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 | |
|---|---|---|---|---|---|---|---|---|---|
| 651 |
CCM
651
Copeland Capital Management
Conshohocken,
Pennsylvania
| $4.65B | -$194M | -4% | 4.29% | 58.8% | 327 | 15.6% |
|
| 652 |
SWP
652
Stratos Wealth Partners
Beachwood,
Ohio
| $4.64B | +$230M | +5% | 3.25% | 83.3% | 1,341 | 15.44% |
|
| 653 |
OIA
653
OneDigital Investment Advisors
Overland Park,
Kansas
| $4.62B | +$98.4M | +2% | 3.38% | 57.3% | 1,049 | 9.53% |
|
| 654 |
CIC
654
Crawford Investment Counsel
Atlanta,
Georgia
| $4.61B | -$306M | -6% | 4.97% | 49.5% | 279 | 5.02% |
|
| 655 |
RWP
655
RWA Wealth Partners
Newton,
Massachusetts
| $4.59B | +$20M | +0.4% | 3.73% | 58.4% | 391 | 20.46% |
|
| 656 |
AIM
656
Achmea Investment Management
Zeist,
Netherlands
| $4.58B | -$155M | -3% | 2.71% | 114% | 647 | 25.66% |
|
| 657 |
BCM
657
Brookstone Capital Management
Wheaton,
Illinois
| $4.56B | -$414M | -8% | 3.11% | 64.2% | 898 | 16.7% |
|
| 658 |
SW
658
SVB Wealth
Boston,
Massachusetts
| $4.55B | -$980M | -18% | 0.58% | 170% | 976 | 14.65% |
|
| 659 |
CC
659
Centiva Capital
New York
| $4.55B | -$20M | -0.4% | 0.69% | 65.1% | 2,279 | 57.31% |
|
| 660 |
DM
660
Deerfield Management
New York
| $4.54B | -$145M | -3% | 0.09% | 277% | 112 | 33.93% |
|
| 661 |
BF
661
BOK Financial
Tulsa,
Oklahoma
| $4.54B | -$373M | -8% | 1.87% | 91.8% | 1,289 | 25.68% |
|
| 662 |
DILIC
662
Dai-ichi Life Insurance Company
Tokyo,
Japan
| $4.54B | -$257M | -5% | 2.81% | 128% | 492 | 9.96% |
|
| 663 |
FFM
663
Forum Financial Management
Lombard,
Illinois
| $4.52B | +$59.1M | +1% | 3.62% | 53.1% | 685 | 10.22% |
|
| 664 |
OMC
664
Old Mission Capital
Chicago,
Illinois
| $4.51B | -$142M | -3% | 2.82% | 55.3% | 1,829 | 60.2% |
|
| 665 |
LA
665
LBP AM
Paris,
France
| $4.5B | +$273M | +6% | 3.6% | 137% | 475 | 15.37% |
|
| 666 |
PAMP
666
Polar Asset Management Partners
Toronto,
Ontario, Canada
| $4.5B | -$1.07B | -19% | 1.7% | 102% | 1,102 | 34.85% |
|
| 667 |
SP
667
Stockbridge Partners
Boston,
Massachusetts
| $4.5B | -$404M | -8% | 0.2% | 93.5% | 16 | 12.5% |
|
| 668 |
CW
668
Connectus Wealth
Cincinnati,
Ohio
| $4.49B | +$147M | +3% | 1.85% | 37.8% | 534 | 26.22% |
|
| 669 |
RBA
669
Richard Bernstein Advisors
New York
| $4.48B | -$253M | -5% | 3.87% | 33.9% | 248 | 47.98% |
|
| 670 |
SCA
670
Southpoint Capital Advisors
New York
| $4.48B | -$130M | -3% | 2.78% | 124% | 54 | 33.33% |
|
| 671 |
HA
671
HHLR Advisors
Grand Cayman,
Cayman Islands
| $4.48B | -$217M | -5% | 6.31% | 137% | 67 | 20.9% |
|
| 672 |
LCG
672
Luxor Capital Group
New York
| $4.46B | -$576M | -11% | 2.66% | 131% | 56 | 33.93% |
|
| 673 |
LOAMU
673
Lombard Odier Asset Management (USA)
New York
| $4.46B | -$254M | -5% | 0.65% | 96.8% | 471 | 54.35% |
|
| 674 |
VH
674
ValueAct Holdings
San Francisco,
California
| $4.45B | -$1.98B | -31% | 1.48% | 78.7% | 13 | 38.46% |
|
| 675 |
SCM
675
Snyder Capital Management
San Francisco,
California
| $4.43B | -$264M | -6% | 4.87% | 82.7% | 71 | 1.41% |
|