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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1501 |
DM
1501
Delphi Management
Brookline,
Massachusetts
| $713M | +$10.5M | +1% | 6.06% | 111% | 130 | 33.85% |
|
| 1502 |
NCM
1502
Nantahala Capital Management
New Canaan,
Connecticut
| $713M | -$102M | -13% | 6.15% | 341% | 114 | 38.6% |
|
| 1503 |
FRM
1503
Foundation Resource Management
Little Rock,
Arkansas
| $712M | -$53.8M | -7% | 5.4% | 67.8% | 69 | 5.8% |
|
| 1504 |
IHG
1504
Insight Holdings Group
New York
| $711M | -$138M | -16% | 4.31% | 111% | 9 | 22.22% |
|
| 1505 |
MPMG
1505
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $709M | -$62.3M | -8% | 5.4% | 140% | 31 | 35.48% |
|
| 1506 |
BCP
1506
BDT Capital Partners
Chicago,
Illinois
| $708M | -$74.2M | -9% | 9.48% | 25.5% | 1 | 0% |
|
| 1507 |
B
1507
Bailard
Foster City,
California
| $708M | +$56.2M | +9% | 5.77% | 92.5% | 272 | 29.41% |
|
| 1508 |
MC
1508
Menta Capital
San Francisco,
California
| $707M | +$98.7M | +16% | 9.22% | 61.2% | 843 | 54.8% |
|
| 1509 |
WF
1509
WealthTrust Fairport
Cleveland,
Ohio
| $707M | +$36.7M | +5% | 3.7% | 31.4% | 513 | 33.72% |
|
| 1510 |
VFM
1510
Viking Fund Management
Minot,
North Dakota
| $707M | -$194M | -22% | 14.9% | 104% | 63 | 28.57% |
|
| 1511 |
SYBT
1511
Stock Yards Bank & Trust
Louisville,
Kentucky
| $704M | +$44.3M | +7% | 5.01% | 82.8% | 240 | 15% |
|
| 1512 |
SC
1512
SRB Corp
Boston,
Massachusetts
| $703M | +$14.2M | +2% | 5.94% | 87.3% | 212 | 24.53% |
|
| 1513 |
UM
1513
Ulysses Management
New York
| $702M | -$80.1M | -10% | 6.48% | 51.8% | 74 | 50% |
|
| 1514 |
SGCIA
1514
Smith Graham & Co Investment Advisors
Houston,
Texas
| $702M | +$24.5M | +4% | 9.13% | 56.9% | 140 | 5.71% |
|
| 1515 |
MLL
1515
Moody Lynn & Lieberson
Boston,
Massachusetts
| $702M | +$29.9M | +4% | 7.01% | 128% | 222 | 29.28% |
|
| 1516 |
LTI
1516
Laffer Tengler Investments
Nashville,
Tennessee
| $701M | +$24.7M | +4% | 3.26% | 96.5% | 261 | 92.34% |
|
| 1517 |
JC
1517
JBF Capital
Aspen,
Colorado
| $700M | +$21.5M | +3% | 4.19% | 93.6% | 89 | 44.94% |
|
| 1518 |
FGP
1518
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| $700M | +$3.92M | +0.6% | 2.05% | 57.2% | 81 | 8.64% |
|
| 1519 |
1GA
1519
1st Global Advisors
Dallas,
Texas
| $699M | +$63.2M | +10% | 3.44% | 23.5% | 506 | 21.54% |
|
| 1520 |
GCIA
1520
Gabelli & Co Investment Advisers
Rye,
New York
| $698M | +$71M | +11% | 15.8% | 248% | 211 | 46.45% |
|
| 1521 |
KA
1521
KSL Advisors
Denver,
Colorado
| $697M | – | – | 6.15% | – | 2 | – |
|
| 1522 |
BDF
1522
Balasa Dinverno & Foltz
| $696M | +$36.2M | +5% | 2.65% | 23.2% | 201 | 12.94% |
|
| 1523 |
GCL
1523
Glazer Capital LLC
New York
| $693M | +$235M | +51% | 15.4% | 323% | 114 | 59.65% |
|
| 1524 |
NM
1524
NWI Management
New York
| $692M | -$326M | -32% | 4.06% | 230% | 33 | 30.3% |
|
| 1525 |
BWP
1525
Baldwin Wealth Partners
Marion,
Massachusetts
| $692M | -$13.4M | -2% | 4.08% | 85.9% | 280 | 17.86% |
|