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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
New Mountain Capital
New York
| $295M | -$1.41B | -83% | 18.6% | 64.8% | 2 | 50% | 2.3 |
|
| 4502 |
4502
Summit Rock Advisors
New York
| $295M | +$39.2M | +15% | 4.04% | – | 7 | 28.57% | 0.7 |
|
| 4503 |
4503
Cederberg Capital
London,
United Kingdom
| $295M | -$91.4M | -24% | 14.3% | 273% | 9 | 11.11% | 1.6 |
|
| 4504 |
4504
TSP Capital Management Group
Summit,
New Jersey
| $294M | -$28.9M | -9% | 3.43% | 186% | 47 | 0% | 5 |
|
| 4505 |
4505
Bard Associates
Chicago,
Illinois
| $294M | +$897K | +0.3% | 26.4% | 241% | 187 | 9.09% | 5.5 |
|
| 4506 |
4506
Stenger Family Office
Naperville,
Illinois
| $294M | – | – | 2.35% | – | 92 | – | 0 |
|
| 4507 |
4507
RIA Advisory Group
Des Moines,
Iowa
| $294M | +$10.9M | +4% | 3.8% | – | 151 | 25.83% | 0.8 |
|
| 4508 |
4508
HT Partners
Centerbrook,
Connecticut
| $294M | +$11.5M | +4% | 1.32% | 71.1% | 53 | 9.43% | 5.5 |
|
| 4509 |
PHC
4509
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| $294M | – | – | 9.41% | – | 2 | – | 0 |
|
| 4510 |
4510
TRV GP V
Boston,
Massachusetts
| $294M | – | – | 4.23% | – | 3 | – | 0 |
|
| 4511 |
4511
Weybosset Research & Management
Province,
Rhode Island
| $294M | -$1.6M | -0.5% | 0.98% | 74.8% | 54 | 9.26% | 4.1 |
|
| 4512 |
ITIM
4512
Indiana Trust & Investment Management
Mishawaka,
Indiana
| $294M | +$593K | +0.2% | 2.29% | 114% | 510 | 9.61% | 2.5 |
|
| 4513 |
4513
Vectors Research Management
New York
| $294M | -$36.8M | -11% | 1.06% | 67.3% | 125 | 9.6% | 4.4 |
|
| 4514 |
4514
Hilltop Partners
Mishawaka,
Indiana
| $294M | -$3.67M | -1% | 1.27% | 64.9% | 115 | 14.78% | 1.5 |
|
| 4515 |
4515
Adamsbrown Wealth Consultants
Wichita,
Kansas
| $293M | +$5.25M | +2% | 0.82% | 60.6% | 101 | 11.88% | 2 |
|
| 4516 |
4516
Rench Wealth Management
Denton,
Texas
| $293M | +$1.94M | +0.7% | 0.57% | 106% | 52 | 15.38% | 5.2 |
|
| 4517 |
4517
PL Capital Advisors
Naples,
Florida
| $293M | +$12.2M | +4% | 5.95% | 100% | 32 | 25% | 4.2 |
|
| 4518 |
4518
Fortis Capital Advisors
Prairie Village,
Kansas
| $293M | -$6.47M | -2% | 3.7% | 127% | 191 | 19.9% | 1 |
|
| 4519 |
4519
VisionPoint Advisory Group
Dallas,
Texas
| $292M | -$3.73M | -1% | 0.65% | 79.3% | 319 | 30.72% | 1.4 |
|
| 4520 |
4520
Iyo Bank
Matsuyama,
Japan
| $292M | +$10.7M | +4% | 4.94% | 125% | 36 | 2.78% | 2.4 |
|
| 4521 |
4521
Divergent Planning
Bethesda,
Maryland
| $292M | +$24.1M | +9% | 0.98% | 43.3% | 30 | 10% | 2.5 |
|
| 4522 |
4522
Continental Grain Company
New York
| $292M | +$74.8M | +34% | 13.8% | 5.73% | 4 | 50% | 1.6 |
|
| 4523 |
AB
4523
Atlas Brown
Louisville,
Kentucky
| $292M | +$3.7M | +1% | 1.68% | 115% | 215 | 7.91% | 6.3 |
|
| 4524 |
4524
Operose Advisors
Milwaukee,
Wisconsin
| $292M | -$16.8M | -5% | 0.15% | 68.8% | 659 | 43.1% | 1.8 |
|
| 4525 |
4525
Elevatus Welath Management
Victor,
New York
| $292M | -$13.7M | -4% | 4.75% | 270% | 118 | 23.73% | 0.8 |
|