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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1651 |
MC
1651
Menta Capital
San Francisco,
California
| $612M | -$163M | -21% | 0.85% | 61.2% | 880 | 49.43% |
|
| 1652 |
NB
1652
NBT Bank
Norwich,
New York
| $612M | -$14.6M | -2% | 0.42% | 68.2% | 205 | 6.83% |
|
| 1653 |
BL
1653
Balentine LLC
Atlanta,
Georgia
| $612M | +$82.6M | +16% | 0.28% | 59.8% | 410 | 21.46% |
|
| 1654 |
PCM
1654
Prosiris Capital Management
New York
| $610M | -$1.12B | -65% | 0.39% | – | 9 | 88.89% |
|
| 1655 |
ECM
1655
EII Capital Management
New York
| $610M | -$99.5M | -14% | 8.59% | 46.9% | 147 | 13.61% |
|
| 1656 |
TTWM
1656
TCV Trust & Wealth Management
Richmond,
Virginia
| $609M | -$9.19M | -1% | 0.77% | 69% | 180 | 3.89% |
|
| 1657 |
PBRA
1657
Pine Brook Road Advisors
Bedford,
New York
| $608M | +$70.6M | +13% | 13.9% | – | 3 | 0% |
|
| 1658 |
NA
1658
Nottingham Advisors
Amherst,
New York
| $608M | +$2.02M | +0.3% | 0.87% | 44.3% | 96 | 5.21% |
|
| 1659 |
JFG
1659
Jefferies Financial Group
New York
| $606M | +$24.2M | +4% | 4.17% | 135% | 1 | 0% |
|
| 1660 |
MSE
1660
MUFG Securities EMEA
London,
United Kingdom
| $603M | +$218M | +57% | 8.52% | 114% | 154 | 66.23% |
|
| 1661 |
CBU
1661
CIBC Bank USA
Chicago,
Illinois
| $602M | +$35M | +6% | 0.7% | 32.3% | 287 | 11.5% |
|
| 1662 |
AIA
1662
Alerus Investment Advisors
Wayzata,
Minnesota
| $602M | +$600K | +0.1% | 0.41% | 32.7% | 179 | 15.64% |
|
| 1663 |
AFG
1663
Albion Financial Group
Salt Lake City,
Utah
| $602M | +$12.8M | +2% | 0.47% | 68% | 187 | 7.49% |
|
| 1664 |
BFPW
1664
BOK Financial Private Wealth
Denver,
Colorado
| $601M | -$3.66M | -0.6% | 2.77% | 61.8% | 79 | 6.33% |
|
| 1665 |
CPC
1665
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $600M | +$27.3M | +5% | 3.67% | 307% | 153 | 38.56% |
|
| 1666 |
LCM
1666
Lomas Capital Management
New York
| $599M | +$30.1M | +5% | 4.79% | 66.3% | 58 | 55.17% |
|
| 1667 |
MIM
1667
Marco Investment Management
Atlanta,
Georgia
| $599M | +$22.7M | +4% | 0.14% | 127% | 205 | 11.71% |
|
| 1668 |
MAM
1668
MPM Asset Management
Boston,
Massachusetts
| $598M | +$129M | +27% | 46.9% | 5.89% | 16 | 12.5% |
|
| 1669 |
WB
1669
Webster Bank
Waterbury,
Connecticut
| $597M | -$7.52M | -1% | 0.06% | 77.5% | 197 | 7.61% |
|
| 1670 |
PIM
1670
Paradice Investment Management
Denver,
Colorado
| $596M | +$119M | +25% | 7.46% | 77.6% | 27 | 0% |
|
| 1671 |
AGM
1671
Alpine Global Management
New York
| $596M | +$287M | +93% | 1.57% | 149% | 1,313 | 82.1% |
|
| 1672 |
BAM
1672
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $595M | -$2.45M | -0.4% | 0.22% | 70.4% | 173 | 12.72% |
|
| 1673 |
PAM
1673
Private Asset Management
San Diego,
California
| $595M | -$18.4M | -3% | 0.75% | 38.2% | 151 | 6.62% |
|
| 1674 |
IG
1674
Ithaka Group
Arlington,
Virginia
| $595M | -$36.5M | -6% | 3.21% | 143% | 44 | 11.36% |
|
| 1675 |
EWM
1675
Endurance Wealth Management
Providence,
Rhode Island
| $595M | +$22M | +4% | 1.05% | 59% | 576 | 71.88% |
|