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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
CK
1701
Cohen Klingenstein
New York
| $642M | +$17.3M | +3% | 3.4% | 99.1% | 164 | 2.44% | 3.5 |
|
| 1702 |
AAP
1702
Ardsley Advisory Partners
Stamford,
Connecticut
| $642M | -$1.47M | -0.2% | 5.41% | 555% | 208 | 62.02% | 0.5 |
|
| 1703 |
SAMH
1703
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $642M | -$43.6M | -6% | 3.28% | 125% | 42 | 40.48% | 0.7 |
|
| 1704 |
KCM
1704
Kanawha Capital Management
Richmond,
Virginia
| $642M | +$14M | +2% | 2.7% | 62.5% | 171 | 5.26% | 3.3 |
|
| 1705 |
ES
1705
Equitec Specialists
Chicago,
Illinois
| $641M | +$189M | +42% | 1.66% | 65.4% | 121 | 50.41% | 0.5 |
|
| 1706 |
MG
1706
Mitchell Group
Houston,
Texas
| $640M | -$146M | -19% | 15.4% | 0.96% | 28 | 7.14% | 2.5 |
|
| 1707 |
WMC
1707
Westwood Management Corporation
Chicago,
Illinois
| $639M | +$48M | +8% | 8.15% | 44.3% | 90 | 20% | 2.4 |
|
| 1708 |
RT
1708
Rockland Trust
Hanover,
Massachusetts
| $639M | +$5.02M | +0.8% | 1.54% | 61.5% | 169 | 11.24% | 2.6 |
|
| 1709 |
TAM
1709
Taurus Asset Management
New York
| $638M | +$29M | +5% | 4.13% | 26.9% | 102 | 12.75% | 2.8 |
|
| 1710 |
ICA
1710
Infrastructure Capital Advisors
New York
| $638M | +$192M | +43% | 7.77% | 52% | 112 | 20.54% | 0.4 |
|
| 1711 |
AP
1711
Atwood & Palmer
Kansas City,
Missouri
| $637M | +$11.8M | +2% | 2.1% | 90% | 333 | 14.11% | 2.3 |
|
| 1712 |
TL
1712
Tirschwell & Loewy
New York
| $637M | +$19.4M | +3% | 3.66% | 78% | 77 | 5.19% | 3.4 |
|
| 1713 |
PP
1713
Prospector Partners
Guilford,
Connecticut
| $637M | -$17.2M | -3% | 2.07% | 53.6% | 136 | 13.24% | 2.4 |
|
| 1714 |
LBC
1714
Lowe Brockenbrough & Co
Richmond,
Virginia
| $637M | +$10M | +2% | 2.65% | 78.8% | 199 | 4.02% | 3.1 |
|
| 1715 |
HCMNY
1715
Howard Capital Management (New York)
New York
| $636M | +$37.4M | +6% | 2.74% | 76.8% | 119 | 10.08% | 2.7 |
|
| 1716 |
HCM
1716
HMI Capital Management
San Francisco,
California
| $636M | +$9.73M | +2% | 9.54% | 5.95% | 8 | 0% | 2.6 |
|
| 1717 |
CIS
1717
Connors Investor Services
Wyomissing,
Pennsylvania
| $636M | +$29.9M | +5% | 2.52% | 125% | 155 | 4.52% | 2.8 |
|
| 1718 |
PHS
1718
Pekin Hardy Strauss
Chicago,
Illinois
| $635M | +$124M | +24% | 1.66% | 102% | 189 | 6.35% | 2.5 |
|
| 1719 |
1719
Bragg Financial Advisors
Charlotte,
North Carolina
| $634M | +$10.2M | +2% | 2.36% | 101% | 261 | 6.51% | 3.1 |
|
| 1720 |
SI
1720
Sapience Investments
Newport Beach,
California
| $634M | +$23.5M | +4% | 4.32% | 54.9% | 90 | 18.89% | 0.4 |
|
| 1721 |
1721
Cambridge Associates
Boston,
Massachusetts
| $633M | +$35.8M | +6% | 1.05% | 50.1% | 36 | 19.44% | 1.7 |
|
| 1722 |
OIM
1722
Oracle Investment Management
Greenwich,
Connecticut
| $633M | -$8.48M | -1% | 2.75% | 865% | 21 | 4.76% | 2.8 |
|
| 1723 |
VOAM
1723
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $632M | +$42.1M | +7% | 3.99% | 107% | 153 | 44.44% | 1 |
|
| 1724 |
GIA
1724
GHP Investment Advisors
Denver,
Colorado
| $631M | +$47.8M | +8% | 2.86% | 81.4% | 310 | 7.1% | 3.1 |
|
| 1725 |
CCFCSB
1725
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $630M | +$19.5M | +3% | 2.92% | – | 206 | 8.74% | 3 |
|