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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
IQ EQ Fund Management
Dublin 2,
Ireland
| $526M | +$5.02M | +1% | 3.35% | 109% | 261 | 12.26% | 2.9 |
|
| 2727 |
2727
Chanos & Company
New York
| $526M | -$1.93M | -0.4% | 11.7% | – | 89 | 46.07% | 0.4 |
|
| 2728 |
SA
2728
Strategic Advisors
New York
| $525M | +$31.1M | +6% | 8.77% | 106% | 213 | 12.21% | 3.9 |
|
| 2729 |
KFS
2729
Kurt F. Somerville
| $525M | -$23.3M | -4% | 7.34% | 92.9% | 106 | 1.89% | 6.5 |
|
| 2730 |
2730
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| $525M | -$1.96B | -79% | 19.8% | 219% | 153 | 95.42% | 0.2 |
|
| 2731 |
2731
Bremer Bank National Association
St Paul,
Minnesota
| $524M | +$7.29M | +1% | 8.11% | 37.4% | 203 | 7.39% | 2.9 |
|
| 2732 |
BCM
2732
Bluefin Capital Management
New York
| $524M | -$281M | -35% | 11.5% | – | 212 | 77.36% | 0 |
|
| 2733 |
2733
D.L. Carlson Investment Group
Concord,
New Hampshire
| $524M | +$82.8M | +19% | 7.53% | 113% | 164 | 35.37% | 3.7 |
|
| 2734 |
2734
Makena Capital Management
Menlo Park,
California
| $523M | -$4.01M | -0.8% | 7.8% | 78.7% | 46 | 17.39% | 1.6 |
|
| 2735 |
2735
Souders Financial Advisors
Cincinnati,
Ohio
| $523M | +$52.4M | +11% | 4.98% | 54.9% | 153 | 9.8% | 2 |
|
| 2736 |
2736
Atlas FRM
Greenwich,
Connecticut
| $523M | +$20.8M | +4% | 9.31% | 38.9% | 9 | 22.22% | 0.8 |
|
| 2737 |
2737
Investure LLC
Charlottesville,
Virginia
| $523M | -$14.7M | -3% | 7.38% | 55.4% | 13 | 0% | 3.8 |
|
| 2738 |
2738
Insight Wealth Strategies
San Ramon,
California
| $523M | +$12.5M | +2% | 2.96% | 83.5% | 142 | 8.45% | 2.6 |
|
| 2739 |
2739
Destiny Wealth Partners
Tavares,
Florida
| $522M | +$39.1M | +8% | 4.44% | 63.7% | 199 | 22.61% | 1.8 |
|
| 2740 |
BIM
2740
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $522M | +$36.7M | +8% | 12% | 48.4% | 100 | 7% | 4.8 |
|
| 2741 |
2741
Inspirion Wealth Advisors
Libertyville,
Illinois
| $522M | +$23.3M | +5% | 3.36% | 52.5% | 147 | 9.52% | 3.6 |
|
| 2742 |
2742
Insigneo Advisory Services
Miami,
Florida
| $522M | +$208M | +66% | 9.89% | 119% | 360 | 27.78% | 0.4 |
|
| 2743 |
2743
Polus Capital Management
London,
United Kingdom
| $520M | -$20.8M | -4% | 2.76% | – | 17 | 47.06% | 0.2 |
|
| 2744 |
PAM
2744
Private Asset Management
San Diego,
California
| $520M | -$86.3M | -14% | 6.32% | 38.2% | 141 | 6.38% | 6.2 |
|
| 2745 |
2745
LVW Advisors
Pittsford,
New York
| $520M | +$8.35M | +2% | 5.4% | 79.1% | 244 | 22.13% | 3.6 |
|
| 2746 |
2746
Evermay Wealth Management
Arlington,
Virginia
| $520M | +$24.1M | +5% | 6.63% | 56.2% | 574 | 9.93% | 2.6 |
|
| 2747 |
JCI
2747
Jet Capital Investors
New York
| $519M | +$223M | +76% | 12.5% | 147% | 35 | 74.29% | 0.2 |
|
| 2748 |
2748
Inspire Advisors
Meridian,
Idaho
| $519M | +$82.4M | +19% | 3.07% | 60.2% | 270 | 34.07% | 0.7 |
|
| 2749 |
2749
Arkos Global Advisors
Houston,
Texas
| $518M | +$23.4M | +5% | 2.3% | 43.6% | 105 | 15.24% | 2.3 |
|
| 2750 |
2750
Patton Albertson Miller Group
Chattanooga,
Tennessee
| $518M | -$28.3M | -5% | 7.38% | 109% | 221 | 9.95% | 4.5 |
|