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 |
MP
1501
Makaira Partners
La Jolla,
California
| $684M | +$36.3M | +6% | 0.43% | 22% | 13 | 23.08% |
|
| 1502 |
SOAMC
1502
Spirit of America Management Corp
Syosset,
New York
| $683M | +$120M | +21% | 14.1% | 110% | 351 | 9.12% |
|
| 1503 |
WB
1503
Webster Bank
Waterbury,
Connecticut
| $682M | +$41.4M | +6% | 3.78% | 77.5% | 222 | 13.51% |
|
| 1504 |
GC
1504
Gratus Capital
Atlanta,
Georgia
| $680M | +$224M | +49% | 1.1% | 51.4% | 182 | 63.74% |
|
| 1505 |
NONA
1505
Ninety One North America
New York
| $679M | +$77.7M | +13% | 5.8% | 62.9% | 126 | 19.05% |
|
| 1506 |
LIM
1506
Leavell Investment Management
Mobile,
Alabama
| $678M | +$10.7M | +2% | 3.82% | 84.5% | 403 | 12.16% |
|
| 1507 |
AB
1507
AT Bancorp
Dubuque,
Iowa
| $673M | +$8.39M | +1% | 0.13% | 21.8% | 243 | 14.4% |
|
| 1508 |
FMWA
1508
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $673M | +$46.3M | +7% | 1.67% | 61.6% | 201 | 12.44% |
|
| 1509 |
CPC
1509
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $673M | +$39.1M | +6% | 8.5% | 307% | 149 | 33.56% |
|
| 1510 |
RA
1510
RR Advisors
Dallas,
Texas
| $671M | +$70.7M | +12% | 22.9% | 115% | 62 | 51.61% |
|
| 1511 |
OPCM
1511
Osborne Partners Capital Management
San Francisco,
California
| $671M | -$11M | -2% | 2.09% | 60.8% | 175 | 4.57% |
|
| 1512 |
SCM
1512
SIR Capital Management
New York
| $671M | +$41.4M | +7% | 19.9% | 71.1% | 66 | 50% |
|
| 1513 |
SIP
1513
Stoneridge Investment Partners
Radnor,
Pennsylvania
| $670M | -$11.8M | -2% | 2.29% | 44.2% | 367 | 47.14% |
|
| 1514 |
TWI
1514
Thomas White International
Chicago,
Illinois
| $670M | -$38.2M | -5% | 1.18% | 34.9% | 295 | 8.14% |
|
| 1515 |
HEIP
1515
Hudson Edge Investment Partners
Jersey City,
New Jersey
| $670M | -$341M | -34% | 4.91% | 68.8% | 191 | 19.37% |
|
| 1516 |
NA
1516
Navellier & Associates
Reno,
Nevada
| $670M | -$100M | -13% | 7.12% | 361% | 318 | 43.08% |
|
| 1517 |
GAIA
1517
Global Atlantic Investment Advisors
Indianapolis,
Indiana
| $669M | -$9.93M | -1% | 1.49% | – | 8 | 0% |
|
| 1518 |
CPM
1518
Chesapeake Partners Management
Baltimore,
Maryland
| $669M | -$615M | -48% | 0.14% | 81.2% | 66 | 56.06% |
|
| 1519 |
CCP
1519
Caymus Capital Partners
The Woodlands,
Texas
| $669M | +$139M | +26% | 25.2% | 57.3% | 27 | 33.33% |
|
| 1520 |
BA
1520
Broadview Advisors
Milwaukee,
Wisconsin
| $668M | -$28.3M | -4% | 6.03% | 65.3% | 101 | 13.86% |
|
| 1521 |
CDH
1521
Charles D. Hyman
| $668M | +$35.8M | +6% | 3.5% | 36.8% | 143 | 3.5% |
|
| 1522 |
ECM
1522
Estabrook Capital Management
New York
| $668M | -$7.88M | -1% | 3.17% | 87.2% | 459 | 8.28% |
|
| 1523 |
SC
1523
SouthState Corp
Winter Haven,
Florida
| $667M | +$23.9M | +4% | 2.79% | 78.9% | 227 | 11.89% |
|
| 1524 |
CM
1524
Crestline Management
Fort Worth,
Texas
| $667M | +$13M | +2% | 0.92% | 80.2% | 1 | 0% |
|
| 1525 |
EI
1525
EAM Investors
Solana Beach,
California
| $665M | +$25.6M | +4% | 26.2% | 6,012% | 429 | 62.94% |
|