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
Associated Banc-Corp
Green Bay,
Wisconsin
| $3.4B | +$187M | +6% | 6.4% | 88.8% | 336 | 8.63% | 7.1 |
|
| 952 |
952
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $3.4B | +$187M | +6% | 7.47% | 112% | 490 | 10.41% | 5.6 |
|
| 953 |
953
Kentucky Retirement Systems
Frankfort,
Kentucky
| $3.39B | -$59.5M | -2% | 6.84% | 137% | 508 | 1.97% | 8.9 |
|
| 954 |
954
Concurrent Investment Advisors
Tampa,
Florida
| $3.39B | +$344M | +11% | 6.46% | 99.5% | 1,144 | 18.18% | 0.6 |
|
| 955 |
955
ACR Alpine Capital Research
St. Louis,
Missouri
| $3.39B | +$150M | +5% | 4.97% | 58.1% | 37 | 5.41% | 4.8 |
|
| 956 |
956
Snowden Capital Advisors
New York
| $3.36B | -$4.93M | -0.1% | 7.11% | 100% | 1,266 | 10.58% | 3.4 |
|
| 957 |
957
Boston Financial Management
Boston,
Massachusetts
| $3.35B | +$211M | +7% | 9.73% | 30.1% | 338 | 6.21% | 5.6 |
|
| 958 |
958
Dynamic Advisor Solutions
Phoenix,
Arizona
| $3.33B | +$156M | +5% | 6.54% | 70.9% | 1,019 | 16.49% | 3.2 |
|
| 959 |
959
Harbour Investments
Madison,
Wisconsin
| $3.32B | +$360M | +12% | 5.83% | 62.7% | 3,514 | 9.73% | 2.4 |
|
| 960 |
960
Salem Investment Counselors
Winston Salem,
North Carolina
| $3.32B | +$222M | +7% | 9.96% | 181% | 1,235 | 9.47% | 3.8 |
|
| 961 |
961
DeepCurrents Investment Group
New York
| $3.32B | +$781M | +31% | 1.05% | 13.5% | 181 | 25.41% | 1 |
|
| 962 |
962
Ritholtz Wealth Management
New York
| $3.32B | +$287M | +9% | 6.46% | 93% | 927 | 17.58% | 2.2 |
|
| 963 |
963
NEPC LLC
Boston,
Massachusetts
| $3.32B | +$285M | +9% | 5.4% | 21.3% | 42 | 4.76% | 2.6 |
|
| 964 |
964
Peregrine Capital Management
Minneapolis,
Minnesota
| $3.31B | -$113M | -3% | 6.3% | 95% | 337 | 7.72% | 3.5 |
|
| 965 |
965
NEOS Investment Management
Westport,
Connecticut
| $3.31B | +$883M | +36% | 5.84% | 163% | 588 | 4.76% | 0.8 |
|
| 966 |
966
Global Retirement Partners
San Rafael,
California
| $3.31B | +$116M | +4% | 6.18% | – | 3,689 | 8.81% | 2.1 |
|
| 967 |
967
Dynasty Wealth Management
St. Petersburg,
Florida
| $3.31B | -$82.3M | -2% | 6.34% | – | 268 | 27.61% | 0.5 |
|
| 968 |
968
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $3.31B | +$291M | +10% | 7.08% | 135% | 564 | 10.99% | 2 |
|
| 969 |
969
Focused Investors
Los Angeles,
California
| $3.29B | +$216M | +7% | 10.3% | 51.3% | 23 | 0% | 7.6 |
|
| 970 |
970
Timucuan Asset Management
Jacksonville,
Florida
| $3.29B | +$385M | +13% | 11.8% | 61.6% | 27 | 11.11% | 4.7 |
|
| 971 |
971
HBK Sorce Advisory
Erie,
Pennsylvania
| $3.28B | +$420M | +15% | 6.09% | 58.2% | 607 | 10.54% | 4.2 |
|
| 972 |
972
RFG Advisory
Birmingham,
Alabama
| $3.28B | +$214M | +7% | 5.6% | 52.3% | 781 | 16.77% | 2.9 |
|
| 973 |
973
Bleakley Financial Group
Fairfield,
New Jersey
| $3.28B | -$184M | -5% | 6.86% | 93.8% | 1,102 | 14.61% | 1.3 |
|
| 974 |
974
Swan Global Investments
Durango,
Colorado
| $3.27B | +$15.5M | +0.5% | 5.24% | 62.5% | 46 | 10.87% | 4.4 |
|
| 975 |
975
Sigma Planning Corp
Ann Arbor,
Michigan
| $3.26B | +$109M | +3% | 6.05% | 97.5% | 1,293 | 14.31% | 3.8 |
|