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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
FCM
1626
Freshford Capital Management
Rye Brook,
New York
| $630M | +$46.9M | +8% | 2.99% | 97.3% | 39 | 43.59% | 0.7 |
|
| 1627 |
LAM
1627
Lapides Asset Management
Greenwich,
Connecticut
| $628M | +$26.2M | +4% | 2.09% | 63% | 90 | 10% | 1.3 |
|
| 1628 |
1628
Moody Lynn & Lieberson
Boston,
Massachusetts
| $628M | +$1.43M | +0.2% | 2.2% | 142% | 214 | 26.64% | 1.2 |
|
| 1629 |
1629
Freestone Capital Holdings
Seattle,
Washington
| $628M | -$6.67M | -1% | 1.35% | 86.9% | 239 | 33.89% | 0.8 |
|
| 1630 |
1630
NS Partners
London,
United Kingdom
| $628M | – | – | 1.29% | 109% | 114 | – | 0 |
|
| 1631 |
1631
First Hawaiian Bank
Honolulu,
Hawaii
| $627M | +$7.75M | +1% | 0.53% | 72.7% | 99 | 22.22% | 1.5 |
|
| 1632 |
1632
HighTower Trust
Houston,
Texas
| $627M | -$1.7M | -0.3% | 0.79% | 90.4% | 141 | 11.35% | 1.5 |
|
| 1633 |
1633
Zions Bancorporation
Salt Lake City,
Utah
| $626M | +$43.8M | +8% | 1.08% | 22.9% | 966 | 75.88% | 0.2 |
|
| 1634 |
MFWM
1634
Motley Fool Wealth Management
Alexandria,
Virginia
| $625M | +$143M | +30% | 0.45% | 70.7% | 179 | 29.05% | 0.3 |
|
| 1635 |
1635
First Midwest Bank Trust Division
Joliet,
Illinois
| $624M | -$22.3M | -3% | 0.79% | 107% | 455 | 15.82% | 1.5 |
|
| 1636 |
CDH
1636
Charles D. Hyman
| $623M | -$353K | -0.1% | 1.75% | 36.8% | 154 | 5.84% | 1.8 |
|
| 1637 |
1637
Goodnow Investment Group
Darien,
Connecticut
| $623M | -$43.6M | -7% | 0.56% | 131% | 30 | 20% | 1.5 |
|
| 1638 |
1638
First National Trust
Hermitage,
Pennsylvania
| $622M | +$37M | +6% | 0.22% | 82.9% | 305 | 16.07% | 1.4 |
|
| 1639 |
EA
1639
Ecofin Advisors
London,
United Kingdom
| $622M | -$75.5M | -11% | 3.13% | 77% | 46 | 23.91% | 1 |
|
| 1640 |
IHL
1640
Investment House LLC
Redondo Beach,
California
| $622M | +$1.53M | +0.2% | 0.71% | 125% | 169 | 10.06% | 1.6 |
|
| 1641 |
1641
Beacon Trust
Morristown,
New Jersey
| $622M | -$35.6M | -5% | 0.06% | 33% | 221 | 13.12% | 1.6 |
|
| 1642 |
1642
Lowe Brockenbrough & Co
Richmond,
Virginia
| $621M | -$13.1M | -2% | 0.38% | 78.8% | 196 | 4.08% | 1.8 |
|
| 1643 |
CEI
1643
Clark Estates Inc
New York
| $619M | +$640K | +0.1% | 1.23% | 34.5% | 128 | 21.88% | 1.1 |
|
| 1644 |
1644
Peconic Partners
New York
| $618M | -$24.3M | -4% | 3.96% | 300% | 53 | 35.85% | 1 |
|
| 1645 |
1645
Gerstein Fisher
New York
| $618M | +$11.3M | +2% | 0.08% | 28.7% | 449 | 19.15% | 1.3 |
|
| 1646 |
1646
Sand Hill Global Advisors
Palo Alto,
California
| $615M | +$1.2M | +0.2% | 0.32% | 58.6% | 80 | 5% | 1.7 |
|
| 1647 |
1647
Moors & Cabot
Boston,
Massachusetts
| $615M | +$15.5M | +3% | 0.09% | 124% | 560 | 14.64% | 1 |
|
| 1648 |
EGM
1648
Espalier Global Management
New York
| $615M | -$369M | -38% | 6.7% | 97.2% | 122 | 86.07% | 0.2 |
|
| 1649 |
1649
Balasa Dinverno & Foltz
| $614M | -$85.6M | -12% | 1.03% | 23.2% | 225 | 20.44% | 1.4 |
|
| 1650 |
1650
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $612M | +$30.3M | +5% | 0.44% | 108% | 209 | 20.1% | 1.4 |
|