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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1276 |
ACM
1276
Alua Capital Management
New York
| $1.69B | +$234M | +16% | 3.6% | 99.4% | 26 | 30.77% |
|
| 1277 |
WG
1277
Welch Group
Birmingham,
Alabama
| $1.69B | -$56.5M | -3% | 2.96% | 73.2% | 223 | 6.28% |
|
| 1278 |
WAM
1278
Weiss Asset Management
Boston,
Massachusetts
| $1.69B | +$383M | +29% | 0.1% | 138% | 278 | 56.47% |
|
| 1279 |
CCM
1279
Carlson Capital Management
Northfield,
Minnesota
| $1.69B | +$31.2M | +2% | 1.89% | 9.85% | 176 | 7.39% |
|
| 1280 |
LSAG
1280
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $1.68B | -$127M | -7% | 4.25% | 16% | 371 | 13.48% |
|
| 1281 |
BHIA
1281
Birch Hill Investment Advisors
Boston,
Massachusetts
| $1.68B | -$66.7M | -4% | 2.67% | 73.7% | 163 | 9.2% |
|
| 1282 |
WPC
1282
Waters Parkerson & Co
New Orleans,
Louisiana
| $1.67B | -$97.9M | -6% | 5.14% | 54.3% | 183 | 7.1% |
|
| 1283 |
VVP
1283
Venture Visionary Partners
Sylvania,
Ohio
| $1.66B | -$36.5M | -2% | 2.43% | 86.3% | 560 | 13.75% |
|
| 1284 |
HRES
1284
Heitman Real Estate Securities
Chicago,
Illinois
| $1.66B | -$156M | -9% | 7.22% | 48.3% | 58 | 13.79% |
|
| 1285 |
RT
1285
Rockland Trust
Hanover,
Massachusetts
| $1.66B | -$12.2M | -0.7% | 2.54% | 51% | 293 | 4.1% |
|
| 1286 |
RCW
1286
Rheos Capital Works
Tokyo,
Japan
| $1.66B | -$198M | -11% | 4.35% | 220% | 125 | 26.4% |
|
| 1287 |
EMFAT
1287
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $1.66B | -$187M | -10% | 2.35% | 478% | 259 | 17.37% |
|
| 1288 |
SCM
1288
Silvant Capital Management
Atlanta,
Georgia
| $1.66B | -$123M | -7% | 3.65% | 168% | 312 | 5.13% |
|
| 1289 |
DMIC
1289
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| $1.65B | -$91.9M | -5% | 2.04% | 67.9% | 63 | 9.52% |
|
| 1290 |
MIM
1290
Merewether Investment Management
Dallas,
Texas
| $1.65B | +$277M | +20% | 11.4% | 262% | 50 | 52% |
|
| 1291 |
MPM
1291
MBB Public Markets
Chicago,
Illinois
| $1.65B | -$257M | -13% | 1.39% | 50.3% | 151 | 31.13% |
|
| 1292 |
AAS
1292
Annex Advisory Services
Brookfield,
Wisconsin
| $1.65B | -$149M | -8% | 3.67% | 77.9% | 274 | 16.06% |
|
| 1293 |
SC
1293
SRB Corp
Boston,
Massachusetts
| $1.65B | -$52.8M | -3% | 2.65% | 87.3% | 113 | 30.09% |
|
| 1294 |
MRL
1294
Mantle Ridge LP
New York
| $1.65B | -$98.2M | -6% | 24.1% | 44.2% | 2 | 0% |
|
| 1295 |
GL
1295
GTCR LLC
Chicago,
Illinois
| $1.65B | -$485M | -23% | 22.5% | 6.7% | 3 | 0% |
|
| 1296 |
MD
1296
Money Design
Tokyo,
Japan
| $1.65B | -$43.2M | -3% | 3.83% | 26.4% | 84 | 3.57% |
|
| 1297 |
GIA
1297
GHP Investment Advisors
Denver,
Colorado
| $1.65B | -$66.4M | -4% | 3.22% | 75.2% | 985 | 11.78% |
|
| 1298 |
SI
1298
Standard Investments
New York
| $1.64B | -$308M | -16% | 2.81% | 29.6% | 29 | 24.14% |
|
| 1299 |
PCA
1299
Pallas Capital Advisors
Braintree,
Massachusetts
| $1.64B | -$572M | -26% | 6.11% | 71.8% | 358 | 31.28% |
|
| 1300 |
IAN
1300
Integrated Advisors Network
Dallas,
Texas
| $1.64B | -$101M | -6% | 2.93% | 97.5% | 710 | 12.25% |
|