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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Aston Asset Management
Chicago,
Illinois
| $368M | +$11.5M | +3% | 4.84% | 26.1% | 152 | 19.08% | 0.2 |
|
| 1877 |
1877
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $368M | +$6.3M | +2% | 8.9% | 69.3% | 629 | 15.1% | 0.2 |
|
| 1878 |
1878
De Burlo Group
Boston,
Massachusetts
| $367M | +$29.5M | +9% | 8.04% | 147% | 103 | 15.53% | 0.2 |
|
| 1879 |
1879
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| $367M | +$3.26M | +0.9% | 3.78% | 40.2% | 84 | 7.14% | 0.2 |
|
| 1880 |
1880
Provident Investment Management
Novi,
Michigan
| $367M | +$30.9M | +9% | 8.91% | 90.8% | 47 | 8.51% | 0.2 |
|
| 1881 |
1881
Corda Investment Management
Houston,
Texas
| $367M | +$72.4M | +25% | 3.5% | 85% | 48 | 18.75% | 0.2 |
|
| 1882 |
BL
1882
Bolton LP
Greenwich,
Connecticut
| $366M | – | – | 13.5% | – | 265 | – | 0 |
|
| 1883 |
BP
1883
Boston Provident
Englewood,
New Jersey
| $366M | +$111M | +44% | 13.4% | – | 50 | 34% | 0.2 |
|
| 1884 |
1884
Mechanics Bank - Trust Department
Walnut Creek,
California
| $365M | -$9.6M | -3% | 1.92% | 76.8% | 150 | 5.33% | 0.2 |
|
| 1885 |
AIM
1885
Allen Investment Management
New York
| $365M | +$106M | +41% | 10.7% | 92.4% | 72 | 33.33% | 0.2 |
|
| 1886 |
WCM
1886
Wallace Capital Management
Dallas,
Texas
| $365M | +$32.7M | +10% | 6.69% | 62.3% | 67 | 8.96% | 0.2 |
|
| 1887 |
1887
McDaniel Terry & Co
Austin,
Texas
| $365M | +$27.4M | +8% | 7.31% | 57.9% | 50 | 4% | 0.2 |
|
| 1888 |
MCTIC
1888
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $364M | +$14.6M | +4% | 8.01% | 38.8% | 91 | 27.47% | 0.2 |
|
| 1889 |
1889
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $363M | +$23.1M | +7% | 9.09% | 70.6% | 289 | 42.56% | 0.2 |
|
| 1890 |
1890
Keywise Capital Management
Grand Cayman,
Cayman Islands
| $363M | +$163M | +81% | 68.2% | 219% | 8 | 25% | 0.2 |
|
| 1891 |
JEW
1891
Jamison Eaton & Wood
Bedminster,
New Jersey
| $363M | +$16.2M | +5% | 3.93% | – | 257 | 59.14% | 0.1 |
|
| 1892 |
NAM
1892
Nichols Asset Management
Sudbury,
Massachusetts
| $363M | +$32.6M | +10% | 14.7% | 43.8% | 135 | 13.33% | 0.2 |
|
| 1893 |
1893
Atwood & Palmer
Kansas City,
Missouri
| $362M | -$7.31M | -2% | 4.03% | 90% | 115 | 10.43% | 0.2 |
|
| 1894 |
PS
1894
Presima Securities
Montreal,
Quebec, Canada
| $362M | -$33.7M | -9% | 4.89% | 10.3% | 22 | 0% | 0.3 |
|
| 1895 |
1895
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $362M | +$18.8M | +5% | 7.05% | 34.2% | 43 | 6.98% | 0.2 |
|
| 1896 |
1896
Foundation Asset Management
White Plains,
New York
| $362M | +$94.8M | +36% | 9.11% | 126% | 26 | 38.46% | 0.2 |
|
| 1897 |
1897
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $361M | +$17.6M | +5% | 10.7% | 307% | 139 | 49.64% | 0.2 |
|
| 1898 |
1898
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $360M | +$23.2M | +7% | 6.52% | 108% | 154 | 8.44% | 0.2 |
|
| 1899 |
1899
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $360M | +$100M | +39% | 16% | 96% | 154 | 32.47% | 0.2 |
|
| 1900 |
1900
Partners Group Holding
Baar-Zug,
Switzerland
| $360M | +$79.3M | +28% | 3.4% | 23.3% | 68 | 33.82% | 0.2 |
|