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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Matthew 25 Management Corp
Ambler,
Pennsylvania
| $369M | +$10.6M | +3% | 8.11% | 141% | 19 | 0% | 3.5 |
|
| 2452 |
2452
Bright Rock Capital Management
Hanover,
Massachusetts
| $369M | +$24M | +7% | 7.5% | 53.1% | 92 | 5.43% | 3 |
|
| 2453 |
CM
2453
Capital Management
Glen Allen,
Virginia
| $368M | +$18.3M | +5% | 6.51% | 52.5% | 97 | 8.25% | 2.5 |
|
| 2454 |
2454
Bulldog Investors
Saddle Brook,
New Jersey
| $368M | +$23.5M | +7% | 0.69% | 22.5% | 122 | 42.62% | 1 |
|
| 2455 |
TCM
2455
Tradition Capital Management
Summit,
New Jersey
| $368M | +$59.7M | +19% | 5.24% | 43.5% | 192 | 27.6% | 2.7 |
|
| 2456 |
2456
GM Advisory Group
Melville,
New York
| $368M | +$39M | +12% | 4.76% | 53.6% | 139 | 21.58% | 1.3 |
|
| 2457 |
2457
Isthmus Partners
Madison,
Wisconsin
| $368M | +$11.3M | +3% | 7.41% | 73.7% | 332 | 16.57% | 2.1 |
|
| 2458 |
2458
East Coast Asset Management
Essex,
Massachusetts
| $367M | -$14.2M | -4% | 7.68% | 147% | 104 | 14.42% | 3.6 |
|
| 2459 |
2459
MV Capital Management
Bethesda,
Maryland
| $367M | +$11.1M | +3% | 3.84% | 67.6% | 387 | 14.99% | 2 |
|
| 2460 |
2460
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| $367M | -$2.72M | -0.7% | 5.91% | 83.8% | 178 | 19.1% | 2.9 |
|
| 2461 |
RPGK
2461
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $366M | +$15.8M | +5% | 3.39% | 54.7% | 53 | 11.32% | 3.5 |
|
| 2462 |
2462
Carrhae Capital
London,
United Kingdom
| $365M | -$25.4M | -7% | 3.33% | 182% | 15 | 53.33% | 0.5 |
|
| 2463 |
2463
Paradigm Asset Management
New York
| $365M | -$20.7M | -5% | 5.59% | 73.8% | 444 | 14.86% | 1.6 |
|
| 2464 |
2464
First Wilshire Securities Management
Pasadena,
California
| $365M | +$12.6M | +4% | 4.93% | 135% | 130 | 11.54% | 2.9 |
|
| 2465 |
2465
TD Capital Management
Memphis,
Tennessee
| $365M | +$18.2M | +5% | 5.05% | 40.5% | 288 | 36.11% | 2.6 |
|
| 2466 |
2466
Baxter Bros Inc
Riverside,
Connecticut
| $365M | +$16.9M | +5% | 6.79% | 73.8% | 123 | 8.13% | 3.2 |
|
| 2467 |
2467
First Light Asset Management
Edina,
Minnesota
| $365M | +$48.9M | +15% | 6.28% | 364% | 54 | 7.41% | 2.4 |
|
| 2468 |
AMCA
2468
Arthur M. Cohen & Associates
Northbrook,
Illinois
| $365M | – | – | 11.4% | 110% | 115 | – | 1.9 |
|
| 2469 |
2469
Mizuho Trust & Banking
Tokyo,
Japan
| $364M | +$130M | +56% | 5.52% | 36.1% | 19 | 52.63% | 0.5 |
|
| 2470 |
2470
Global Retirement Partners
San Rafael,
California
| $364M | +$122M | +50% | 4.55% | – | 1,492 | 22.05% | 0.7 |
|
| 2471 |
2471
Caledonia Investments plc (UK)
London England,
United Kingdom
| $364M | +$17M | +5% | 5.84% | 61.9% | 15 | 20% | 2.7 |
|
| 2472 |
2472
Chatham Capital Group
Savannah,
Georgia
| $363M | +$10.2M | +3% | 3.63% | 97% | 153 | 9.8% | 3.1 |
|
| 2473 |
2473
BRR OpCo
Columbus,
Ohio
| $363M | +$35.5M | +11% | 5.02% | 23.6% | 113 | 17.7% | 2.9 |
|
| 2474 |
2474
Lathrop Investment Management
Little Rock,
Arkansas
| $363M | +$6.07M | +2% | 4.14% | 72.2% | 66 | 9.09% | 3.3 |
|
| 2475 |
2475
Fairfield, Bush & Co
Darien,
Connecticut
| $363M | +$42.8M | +13% | 8.31% | 112% | 164 | 12.8% | 3 |
|