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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| $2.41B | +$357M | +17% | 11.4% | 241% | 217 | 29.49% | 0.4 |
|
| 1002 |
1002
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $2.41B | +$360M | +18% | 12.3% | 99.4% | 187 | 21.39% | 3.3 |
|
| 1003 |
NAM
1003
NorthCrest Asset Manangement
Plymouth,
Minnesota
| $2.4B | +$642M | +36% | 7.66% | 135% | 509 | 27.7% | 0.9 |
|
| 1004 |
GIP
1004
Granite Investment Partners
El Segundo,
California
| $2.4B | -$5.28M | -0.2% | 11% | 131% | 283 | 18.37% | 4.3 |
|
| 1005 |
1005
Shelton Capital Management
Denver,
Colorado
| $2.4B | +$1.45B | +151% | 14.6% | 161% | 777 | 18.92% | 4.4 |
|
| 1006 |
1006
Engineers Gate Manager
New York
| $2.39B | +$729M | +44% | 3.65% | 51.9% | 2,145 | 48.48% | 0.7 |
|
| 1007 |
1007
Meyer Handelman Company
Rye Brook,
New York
| $2.39B | -$797K | -0% | 3.68% | 83.8% | 194 | 7.22% | 7.8 |
|
| 1008 |
1008
Clifford Swan Investment Counsel
Pasadena,
California
| $2.39B | +$92.6M | +4% | 6.78% | 73.2% | 309 | 6.8% | 7 |
|
| 1009 |
TAM
1009
Timucuan Asset Management
Jacksonville,
Florida
| $2.39B | +$84.3M | +4% | 13.2% | 61.6% | 34 | 11.76% | 4.2 |
|
| 1010 |
1010
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $2.39B | +$163M | +7% | 5.08% | 19.7% | 1,949 | 11.24% | 4.5 |
|
| 1011 |
1011
Mission Wealth Management
Santa Barbara,
California
| $2.39B | +$298M | +14% | 7.72% | 92.1% | 565 | 9.91% | 3.3 |
|
| 1012 |
1012
Kingsview Wealth Management
Grants Pass,
Oregon
| $2.38B | +$79.1M | +3% | 6.43% | 71.5% | 962 | 20.89% | 2.5 |
|
| 1013 |
MC
1013
Metropolis Capital
Amersham,
United Kingdom
| $2.38B | +$332M | +16% | 11% | 54.4% | 16 | 12.5% | 2.9 |
|
| 1014 |
PFM
1014
Parsec Financial Management
Asheville,
North Carolina
| $2.37B | +$127M | +6% | 6.09% | 70.7% | 298 | 5.37% | 5.3 |
|
| 1015 |
PEP
1015
Providence Equity Partners
Providence,
Rhode Island
| $2.37B | +$108M | +5% | 26.7% | 12.4% | 10 | 70% | 1 |
|
| 1016 |
SCM
1016
Suvretta Capital Management
New York
| $2.37B | -$13.6M | -0.6% | 6.3% | 364% | 115 | 40% | 0.8 |
|
| 1017 |
1017
OFI Invest Asset Management
Paris,
France
| $2.37B | – | – | 8.23% | – | 133 | – | 0 |
|
| 1018 |
1018
Busey Bank
Urbana,
Illinois
| $2.36B | +$140M | +6% | 7.23% | 94.2% | 330 | 6.97% | 5.2 |
|
| 1019 |
HPC
1019
Hill Path Capital
New York
| $2.35B | +$217M | +10% | 13.6% | 5.23% | 8 | 12.5% | 3.1 |
|
| 1020 |
1020
Cassaday & Co Wealth Management
Mclean,
Virginia
| $2.34B | +$180M | +8% | 10.1% | 70% | 271 | 13.65% | 0.2 |
|
| 1021 |
1021
FineMark National Bank & Trust
Fort Myers,
Florida
| $2.34B | +$119M | +5% | 6.8% | 69.8% | 442 | 11.31% | 5.4 |
|
| 1022 |
RH
1022
Riverstone Holdings
New York
| $2.34B | -$97.3M | -4% | 29.5% | 89.8% | 10 | 20% | 2.9 |
|
| 1023 |
1023
Heritage Investors Management Corp
Bethesda,
Maryland
| $2.33B | +$140M | +6% | 8.34% | 99.7% | 266 | 8.27% | 5.9 |
|
| 1024 |
1024
Partners Capital Investment Group
Boston,
Massachusetts
| $2.33B | +$248M | +12% | 5.02% | 47.5% | 158 | 26.58% | 2.2 |
|
| 1025 |
WAP
1025
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $2.33B | +$234M | +11% | 5.18% | 60.4% | 762 | 18.24% | 2.5 |
|