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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1151 |
BW
1151
BIP Wealth
Atlanta,
Georgia
| $3.52B | +$1.07B | +43% | 11.4% | 47.4% | 579 | 25.04% |
|
| 1152 |
IIM
1152
Intact Investment Management
Montreal,
Quebec, Canada
| $3.52B | +$10.1M | +0.3% | 7.86% | 73.7% | 287 | 33.1% |
|
| 1153 |
HIMCH
1153
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| $3.52B | +$362M | +11% | 26.6% | 132% | 503 | 2.98% |
|
| 1154 |
FFM
1154
Fisher Funds Management
Auckland,
New Zealand
| $3.52B | +$105M | +3% | 15.7% | – | 176 | 5.11% |
|
| 1155 |
CCM
1155
CloudAlpha Capital Management
Hong Kong
| $3.51B | +$585M | +20% | 132% | 2,704% | 80 | 85% |
|
| 1156 |
RA
1156
RPOA Advisors
Plano,
Texas
| $3.51B | +$1.23B | +54% | 8.74% | – | 7 | 14.29% |
|
| 1157 |
HWAM
1157
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $3.5B | +$531M | +18% | 21.4% | 93.9% | 1,018 | 15.03% |
|
| 1158 |
DCM
1158
Donaldson Capital Management
Evansville,
Indiana
| $3.5B | +$412M | +13% | 13.8% | 77.7% | 323 | 30.96% |
|
| 1159 |
CWS
1159
Confluence Wealth Services
Mcmurray,
Pennsylvania
| $3.5B | +$918M | +36% | 10.7% | 64.5% | 478 | 24.06% |
|
| 1160 |
CK
1160
Cohen Klingenstein
New York
| $3.49B | +$403M | +13% | 16.5% | 87.7% | 209 | 2.87% |
|
| 1161 |
SYBT
1161
Stock Yards Bank & Trust
Louisville,
Kentucky
| $3.49B | +$277M | +9% | 15% | 82.8% | 411 | 7.06% |
|
| 1162 |
NBS
1162
Narodna banka Slovenska
Bratislava,
| $3.49B | +$489M | +16% | 13.7% | – | 3 | 0% |
|
| 1163 |
TCG
1163
Tremblant Capital Group
West Palm Beach,
Florida
| $3.48B | +$375M | +12% | 30.9% | 131% | 64 | 20.31% |
|
| 1164 |
KIM
1164
Karpus Investment Management
Pittsford,
New York
| $3.48B | +$271M | +8% | 7.16% | 24.7% | 258 | 20.16% |
|
| 1165 |
IC
1165
Iconiq Capital
San Francisco,
California
| $3.47B | -$993M | -22% | 10.2% | 0.21% | 89 | 22.47% |
|
| 1166 |
TC
1166
Torno Capital
Cohasset,
Massachusetts
| $3.47B | +$2.71B | +357% | 13.9% | – | 112 | 87.5% |
|
| 1167 |
CI
1167
CX Institutional
Auburn,
Indiana
| $3.46B | +$187M | +6% | 12.8% | 56.8% | 1,655 | 11.78% |
|
| 1168 |
ATC
1168
Argent Trust Co
Nashville,
Tennessee
| $3.46B | +$515M | +17% | 16% | 86.2% | 792 | 13.51% |
|
| 1169 |
JIC
1169
Joel Isaacson & Co
New York
| $3.45B | +$438M | +15% | 13.4% | 72.5% | 497 | 11.47% |
|
| 1170 |
MC
1170
Metropolis Capital
Amersham,
United Kingdom
| $3.45B | +$487M | +16% | 4.21% | 54.4% | 16 | 0% |
|
| 1171 |
HCPC
1171
Hamilton Capital Partners (Canada)
Toronto,
| $3.45B | +$470M | +16% | 30.3% | 143% | 231 | 9.96% |
|
| 1172 |
SCM
1172
Silvant Capital Management
Atlanta,
Georgia
| $3.44B | +$543M | +19% | 27.6% | 168% | 406 | 27.59% |
|
| 1173 |
CAM
1173
Camden Asset Management
Los Angeles,
California
| $3.43B | +$492M | +17% | 0.07% | 15.2% | 73 | 8.22% |
|
| 1174 |
VA
1174
VestGen Advisors
Inverness,
Illinois
| $3.43B | -$329M | -9% | 21.8% | – | 1,169 | 17.11% |
|
| 1175 |
ZF
1175
Zhang Financial
Portage,
Michigan
| $3.42B | +$532M | +18% | 13.8% | 67.9% | 400 | 10.25% |
|