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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
AG
1201
Ascent Group
Virginia Beach,
Virginia
| $2.93B | +$98M | +3% | 2.59% | 83.3% | 797 | 13.05% | 2.1 |
|
| 1202 |
1202
Saudi Electronic Games Holding Co
Riyadh,
| $2.92B | – | – | 0.9% | – | 1 | – | 0 |
|
| 1203 |
1203
Alpha Cubed Investments
Irvine,
California
| $2.92B | +$53.7M | +2% | 3.85% | 126% | 320 | 13.75% | 4.8 |
|
| 1204 |
ATC
1204
Argent Trust Co
Nashville,
Tennessee
| $2.92B | +$94M | +3% | 3.96% | 86.2% | 719 | 9.04% | 5 |
|
| 1205 |
1205
Chilton Capital Management
Houston,
Texas
| $2.91B | -$68M | -2% | 4.58% | 95.3% | 714 | 27.03% | 3 |
|
| 1206 |
1206
Tokio Marine Asset Management
Tokyo,
Japan
| $2.9B | +$92.3M | +3% | 4.23% | 129% | 544 | 5.33% | 5.4 |
|
| 1207 |
HCM
1207
Hollencrest Capital Management
Newport Beach,
California
| $2.9B | +$122M | +4% | 5.21% | 85.6% | 1,292 | 21.36% | 3.1 |
|
| 1208 |
1208
Calamos Wealth Management
Naperville,
Illinois
| $2.9B | +$127M | +5% | 3.44% | 102% | 500 | 19.4% | 2.9 |
|
| 1209 |
HWAM
1209
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $2.9B | +$137M | +5% | 4.77% | 95% | 1,008 | 15.18% | 2.3 |
|
| 1210 |
1210
Winton Group
London,
United Kingdom
| $2.9B | +$225M | +8% | 2.34% | 128% | 1,162 | 61.62% | 0.7 |
|
| 1211 |
1211
Fulton Bank
Lancaster,
Pennsylvania
| $2.89B | +$32.4M | +1% | 1.61% | 48.1% | 709 | 11.71% | 4.9 |
|
| 1212 |
1212
Michael & Susan Dell Foundation
New York
| $2.88B | +$432M | +18% | 0.91% | 238% | 8 | 50% | 0.7 |
|
| 1213 |
1213
Wedmont Private Capital
West Chester,
Pennsylvania
| $2.88B | +$186M | +7% | 2.65% | 87.5% | 849 | 12.37% | 2.2 |
|
| 1214 |
1214
Dorsal Capital Management
Redwood City,
California
| $2.88B | -$869M | -23% | 7.88% | 99.6% | 27 | 29.63% | 1.9 |
|
| 1215 |
1215
BNDES Participacoes SA
Rio De Janeiro,
Brazil
| $2.87B | – | – | 3.42% | – | 1 | – | 0 |
|
| 1216 |
1216
General Atlantic
New York
| $2.87B | -$458M | -14% | 13% | 168% | 17 | 29.41% | 3.3 |
|
| 1217 |
1217
Focus Financial Network
Minneapolis,
Minnesota
| $2.87B | +$68.2M | +2% | 1.94% | 106% | 771 | 10.25% | 3.1 |
|
| 1218 |
1218
Empyrean Capital Partners
Los Angeles,
California
| $2.87B | +$379M | +15% | 6.73% | 131% | 114 | 42.11% | 1 |
|
| 1219 |
SHGA
1219
Sand Hill Global Advisors
Palo Alto,
California
| $2.87B | +$24.7M | +0.9% | 1.38% | 58.6% | 209 | 10.53% | 4.5 |
|
| 1220 |
1220
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $2.86B | -$49.4M | -2% | 2.11% | 91.5% | 356 | 13.2% | 3.3 |
|
| 1221 |
1221
CoreCap Advisors
Southfield,
Michigan
| $2.86B | +$112M | +4% | 2.33% | 89.8% | 3,093 | 14.52% | 1.4 |
|
| 1222 |
SIC
1222
Schwartz Investment Counsel
Plymouth,
Michigan
| $2.86B | -$119M | -4% | 0.63% | 87.8% | 135 | 5.19% | 5.3 |
|
| 1223 |
MSL
1223
Mackay Shields LLC
New York
| $2.86B | -$82.5M | -3% | 0.71% | 8.26% | 140 | 7.14% | 2.6 |
|
| 1224 |
1224
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| $2.85B | +$137M | +5% | 2.79% | 102% | 841 | 14.39% | 1.4 |
|
| 1225 |
DCM
1225
DME Capital Management
New York
| $2.85B | +$308M | +12% | 4.23% | – | 45 | 26.67% | 1.1 |
|