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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Ally Financial
Detroit,
Michigan
| $444M | -$152M | -25% | 2.41% | 9.35% | 119 | 27.73% | 1.3 |
|
| 2077 |
2077
Connable Office Inc
Kalamazoo,
Michigan
| $443M | +$7.87M | +2% | 5.48% | 68.3% | 220 | 22.27% | 2.2 |
|
| 2078 |
2078
Jay A. Fishman Ltd
Troy,
Michigan
| $443M | +$38.2M | +9% | 9.37% | 105% | 101 | 14.85% | 2.5 |
|
| 2079 |
2079
Petrus Trust Company
Dallas,
Texas
| $443M | +$36.1M | +9% | 8.55% | 36.9% | 248 | 55.24% | 0.9 |
|
| 2080 |
KI
2080
Kalmar Investments
Greenville,
Delaware
| $443M | -$1.5B | -77% | 7.41% | 37.4% | 129 | 41.86% | 2.3 |
|
| 2081 |
2081
DT Investment Partners
Chadds Ford,
Pennsylvania
| $443M | +$48M | +12% | 3.62% | 58% | 73 | 16.44% | 2.3 |
|
| 2082 |
CWM
2082
Concert Wealth Management
San Jose,
California
| $442M | -$7.11M | -2% | 5.47% | 28.5% | 525 | 13.71% | 2.5 |
|
| 2083 |
2083
Exane Derivatives
Paris,
France
| $442M | -$64.6M | -13% | 8.52% | 42.7% | 735 | 34.69% | 1.2 |
|
| 2084 |
2084
Emery Howard Portfolio Management
Burlingame,
California
| $442M | +$17.5M | +4% | 5.96% | 66.5% | 34 | 5.88% | 3 |
|
| 2085 |
PFMOSF
2085
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $441M | -$1.37M | -0.3% | 4.47% | 209% | 45 | 64.44% | 0.5 |
|
| 2086 |
2086
Kopernik Global Investors
Tampa,
Florida
| $441M | -$48.1M | -10% | 6.39% | 128% | 26 | 15.38% | 2 |
|
| 2087 |
2087
Mint Tower Capital Management
Amsterdam,
Netherlands
| $440M | +$141M | +47% | 0.02% | 40% | 24 | 33.33% | 0.4 |
|
| 2088 |
2088
CPWM LLC
Seattle,
Washington
| $440M | -$3.37M | -0.8% | 6.05% | 36.6% | 284 | 21.13% | 2.1 |
|
| 2089 |
2089
NewEdge Advisors
New Orleans,
Louisiana
| $440M | +$79.4M | +22% | 4.92% | 88% | 299 | 24.08% | 0.6 |
|
| 2090 |
2090
Horan Capital Management
Hunt Valley,
Maryland
| $439M | +$52.4M | +14% | 5.81% | 69.2% | 89 | 40.45% | 1.5 |
|
| 2091 |
2091
L. Roy Papp & Associates
Phoenix,
Arizona
| $439M | +$2.23M | +0.5% | 5.88% | 80.1% | 161 | 21.12% | 2.8 |
|
| 2092 |
2092
Essex Woodlands Management
The Woodlands,
Texas
| $438M | -$221K | -0.1% | 4.91% | 55% | 10 | 0% | 2.7 |
|
| 2093 |
2093
Mangrove Partners
Greenwich,
Connecticut
| $437M | -$118M | -21% | 1.72% | 185% | 28 | 46.43% | 1.3 |
|
| 2094 |
2094
TRUE Private Wealth Advisors
Salem,
Oregon
| $437M | +$27.6M | +7% | 4.5% | 89.2% | 151 | 5.96% | 1 |
|
| 2095 |
2095
Adell Harriman & Carpenter
Houston,
Texas
| $436M | +$34.2M | +9% | 6.97% | 176% | 145 | 9.66% | 2.7 |
|
| 2096 |
2096
Goodnow Investment Group
Darien,
Connecticut
| $435M | -$13.4M | -3% | 6.27% | 131% | 24 | 12.5% | 2.5 |
|
| 2097 |
2097
Essex Financial Services
Essex,
Connecticut
| $435M | -$31.2M | -7% | 5.08% | 87.7% | 345 | 11.88% | 2.6 |
|
| 2098 |
2098
Prince Street Capital Management
New York
| $435M | +$118M | +37% | 19% | 302% | 44 | 70.45% | 0.3 |
|
| 2099 |
2099
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| $434M | +$37.7M | +10% | 6.41% | 87.2% | 162 | 28.4% | 2.5 |
|
| 2100 |
2100
Pine Brook Road Advisors
Bedford,
New York
| $434M | -$57.6M | -12% | 11.2% | – | 3 | 0% | 3 |
|