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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
TCOT
2226
Trust Company of Toledo
Holland,
Ohio
| $315M | -$28.3M | -8% | 4.07% | 109% | 187 | 11.76% | 2.1 |
|
| 2227 |
2227
Vestor Capital
Chicago,
Illinois
| $315M | -$18.2M | -5% | 7.31% | 188% | 127 | 29.92% | 1.1 |
|
| 2228 |
2228
First Nebraska Trust
Lincoln,
Nebraska
| $314M | -$12.9M | -4% | 2.62% | 67.9% | 103 | 9.71% | 1.9 |
|
| 2229 |
2229
FormulaFolio Investments
Grand Rapids,
Michigan
| $313M | -$45.1M | -13% | 2.13% | 41.4% | 138 | 51.45% | 0.4 |
|
| 2230 |
BLM
2230
Bennett Lawrence Management
New York
| $313M | -$67.6M | -18% | 6.35% | – | 109 | 31.19% | 0.8 |
|
| 2231 |
2231
Garde Capital
Seattle,
Washington
| $313M | -$19.8M | -6% | 6.96% | 57.6% | 149 | 10.07% | 1 |
|
| 2232 |
2232
Fidelity National Financial
Jacksonville,
Florida
| $312M | +$34.3M | +12% | 2.75% | 2.54% | 27 | 18.52% | 1.2 |
|
| 2233 |
2233
First Business Financial Services
Madison,
Wisconsin
| $312M | -$32.2M | -9% | 5.91% | 74% | 84 | 17.86% | 1.1 |
|
| 2234 |
2234
Canandaigua National Bank & Trust
Canandaigua,
New York
| $312M | -$29.3M | -9% | 6.36% | – | 212 | 8.49% | 1.9 |
|
| 2235 |
2235
Barry Investment Advisors
New Bedford,
Massachusetts
| $312M | +$213M | +214% | 6.92% | 66.7% | 80 | 13.75% | 0.7 |
|
| 2236 |
2236
American Assets Inc
San Diego,
California
| $310M | +$2.32M | +0.8% | 0.21% | 63.2% | 7 | 42.86% | 0.9 |
|
| 2237 |
2237
JLB & Associates
Plymouth,
Michigan
| $310M | -$12.7M | -4% | 3.79% | 69.5% | 72 | 5.56% | 2.1 |
|
| 2238 |
RCM
2238
Rotella Capital Management
Bellevue,
Washington
| $310M | +$188M | +155% | 7.71% | 26.6% | 790 | 80% | 0.2 |
|
| 2239 |
2239
Tompkins Financial
Ithaca,
New York
| $309M | -$58.6M | -16% | 5.36% | 84.4% | 534 | 10.3% | 1.6 |
|
| 2240 |
RCM
2240
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $309M | -$40.6M | -12% | 7.17% | 31.2% | 35 | 5.71% | 1.1 |
|
| 2241 |
2241
Stearns Financial Services Group
Greensboro,
North Carolina
| $309M | -$21.1M | -6% | 6.49% | 26.1% | 111 | 9.91% | 2.1 |
|
| 2242 |
SLCM
2242
Seven Locks Capital Management
New York
| $309M | -$102M | -25% | 7.3% | 50.1% | 38 | 52.63% | 0.8 |
|
| 2243 |
2243
Terril Brothers
St. Louis,
Missouri
| $309M | -$14.7M | -5% | 11.3% | 94.4% | 51 | 7.84% | 0.9 |
|
| 2244 |
2244
CenturyLink Investment Management
Denver,
Colorado
| $309M | +$9.9M | +3% | 6.9% | – | 314 | 27.39% | 1.3 |
|
| 2245 |
2245
Hudson Valley Investment Advisors
Goshen,
New York
| $308M | -$11.9M | -4% | 5.03% | 94.6% | 168 | 19.64% | 1.6 |
|
| 2246 |
2246
HBK Sorce Advisory
Erie,
Pennsylvania
| $308M | +$14M | +5% | 7.75% | 58.2% | 205 | 13.17% | 1.4 |
|
| 2247 |
2247
NTV Asset Management
Charleston,
West Virginia
| $308M | -$33.2M | -10% | 7.07% | 97.8% | 209 | 8.13% | 1.9 |
|
| 2248 |
2248
Annex Advisory Services
Brookfield,
Wisconsin
| $308M | -$4.43M | -1% | 6.46% | 85.8% | 123 | 13.82% | 1.4 |
|
| 2249 |
ICM
2249
Indaba Capital Management
San Francisco,
California
| $307M | +$67M | +28% | 6.01% | 66.7% | 18 | 50% | 0.3 |
|
| 2250 |
2250
Summit Equities
Parsippany,
New Jersey
| $307M | -$24.1M | -7% | 10.4% | 40.7% | 22 | 4.55% | 1.3 |
|