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 | |
|---|---|---|---|---|---|---|---|---|---|
| 626 |
OCA
626
OpenArc Corporate Advisory
Atlanta,
Georgia
| $8.41B | +$1.42B | +20% | 17% | – | 833 | 19.33% |
|
| 627 |
HCM
627
Howard Capital Management
Roswell,
Georgia
| $8.4B | +$2.28B | +37% | 34.5% | 129% | 430 | 24.42% |
|
| 628 |
MWM
628
Modern Wealth Management
Lenexa,
Kansas
| $8.4B | +$2.55B | +44% | 11.5% | – | 1,145 | 26.55% |
|
| 629 |
FLPIM
629
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| $8.39B | +$1.68B | +25% | 23.7% | 95.6% | 678 | 19.47% |
|
| 630 |
MAM
630
Madison Asset Management
Madison,
Wisconsin
| $8.39B | +$324M | +4% | 10.6% | 54.2% | 367 | 10.35% |
|
| 631 |
GFM
631
GF Fund Management
Guangzhou,
China
| $8.34B | +$2.35B | +39% | 77.9% | – | 644 | 11.96% |
|
| 632 |
GLF
632
Groupe la Francaise
Paris,
France
| $8.31B | +$1.01B | +14% | 18.7% | – | 544 | 26.84% |
|
| 633 |
PS
633
Principal Securities
Des Moines,
Iowa
| $8.31B | +$1.49B | +22% | 13.9% | – | 1,594 | 14.93% |
|
| 634 |
CFG
634
Citizens Financial Group
Providence,
Rhode Island
| $8.3B | +$1.11B | +16% | 15.9% | 83.7% | 1,080 | 25.56% |
|
| 635 |
IC
635
Icahn Carl
Sunny Isles Beach,
Florida
| $8.26B | -$290M | -3% | 6.53% | 36.9% | 12 | 0% |
|
| 636 |
KWM
636
Kingsview Wealth Management
Grants Pass,
Oregon
| $8.25B | +$926M | +13% | 17.2% | 71.5% | 1,542 | 20.62% |
|
| 637 |
AWM
637
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $8.23B | +$2.08B | +34% | 18.8% | 87.5% | 1,678 | 21.81% |
|
| 638 |
WF
638
Welch & Forbes
Boston,
Massachusetts
| $8.23B | +$494M | +6% | 10.3% | 73.7% | 396 | 9.09% |
|
| 639 |
BIM
639
Bridges Investment Management
Omaha,
Nebraska
| $8.22B | +$843M | +11% | 15.1% | 77.9% | 419 | 9.79% |
|
| 640 |
SC
640
Saturna Capital
Bellingham,
Washington
| $8.19B | +$1.07B | +15% | 23.6% | 117% | 152 | 10.53% |
|
| 641 |
FWCM
641
Ferguson Wellman Capital Management
Portland,
Oregon
| $8.19B | +$875M | +12% | 16.1% | 104% | 449 | 11.14% |
|
| 642 |
BP
642
Ballentine Partners
Waltham,
Massachusetts
| $8.18B | +$1B | +14% | 17% | 76.9% | 1,129 | 14.7% |
|
| 643 |
MWM
643
Mission Wealth Management
Santa Barbara,
California
| $8.18B | +$3.32B | +68% | 17.4% | 80% | 1,091 | 33.91% |
|
| 644 |
AC
644
Armistice Capital
New York
| $8.17B | +$2.55B | +45% | 25.1% | 79.7% | 432 | 62.5% |
|
| 645 |
SFM
645
Soros Fund Management
New York
| $8.14B | -$975M | -11% | 14.9% | 90.1% | 351 | 50.71% |
|
| 646 |
EHC
646
Everett Harris & Co
Los Angeles,
California
| $8.14B | +$375M | +5% | 7.78% | 55.6% | 337 | 17.8% |
|
| 647 |
YAM
647
Yacktman Asset Management
Austin,
Texas
| $8.09B | +$590M | +8% | 1.19% | 57.6% | 77 | 5.19% |
|
| 648 |
FPA
648
First Pacific Advisors
El Segundo,
California
| $8.09B | +$950M | +13% | 11.6% | 85.4% | 93 | 26.88% |
|
| 649 |
CF
649
Canoe Financial
Calgary,
Alberta, Canada
| $8.07B | +$739M | +10% | 6.44% | 76.5% | 117 | 10.26% |
|
| 650 |
PP
650
Peconic Partners
New York
| $8.04B | +$2.26B | +39% | 35.8% | 300% | 10 | 30% |
|