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
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $3.21B | +$299M | +10% | 11.6% | 101% | 517 | 10.83% | 5.1 |
|
| 952 |
952
Principal Securities
Des Moines,
Iowa
| $3.21B | +$525M | +20% | 8.03% | – | 3,415 | 8.99% | 0.2 |
|
| 953 |
SGI
953
Swan Global Investments
Durango,
Colorado
| $3.21B | +$127M | +4% | 8.45% | 62.5% | 43 | 13.95% | 4.6 |
|
| 954 |
954
Bridges Investment Management
Omaha,
Nebraska
| $3.2B | +$186M | +6% | 10.4% | 77.9% | 209 | 3.83% | 6.7 |
|
| 955 |
955
Abrams Capital Management
Boston,
Massachusetts
| $3.2B | -$15.6M | -0.5% | 6.89% | 81.6% | 15 | 13.33% | 4.6 |
|
| 956 |
SCA
956
Snowden Capital Advisors
New York
| $3.2B | +$574M | +22% | 11.9% | 100% | 1,222 | 13.5% | 3.2 |
|
| 957 |
LCP
957
LGT Capital Partners
Pfaeffikon,
Switzerland
| $3.2B | -$153M | -5% | 7.06% | 67.2% | 61 | 8.2% | 5 |
|
| 958 |
SSM
958
Sound Shore Management
Greenwich,
Connecticut
| $3.2B | +$314M | +11% | 17.4% | 91.4% | 42 | 23.81% | 2.3 |
|
| 959 |
959
Pure Financial Advisors
San Diego,
California
| $3.2B | +$297M | +10% | 4.93% | 47.2% | 327 | 11.31% | 2.9 |
|
| 960 |
FI
960
Focused Investors
Los Angeles,
California
| $3.19B | +$104M | +3% | 10.5% | 51.3% | 23 | 0% | 7.1 |
|
| 961 |
961
Stonegate Investment Group
Birmingham,
Alabama
| $3.19B | +$165M | +5% | 9% | 88.8% | 390 | 16.92% | 1.6 |
|
| 962 |
XS
962
XR Securities
Chicago,
Illinois
| $3.18B | +$530M | +20% | 9.76% | 17% | 477 | 45.91% | 1.4 |
|
| 963 |
963
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.18B | +$1.9B | +149% | 9.13% | 87.3% | 1,256 | 35.43% | 3.5 |
|
| 964 |
964
Jasper Ridge Partners
Menlo Park,
California
| $3.18B | +$684M | +27% | 7.28% | 84.2% | 157 | 10.19% | 4.2 |
|
| 965 |
965
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $3.18B | +$281M | +10% | 9.32% | 87.5% | 1,172 | 13.65% | 1.7 |
|
| 966 |
966
Allianz
Munich,
Germany
| $3.18B | – | – | 8.73% | – | 450 | – | 0 |
|
| 967 |
PD
967
Point72 (DIFC)
Dubai,
United Arab Emirates
| $3.17B | – | – | 8.47% | – | 1,420 | – | 0 |
|
| 968 |
968
Antipodes Partners
Royal Exchange,
Australia
| $3.16B | -$40.1M | -1% | 10.2% | 96.4% | 84 | 32.14% | 1.2 |
|
| 969 |
969
Associated Banc-Corp
Green Bay,
Wisconsin
| $3.15B | +$276M | +10% | 11.4% | 88.8% | 324 | 7.72% | 7 |
|
| 970 |
970
Boston Financial Management
Boston,
Massachusetts
| $3.14B | +$186M | +6% | 7.14% | 30.1% | 337 | 7.12% | 5.1 |
|
| 971 |
971
Dynasty Wealth Management
St. Petersburg,
Florida
| $3.14B | – | – | 6.07% | – | 251 | – | 0 |
|
| 972 |
MC
972
Maplelane Capital
New York
| $3.13B | +$926M | +42% | 16.1% | 295% | 104 | 65.38% | 0.4 |
|
| 973 |
ACM
973
American Capital Management
New York
| $3.12B | +$196M | +7% | 10.2% | 96.7% | 64 | 0% | 6.1 |
|
| 974 |
MA
974
Mutual Advisors
Omaha,
Nebraska
| $3.12B | +$244M | +8% | 7.42% | 68.1% | 1,145 | 18.08% | 2.8 |
|
| 975 |
TTSTC
975
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| $3.12B | +$2B | +179% | 5.23% | 43.7% | 10 | 0% | 1.7 |
|