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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
WRM
2201
Westport Resources Management
Westport,
Connecticut
| $326M | -$34.2M | -9% | 6.09% | 30.5% | 982 | 12.02% | 1.8 |
|
| 2202 |
2202
Callahan Advisors
Houston,
Texas
| $326M | -$21.7M | -6% | 5.45% | 87.7% | 118 | 11.02% | 1.9 |
|
| 2203 |
SIA
2203
Spruce Investment Advisors
Stamford,
Connecticut
| $325M | -$46.2M | -12% | 9.13% | 23.5% | 40 | 22.5% | 1.2 |
|
| 2204 |
MTIP
2204
Magee Thomson Investment Partners
San Diego,
California
| $324M | -$20.5M | -6% | 4.47% | 94.3% | 125 | 33.6% | 0.9 |
|
| 2205 |
2205
Yale University
New Haven,
Connecticut
| $324M | -$28.4M | -8% | 16.5% | 33.7% | 13 | 92.31% | 0.3 |
|
| 2206 |
2206
DT Investment Partners
Chadds Ford,
Pennsylvania
| $323M | -$63.1M | -16% | 6.07% | 58% | 127 | 53.54% | 1.6 |
|
| 2207 |
2207
Hanseatic Management Services
Albuquerque,
New Mexico
| $322M | +$95.7M | +42% | 0.74% | – | 489 | 50.31% | 0.4 |
|
| 2208 |
2208
RTW Investments
New York
| $322M | -$21.7M | -6% | 18.5% | 467% | 50 | 44% | 0.3 |
|
| 2209 |
2209
Secor Capital Advisors
New York
| $320M | +$40.5M | +14% | 10.9% | 43.5% | 721 | 76.56% | 0.2 |
|
| 2210 |
WA
2210
WFG Advisors
Dallas,
Texas
| $320M | -$43.4M | -12% | 7.88% | 21.3% | 1,832 | 13.59% | 1.7 |
|
| 2211 |
2211
Trigran Investments
Northbrook,
Illinois
| $319M | +$8.72M | +3% | 9.49% | 30.2% | 23 | 17.39% | 1.6 |
|
| 2212 |
NCM
2212
Numina Capital Management
New York
| $319M | -$35M | -10% | 8.24% | 40.2% | 53 | 54.72% | 0.3 |
|
| 2213 |
2213
HMI Capital Management
San Francisco,
California
| $319M | +$57.8M | +22% | 15.4% | 5.95% | 8 | 25% | 1.4 |
|
| 2214 |
2214
Winslow Evans & Crocker
Boston,
Massachusetts
| $318M | -$35.7M | -10% | 7.11% | 76.2% | 1,357 | 8.47% | 1.5 |
|
| 2215 |
2215
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $318M | +$2.54M | +0.8% | 6.5% | 86% | 261 | 21.07% | 1.5 |
|
| 2216 |
2216
Pensionfund Sabic
Sittard,
Netherlands
| $318M | +$141M | +80% | 4.28% | 63.6% | 216 | 40.74% | 0.4 |
|
| 2217 |
2217
Intrepid Capital Management
Jacksonville Beach,
Florida
| $317M | +$12.1M | +4% | 8.38% | 70.2% | 45 | 20% | 1.2 |
|
| 2218 |
2218
McClain Value Management
New Canaan,
Connecticut
| $317M | -$84.7M | -21% | 13.1% | 2.83% | 38 | 26.32% | 1.3 |
|
| 2219 |
LA
2219
Leonetti & Associates
Buffalo Grove,
Illinois
| $316M | -$33.9M | -10% | 6.53% | 49.5% | 42 | 11.9% | 1.5 |
|
| 2220 |
2220
Ensemble Capital Management
San Francisco,
California
| $316M | -$19.7M | -6% | 5.3% | 36.2% | 50 | 14% | 1.9 |
|
| 2221 |
2221
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| $315M | +$1.03M | +0.3% | 0.42% | 0.74% | 20 | 20% | 1.9 |
|
| 2222 |
CCMD
2222
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $315M | -$34.3M | -10% | 7.75% | 25.6% | 76 | 19.74% | 1.4 |
|
| 2223 |
2223
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $315M | +$3.56M | +1% | 6.2% | 22.7% | 46 | 13.04% | 1.5 |
|
| 2224 |
2224
White Mountains Advisors
Guilford,
Connecticut
| $315M | -$24.9M | -7% | 7.32% | 33.4% | 5 | 0% | 0.6 |
|
| 2225 |
2225
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $315M | -$21.2M | -6% | 7.92% | 80.6% | 313 | 29.07% | 1.2 |
|