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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
ACR Alpine Capital Research
St. Louis,
Missouri
| $2.96B | +$387M | +15% | 9.55% | 58.1% | 42 | 14.29% | 4.7 |
|
| 952 |
952
Boston Financial Management
Boston,
Massachusetts
| $2.96B | +$283M | +11% | 12.6% | 30.1% | 321 | 7.79% | 5.2 |
|
| 953 |
953
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $2.95B | +$220M | +8% | 10.9% | 101% | 1,362 | 12.56% | 2.3 |
|
| 954 |
954
Readystate Asset Management
Chicago,
Illinois
| $2.94B | +$946M | +47% | 6.12% | 43.4% | 731 | 47.74% | 0.3 |
|
| 955 |
955
Matson Money Inc
Mason,
Ohio
| $2.93B | +$166M | +6% | 6.15% | 34.2% | 11 | 0% | 4.8 |
|
| 956 |
ACM
956
American Capital Management
New York
| $2.92B | +$330M | +13% | 16.1% | 96.7% | 64 | 1.56% | 5.9 |
|
| 957 |
957
Salem Investment Counselors
Winston Salem,
North Carolina
| $2.92B | +$293M | +11% | 11.5% | 181% | 1,169 | 11.12% | 3.6 |
|
| 958 |
958
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $2.91B | +$310M | +12% | 12.8% | 101% | 507 | 9.47% | 5.1 |
|
| 959 |
PWLP
959
Prio Wealth Limited Partnership
Boston,
Massachusetts
| $2.91B | +$311M | +12% | 12.8% | 60% | 266 | 10.15% | 6.8 |
|
| 960 |
GFA
960
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $2.91B | +$1.77B | +156% | 12.4% | 25.1% | 191 | 15.71% | 0.8 |
|
| 961 |
961
Citizens Financial Group
Providence,
Rhode Island
| $2.9B | +$445M | +18% | 9.98% | 83.7% | 417 | 23.02% | 4 |
|
| 962 |
962
Pure Financial Advisors
San Diego,
California
| $2.9B | +$453M | +19% | 8.89% | 47.2% | 315 | 20.32% | 2.7 |
|
| 963 |
963
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $2.89B | +$903M | +45% | 10.8% | 87.5% | 1,121 | 23.82% | 1.6 |
|
| 964 |
964
Cassaday & Co Wealth Management
Mclean,
Virginia
| $2.88B | +$492M | +21% | 11.6% | 70% | 282 | 13.12% | 0.8 |
|
| 965 |
965
Destination Wealth Management
Walnut Creek,
California
| $2.88B | +$313M | +12% | 10.3% | 52.7% | 227 | 11.45% | 5 |
|
| 966 |
966
ARGA Investment Management
Stamford,
Connecticut
| $2.88B | +$426M | +17% | 7.83% | 78.1% | 157 | 33.12% | 1.7 |
|
| 967 |
SSM
967
Sound Shore Management
Greenwich,
Connecticut
| $2.88B | +$271M | +10% | 15.1% | 91.4% | 39 | 10.26% | 2.3 |
|
| 968 |
968
Associated Banc-Corp
Green Bay,
Wisconsin
| $2.88B | +$295M | +11% | 11.2% | 88.8% | 320 | 8.75% | 7 |
|
| 969 |
BG
969
Bollard Group
Boston,
Massachusetts
| $2.88B | +$158M | +6% | 10.8% | 64.4% | 371 | 18.06% | 6.1 |
|
| 970 |
MA
970
Mutual Advisors
Omaha,
Nebraska
| $2.87B | +$310M | +12% | 9.91% | 68.1% | 1,089 | 18.82% | 2.8 |
|
| 971 |
971
Conning Inc
Hartford,
Connecticut
| $2.87B | +$130M | +5% | 9.04% | 57.5% | 354 | 9.04% | 7.6 |
|
| 972 |
972
Miller Howard Investments
Kingston,
New York
| $2.87B | +$143M | +5% | 7.43% | 73.4% | 206 | 12.62% | 3.2 |
|
| 973 |
TAM
973
Timucuan Asset Management
Jacksonville,
Florida
| $2.86B | +$367M | +15% | 18.3% | 61.6% | 26 | 3.85% | 5 |
|
| 974 |
974
Quantinno Capital Management
New York
| $2.86B | +$660M | +30% | 12.9% | 119% | 1,121 | 15.08% | 1.3 |
|
| 975 |
WCMNY
975
Westchester Capital Management (New York)
Valhalla,
New York
| $2.86B | -$570M | -17% | 9.64% | 100% | 364 | 41.76% | 0.8 |
|