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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
TAM
1326
Thematics Asset Management
Paris,
France
| $2.22B | +$246M | +12% | 18.4% | 113% | 130 | 6.15% | 2.1 |
|
| 1327 |
JFGIW
1327
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $2.22B | +$179M | +9% | 9.83% | 58.1% | 933 | 33.23% | 4.6 |
|
| 1328 |
IC
1328
Impactive Capital
New York City,
New York
| $2.22B | +$33.8M | +2% | 10.4% | 25% | 11 | 27.27% | 2.5 |
|
| 1329 |
1329
Aviso Financial
Toronto,
Ontario, Canada
| $2.22B | +$190M | +9% | 11.2% | – | 376 | 13.56% | 0.8 |
|
| 1330 |
1330
Patient Capital Management
Baltimore,
Maryland
| $2.22B | +$271M | +14% | 19% | 131% | 43 | 16.28% | 2.2 |
|
| 1331 |
1331
EverSource Wealth Advisors
Birmingham,
Alabama
| $2.21B | +$393M | +22% | 11.6% | 89.7% | 4,413 | 12.85% | 1.8 |
|
| 1332 |
IAN
1332
Integrated Advisors Network
Dallas,
Texas
| $2.21B | +$233M | +12% | 12.2% | 97.5% | 805 | 18.63% | 3 |
|
| 1333 |
1333
Azora Capital LP
Miami,
Florida
| $2.21B | +$739M | +50% | 20.9% | 175% | 74 | 66.22% | 0.6 |
|
| 1334 |
ICCFIA
1334
IDG China Capital Fund III Associates
Central Hong Kong,
China
| $2.21B | +$2.14B | +3,240% | 115% | – | 3 | 33.33% | 0.3 |
|
| 1335 |
SL
1335
Summitry LLC
Foster City,
California
| $2.21B | +$230M | +12% | 9.8% | 68.1% | 181 | 23.2% | 2.9 |
|
| 1336 |
1336
Advance Capital Management
Southfield,
Michigan
| $2.21B | +$115M | +6% | 7.7% | 54.4% | 174 | 10.34% | 2.1 |
|
| 1337 |
BAM
1337
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $2.21B | +$117M | +6% | 5.75% | 70.4% | 295 | 7.8% | 4.3 |
|
| 1338 |
SIM
1338
Stratos Investment Management
Beachwood,
Ohio
| $2.18B | +$307M | +16% | 9.24% | 58.2% | 380 | 23.42% | 2 |
|
| 1339 |
BCM
1339
Basswood Capital Management
New York
| $2.18B | +$396M | +22% | 8.63% | 111% | 127 | 19.69% | 4.3 |
|
| 1340 |
1340
Arax Advisory Partners
Denver,
Colorado
| $2.18B | +$617M | +40% | 8.04% | 64.7% | 3,224 | 23.51% | 2 |
|
| 1341 |
LW
1341
Linscomb Wealth
Houston,
Texas
| $2.18B | +$168M | +8% | 9% | 75.2% | 309 | 7.12% | 7 |
|
| 1342 |
MFAM
1342
Motley Fool Asset Management
Alexandria,
Virginia
| $2.17B | +$384M | +22% | 16.9% | 117% | 236 | 8.05% | 3.1 |
|
| 1343 |
ZF
1343
Zhang Financial
Portage,
Michigan
| $2.17B | +$276M | +15% | 9.57% | 67.9% | 319 | 14.42% | 4.1 |
|
| 1344 |
PA
1344
PFG Advisors
Phoenix,
Arizona
| $2.16B | +$375M | +21% | 10.8% | 82.7% | 791 | 33.38% | 2.6 |
|
| 1345 |
BCIM
1345
Black Creek Investment Management
Toronto,
Ontario, Canada
| $2.16B | +$31.3M | +1% | 11% | 11.1% | 26 | 7.69% | 4.4 |
|
| 1346 |
CI
1346
Constellation Investments
Montgomery,
Ohio
| $2.16B | +$57.3M | +3% | 7.6% | – | 20 | 5% | 1.1 |
|
| 1347 |
MC
1347
Moors & Cabot
Boston,
Massachusetts
| $2.15B | +$181M | +9% | 11.7% | 124% | 950 | 15.16% | 5 |
|
| 1348 |
LCM
1348
Logan Capital Management
Newtown Square,
Pennsylvania
| $2.15B | -$49.6M | -2% | 14.4% | 134% | 581 | 16.18% | 5.5 |
|
| 1349 |
BWFA
1349
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $2.15B | +$261M | +14% | 12.7% | 80.6% | 172 | 12.79% | 4 |
|
| 1350 |
BB
1350
Bell Bank
Fargo,
North Dakota
| $2.15B | +$293M | +16% | 8.87% | 64.3% | 204 | 11.76% | 5 |
|