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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
CFMC
2351
Curbstone Financial Management Corp
Manchester,
New Hampshire
| $299M | +$911K | +0.3% | 1.99% | 69.6% | 164 | 7.32% | 1.7 |
|
| 2352 |
2352
Bronson Point Management
Fairfield,
Connecticut
| $299M | +$61.5M | +26% | 0.2% | 7.56% | 88 | 71.59% | 0.2 |
|
| 2353 |
2353
BRR OpCo
Columbus,
Ohio
| $298M | +$17.3M | +6% | 4.31% | 23.6% | 109 | 6.42% | 2.3 |
|
| 2354 |
TCM
2354
Tradition Capital Management
Summit,
New Jersey
| $298M | -$3.17M | -1% | 2.92% | 43.5% | 169 | 10.06% | 2.1 |
|
| 2355 |
2355
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $298M | -$156M | -34% | 1.01% | 70.9% | 193 | 34.72% | 1.1 |
|
| 2356 |
CCMD
2356
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $297M | +$2.54M | +0.9% | 4.41% | 25.6% | 72 | 19.44% | 1.8 |
|
| 2357 |
2357
TT International
London,
United Kingdom
| $297M | +$39.8M | +15% | 1.83% | – | 53 | 39.62% | 0.6 |
|
| 2358 |
AIM
2358
Ashford Investment Management
Dallas,
Texas
| $297M | +$116M | +64% | 0% | – | 3 | 66.67% | 0.3 |
|
| 2359 |
DS
2359
Dalal Street
West Lake Hills,
Texas
| $296M | -$48.8M | -14% | 14% | 92.7% | 9 | 33.33% | 1 |
|
| 2360 |
2360
Mariner Investment Group
Harrison,
New York
| $296M | -$66.5M | -18% | 4.5% | – | 208 | 48.56% | 0.9 |
|
| 2361 |
2361
Tiptree Advisors
New York
| $296M | +$27.4M | +10% | 1.65% | – | 46 | 47.83% | 0.8 |
|
| 2362 |
2362
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $295M | +$16M | +6% | 4.31% | 52.1% | 216 | 25.93% | 1.8 |
|
| 2363 |
2363
Wilkins Investment Counsel
Boston,
Massachusetts
| $295M | +$22.7M | +8% | 8.66% | 56.2% | 76 | 3.95% | 2.5 |
|
| 2364 |
RPGK
2364
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $295M | +$12.5M | +4% | 1.46% | 54.7% | 58 | 6.9% | 2.5 |
|
| 2365 |
RC
2365
Reik & Co
New York
| $295M | +$17.7M | +6% | 5.82% | 38.6% | 49 | 2.04% | 2.5 |
|
| 2366 |
2366
Stonebridge Capital Advisors
St Paul,
Minnesota
| $295M | +$10.7M | +4% | 2.18% | 80.1% | 169 | 11.83% | 1.9 |
|
| 2367 |
2367
Venturi Wealth Management
Austin,
Texas
| $294M | +$26.5M | +10% | 4.11% | 101% | 152 | 20.39% | 0.4 |
|
| 2368 |
2368
Cubic Asset Management
Boston,
Massachusetts
| $294M | -$3.61M | -1% | 1.51% | 40.5% | 162 | 8.64% | 2.3 |
|
| 2369 |
2369
Buckingham Strategic Wealth
Clayton,
Missouri
| $294M | -$8.07M | -3% | 1.95% | 16.3% | 269 | 20.07% | 1.7 |
|
| 2370 |
2370
PL Capital Advisors
Naples,
Florida
| $294M | -$5.02M | -2% | 2.95% | 100% | 41 | 24.39% | 1.6 |
|
| 2371 |
FPFS
2371
First Personal Financial Services
Charlotte,
North Carolina
| $293M | +$90.9M | +45% | 3.21% | 31.5% | 846 | 65.25% | 0.5 |
|
| 2372 |
2372
Axar Capital Management
New York
| $293M | +$250M | +581% | 6.71% | 680% | 10 | 90% | 0.1 |
|
| 2373 |
2373
Greylock XIII
Menlo Park,
California
| $293M | -$74.9M | -20% | 20.4% | – | 2 | 0% | 0.4 |
|
| 2374 |
2374
RTW Investments
New York
| $293M | +$17.2M | +6% | 2.84% | 467% | 39 | 23.08% | 0.8 |
|
| 2375 |
2375
Tetrad Corporation
Omaha,
Nebraska
| $293M | +$11.9M | +4% | 4.97% | 45.6% | 8 | 0% | 2.8 |
|