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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
AIM
4201
Aspen Investment Management
Grand Rapids,
Michigan
| $160M | +$10.7M | +7% | 6.5% | 84.9% | 135 | 6.67% | 4.7 |
|
| 4202 |
TGI
4202
TRV GP IV
Boston,
Massachusetts
| $160M | +$62.7M | +64% | 72.8% | 1,102% | 2 | 0% | 0.6 |
|
| 4203 |
CIM
4203
Courant Investment Management
Franklin,
Tennessee
| $160M | +$8.94M | +6% | 7.87% | 35.2% | 11 | 0% | 2 |
|
| 4204 |
ACM
4204
Arlington Capital Management
Arlington Heights,
Illinois
| $160M | -$4.59M | -3% | 5.7% | 154% | 74 | 33.78% | 0.4 |
|
| 4205 |
SCM
4205
Stamina Capital Management
New York
| $160M | – | – | 16% | 292% | 14 | – | 0 |
|
| 4206 |
V
4206
ValueWorks
New York
| $160M | +$12.6M | +9% | 10.2% | 190% | 35 | 14.29% | 3 |
|
| 4207 |
AB
4207
Atlas Brown
Louisville,
Kentucky
| $160M | +$19.8M | +14% | 9.27% | 115% | 154 | 7.79% | 4.1 |
|
| 4208 |
AGP
4208
Akaris Global Partners
New York
| $160M | – | – | 6.76% | 35% | 18 | – | 0 |
|
| 4209 |
GCGDR
4209
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| $160M | +$11.8M | +8% | 1.68% | 30.7% | 18 | 38.89% | 0.7 |
|
| 4210 |
YCM
4210
Yaupon Capital Management
New York
| $159M | +$11.8M | +8% | 2.94% | 122% | 49 | 63.27% | 0.4 |
|
| 4211 |
CW
4211
Cabot-Wellington
Boston,
Massachusetts
| $159M | +$14.5M | +10% | 7.25% | 65% | 9 | 0% | 5.8 |
|
| 4212 |
SL
4212
Stevard LLC
Chicago,
Illinois
| $159M | – | – | 7.6% | – | 67 | – | 0 |
|
| 4213 |
IFO
4213
Independent Family Office
Albany,
New York
| $159M | – | – | 6.47% | 68.4% | 53 | – | 0 |
|
| 4214 |
REMS
4214
Real Estate Management Services
| $159M | +$3.58M | +2% | 3.32% | 67.2% | 33 | 15.15% | 2.5 |
|
| 4215 |
SA
4215
Stewardship Advisors
Mount Joy,
Pennsylvania
| $159M | – | – | 4.17% | 42.6% | 43 | – | 0 |
|
| 4216 |
MMPW
4216
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| $159M | +$11.4M | +8% | 8.92% | 90.7% | 177 | 4.52% | 4.1 |
|
| 4217 |
ACM
4217
Adalta Capital Management
New York
| $159M | +$8M | +5% | 9.98% | 80.4% | 87 | 14.94% | 1.8 |
|
| 4218 |
BE
4218
Bonness Enterprises
Washington,
District of Columbia
| $159M | +$3.26M | +2% | 3.92% | 98.6% | 43 | 4.65% | 5.6 |
|
| 4219 |
4219
Quantinno Capital Management
New York
| $159M | +$10.4M | +7% | 10.6% | 119% | 533 | 57.04% | 0.3 |
|
| 4220 |
MSFP
4220
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| $159M | +$10.5M | +7% | 8.67% | 92.4% | 391 | 12.02% | 3.4 |
|
| 4221 |
EA
4221
Elm Advisors
Burlingame,
California
| $159M | +$11.7M | +8% | 7.74% | 50.5% | 90 | 4.44% | 4.6 |
|
| 4222 |
WCM
4222
Wunderlich Capital Managemnt
Memphis,
Tennessee
| $159M | +$13.2M | +9% | 7.35% | 33.6% | 89 | 10.11% | 3.4 |
|
| 4223 |
APM
4223
Avidity Partners Management
Dallas,
Texas
| $159M | – | – | 45.8% | 492% | 33 | – | 0 |
|
| 4224 |
KXA
4224
KPCB XVI Associates
Menlo Park,
California
| $159M | – | – | 43.7% | – | 1 | – | 0 |
|
| 4225 |
PP
4225
PDS Planning
Dublin,
Ohio
| $158M | +$14.4M | +10% | 6.38% | 62.7% | 108 | 11.11% | 1.4 |
|