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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2501 |
GG
2501
Greenwood Gearhart
Fayetteville,
Arkansas
| $562M | +$48.1M | +9% | 6.19% | 70.6% | 83 | 9.64% |
|
| 2502 |
HCM
2502
Howard Capital Management
Roswell,
Georgia
| $562M | +$59.8M | +12% | 3.1% | 129% | 54 | 7.41% |
|
| 2503 |
MSFS
2503
Main Street Financial Solutions
Newtown,
Pennsylvania
| $562M | +$72.5M | +15% | 3.4% | 68.5% | 429 | 14.92% |
|
| 2504 |
LOIM
2504
Liberty One Investment Management
Libertyville,
Illinois
| $561M | +$29.3M | +5% | 4.89% | 38.8% | 146 | 9.59% |
|
| 2505 |
EI
2505
Ethic Inc
New York
| $561M | +$183M | +48% | 7.11% | 130% | 505 | 21.39% |
|
| 2506 |
RMC
2506
Regis Management Company
Menlo Park,
California
| $561M | +$19.2M | +4% | 3.8% | 5.33% | 59 | 11.86% |
|
| 2507 |
PAM
2507
Premier Asset Management
Chicago,
Illinois
| $561M | +$73.8M | +15% | 8.5% | 104% | 217 | 32.26% |
|
| 2508 |
EFSCE
2508
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $561M | +$34.2M | +6% | 6.19% | 67.6% | 1,435 | 12.96% |
|
| 2509 |
MGM
2509
Miura Global Management
New York
| $560M | +$30.4M | +6% | 16% | 375% | 52 | 55.77% |
|
| 2510 |
TP
2510
TenCore Partners
New York
| $560M | +$40.7M | +8% | 3.73% | 64.8% | 16 | 25% |
|
| 2511 |
HVIA
2511
Hudson Valley Investment Advisors
Goshen,
New York
| $560M | +$35.4M | +7% | 5.11% | 94.6% | 178 | 7.87% |
|
| 2512 |
NFG
2512
Nadler Financial Group
Deerfield,
Illinois
| $559M | +$36.2M | +7% | 4.71% | 72.4% | 131 | 16.79% |
|
| 2513 |
GBCP
2513
Glade Brook Capital Partners
Greenwich,
Connecticut
| $559M | +$457M | +450% | 28% | – | 1 | 0% |
|
| 2514 |
DBG
2514
De Burlo Group
Boston,
Massachusetts
| $559M | -$52.8M | -9% | 6.69% | 98.1% | 101 | 28.71% |
|
| 2515 |
RIA
2515
RPG Investment Advisory
Pleasanton,
California
| $559M | +$61.8M | +12% | 7.21% | 123% | 387 | 17.31% |
|
| 2516 |
CL
2516
CIM LLC
Albany,
New York
| $558M | +$16.2M | +3% | 5.01% | 92.1% | 176 | 17.05% |
|
| 2517 |
EFS
2517
Essex Financial Services
Essex,
Connecticut
| $558M | +$52.4M | +10% | 5.95% | 73.2% | 370 | 17.57% |
|
| 2518 |
1SP
2518
140 Summer Partners
New York
| $558M | +$32.6M | +6% | 10.5% | 134% | 29 | 68.97% |
|
| 2519 |
SAA
2519
Southeast Asset Advisors
Thomasville,
Georgia
| $557M | +$53.1M | +11% | 11.1% | 84.3% | 139 | 10.79% |
|
| 2520 |
SG
2520
StoneX Group
New York
| $557M | +$102M | +22% | 5.13% | 67.5% | 446 | 25.34% |
|
| 2521 |
WP
2521
WealthShield Partners
Cary,
North Carolina
| $556M | +$14.6M | +3% | 5.58% | 53.5% | 1,205 | 77.68% |
|
| 2522 |
GLAM
2522
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| $556M | +$127M | +30% | 9.76% | 247% | 95 | 43.16% |
|
| 2523 |
NA
2523
Navellier & Associates
Reno,
Nevada
| $556M | +$3.81M | +0.7% | 13.1% | 262% | 334 | 33.83% |
|
| 2524 |
ACM
2524
Aisling Capital Management
New York
| $556M | -$26.7M | -5% | 0.87% | 701% | 17 | 17.65% |
|
| 2525 |
5VM
2525
5AM Venture Management
San Francisco,
California
| $555M | +$258M | +87% | 8.37% | 492% | 11 | 9.09% |
|