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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
ABP
4226
Arthur B. Page
| $115M | +$1.21M | +1% | 5.6% | 40.4% | 62 | 8.06% | 3.3 |
|
| 4227 |
4227
Bennicas & Associates
Portola Valley,
California
| $115M | -$2.72M | -2% | 3.93% | 40.3% | 90 | 6.67% | 3.7 |
|
| 4228 |
4228
Exeter Financial
Scottsdale,
Arizona
| $115M | – | – | 8.82% | 59.1% | 71 | – | 0 |
|
| 4229 |
4229
Orinda Asset Management
Lafayette,
California
| $115M | +$5.66M | +5% | 2.02% | 28.4% | 46 | 39.13% | 1 |
|
| 4230 |
4230
Bishop Rock Capital
New York
| $115M | -$25.5M | -18% | 5.7% | 35.4% | 30 | 23.33% | 0.8 |
|
| 4231 |
4231
DCM International V
Menlo Park,
California
| $115M | -$15.6M | -12% | 6.56% | – | 2 | 0% | 1.5 |
|
| 4232 |
4232
Bridgeworth
Birmingham,
Alabama
| $115M | +$43.5M | +61% | 5.14% | 19.3% | 68 | 35.29% | 0.8 |
|
| 4233 |
BP
4233
Barker Partnership
Grand Cayman,
Cayman Islands
| $115M | – | – | 17.3% | – | 3 | – | 0 |
|
| 4234 |
4234
Orca Investment Management
Roseburg,
Oregon
| $114M | +$1.54M | +1% | 9.49% | 122% | 81 | 18.52% | 2.2 |
|
| 4235 |
HCM
4235
Hall Capital Management
Barrington,
Rhode Island
| $114M | +$5.83M | +5% | 7.65% | – | 88 | 5.68% | 2.3 |
|
| 4236 |
4236
Avondale Wealth Management
West Lake Hills,
Texas
| $114M | – | – | 3.97% | 83.8% | 119 | – | 0 |
|
| 4237 |
4237
Harvard Management Company
Boston,
Massachusetts
| $114M | -$902M | -89% | 4.61% | 123% | 12 | 16.67% | 3 |
|
| 4238 |
4238
Robinson Value Management
San Antonio,
Texas
| $114M | +$5.23M | +5% | 7.64% | 79.3% | 66 | 10.61% | 0.8 |
|
| 4239 |
RCA
4239
Rex Capital Advisors
Providence,
Rhode Island
| $114M | -$14M | -11% | 4.58% | 7.31% | 36 | 61.11% | 3 |
|
| 4240 |
4240
Oakcliff Capital Partners
New York
| $114M | -$4.55M | -4% | 4.73% | 133% | 14 | 50% | 0.5 |
|
| 4241 |
4241
Paulson Wealth Management
Wheaton,
Illinois
| $114M | – | – | 4.75% | 57.1% | 632 | – | 0 |
|
| 4242 |
4242
Jentner Corp
Akron,
Ohio
| $114M | +$4.37M | +4% | 2.34% | 38.9% | 31 | 12.9% | 0.9 |
|
| 4243 |
4243
Friedenthal Financial
Marlton,
New Jersey
| $114M | +$2.46M | +2% | 2.95% | 111% | 60 | 10% | 1.5 |
|
| 4244 |
4244
LCNB Corp
Lebanon,
Ohio
| $114M | +$7.03M | +7% | 4.55% | 75.2% | 123 | 8.13% | 0.9 |
|
| 4245 |
4245
Chandler Asset Management
San Diego,
California
| $114M | – | – | 3.63% | 35.6% | 20 | – | 0 |
|
| 4246 |
4246
FinTrust Investment Advisory Services
Greenville,
South Carolina
| $114M | +$9.26M | +9% | 4.56% | – | 122 | 11.48% | 1.8 |
|
| 4247 |
GCA
4247
Gideon Capital Advisors
New York
| $113M | +$12M | +12% | 5.08% | 37.6% | 466 | 81.97% | 0.2 |
|
| 4248 |
KCM
4248
Knoll Capital Management
Miami,
Florida
| $113M | -$3.52M | -3% | 45.3% | 258% | 17 | 35.29% | 1.9 |
|
| 4249 |
4249
Polaris Venture Management Co V
Boston,
Massachusetts
| $113M | -$2.91M | -3% | 11.5% | 281% | 10 | 10% | 2.5 |
|
| 4250 |
4250
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| $113M | -$56.4M | -33% | 0% | – | 1 | 0% | 0.8 |
|