We are live on ! Find out more

Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover Avg Holding
Period (Yrs)
SIG North Trading
801
SIG North Trading
Pennsylvania
$5.11B +$1.04B +25% 14.6% – 284 12.68% 2.5
Sagespring Wealth Partners
802
Sagespring Wealth Partners
Tennessee
$5.11B +$467M +10% 6.91% – 768 12.63% 0.6
CastleKnight Management
803
CastleKnight Management
New York
$5.08B +$1.54B +43% 56.7% 259% 504 26.39% 1.2
Modern Wealth Management
804
Modern Wealth Management
Kansas
$5.05B +$992M +24% 6.52% – 851 14.34% 0.9
Cincinnati Financial Corp
805
Cincinnati Financial Corp
Ohio
$5.05B +$333M +7% 7.87% 74.2% 55 3.64% 8.8
Mission Wealth Management
806
Mission Wealth Management
California
$5.04B +$360M +8% 8.75% 92.1% 743 16.55% 4
Forvis Mazars Wealth Advisors
807
Forvis Mazars Wealth Advisors
Missouri
$5.04B +$400M +9% 6.91% 68.2% 415 7.47% 5.4
Donald Smith & Co
808
Donald Smith & Co
New York
$5.01B +$766M +18% 21.6% 152% 63 7.94% 4.2
Old Mission Capital
809
Old Mission Capital
Illinois
$5.01B -$986M -16% 7.37% 55.3% 1,477 59.92% 0.4
Bank Pictet & Cie (Europe)
810
Bank Pictet & Cie (Europe)
Germany
$5.01B +$333M +7% 8.74% 99.4% 211 12.32% 3.7
Diversified Trust
811
Diversified Trust
Tennessee
$5.01B +$500M +11% 7.14% 81.5% 1,073 19.66% 3.1
Ancora Advisors
812
Ancora Advisors
Ohio
$5.01B +$185M +4% 7.38% 74.2% 2,191 12.69% 3.6
Empirical Wealth Management
813
Empirical Wealth Management
Washington
$5B +$569M +13% 7.69% 78.8% 844 24.41% 3.2
Skye Global Management
814
Skye Global Management
Florida
$5B -$748M -13% 2.85% 77.8% 83 43.37% 1.1
Fenimore Asset Management
815
Fenimore Asset Management
New York
$4.99B -$22.9M -0.5% 1.6% 54.8% 94 7.45% 6.6
Great Valley Advisor Group
816
Great Valley Advisor Group
Delaware
$4.99B +$472M +10% 7.77% 73.9% 960 10.94% 3
DePrince Race & Zollo Inc (DRZ)
817
DePrince Race & Zollo Inc (DRZ)
Florida
$4.98B +$171M +4% 7.54% 58% 204 21.08% 2.4
Kornitzer Capital Management
818
Kornitzer Capital Management
Kansas
$4.98B +$13.2M +0.3% 5.67% 78.1% 533 13.32% 5.7
Advent International
819
Advent International
Massachusetts
$4.97B +$1.88B +61% 8.06% 15.9% 26 23.08% 2.5
Dakota Wealth Management
820
Dakota Wealth Management
Florida
$4.96B +$213M +4% 10.4% 112% 810 26.17% 3.1
Catalyst Capital Advisors
821
Catalyst Capital Advisors
New York
$4.96B +$6.52M +0.1% 6.08% 62.7% 486 16.05% 2.9
DACG
822
Donor Advised Charitable Giving
California
$4.96B +$79.1M +2% 17.9% 365% 41 7.32% 2.9
MP
823
MFN Partners
Massachusetts
$4.95B +$279M +6% 14.2% 172% 9 0% 3.1
Todd Asset Management
824
Todd Asset Management
Kentucky
$4.94B +$305M +7% 9.88% 120% 180 7.78% 5.4
EW
825
Evoke Wealth
California
$4.94B +$569M +13% 8.93% 65.2% 689 18.58% 0.9