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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
PP
5451
Patron Partners
Houston,
Texas
| $133M | +$14.9M | +13% | 6.32% | 90.2% | 190 | 19.47% | 1.6 |
|
| 5452 |
CCA
5452
Covey Capital Advisors
Atlanta,
Georgia
| $133M | +$12.3M | +10% | 15.2% | 118% | 38 | 100% | – |
|
| 5453 |
BFM
5453
Broadview Financial Management
Wauwatosa,
Wisconsin
| $133M | +$4.06M | +3% | 5.61% | 52.4% | 47 | 6.38% | 11.1 |
|
| 5454 |
CAM
5454
Caprin Asset Management
Henrico,
Virginia
| $133M | +$1.92M | +1% | 0.76% | 7.87% | 18 | 0% | 16.7 |
|
| 5455 |
GPC
5455
Greenstone Partners & Co
Larkspur,
California
| $133M | +$14.1M | +12% | 10.6% | 527% | 11 | 18.18% | 1.8 |
|
| 5456 |
RCM
5456
Rain Capital Management
Lake Oswego,
Oregon
| $133M | +$8.47M | +7% | 4.74% | 18.2% | 51 | 7.84% | 10.5 |
|
| 5457 |
FFA
5457
Freedman Financial Associates
Peabody,
Massachusetts
| $133M | +$11.6M | +10% | 6.56% | – | 526 | 14.45% | 1.8 |
|
| 5458 |
PCC
5458
Park Circle Company
Baltimore,
Maryland
| $133M | +$14.5M | +12% | 6.26% | 70.5% | 111 | 12.61% | 8.1 |
|
| 5459 |
HPWM
5459
High Pines Wealth Management
Duxbury,
Massachusetts
| $133M | +$19.4M | +17% | 10% | 28.3% | 44 | 20.45% | 1.8 |
|
| 5460 |
CGH
5460
CMG Global Holdings
Plano,
Texas
| $133M | +$17.3M | +15% | 6.83% | 79.4% | 87 | 6.9% | 0.9 |
|
| 5461 |
GFI
5461
Global Frontier Investments
Charleston,
South Carolina
| $132M | +$16.3M | +14% | 4.17% | – | 18 | 11.11% | 3.6 |
|
| 5462 |
ONST
5462
Old North State Trust
Greensboro,
North Carolina
| $132M | +$5.9M | +5% | 5.05% | – | 363 | 7.99% | 4.9 |
|
| 5463 |
RCM
5463
Regency Capital Management
Honolulu,
Hawaii
| $132M | +$37.3M | +39% | 8.12% | 92.1% | 193 | 41.97% | 0.8 |
|
| 5464 |
MCA
5464
Morris Capital Advisors
Malvern,
Pennsylvania
| $132M | +$9.04M | +7% | 8.42% | 72.9% | 61 | 6.56% | 14.6 |
|
| 5465 |
FCFC
5465
First Citizens Financial Corp
Mason City,
Iowa
| $132M | +$9.6M | +8% | 5.95% | 72.9% | 115 | 8.7% | 4.5 |
|
| 5466 |
ACM
5466
Altai Capital Management
West Hollywood,
California
| $132M | +$13.6M | +12% | 10% | 24.9% | 10 | 20% | 2.2 |
|
| 5467 |
RB
5467
Renasant Bank
Tupelo,
Mississippi
| $132M | +$7.73M | +6% | 6.25% | 65% | 198 | 14.65% | 1.7 |
|
| 5468 |
UMC
5468
United Maritime Capital
New York
| $132M | +$10.7M | +9% | 12.2% | – | 88 | 20.45% | 1.6 |
|
| 5469 |
MIM
5469
Merrion Investment Management
Cranford,
New Jersey
| $132M | +$12.1M | +10% | 9.17% | 166% | 95 | 13.68% | 1.8 |
|
| 5470 |
AA
5470
ACT Advisors
Asheville,
North Carolina
| $132M | +$5.33M | +4% | 5.13% | 69.8% | 32 | 3.13% | 1.8 |
|
| 5471 |
CI
5471
Ceera Investments
Bellaire,
Texas
| $132M | +$9.04M | +7% | 8.41% | 47.9% | 63 | 9.52% | 1 |
|
| 5472 |
MAM
5472
MMA Asset Management
Conshohocken,
Pennsylvania
| $132M | +$16.3M | +14% | 5.42% | 54.3% | 106 | 25.47% | 1.5 |
|
| 5473 |
5473
Vanguard Capital Wealth Advisors
Denver,
Colorado
| $132M | +$14.3M | +12% | 7.76% | 225% | 179 | 39.66% | 5.7 |
|
| 5474 |
PP
5474
Pacifica Partners
Surrey,
Canada
| $132M | +$10.3M | +8% | 8.25% | 127% | 502 | 21.91% | 3.9 |
|
| 5475 |
KCGDR
5475
Kiron Capital Gestao de Recursos
Sao Paulo,
Brazil
| $132M | +$52.5M | +66% | 11.1% | – | 7 | 14.29% | 1.7 |
|