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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
PR
1401
Payden & Rygel
Los Angeles,
California
| $1.46B | +$49M | +3% | 0.65% | 103% | 150 | 23.33% | 3.3 |
|
| 1402 |
WP
1402
WealthSource Partners
San Luis Obispo,
California
| $1.46B | -$54.3M | -4% | 2.91% | 16.8% | 518 | 10.23% | 3 |
|
| 1403 |
M
1403
MOTCO
San Antonio,
Texas
| $1.46B | -$65.2M | -4% | 1.82% | 63.5% | 1,103 | 29.83% | 4 |
|
| 1404 |
JIC
1404
Joel Isaacson & Co
New York
| $1.46B | -$32.4M | -2% | 3.17% | 72.5% | 326 | 7.36% | 5.3 |
|
| 1405 |
CAAS
1405
Capital Asset Advisory Services
Williamston,
Michigan
| $1.46B | +$27.2M | +2% | 3.28% | 51% | 350 | 15.71% | 2.8 |
|
| 1406 |
RMCM
1406
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $1.46B | -$70.7M | -5% | 3.06% | 108% | 209 | 9.09% | 6.4 |
|
| 1407 |
HCMT
1407
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.45B | -$83.2M | -5% | 2.73% | 142% | 349 | 12.61% | 4.9 |
|
| 1408 |
1408
Daymark Wealth Partners
Cincinnati,
Ohio
| $1.45B | +$105M | +8% | 2.76% | 96.4% | 410 | 15.85% | 0.5 |
|
| 1409 |
DIGDR
1409
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.45B | +$423M | +41% | 2.73% | 34.1% | 31 | 38.71% | 1.4 |
|
| 1410 |
MPIA
1410
Mountain Pacific Investment Advisers
Boise,
Idaho
| $1.44B | -$55.4M | -4% | 2.07% | 79.5% | 134 | 5.97% | 6.9 |
|
| 1411 |
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $1.44B | -$7.09M | -0.5% | 3.87% | 58.1% | 713 | 21.32% | 4.4 |
|
| 1412 |
ACG
1412
Aventail Capital Group
New York
| $1.44B | +$453M | +46% | 14.6% | 154% | 92 | 63.04% | 0.3 |
|
| 1413 |
DPRC
1413
Deer Park Road Corp
Steamboat Springs,
Colorado
| $1.43B | -$19.2B | -93% | 22.3% | 20.8% | 28 | 75% | 2.2 |
|
| 1414 |
LIM
1414
Leavell Investment Management
Mobile,
Alabama
| $1.43B | -$42.8M | -3% | 2.25% | 84.5% | 471 | 6.79% | 5.9 |
|
| 1415 |
1415
Cowen and Company
New York
| $1.43B | +$223M | +18% | 1.58% | 120% | 794 | 45.72% | 0.6 |
|
| 1416 |
FFM
1416
Fullerton Fund Management
Singapore
| $1.43B | -$3.64M | -0.3% | 1.89% | 412% | 74 | 41.89% | 1 |
|
| 1417 |
1417
Hennessy Advisors Inc
Novato,
California
| $1.43B | +$39.6M | +3% | 0.38% | 206% | 229 | 3.49% | 4.2 |
|
| 1418 |
G
1418
GenTrust
Miami,
Florida
| $1.42B | -$49.1M | -3% | 3.12% | 53% | 142 | 9.86% | 2.1 |
|
| 1419 |
AL
1419
AIP LLC
New York
| $1.42B | +$115M | +9% | 9.34% | 54.9% | 2 | 0% | 3.4 |
|
| 1420 |
GIM
1420
Goelzer Investment Management
Carmel,
Indiana
| $1.42B | +$239M | +20% | 0.85% | 97.2% | 230 | 7.39% | 5.6 |
|
| 1421 |
1421
Avidian Wealth Enterprises
Houston,
Texas
| $1.42B | -$107M | -7% | 3.83% | 71.7% | 433 | 13.63% | 2.6 |
|
| 1422 |
1422
Apella Capital
West Hartford,
Connecticut
| $1.41B | +$10.3M | +0.7% | 2.9% | 48.6% | 266 | 6.39% | 2.1 |
|
| 1423 |
1423
Main Management ETF Advisors
San Francisco,
California
| $1.41B | +$27M | +2% | 1.7% | 97.2% | 43 | 20.93% | 1.2 |
|
| 1424 |
FCM
1424
Fairholme Capital Management
South Miami,
Florida
| $1.41B | +$92.1M | +7% | 11.3% | 36.2% | 13 | 53.85% | 2.9 |
|
| 1425 |
JPM
1425
JANA Partners Management
New York
| $1.4B | – | – | 2.42% | 47.2% | 9 | – | 0 |
|