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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
CreativeOne Wealth
Overland Park,
Kansas
| $1.93B | -$95.8M | -5% | 4.39% | 67.6% | 841 | 24.85% | 1.3 |
|
| 1252 |
1252
First National Trust
Hermitage,
Pennsylvania
| $1.93B | +$26.9M | +1% | 2.29% | 82.9% | 398 | 7.29% | 4.7 |
|
| 1253 |
1253
Mantle Ridge LP
New York
| $1.92B | +$1.82B | +1,828% | 13.3% | 44.2% | 2 | 0% | 1.4 |
|
| 1254 |
1254
Grimes & Company
Westborough,
Massachusetts
| $1.92B | -$267M | -12% | 3.95% | 66.2% | 320 | 13.13% | 4 |
|
| 1255 |
1255
AMI Asset Management
Los Angeles,
California
| $1.91B | -$154M | -7% | 6.31% | 96.6% | 97 | 7.22% | 3.6 |
|
| 1256 |
1256
Partners Group Holding
Baar-Zug,
Switzerland
| $1.91B | -$197M | -9% | 8.62% | 23.3% | 132 | 20.45% | 2 |
|
| 1257 |
1257
Chilton Capital Management
Houston,
Texas
| $1.91B | -$61.6M | -3% | 1.67% | 95.3% | 671 | 67.06% | 3.8 |
|
| 1258 |
1258
Hennessy Advisors Inc
Novato,
California
| $1.91B | +$147M | +8% | 11.6% | 206% | 386 | 53.11% | 2.6 |
|
| 1259 |
1259
Winton Group
London,
United Kingdom
| $1.91B | +$255M | +15% | 2.57% | 128% | 1,209 | 40.78% | 1.4 |
|
| 1260 |
CA
1260
Cullinan Associates
Louisville,
Kentucky
| $1.91B | -$58.7M | -3% | 1.45% | 107% | 252 | 12.7% | 4.3 |
|
| 1261 |
1261
Northeast Investment Management
Boston,
Massachusetts
| $1.9B | -$150M | -7% | 6.2% | 93.4% | 213 | 7.98% | 5.1 |
|
| 1262 |
1262
Cooperman Leon G
| $1.9B | -$91.8M | -5% | 4.04% | 147% | 60 | 18.33% | 2.2 |
|
| 1263 |
CG
1263
Cutler Group
San Francisco,
California
| $1.9B | -$493M | -21% | 2.1% | 57.7% | 6,497 | 35.79% | 1.4 |
|
| 1264 |
1264
Novo Holdings A/S
Hellerup,
Denmark
| $1.9B | -$216M | -10% | 10.8% | 205% | 55 | 20% | 1.6 |
|
| 1265 |
1265
Smith Group Asset Management
Dallas,
Texas
| $1.89B | -$282M | -13% | 3.89% | – | 380 | 32.11% | 2.5 |
|
| 1266 |
1266
New York Life Investment Management
New York
| $1.89B | -$22.3M | -1% | 5.05% | 100% | 53 | 15.09% | 1.5 |
|
| 1267 |
1267
Fullerton Fund Management
Singapore
| $1.89B | -$104M | -5% | 5.61% | 412% | 80 | 53.75% | 0.8 |
|
| 1268 |
1268
ZWJ Investment Counsel
Atlanta,
Georgia
| $1.89B | -$63M | -3% | 0.49% | 128% | 188 | 10.11% | 4.1 |
|
| 1269 |
1269
Willis Investment Counsel
Gainesville,
Georgia
| $1.89B | -$8.3M | -0.4% | 1.11% | 65.3% | 119 | 10.92% | 4.4 |
|
| 1270 |
1270
One Capital Management
Westlake Village,
California
| $1.89B | +$570M | +43% | 3.77% | 50.5% | 332 | 27.11% | 2.6 |
|
| 1271 |
1271
Montag & Associates
Atlanta,
Georgia
| $1.88B | -$144M | -7% | 4.24% | 82.9% | 901 | 7.88% | 2.6 |
|
| 1272 |
1272
Choate Investment Advisors
Boston,
Massachusetts
| $1.88B | +$169M | +10% | 3.75% | 70% | 381 | 15.75% | 3.8 |
|
| 1273 |
1273
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| $1.88B | -$154M | -8% | 6.9% | 95% | 823 | 16.4% | 0.8 |
|
| 1274 |
1274
NS Partners
London,
United Kingdom
| $1.88B | -$257M | -12% | 5.41% | 109% | 81 | 11.11% | 4.3 |
|
| 1275 |
1275
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $1.87B | +$939M | +100% | 17.7% | 602% | 34 | 50% | 1.1 |
|