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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.09B | -$26.4M | -1% | 1.47% | 70.4% | 301 | 13.62% | 4.2 |
|
| 1302 |
1302
CWA Asset Management Group
Naples,
Florida
| $2.09B | +$102M | +5% | 0.62% | – | 631 | 16.32% | 2.4 |
|
| 1303 |
1303
GenTrust
Miami,
Florida
| $2.08B | -$214M | -9% | 0.25% | 53% | 219 | 21.46% | 2.2 |
|
| 1304 |
1304
Dearborn Partners
Chicago,
Illinois
| $2.08B | -$303M | -13% | 3.52% | 46.1% | 275 | 12.36% | 5.9 |
|
| 1305 |
1305
GHP Investment Advisors
Denver,
Colorado
| $2.08B | -$62.7M | -3% | 1.24% | 81.4% | 1,050 | 16.38% | 4 |
|
| 1306 |
1306
Caisse Des Depots Et Consignations
Paris,
France
| $2.08B | +$42.6M | +2% | 0.73% | – | 230 | 14.78% | 0.2 |
|
| 1307 |
1307
New South Capital Management
Memphis,
Tennessee
| $2.07B | -$300M | -13% | 5.59% | 106% | 65 | 3.08% | 7.1 |
|
| 1308 |
1308
Chesley Taft & Associates
Chicago,
Illinois
| $2.07B | -$84.3M | -4% | 1.66% | 93.1% | 345 | 9.86% | 6.3 |
|
| 1309 |
1309
Cornerstone Investment Partners
Atlanta,
Georgia
| $2.07B | +$54.3M | +3% | 3.26% | 166% | 274 | 41.97% | 1.7 |
|
| 1310 |
1310
Meridian Wealth Management
Lexington,
Kentucky
| $2.07B | -$48.2M | -2% | 2.6% | 117% | 659 | 11.08% | 0.6 |
|
| 1311 |
1311
Main Management ETF Advisors
San Francisco,
California
| $2.06B | -$149M | -7% | 6.5% | 97.2% | 226 | 73.89% | 0.4 |
|
| 1312 |
1312
BSN Capital Partners
London,
United Kingdom
| $2.05B | -$447M | -18% | 4.93% | 183% | 15 | 60% | 0.2 |
|
| 1313 |
1313
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $2.05B | -$5.96M | -0.3% | 1.64% | 79.2% | 36 | 19.44% | 3.8 |
|
| 1314 |
1314
AEW Capital Management
Boston,
Massachusetts
| $2.05B | -$23M | -1% | 1.31% | 37.1% | 48 | 2.08% | 4 |
|
| 1315 |
1315
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2.04B | -$71.7M | -3% | 2.52% | 58.1% | 974 | 27.82% | 3.8 |
|
| 1316 |
1316
CBIZ Investment Advisory Services
Independence,
Ohio
| $2.04B | +$38M | +2% | 0.61% | 48.7% | 639 | 28.64% | 0.6 |
|
| 1317 |
1317
Nippon Life Global Investors Americas
New York
| $2.04B | -$131M | -6% | 2.23% | 190% | 112 | 13.39% | 3.4 |
|
| 1318 |
1318
Masters Capital Management
Atlanta,
Georgia
| $2.03B | -$673M | -25% | 11.1% | 142% | 99 | 54.55% | 1.3 |
|
| 1319 |
ACG
1319
Aventail Capital Group
New York
| $2.03B | +$80.3M | +4% | 4.14% | 154% | 148 | 37.16% | 0.7 |
|
| 1320 |
1320
Aviso Financial
Toronto,
Ontario, Canada
| $2.03B | +$47.7M | +2% | 0.43% | – | 382 | 14.66% | 0.6 |
|
| 1321 |
1321
Osterweis Capital Management
San Francisco,
California
| $2.03B | -$123M | -6% | 2.01% | 93.7% | 360 | 51.94% | 1.6 |
|
| 1322 |
1322
Altrinsic Global Advisors
Stamford,
Connecticut
| $2.03B | -$40.9M | -2% | 8% | 45% | 47 | 6.38% | 4.4 |
|
| 1323 |
1323
Davidson Investment Advisors
Great Falls,
Montana
| $2.03B | -$32.9M | -2% | 1.67% | 79% | 125 | 6.4% | 5.1 |
|
| 1324 |
1324
SurgoCap Partners
New York
| $2.02B | +$83.4M | +4% | 2.67% | – | 16 | 50% | 0.6 |
|
| 1325 |
TC
1325
Teilinger Capital
Houston,
Texas
| $2.02B | +$1.45B | +255% | 4.47% | 30.2% | 26 | 69.23% | 0.3 |
|