0% | 3.88% | 55% | 9 | 22.22% | 4.4 |
|
| 3847 |
3847
Kapitalo Investimentos
Sao Paulo,
Brazil
| $242M | +$85.7M | +55% | 8.17% | 66.5% | 48 | 50% | 0.5 |
|
| 3848 |
3848
TIFF Advisory Services
Radnor,
Pennsylvania
| $242M | -$36.7M | -13% | 3.48% | 86.3% | 28 | 42.86% | 0.7 |
|
| 3849 |
3849
Strategic Equity Management
Tucson,
Arizona
| $242M | +$48.8M | +25% | 4.4% | 70.3% | 49 | 48.98% | 0.8 |
|
| 3850 |
3850
White Pine Investment Company
Livonia,
Michigan
| $241M | -$11.6M | -5% | 4.02% | 73.3% | 65 | 13.85% | 4.2 |
|