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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Stonehage Fleming Financial Services
St. Helier,
Jersey
| $1.72B | -$457M | -21% | 6.86% | 74.9% | 234 | 8.12% | 2.3 |
|
| 1027 |
OCBV
1027
Ownership Capital B.V.
Amsterdam,
Netherlands
| $1.72B | +$197M | +13% | 6.82% | 62.8% | 21 | 9.52% | 1.8 |
|
| 1028 |
VFA
1028
Voya Financial Advisors
Windsor,
Connecticut
| $1.71B | +$174M | +11% | 4.94% | 44.8% | 613 | 14.36% | 2.1 |
|
| 1029 |
BCM
1029
Brigade Capital Management
New York
| $1.71B | +$210M | +14% | 4.09% | 42.7% | 68 | 35.29% | 1.3 |
|
| 1030 |
MTWSIF
1030
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
| $1.71B | +$207M | +14% | 2.64% | 163% | 15 | 33.33% | 1.8 |
|
| 1031 |
1031
Bailard
Foster City,
California
| $1.71B | +$31.6M | +2% | 5.01% | 105% | 586 | 23.21% | 1.3 |
|
| 1032 |
MCM
1032
Mason Capital Management
New York
| $1.71B | -$1.11B | -39% | 1% | 18.5% | 28 | 42.86% | 1.1 |
|
| 1033 |
1033
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.7B | +$207M | +14% | 6.68% | 87.3% | 1,032 | 20.74% | 2.1 |
|
| 1034 |
1034
Capital Investment Advisors
Atlanta,
Georgia
| $1.7B | +$89.1M | +6% | 4.41% | 56.6% | 518 | 8.88% | 3.2 |
|
| 1035 |
1035
Boston Financial Management
Boston,
Massachusetts
| $1.69B | +$214M | +14% | 7.77% | 30.1% | 309 | 17.8% | 2.9 |
|
| 1036 |
1036
Tiedemann Advisors
New York
| $1.69B | +$124M | +8% | 6% | 31.5% | 323 | 12.69% | 1.3 |
|
| 1037 |
1037
Meag Munich Ergo
Munich,
Germany
| $1.69B | +$80.1M | +5% | 7.18% | 82.8% | 435 | 26.44% | 1.5 |
|
| 1038 |
1038
AMG National Trust Bank
Greenwood Village,
Colorado
| $1.69B | +$84M | +5% | 4.82% | 61.4% | 269 | 12.27% | 3.2 |
|
| 1039 |
BUB
1039
BBVA USA Bancshares
Houston,
Texas
| $1.69B | +$106M | +7% | 6.51% | 66.2% | 553 | 9.4% | 3.3 |
|
| 1040 |
BFC
1040
Banc Funds Company
Chicago,
Illinois
| $1.69B | -$246M | -13% | 3.4% | 69% | 275 | 9.82% | 3.2 |
|
| 1041 |
1041
Capital Advisors Inc
Tulsa,
Oklahoma
| $1.68B | +$18.5M | +1% | 4.18% | 82.7% | 188 | 10.64% | 2.5 |
|
| 1042 |
1042
Burney Company
Reston,
Virginia
| $1.68B | -$26.9M | -2% | 8.32% | 129% | 484 | 17.36% | 3.2 |
|
| 1043 |
1043
Discovery Capital Management
South Norwalk,
Connecticut
| $1.68B | -$169M | -9% | 16.7% | 871% | 71 | 59.15% | 0.5 |
|
| 1044 |
NI
1044
Nuance Investments
Kansas City,
Missouri
| $1.67B | +$137M | +9% | 2.76% | 3.13% | 67 | 23.88% | 1.2 |
|
| 1045 |
CPO
1045
Cerity Partners OCIO
New York
| $1.67B | +$89.3M | +6% | 2.49% | – | 310 | 19.68% | 2.4 |
|
| 1046 |
1046
RTW Investments
New York
| $1.67B | +$284M | +20% | 30.3% | 467% | 48 | 18.75% | 1.1 |
|
| 1047 |
1047
Tenor Capital Management
New York
| $1.67B | -$1.97M | -0.1% | 0.09% | 4.73% | 84 | 13.1% | 0.5 |
|
| 1048 |
1048
General Atlantic
New York
| $1.67B | +$96.8M | +6% | 2.35% | 168% | 8 | 25% | 1.9 |
|
| 1049 |
1049
Armistice Capital
New York
| $1.67B | +$134M | +9% | 3.26% | 79.7% | 98 | 46.94% | 0.6 |
|
| 1050 |
1050
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.66B | +$37.6M | +2% | 3.33% | 85.5% | 208 | 45.67% | 1.2 |
|