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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
Emerald Advisers
Leola,
Pennsylvania
| $1.94B | -$678M | -26% | 17.5% | 487% | 283 | 19.08% | 2.1 |
|
| 1102 |
1102
Donaldson Capital Management
Evansville,
Indiana
| $1.94B | -$253M | -12% | 9.91% | 77.7% | 257 | 12.84% | 4.2 |
|
| 1103 |
1103
Renaissance Group
Covington,
Kentucky
| $1.94B | -$283M | -13% | 11.5% | 115% | 295 | 14.92% | 2.5 |
|
| 1104 |
IP
1104
Interval Partners
New York
| $1.93B | -$121M | -6% | 13.3% | 106% | 361 | 56.23% | 0.6 |
|
| 1105 |
1105
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| $1.93B | -$388M | -17% | 13.3% | – | 1,402 | 12.98% | 1.8 |
|
| 1106 |
1106
SigFig Wealth Management
San Francisco,
California
| $1.93B | -$152M | -7% | 12.5% | 49.3% | 101 | 20.79% | 2.6 |
|
| 1107 |
1107
Gladius Capital Management
Chicago,
Illinois
| $1.93B | +$574M | +42% | 17.2% | 78% | 447 | 62.86% | 0.4 |
|
| 1108 |
1108
Evergreen Capital Management
Bellevue,
Washington
| $1.92B | -$534M | -22% | 12.9% | 82.9% | 705 | 27.23% | 2.7 |
|
| 1109 |
1109
Klingenstein Fields & Co
New York
| $1.92B | -$412M | -18% | 14.9% | 93.4% | 191 | 10.99% | 6.4 |
|
| 1110 |
1110
Truepoint Inc
Cincinnati,
Ohio
| $1.92B | -$189M | -9% | 14.8% | 43.4% | 175 | 29.71% | 2.3 |
|
| 1111 |
1111
Rivulet Capital
Summit,
New Jersey
| $1.92B | -$46.4M | -2% | 13.2% | 27.4% | 18 | 16.67% | 1.2 |
|
| 1112 |
1112
Beacon Investment Advisory Services
Morristown,
New Jersey
| $1.92B | -$425M | -18% | 14.7% | 95.8% | 310 | 11.94% | 3.2 |
|
| 1113 |
1113
RGM Capital
Naples,
Florida
| $1.91B | -$496M | -21% | 21.1% | 48.6% | 19 | 5.26% | 3.4 |
|
| 1114 |
1114
Ingalls & Snyder LLC
New York
| $1.91B | -$326M | -15% | 11.5% | 217% | 486 | 11.93% | 4.3 |
|
| 1115 |
1115
Weitz Investment Management
Omaha,
Nebraska
| $1.91B | -$344M | -15% | 15.4% | 36.1% | 61 | 6.56% | 4.9 |
|
| 1116 |
1116
Capitolis Advisors
New York
| $1.91B | -$77.5M | -4% | 15.1% | – | 150 | 20.67% | 1.1 |
|
| 1117 |
1117
Kiltearn Partners
Edinburgh,
United Kingdom
| $1.91B | -$416M | -18% | 11.6% | 41% | 35 | 5.71% | 2.8 |
|
| 1118 |
CA
1118
Cornerstone Advisors
Asheville,
North Carolina
| $1.91B | +$209M | +12% | 16.1% | 108% | 202 | 25.74% | 1.8 |
|
| 1119 |
1119
Empirical Wealth Management
Seattle,
Washington
| $1.91B | -$100M | -5% | 11.3% | 78.8% | 544 | 24.45% | 2.9 |
|
| 1120 |
1120
Rubric Capital Management (New York)
New York
| $1.9B | -$862M | -31% | 14.6% | 251% | 99 | 38.38% | 0.8 |
|
| 1121 |
1121
Mission Wealth Management
Santa Barbara,
California
| $1.9B | -$261M | -12% | 14.8% | 92.1% | 568 | 17.78% | 3 |
|
| 1122 |
1122
Burney Company
Reston,
Virginia
| $1.9B | -$276M | -13% | 10.8% | 129% | 589 | 11.21% | 4.6 |
|
| 1123 |
1123
AJ Wealth Strategies
New York
| $1.9B | -$130M | -6% | 11.7% | 32.2% | 355 | 22.82% | 2.1 |
|
| 1124 |
1124
Soma Equity Partners
San Francisco,
California
| $1.89B | -$1.13B | -37% | 32.1% | 151% | 28 | 53.57% | 0.9 |
|
| 1125 |
1125
Winton Group
London,
United Kingdom
| $1.89B | -$20.3M | -1% | 10.1% | 128% | 1,133 | 35.22% | 1.4 |
|