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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
WealthSource Partners
San Luis Obispo,
California
| $1.41B | +$61.8M | +5% | 6.47% | 16.8% | 544 | 22.06% | 2.6 |
|
| 1352 |
1352
Silvant Capital Management
Atlanta,
Georgia
| $1.41B | -$57.7M | -4% | 7.66% | 168% | 379 | 23.75% | 3.7 |
|
| 1353 |
1353
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $1.41B | +$175M | +14% | 8.65% | 112% | 675 | 26.52% | 1.6 |
|
| 1354 |
1354
Trilogy Capital
Irvine,
California
| $1.41B | +$294M | +26% | 7.51% | 57.6% | 251 | 33.86% | 1.4 |
|
| 1355 |
1355
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.41B | +$195M | +16% | 8.41% | 96.7% | 928 | 20.15% | 1.2 |
|
| 1356 |
1356
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.41B | +$231M | +20% | 9.87% | 64.4% | 134 | 14.93% | 4.9 |
|
| 1357 |
1357
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $1.41B | +$103M | +8% | 5.5% | 70.5% | 134 | 19.4% | 2.6 |
|
| 1358 |
1358
Two Creeks Capital Management
New York
| $1.4B | +$20.1M | +1% | 11.2% | 38.8% | 15 | 20% | 2.9 |
|
| 1359 |
1359
CoreCap Advisors
Southfield,
Michigan
| $1.4B | +$209M | +18% | 7.02% | 89.8% | 2,410 | 76.93% | 0.2 |
|
| 1360 |
1360
Janney Capital Management
Pittsburgh,
Pennsylvania
| $1.4B | +$173M | +14% | 12.4% | 70.7% | 250 | 18% | 3.2 |
|
| 1361 |
1361
Comerica Securities
Detroit,
Michigan
| $1.4B | +$185M | +15% | 9.21% | 25.6% | 1,515 | 72.15% | 1.2 |
|
| 1362 |
1362
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.4B | +$105M | +8% | 8.07% | 68.2% | 175 | 18.86% | 2.5 |
|
| 1363 |
1363
FIFTHDELTA
London,
United Kingdom
| $1.4B | -$30.9M | -2% | 11% | 16.6% | 13 | 38.46% | 0.7 |
|
| 1364 |
1364
Credential Qtrade Securities
Vancouver,
| $1.39B | +$106M | +8% | 9.68% | 27.7% | 413 | 27.36% | 2.8 |
|
| 1365 |
1365
Quantbot Technologies
New York
| $1.39B | +$69.5M | +5% | 4.9% | 33.6% | 2,257 | 59.95% | 0.4 |
|
| 1366 |
1366
Gladius Capital Management
Chicago,
Illinois
| $1.39B | -$878M | -39% | 8.7% | 78% | 471 | 48.83% | 0.5 |
|
| 1367 |
1367
NYL Investors
New York
| $1.39B | +$536M | +63% | 2.82% | 12.7% | 33 | 9.09% | 3.3 |
|
| 1368 |
1368
Carlson Capital Management
Northfield,
Minnesota
| $1.39B | +$211M | +18% | 9.69% | 9.85% | 173 | 12.72% | 4.1 |
|
| 1369 |
1369
Port Capital
Chicago,
Illinois
| $1.38B | +$152M | +12% | 13.8% | 74.4% | 71 | 7.04% | 3.9 |
|
| 1370 |
1370
Venture Visionary Partners
Sylvania,
Ohio
| $1.38B | +$149M | +12% | 9.87% | 95.4% | 512 | 17.38% | 1.9 |
|
| 1371 |
1371
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.38B | +$101M | +8% | 9.57% | 79.5% | 130 | 2.31% | 6.5 |
|
| 1372 |
1372
Cadian Capital Management
New York
| $1.38B | -$332M | -19% | 1.21% | 19.5% | 58 | 50% | 1.3 |
|
| 1373 |
1373
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| $1.38B | +$146M | +12% | 12.7% | 68.1% | 95 | 7.37% | 4.3 |
|
| 1374 |
1374
Osterweis Capital Management
San Francisco,
California
| $1.38B | +$44.3M | +3% | 7.52% | 93.7% | 262 | 19.08% | 1.5 |
|
| 1375 |
1375
Steelhead Partners
Seattle,
Washington
| $1.37B | +$22.1M | +2% | 0% | 0.4% | 42 | 2.38% | 0.8 |
|