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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
FBC
2401
Fairfield, Bush & Co
Darien,
Connecticut
| $280M | -$6.08M | -2% | 1.5% | 112% | 145 | 13.1% | 2.1 |
|
| 2402 |
MDCM
2402
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $279M | +$18.5M | +7% | 5.56% | 52.1% | 192 | 20.31% | 2.1 |
|
| 2403 |
2403
Pure Financial Advisors
San Diego,
California
| $279M | +$48.6M | +21% | 3.01% | 47.2% | 98 | 31.63% | 1.3 |
|
| 2404 |
2404
Miracle Mile Advisors
Los Angeles,
California
| $279M | +$448K | +0.2% | 0.73% | 56% | 66 | 33.33% | 0.6 |
|
| 2405 |
IB
2405
Intrust Bank
Wichita,
Kansas
| $279M | +$12.1M | +5% | 1.9% | 102% | 282 | 14.18% | 1.9 |
|
| 2406 |
2406
Klingman & Associates
New York
| $279M | +$11.6M | +4% | 0.83% | 59.3% | 432 | 14.81% | 0.9 |
|
| 2407 |
KAM
2407
Krensavage Asset Management
New York
| $279M | -$34.7M | -11% | 10.4% | 124% | 22 | 0% | 1.1 |
|
| 2408 |
GPP
2408
Great Point Partners
Greenwich,
Connecticut
| $279M | +$40.4M | +17% | 20.8% | 710% | 38 | 47.37% | 0.7 |
|
| 2409 |
GC
2409
Gibson Capital
Wexford,
Pennsylvania
| $279M | -$1.68M | -0.6% | 3.29% | 60.4% | 34 | 17.65% | 1.9 |
|
| 2410 |
WA
2410
Wintergreen Advisers
Mount Olive,
New Jersey
| $279M | -$106M | -28% | 1.5% | 25.4% | 11 | 27.27% | 1.9 |
|
| 2411 |
TIM
2411
Tortoise Investment Management
White Plains,
New York
| $278M | -$1.08M | -0.4% | 2.58% | 40.2% | 460 | 17.83% | 2 |
|
| 2412 |
HHGA
2412
Halbert Hargrove Global Advisors
Long Beach,
California
| $278M | +$45.6M | +20% | 2.38% | 68.2% | 101 | 24.75% | 2.2 |
|
| 2413 |
JFA
2413
JNBA Financial Advisors
Bloomington,
Minnesota
| $278M | +$16.9M | +6% | 3.08% | 61.8% | 591 | 13.87% | 2 |
|
| 2414 |
RCM
2414
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| $278M | -$23.8M | -8% | 0.15% | 31.2% | 35 | 8.57% | 1.5 |
|
| 2415 |
CCM
2415
Clearfield Capital Management
New York
| $278M | +$10.6M | +4% | 1.65% | 421% | 13 | 23.08% | 0.2 |
|
| 2416 |
JPMIA
2416
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| $278M | -$9.71M | -3% | 1.63% | 183% | 88 | 4.55% | 2.2 |
|
| 2417 |
MCM
2417
Monarch Capital Management
Fort Wayne,
Indiana
| $277M | +$17M | +7% | 4.74% | 65% | 105 | 11.43% | 2.3 |
|
| 2418 |
RC
2418
Reik & Co
New York
| $277M | +$2.41M | +0.9% | 5.46% | 38.6% | 52 | 9.62% | 2.3 |
|
| 2419 |
GC
2419
Gratia Capital
Los Angeles,
California
| $276M | -$269M | -49% | 7.95% | 42.4% | 49 | 61.22% | 0.7 |
|
| 2420 |
CIM
2420
CenturyLink Investment Management
Denver,
Colorado
| $276M | -$7.63M | -3% | 1.36% | – | 298 | 28.19% | 1.5 |
|
| 2421 |
ARM
2421
Adirondack Research & Management
Guilderland,
New York
| $276M | -$438K | -0.2% | 0.83% | 47.8% | 116 | 18.97% | 1.8 |
|
| 2422 |
BAM
2422
BTS Asset Management
Lincoln,
Massachusetts
| $276M | – | – | 1.18% | 8.8% | 6 | – | 0.8 |
|
| 2423 |
WDL
2423
Well Done LLC
Holland,
Michigan
| $276M | -$7.29M | -3% | 2.81% | 77% | 104 | 35.58% | 0.2 |
|
| 2424 |
CCM
2424
Carlson Capital Management
Northfield,
Minnesota
| $276M | +$12.4M | +5% | 1.41% | 9.85% | 57 | 1.75% | 2.5 |
|
| 2425 |
HMS
2425
Hanseatic Management Services
Albuquerque,
New Mexico
| $276M | -$12.4M | -4% | 6.46% | – | 363 | 54.55% | 0.5 |
|