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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
EIM
1751
Emerson Investment Management
Boston,
Massachusetts
| $549M | +$34.1M | +7% | 4.17% | 26.1% | 153 | 9.15% | 1.4 |
|
| 1752 |
1752
Hellman Jordan Management Company
Quincy,
Massachusetts
| $549M | +$11.4M | +2% | 8.84% | 205% | 71 | 54.93% | 0.4 |
|
| 1753 |
1753
Kimelman & Baird
New York
| $548M | -$6.51M | -1% | 0.82% | – | 118 | 3.39% | 1.4 |
|
| 1754 |
1754
SVA Wealth Management
Madison,
Wisconsin
| $548M | +$273M | +99% | 1.48% | 44.5% | 226 | 20.8% | 0.9 |
|
| 1755 |
CK
1755
Cohen Klingenstein
New York
| $548M | +$14.9M | +3% | 3.11% | 99.1% | 158 | 3.16% | 1.7 |
|
| 1756 |
1756
Beach Point Capital Management
Santa Monica,
California
| $548M | +$128M | +31% | 7.6% | 84.1% | 28 | 35.71% | 0.6 |
|
| 1757 |
SH
1757
Scepter Holdings
Fort Worth,
Texas
| $547M | -$94.8M | -15% | 0.14% | – | 65 | 50.77% | 0.6 |
|
| 1758 |
1758
Stanley-Laman Group
Berwyn,
Pennsylvania
| $547M | +$20.1M | +4% | 4.26% | 114% | 348 | 23.56% | 0.8 |
|
| 1759 |
1759
Franklin Street Advisors
Chapel Hill,
North Carolina
| $546M | +$20.8M | +4% | 4.36% | 130% | 234 | 14.1% | 1.3 |
|
| 1760 |
1760
Bank Hapoalim BM
Tel Aviv,
Israel
| $546M | +$75.4M | +16% | 3.75% | 76.6% | 178 | 16.29% | 1 |
|
| 1761 |
1761
Tufton Capital Management
Hunt Valley,
Maryland
| $546M | -$1.72M | -0.3% | 0.57% | 96.1% | 130 | 9.23% | 1.5 |
|
| 1762 |
1762
Portolan Capital Management
Boston,
Massachusetts
| $545M | +$45.8M | +9% | 9.07% | 738% | 146 | 50% | 0.6 |
|
| 1763 |
1763
Arrow Investment Advisors
Laurel,
Maryland
| $545M | +$22M | +4% | 3.33% | 36.3% | 67 | 28.36% | 1.1 |
|
| 1764 |
VCM
1764
V3 Capital Management
Dallas,
Texas
| $545M | +$234M | +76% | 6.25% | 20.5% | 21 | 61.9% | 0.3 |
|
| 1765 |
1765
Welch Group
Birmingham,
Alabama
| $545M | +$26.2M | +5% | 0.62% | 73.2% | 149 | 8.05% | 1.4 |
|
| 1766 |
1766
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $544M | +$3.41M | +0.6% | 2.84% | 116% | 92 | 11.96% | 1.5 |
|
| 1767 |
CL
1767
Croft-Leominster
Baltimore,
Maryland
| $543M | -$27.5M | -5% | 0.39% | 38% | 204 | 16.18% | 1.3 |
|
| 1768 |
1768
Front Barnett Associates
Chicago,
Illinois
| $543M | +$15.5M | +3% | 2.2% | 40.5% | 128 | 12.5% | 1.5 |
|
| 1769 |
1769
Tygh Capital Management
Portland,
Oregon
| $543M | +$26.1M | +5% | 11.8% | 251% | 136 | 38.97% | 0.7 |
|
| 1770 |
1770
Corda Investment Management
Houston,
Texas
| $542M | +$12.1M | +2% | 0.8% | 85% | 55 | 3.64% | 1.4 |
|
| 1771 |
1771
Ironwood Investment Management
Boston,
Massachusetts
| $540M | -$8.01M | -1% | 8.28% | 164% | 168 | 7.74% | 1.5 |
|
| 1772 |
1772
North Point Portfolio Managers
Orange Village,
Ohio
| $540M | +$15.3M | +3% | 3.32% | 72.8% | 86 | 6.98% | 1.5 |
|
| 1773 |
1773
Norris Perne & French
Grand Rapids,
Michigan
| $539M | -$8.61M | -2% | 0.85% | 91.1% | 182 | 18.13% | 1.3 |
|
| 1774 |
1774
Grassi Investment Management
Santa Clara,
California
| $539M | -$31.8M | -6% | 4.16% | 170% | 151 | 11.92% | 1.4 |
|
| 1775 |
1775
Woodstock Corp
Boston,
Massachusetts
| $539M | +$594K | +0.1% | 1.48% | 115% | 174 | 6.9% | 1.5 |
|