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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Gilbert & Cook
West Des Moines,
Iowa
| $869M | +$94.7M | +12% | 13% | 63.2% | 238 | 10.92% | 3.8 |
|
| 2802 |
2802
Tran Capital Management
San Rafael,
California
| $869M | +$140M | +19% | 34.3% | 173% | 78 | 24.36% | 3 |
|
| 2803 |
2803
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $868M | +$35.4M | +4% | 8.23% | 56.1% | 67 | 16.42% | 2.8 |
|
| 2804 |
2804
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| $868M | +$112M | +15% | 18.7% | 81.7% | 298 | 9.4% | 4.7 |
|
| 2805 |
2805
CRA Financial Services
Northfield,
New Jersey
| $868M | +$97.5M | +13% | 15.2% | 91.9% | 324 | 9.57% | 3.7 |
|
| 2806 |
2806
Fractal Investments
Glastonbury,
Connecticut
| $867M | +$21.9M | +3% | 3.97% | 74.2% | 91 | 23.08% | 2.3 |
|
| 2807 |
2807
Freedom Together Foundation
New York
| $867M | +$105M | +14% | 13.8% | – | 2 | 0% | 1.5 |
|
| 2808 |
2808
LM Advisors
San Diego,
California
| $866M | +$148M | +21% | 18.7% | – | 231 | 11.26% | 1.8 |
|
| 2809 |
2809
Parkway Wealth Management
Plano,
Texas
| $866M | +$75.6M | +10% | 22.8% | – | 157 | 19.11% | 0.4 |
|
| 2810 |
2810
LexAurum Advisors
Overland Park,
Kansas
| $866M | +$94.6M | +12% | 10.2% | – | 440 | 12.95% | 3.2 |
|
| 2811 |
LCM
2811
Lynx1 Capital Management
San Juan,
Puerto Rico
| $866M | +$233M | +37% | 48.1% | 883% | 29 | 27.59% | 0.9 |
|
| 2812 |
2812
Valliance Asset Management
Central,
Hong Kong
| $864M | +$742M | +609% | 252% | 2,198% | 13 | 84.62% | 0.1 |
|
| 2813 |
2813
Baxter Bros Inc
Riverside,
Connecticut
| $864M | +$54.2M | +7% | 9.61% | 73.8% | 184 | 16.3% | 6 |
|
| 2814 |
2814
D'Orazio & Associates
Falls Church,
Virginia
| $864M | +$91.9M | +12% | 15.2% | 61.2% | 345 | 19.71% | 3.1 |
|
| 2815 |
2815
Berman McAleer
Timonium,
Maryland
| $864M | +$131M | +18% | 13.7% | – | 182 | 14.84% | 0.6 |
|
| 2816 |
2816
New England Asset Management
Farmington,
Connecticut
| $863M | +$77.2M | +10% | 8.61% | 55.6% | 133 | 27.07% | 5.5 |
|
| 2817 |
2817
BlueSky Wealth Advisors
New Bern,
North Carolina
| $863M | +$86.8M | +11% | 9.84% | 45.9% | 129 | 24.81% | 2.6 |
|
| 2818 |
2818
Curated Wealth Partners
El Segundo,
California
| $863M | +$69.7M | +9% | 10.1% | 39.9% | 271 | 26.94% | 1 |
|
| 2819 |
2819
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| $863M | +$176M | +26% | 17.9% | 68.3% | 464 | 44.18% | 0.7 |
|
| 2820 |
HP
2820
Hound Partners
New York
| $863M | +$63.5M | +8% | 20.2% | 19.7% | 45 | 51.11% | 0.9 |
|
| 2821 |
2821
EQT Fund Management
Luxembourg
| $863M | -$158M | -15% | 12.7% | – | 5 | 0% | 0.6 |
|
| 2822 |
2822
Bernicke Wealth Management
Altoona,
Wisconsin
| $861M | +$87.3M | +11% | 10% | – | 113 | 10.62% | 3.4 |
|
| 2823 |
2823
Ellenbecker Investment Group
Waukesha,
Wisconsin
| $860M | +$117M | +16% | 11.4% | 56.3% | 155 | 17.42% | 3.7 |
|
| 2824 |
2824
PSG Equity
Boston,
Massachusetts
| $860M | -$117M | -12% | 12% | 13.7% | 1 | 0% | 4.5 |
|
| 2825 |
2825
Foundation Resource Management
Little Rock,
Arkansas
| $860M | -$28.8M | -3% | 1.32% | 84.5% | 57 | 5.26% | 8.1 |
|