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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
SCM
751
Stevens Capital Management
Radnor,
Pennsylvania
| $2.64B | +$61M | +2% | 1.9% | 108% | 1,134 | 68.08% | 0.4 |
|
| 752 |
752
Bradley Foster & Sargent
Hartford,
Connecticut
| $2.64B | -$122M | -4% | 0.11% | 83.7% | 367 | 11.72% | 3.4 |
|
| 753 |
753
New Mexico Educational Retirement Board
Santa Fe,
New Mexico
| $2.63B | -$14.4M | -0.5% | 0.14% | 126% | 917 | 1.96% | 2.3 |
|
| 754 |
754
Evercore Wealth Management
New York
| $2.62B | -$71.2M | -3% | 1.47% | 84.8% | 923 | 62.62% | 4 |
|
| 755 |
755
Klingenstein Fields & Co
New York
| $2.61B | -$103M | -4% | 2.25% | 93.4% | 229 | 7.42% | 3.6 |
|
| 756 |
BCM
756
Bares Capital Management
Austin,
Texas
| $2.61B | +$221M | +9% | 7.52% | 138% | 18 | 11.11% | 2.2 |
|
| 757 |
757
Conestoga Capital Advisors
Wayne,
Pennsylvania
| $2.61B | +$6.9M | +0.3% | 3.9% | 47.8% | 125 | 5.6% | 3.3 |
|
| 758 |
SW
758
SVB Wealth
Boston,
Massachusetts
| $2.61B | -$51.1M | -2% | 0.99% | 170% | 497 | 10.66% | 2.5 |
|
| 759 |
759
Zevenbergen Capital Investments
Edmonds,
Washington
| $2.6B | +$204M | +8% | 12.6% | 273% | 89 | 15.73% | 2.5 |
|
| 760 |
760
Chilton Investment Company
Stamford,
Connecticut
| $2.6B | +$4.64M | +0.2% | 0.63% | 55.1% | 145 | 25.52% | 2.1 |
|
| 761 |
761
First Allied Advisory Services
San Diego,
California
| $2.59B | +$79.3M | +3% | 0.8% | 33.5% | 1,597 | 31.37% | 2.6 |
|
| 762 |
762
Fenimore Asset Management
Cobleskill,
New York
| $2.59B | -$44.2M | -2% | 0.84% | 54.8% | 122 | 10.66% | 3 |
|
| 763 |
RG
763
Redmile Group
San Francisco,
California
| $2.59B | +$289M | +13% | 18.8% | 777% | 80 | 33.75% | 1.1 |
|
| 764 |
764
Hamlin Capital Management
New York
| $2.59B | -$18.3M | -0.7% | 2.62% | 67.9% | 48 | 29.17% | 2 |
|
| 765 |
765
Intact Investment Management
Montreal,
Quebec, Canada
| $2.59B | +$99.1M | +4% | 8.15% | 73.7% | 306 | 33.33% | 2.2 |
|
| 766 |
TCM
766
Tekla Capital Management
Boston,
Massachusetts
| $2.57B | -$21.5M | -0.8% | 0.51% | 62.5% | 197 | 23.86% | 1.7 |
|
| 767 |
WCMNY
767
Westchester Capital Management (New York)
Valhalla,
New York
| $2.57B | +$14.6M | +0.6% | 5.79% | 100% | 136 | 49.26% | 0.4 |
|
| 768 |
RHJA
768
Rice Hall James & Associates
San Diego,
California
| $2.56B | +$18.3M | +0.7% | 6.73% | 140% | 320 | 14.38% | 2.4 |
|
| 769 |
CCP
769
Clarkston Capital Partners
Rochester,
Michigan
| $2.56B | -$16.4M | -0.6% | 0.59% | 8.43% | 98 | 9.18% | 3.3 |
|
| 770 |
770
Private Advisor Group
Morristown,
New Jersey
| $2.56B | +$188M | +8% | 1.09% | 77.4% | 1,442 | 38.28% | 2.3 |
|
| 771 |
771
Brinker Capital
Berwyn,
Pennsylvania
| $2.55B | -$17M | -0.7% | 0.1% | 36.1% | 1,042 | 11.71% | 1 |
|
| 772 |
772
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $2.55B | +$35.9M | +1% | 3.42% | 478% | 278 | 28.78% | 1.7 |
|
| 773 |
TCP
773
Tourbillon Capital Partners
New York
| $2.52B | -$183M | -7% | 2.51% | 18.4% | 81 | 70.37% | 0.4 |
|
| 774 |
774
Aristeia Capital
Greenwich,
Connecticut
| $2.52B | +$163M | +7% | 5.48% | 73.2% | 56 | 37.5% | 1 |
|
| 775 |
775
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2.52B | +$264M | +12% | 1.81% | 52.7% | 1,651 | 18.59% | 1.5 |
|