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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Simmons First Trust
Pine Bluff,
Arkansas
| $300M | +$42M | +16% | 7.22% | – | 126 | 18.25% | 0.4 |
|
| 2177 |
2177
Emery Howard Portfolio Management
Burlingame,
California
| $300M | +$27.3M | +10% | 6.61% | 66.5% | 30 | 10% | 0.5 |
|
| 2178 |
2178
Lucas Capital Management
Red Bank,
New Jersey
| $300M | +$6.54M | +2% | 2.31% | 44.5% | 163 | 22.7% | 0.4 |
|
| 2179 |
2179
Gavea Investimentos
Rj,
Brazil
| $300M | -$39.2M | -12% | 10.5% | 60.3% | 3 | 66.67% | 0.1 |
|
| 2180 |
2180
Welch Capital Partners
Harrison,
New York
| $298M | +$6.44M | +2% | 9.85% | 79.2% | 46 | 30.43% | 0.4 |
|
| 2181 |
2181
Prospera Financial Services
Dallas,
Texas
| $297M | +$33.8M | +13% | 8.29% | 97.4% | 311 | 39.55% | 0.3 |
|
| 2182 |
AC
2182
Amiya Capital
London,
United Kingdom
| $297M | -$331M | -53% | 16.9% | – | 38 | 65.79% | 0.3 |
|
| 2183 |
2183
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $297M | -$72M | -20% | 12% | 240% | 135 | 60.74% | 0.3 |
|
| 2184 |
2184
Nottingham Advisors
Amherst,
New York
| $297M | +$22.8M | +8% | 6.03% | 44.3% | 61 | 22.95% | 0.4 |
|
| 2185 |
2185
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $297M | +$26.5M | +10% | 6.47% | 19.7% | 1,005 | 20.4% | 0.4 |
|
| 2186 |
2186
First American Trust
Santa Ana,
California
| $296M | +$18.1M | +7% | 11.1% | 84.6% | 137 | 13.87% | 0.5 |
|
| 2187 |
2187
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $296M | +$43.2M | +17% | 8.73% | 80.6% | 341 | 44.57% | 0.3 |
|
| 2188 |
2188
Essex Financial Services
Essex,
Connecticut
| $296M | -$22.6M | -7% | 8.92% | 87.7% | 301 | 19.93% | 0.4 |
|
| 2189 |
2189
NTV Asset Management
Charleston,
West Virginia
| $295M | +$9.4M | +3% | 7.85% | 110% | 203 | 7.88% | 0.5 |
|
| 2190 |
2190
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $294M | +$107M | +57% | 9.89% | 87.2% | 127 | 92.91% | 0 |
|
| 2191 |
NM
2191
Newtyn Management
New York
| $294M | +$39.9M | +16% | 17% | 52% | 19 | 31.58% | 0.4 |
|
| 2192 |
2192
Payden & Rygel
Los Angeles,
California
| $294M | +$13M | +5% | 6.3% | 103% | 271 | 12.18% | 0.5 |
|
| 2193 |
2193
Mitchell Capital Management
Leawood,
Kansas
| $293M | -$8.91M | -3% | 11.1% | 219% | 39 | 15.38% | 0.4 |
|
| 2194 |
2194
Biondo Investment Advisors
Milford,
Pennsylvania
| $293M | +$29.3M | +11% | 11.3% | 83.4% | 99 | 7.07% | 0.4 |
|
| 2195 |
2195
Winslow Evans & Crocker
Boston,
Massachusetts
| $293M | – | – | 9.74% | 76.2% | 1,427 | – | 0 |
|
| 2196 |
SAM
2196
Shamrock Asset Management
Dallas,
Texas
| $292M | +$45.9M | +19% | 7.55% | 31% | 107 | 26.17% | 0.4 |
|
| 2197 |
2197
Private Capital Advisors
Darien,
Connecticut
| $292M | +$16.8M | +6% | 11.1% | 132% | 120 | 17.5% | 0.4 |
|
| 2198 |
2198
Martin & Co
Knoxville,
Tennessee
| $292M | +$13.6M | +5% | 8.69% | 67.8% | 110 | 1.82% | 0.5 |
|
| 2199 |
2199
Progressive Investment Management
Lake Oswego,
Oregon
| $292M | +$22.5M | +8% | 12.2% | 126% | 61 | 26.23% | 0.4 |
|
| 2200 |
2200
Horan Capital Management
Hunt Valley,
Maryland
| $292M | +$28.7M | +11% | 9.04% | 69.2% | 35 | 5.71% | 0.5 |
|