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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
LOAMU
1176
Lombard Odier Asset Management (USA)
New York
| $1.3B | -$102M | -7% | 6.17% | 96.8% | 286 | 54.2% | 0.5 |
|
| 1177 |
MAI
1177
Marble Arch Investments
New York
| $1.3B | -$206M | -14% | 6.82% | 48.7% | 26 | 38.46% | 1.1 |
|
| 1178 |
MFWM
1178
Motley Fool Wealth Management
Alexandria,
Virginia
| $1.3B | +$126M | +11% | 7.59% | 70.7% | 162 | 9.26% | 1.9 |
|
| 1179 |
1179
Sigma Planning Corp
Ann Arbor,
Michigan
| $1.3B | +$85.5M | +7% | 5.24% | 87.3% | 922 | 15.73% | 1.8 |
|
| 1180 |
ELI
1180
Empire Life Investments
Toronto,
Ontario, Canada
| $1.3B | +$57.7M | +5% | 5.77% | 90.8% | 110 | 15.45% | 0.8 |
|
| 1181 |
TC
1181
Telemus Capital
Southfield,
Michigan
| $1.29B | +$413M | +47% | 8.55% | 27.9% | 618 | 49.68% | 1 |
|
| 1182 |
PIMC
1182
Praesidium Investment Management Company
New York
| $1.29B | +$66.2M | +5% | 5.87% | 79% | 15 | 0% | 2.9 |
|
| 1183 |
SCA
1183
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
| $1.29B | +$64.5M | +5% | 6.68% | 81.9% | 172 | 7.56% | 2.7 |
|
| 1184 |
1184
AKO Capital
London,
United Kingdom
| $1.29B | +$68.6M | +6% | 4.13% | 44.6% | 20 | 15% | 0.8 |
|
| 1185 |
1185
Level Four Advisory Services
Dallas,
Texas
| $1.29B | +$157M | +14% | 5.6% | 92.2% | 562 | 14.59% | 0.8 |
|
| 1186 |
MCM
1186
Matarin Capital Management
New York
| $1.28B | +$108M | +9% | 7.65% | 73.2% | 333 | 25.23% | 1.2 |
|
| 1187 |
1187
Allworth Financial
Folsom,
California
| $1.28B | +$69.4M | +6% | 3.82% | 53.3% | 858 | 15.03% | 1.9 |
|
| 1188 |
1188
Saba Capital Management
New York
| $1.28B | +$291M | +30% | 1.74% | 35% | 153 | 41.83% | 1.1 |
|
| 1189 |
KSCM
1189
King Street Capital Management
New York
| $1.28B | +$479M | +60% | 5.14% | 140% | 23 | 43.48% | 0.4 |
|
| 1190 |
MB
1190
Mizuho Bank
Tokyo,
Japan
| $1.27B | +$416M | +49% | 7.15% | 99.8% | 17 | 29.41% | 1.2 |
|
| 1191 |
PTC
1191
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| $1.27B | +$54.2M | +4% | 5.13% | 162% | 230 | 14.35% | 2.3 |
|
| 1192 |
1192
Granahan Investment Management
Waltham,
Massachusetts
| $1.27B | +$72.4M | +6% | 8.39% | 265% | 250 | 19.6% | 2 |
|
| 1193 |
DVI
1193
Deccan Value Investors
Greenwich,
Connecticut
| $1.27B | -$181M | -13% | 0.31% | 66.5% | 7 | 28.57% | 1.9 |
|
| 1194 |
1194
Balentine LLC
Atlanta,
Georgia
| $1.27B | +$68.4M | +6% | 4.99% | 59.8% | 676 | 9.17% | 1.6 |
|
| 1195 |
1195
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $1.27B | +$96.2M | +8% | 7.8% | 42.1% | 132 | 10.61% | 2.9 |
|
| 1196 |
1196
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.27B | -$16.5M | -1% | 4.58% | 128% | 306 | 9.15% | 1.9 |
|
| 1197 |
1197
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| $1.26B | -$30.4M | -2% | 6.45% | 75.9% | 165 | 10.3% | 2.3 |
|
| 1198 |
1198
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $1.26B | +$77M | +6% | 6.54% | 25.2% | 374 | 14.97% | 2.8 |
|
| 1199 |
1199
ClearBridge Investments (Australia)
Sydney,
Australia
| $1.26B | -$110M | -8% | 0.41% | 27.2% | 46 | 6.52% | 1.3 |
|
| 1200 |
1200
Advisors Capital Management
Ridgewood,
New Jersey
| $1.26B | +$29.3M | +2% | 4.63% | 92.3% | 202 | 19.31% | 2.2 |
|