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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| $4.18B | -$577M | -12% | 7.02% | 86% | 536 | 19.78% | 6 |
|
| 927 |
TMC
927
Toyota Motor Corp
Japan
| $4.17B | +$970M | +30% | 33.4% | 78.9% | 4 | 0% | 4.1 |
|
| 928 |
928
Brighton Jones LLC
Seattle,
Washington
| $4.17B | +$477M | +13% | 7.11% | 97.9% | 1,066 | 16.7% | 2.7 |
|
| 929 |
929
Arkadios Wealth Advisors
Atlanta,
Georgia
| $4.17B | +$777M | +23% | 8.35% | 91.1% | 1,535 | 17.98% | 1.8 |
|
| 930 |
930
Y-Intercept (HK)
Hong Kong
| $4.17B | +$77.9M | +2% | 7.92% | 34.4% | 2,159 | 56.6% | 0.3 |
|
| 931 |
931
Independent Financial Group
San Diego,
California
| $4.17B | +$536M | +15% | 10.3% | 149% | 1,444 | 17.04% | 2.4 |
|
| 932 |
932
Valley Forge Capital Management
Miami,
Florida
| $4.16B | -$370M | -8% | 7.38% | 49% | 9 | 0% | 6.1 |
|
| 933 |
933
Wilmington Savings Fund Society
Wilmington,
Delaware
| $4.15B | -$1.47B | -26% | 7.49% | – | 2,112 | 38.07% | 2.8 |
|
| 934 |
SA
934
Situational Awareness
San Francisco,
California
| $4.14B | +$2.02B | +95% | 46.9% | – | 31 | 80.65% | 0.1 |
|
| 935 |
935
Nicholas Hoffman & Company
Atlanta,
Georgia
| $4.13B | +$260M | +7% | 6.09% | 65.1% | 317 | 7.26% | 5.1 |
|
| 936 |
CCM
936
Candlestick Capital Management
Greenwich,
Connecticut
| $4.12B | -$1.11B | -21% | 9.22% | 244% | 100 | 72% | 0.5 |
|
| 937 |
937
DJE Kapital
82049 Pullach,
Germany
| $4.12B | $0 | 0% | 9.47% | – | 105 | 0% | 0.7 |
|
| 938 |
938
AMG National Trust Bank
Greenwood Village,
Colorado
| $4.12B | +$300M | +8% | 7.88% | 61.4% | 467 | 7.71% | 4.9 |
|
| 939 |
SFM
939
Systematic Financial Management
Teaneck,
New Jersey
| $4.11B | +$365M | +10% | 11.8% | 120% | 248 | 2.42% | 7.4 |
|
| 940 |
940
Trian Fund Management
New York
| $4.11B | +$315M | +8% | 12% | 106% | 10 | 30% | 5.9 |
|
| 941 |
941
SONA Asset Management (US)
New York
| $4.1B | +$543M | +15% | 4.13% | 41% | 185 | 57.84% | 0.3 |
|
| 942 |
942
Banque Transatlantique
Paris,
France
| $4.1B | +$473M | +13% | 9.32% | – | 271 | 13.28% | 0.6 |
|
| 943 |
943
CreativeOne Wealth
Overland Park,
Kansas
| $4.1B | +$278M | +7% | 7.48% | 67.6% | 1,232 | 17.05% | 2.2 |
|
| 944 |
944
Voleon Capital Management
Berkeley,
California
| $4.09B | +$2.27B | +125% | 13.5% | – | 930 | 54.41% | 0.3 |
|
| 945 |
945
Oversea-Chinese Banking Corp (OCBC)
Singapore
| $4.09B | +$439M | +12% | 11.3% | 143% | 378 | 28.31% | 1.4 |
|
| 946 |
HA
946
HHLR Advisors
Grand Cayman,
Cayman Islands
| $4.09B | +$986M | +32% | 31.7% | 137% | 41 | 31.71% | 3 |
|
| 947 |
LT
947
Lindsell Train
London,
United Kingdom
| $4.08B | -$167M | -4% | 5.05% | 39.9% | 29 | 3.45% | 6.3 |
|
| 948 |
948
Chicago Capital
Chicago,
Illinois
| $4.06B | +$11.4M | +0.3% | 4.86% | 137% | 381 | 12.6% | 3.8 |
|
| 949 |
DFO
949
Duquesne Family Office
New York
| $4.06B | -$9.25M | -0.2% | 11.8% | 345% | 98 | 63.27% | 0.5 |
|
| 950 |
950
Caprock Group
Boise,
Idaho
| $4.06B | – | – | 10.3% | – | 1,121 | – | 2.6 |
|