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 |
KPWS
601
Kestra Private Wealth Services
Austin,
Texas
| $7.67B | +$714M | +10% | 10.1% | 91.9% | 1,774 | 15.22% |
|
| 602 |
TIM
602
Thornburg Investment Management
Santa Fe,
New Mexico
| $7.67B | -$109M | -1% | 8.25% | 117% | 187 | 11.23% |
|
| 603 |
VF
603
Vest Financial
Mclean,
Virginia
| $7.66B | +$592M | +8% | 6.53% | 61.9% | 439 | 14.35% |
|
| 604 |
CA
604
Clearstead Advisors
Cleveland,
Ohio
| $7.62B | +$501M | +7% | 7.18% | 71.4% | 3,289 | 23.02% |
|
| 605 |
HI
605
Horizon Investments
Charlotte,
North Carolina
| $7.61B | +$1.3B | +21% | 8.22% | 89.1% | 1,300 | 24% |
|
| 606 |
TCM
606
Tenor Capital Management
New York
| $7.61B | +$197M | +3% | 2.3% | 4.73% | 435 | 27.82% |
|
| 607 |
ACM
607
Altimeter Capital Management
Boston,
Massachusetts
| $7.58B | +$651M | +9% | 9.59% | 187% | 26 | 42.31% |
|
| 608 |
CCM
608
Causeway Capital Management
Los Angeles,
California
| $7.57B | +$1.25B | +20% | 11% | 72.8% | 113 | 19.47% |
|
| 609 |
MIH
609
Meitav Investment House
Bene-Beraq,
Israel
| $7.57B | +$149M | +2% | 11.9% | 131% | 247 | 16.6% |
|
| 610 |
HCM
610
Howard Capital Management
Roswell,
Georgia
| $7.57B | +$886M | +13% | 12.5% | 129% | 433 | 9.47% |
|
| 611 |
BCWM
611
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7.56B | +$392M | +5% | 7.08% | 62.3% | 1,290 | 11.71% |
|
| 612 |
RBI
612
Raiffeisen Bank International
Vienna,
Austria
| $7.54B | +$803M | +12% | 9.35% | – | 917 | 47.33% |
|
| 613 |
PA
613
Pinnacle Associates
New York
| $7.54B | +$629M | +9% | 13.7% | 139% | 885 | 7.01% |
|
| 614 |
SBH
614
Segall Bryant & Hamill
Chicago,
Illinois
| $7.51B | +$384M | +5% | 11% | 115% | 653 | 26.03% |
|
| 615 |
DWM
615
Dynasty Wealth Management
St. Petersburg,
Florida
| $7.49B | +$1.62B | +28% | 5.97% | – | 355 | 50.42% |
|
| 616 |
MC
616
Maverick Capital
Dallas,
Texas
| $7.48B | +$822M | +12% | 12.2% | 266% | 349 | 69.91% |
|
| 617 |
NCM
617
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| $7.48B | +$1.23B | +20% | 12.4% | – | 162 | 47.53% |
|
| 618 |
NB
618
Norinchukin Bank
Tokyo,
Japan
| $7.46B | +$735M | +11% | 7.79% | 93.3% | 577 | 3.47% |
|
| 619 |
CCM
619
Coldstream Capital Management
Bellevue,
Washington
| $7.43B | +$1.31B | +21% | 7.02% | 71% | 1,267 | 16.97% |
|
| 620 |
GLF
620
Groupe la Francaise
Paris,
France
| $7.39B | +$1.2B | +19% | 8.99% | – | 830 | 53.73% |
|
| 621 |
AL
621
Appaloosa LP
Short Hills,
New Jersey
| $7.38B | +$935M | +14% | 18.5% | 293% | 48 | 27.08% |
|
| 622 |
RPI
622
Railway Pension Investments
London,
United Kingdom
| $7.38B | +$298M | +4% | 5.48% | 90.8% | 213 | 46.48% |
|
| 623 |
SAM
623
Scopus Asset Management
New York
| $7.37B | +$1.42B | +24% | 11.6% | 130% | 362 | 49.17% |
|
| 624 |
FFM
624
Forum Financial Management
Lombard,
Illinois
| $7.31B | +$733M | +11% | 6.44% | 53.1% | 1,061 | 15.27% |
|
| 625 |
IGAM
625
iA Global Asset Management
Quebec,
Quebec, Canada
| $7.31B | +$661M | +10% | 9.78% | 149% | 474 | 27.22% |
|