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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $604M | -$145M | -19% | 1.41% | 42.7% | 9 | 22.22% | 2.3 |
|
| 2752 |
2752
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| $604M | +$26.3M | +5% | 6.62% | 52.3% | 17 | 23.53% | 2 |
|
| 2753 |
SP
2753
Solel Partners
Boston,
Massachusetts
| $604M | -$107M | -15% | 4.21% | 25.9% | 22 | 13.64% | 1.8 |
|
| 2754 |
GA
2754
GFS Advisors
Houston,
Texas
| $604M | -$80.5M | -12% | 10.1% | 109% | 162 | 16.05% | 4.7 |
|
| 2755 |
TCM
2755
Trybe Capital Management
Greenwich,
Connecticut
| $603M | +$231M | +62% | 27.6% | 681% | 18 | 33.33% | 1.8 |
|
| 2756 |
2756
Gryphon Financial Partners
Columbus,
Ohio
| $602M | +$35.7M | +6% | 10.6% | 111% | 276 | 23.19% | 2.7 |
|
| 2757 |
2757
Zevin Asset Management
Boston,
Massachusetts
| $601M | +$44.4M | +8% | 8.33% | 71.7% | 95 | 17.89% | 5.2 |
|
| 2758 |
2758
Meridian Wealth Management
Lexington,
Kentucky
| $601M | -$966M | -62% | 9% | 129% | 602 | 68.6% | 2.9 |
|
| 2759 |
2759
State of Wyoming
Cheyenne,
Wyoming
| $601M | +$63.8M | +12% | 9.95% | 135% | 1,887 | 30.63% | 1.3 |
|
| 2760 |
2760
Arkos Global Advisors
Houston,
Texas
| $600M | +$50.8M | +9% | 5.01% | 43.6% | 147 | 28.57% | 2 |
|
| 2761 |
2761
Lee Financial
Dallas,
Texas
| $600M | +$29.8M | +5% | 8.83% | 75% | 865 | 84.16% | 5.4 |
|
| 2762 |
2762
AWM Capital
Phoenix,
Arizona
| $600M | +$53M | +10% | 5.68% | 51.1% | 88 | 15.91% | 1.6 |
|
| 2763 |
2763
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| $600M | +$340M | +131% | 9.93% | 88.9% | 156 | 73.08% | 0.4 |
|
| 2764 |
2764
Per Stirling Capital Management
Austin,
Texas
| $599M | +$54.1M | +10% | 8.02% | 63.1% | 236 | 16.95% | 0.9 |
|
| 2765 |
2765
RBO & Co
Saint Helena,
California
| $599M | +$16M | +3% | 4.61% | 27.9% | 56 | 1.79% | 6.6 |
|
| 2766 |
2766
NWF Advisory Services
Los Angeles,
California
| $599M | +$96.4M | +19% | 9.49% | 120% | 350 | 17.43% | 0.8 |
|
| 2767 |
2767
Gries Financial
Cleveland,
Ohio
| $598M | +$143M | +31% | 8.81% | 71.3% | 285 | 28.77% | 1.2 |
|
| 2768 |
2768
Mayflower Financial Advisors
Boston,
Massachusetts
| $598M | -$126M | -17% | 7.97% | 68.7% | 372 | 12.37% | 2.3 |
|
| 2769 |
2769
Blue Edge Capital
Richmond,
Virginia
| $598M | +$67.3M | +13% | 7.9% | 67.4% | 112 | 10.71% | 5.2 |
|
| 2770 |
LP
2770
LGL Partners
Philadelphia,
Pennsylvania
| $597M | -$133M | -18% | 8.23% | 68.9% | 114 | 18.42% | 3.6 |
|
| 2771 |
2771
Bornite Capital Management
New York
| $597M | +$169M | +40% | 16.7% | 208% | 41 | 63.41% | 0.3 |
|
| 2772 |
2772
Abacus Wealth Partners
Santa Monica,
California
| $596M | +$3.77M | +0.6% | 3.57% | 49.5% | 95 | 26.32% | 1.7 |
|
| 2773 |
2773
Archford Capital Strategies
Swansea,
Illinois
| $596M | +$49.2M | +9% | 7.4% | 87.4% | 268 | 9.7% | 4.3 |
|
| 2774 |
2774
Canal Capital Management
Richmond,
Virginia
| $595M | +$55.4M | +10% | 8.08% | 67.8% | 162 | 16.05% | 4.1 |
|
| 2775 |
2775
Claret Asset Management
Montreal,
Quebec, Canada
| $595M | +$36M | +6% | 7.12% | 73.3% | 225 | 20.89% | 3 |
|