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 |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
LMIM
1426
Lockheed Martin Investment Management
Bethesda,
Maryland
| $2.53B | -$204M | -7% | 21.9% | 94.6% | 122 | 13.11% | 14.5 |
|
| 1427 |
IFA
1427
Index Fund Advisors
Irvine,
California
| $2.52B | +$297M | +13% | 12.1% | 58.2% | 143 | 16.78% | 9.3 |
|
| 1428 |
LCG
1428
Luxor Capital Group
New York
| $2.52B | +$1.08B | +76% | 13.5% | 131% | 62 | 37.1% | 4.7 |
|
| 1429 |
NLGIA
1429
Nippon Life Global Investors Americas
New York
| $2.51B | +$297M | +13% | 29.8% | 173% | 119 | 26.05% | 13 |
|
| 1430 |
ET
1430
Entropy Technologies
New York
| $2.51B | +$345M | +16% | 13.2% | – | 1,282 | 60.69% | 1.3 |
|
| 1431 |
BCM
1431
Basswood Capital Management
New York
| $2.51B | +$393M | +19% | 15.1% | 111% | 118 | 14.41% | 19 |
|
| 1432 |
ECP
1432
Electron Capital Partners
New York
| $2.5B | -$50M | -2% | 30% | 333% | 56 | 35.71% | 6.8 |
|
| 1433 |
ST
1433
Smithfield Trust
Pittsburgh,
Pennsylvania
| $2.5B | +$208M | +9% | 11.6% | 50% | 1,105 | 3.98% | 28.8 |
|
| 1434 |
DAL
1434
Delta Accumulation LLC
Sausalito,
California
| $2.5B | +$1.35B | +117% | 30.1% | 96.5% | 170 | 57.06% | 2.8 |
|
| 1435 |
ROIC
1435
Route One Investment Company
San Francisco,
California
| $2.49B | +$141M | +6% | 5.85% | 80.9% | 21 | 14.29% | 16.4 |
|
| 1436 |
SW
1436
SoFi Wealth
San Francisco,
California
| $2.48B | +$409M | +20% | 15% | 62.2% | 52 | 0% | 7.3 |
|
| 1437 |
SGM
1437
Seven Grand Managers
Bronxville,
New York
| $2.48B | +$987M | +66% | 18.1% | 281% | 249 | 62.25% | 1.3 |
|
| 1438 |
SG
1438
SCHF (GPE)
Wilson,
Wyoming
| $2.48B | +$1.7B | +218% | 2.52% | – | 6 | 50% | 2 |
|
| 1439 |
SG
1439
StoneX Group
New York
| $2.48B | +$623M | +34% | 21% | 85.2% | 1,633 | 54.19% | 6.2 |
|
| 1440 |
KWA
1440
Kingswood Wealth Advisors
San Diego,
California
| $2.48B | +$373M | +18% | 22.4% | 123% | 1,057 | 18.45% | 5.8 |
|
| 1441 |
VCM
1441
Valiant Capital Management
San Francisco,
California
| $2.48B | +$737M | +42% | 31.8% | 348% | 37 | 29.73% | 10.5 |
|
| 1442 |
SQA
1442
Simon Quick Advisors
Morristown,
New Jersey
| $2.48B | +$290M | +13% | 12.6% | 69.5% | 438 | 17.58% | 11.9 |
|
| 1443 |
BHIA
1443
Birch Hill Investment Advisors
Boston,
Massachusetts
| $2.47B | +$241M | +11% | 14.2% | 73.7% | 214 | 10.28% | 27.2 |
|
| 1444 |
CAG
1444
Csenge Advisory Group
Clearwater,
Florida
| $2.47B | +$280M | +13% | 14.4% | 66.3% | 857 | 23.69% | 12.1 |
|
| 1445 |
RG
1445
Renaissance Group
Covington,
Kentucky
| $2.46B | +$73.4M | +3% | 20.4% | 115% | 255 | 16.47% | 13.5 |
|
| 1446 |
NDSIB
1446
North Dakota State Investment Board
Bismarck,
North Dakota
| $2.46B | +$150M | +6% | 23.6% | – | 844 | 13.03% | 1.8 |
|
| 1447 |
MAMU
1447
Marathon Asset Management (UK)
London,
United Kingdom
| $2.46B | -$146M | -6% | 15.4% | 80.8% | 76 | 5.26% | 19.2 |
|
| 1448 |
SWA
1448
Sax Wealth Advisors
Parsippany,
New Jersey
| $2.46B | +$395M | +19% | 11.3% | 57.2% | 563 | 19.01% | 7.9 |
|
| 1449 |
SGAM
1449
Smith Group Asset Management
Dallas,
Texas
| $2.46B | +$496M | +25% | 30% | – | 188 | 25.53% | 10.2 |
|
| 1450 |
PC
1450
Port Capital
Chicago,
Illinois
| $2.45B | +$201M | +9% | 12.1% | 74.4% | 109 | 25.69% | 17.2 |
|