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 | |
|---|---|---|---|---|---|---|---|---|---|
| 601 |
USAA
601
United Services Automobile Association
San Antonio,
Texas
| $5.94B | +$221M | +4% | 7.97% | 36.2% | 126 | 5.56% |
|
| 602 |
WCA
602
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $5.91B | -$714M | -11% | 11.3% | 178% | 320 | 44.38% |
|
| 603 |
BCWM
603
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $5.9B | +$650M | +12% | 10.7% | 62.3% | 987 | 63.02% |
|
| 604 |
BC
604
Bartlett & Co
Cincinnati,
Ohio
| $5.9B | +$654M | +12% | 10.7% | 30.8% | 987 | 63.02% |
|
| 605 |
MG
605
Meritage Group
San Francisco,
California
| $5.9B | +$821M | +16% | 0.74% | 32.7% | 43 | 44.19% |
|
| 606 |
ACA
606
Avoro Capital Advisors
New York
| $5.88B | -$490M | -8% | 6.39% | 425% | 50 | 24% |
|
| 607 |
CCP
607
Clarkston Capital Partners
Rochester,
Michigan
| $5.83B | +$269M | +5% | 4.17% | 10.2% | 194 | 10.82% |
|
| 608 |
RIM
608
Rakuten Investment Management
Tokyo,
Japan
| $5.82B | +$1.2B | +26% | 7.74% | – | 19 | 5.26% |
|
| 609 |
BCM
609
Brookstone Capital Management
Wheaton,
Illinois
| $5.81B | +$250M | +4% | 5.68% | 64.2% | 817 | 19.34% |
|
| 610 |
VA
610
Valmark Advisers
Akron,
Ohio
| $5.8B | +$340M | +6% | 4.31% | 34.7% | 429 | 13.75% |
|
| 611 |
PA
611
Pinnacle Associates
New York
| $5.8B | +$373M | +7% | 8.03% | 102% | 820 | 10.73% |
|
| 612 |
JWBC
612
John W. Bristol & Co
New York
| $5.79B | +$433M | +8% | 10.2% | 77.3% | 91 | 4.4% |
|
| 613 |
AC
613
Aristeia Capital
Greenwich,
Connecticut
| $5.78B | +$400M | +7% | 2.13% | 78.8% | 710 | 36.76% |
|
| 614 |
TRCT
614
Tower Research Capital (TRC)
New York
| $5.78B | +$1.86B | +48% | 10.3% | 93.9% | 7,146 | 25.13% |
|
| 615 |
OC
615
Oppenheimer & Co
New York
| $5.72B | +$377M | +7% | 9.03% | 92.5% | 1,615 | 16.1% |
|
| 616 |
TAM
616
Troy Asset Management
London,
United Kingdom
| $5.72B | +$423M | +8% | 6.81% | 49.9% | 36 | 0% |
|
| 617 |
CG
617
Colony Group
Boston,
Massachusetts
| $5.7B | +$487M | +9% | 8.71% | 33.2% | 878 | 16.97% |
|
| 618 |
NA
618
NextCapital Advisers
Chicago,
Illinois
| $5.69B | +$553M | +11% | 3.5% | 6.89% | 15 | 6.67% |
|
| 619 |
NI
619
Nuance Investments
Kansas City,
Missouri
| $5.68B | +$223M | +4% | 4.87% | 6.33% | 58 | 12.07% |
|
| 620 |
RCM
620
RA Capital Management
Boston,
Massachusetts
| $5.67B | -$1.54B | -21% | 14.2% | 589% | 105 | 17.14% |
|
| 621 |
PAS
621
Park Avenue Securities
New York
| $5.66B | +$679M | +14% | 5.72% | 71% | 1,145 | 14.41% |
|
| 622 |
OSAM
622
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $5.63B | +$734M | +15% | 9.09% | 104% | 2,850 | 56.7% |
|
| 623 |
MYLI
623
Meiji Yasuda Life Insurance
Tokyo,
Japan
| $5.62B | -$126M | -2% | 0.94% | 20.9% | 337 | 17.51% |
|
| 624 |
AI
624
Atria Investments
Charlotte,
North Carolina
| $5.61B | +$75.7M | +1% | 7.88% | 62.1% | 888 | 17.45% |
|
| 625 |
PTC
625
Provident Trust Company
Waukesha,
Wisconsin
| $5.61B | +$444M | +9% | 14.5% | 79.3% | 35 | 2.86% |
|