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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
BCP
1451
BlackBarn Capital Partners
New York
| $1.82B | +$1.06B | +139% | 4.55% | – | 23 | 39.13% | 0.6 |
|
| 1452 |
SG
1452
StoneX Group
New York
| $1.82B | +$445M | +32% | 1.8% | 85.2% | 993 | 43.71% | 2.2 |
|
| 1453 |
QPBE
1453
Quintet Private Bank (Europe)
Luxembourg
| $1.82B | +$68.9M | +4% | 2.9% | 111% | 242 | 28.51% | 1.8 |
|
| 1454 |
SAMH
1454
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $1.82B | +$47.6M | +3% | 6.86% | 125% | 6 | 16.67% | 0.8 |
|
| 1455 |
1455
Sachem Head Capital Management
New York
| $1.82B | -$91.1M | -5% | 16% | 172% | 18 | 44.44% | 0.9 |
|
| 1456 |
DWT
1456
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $1.81B | -$66.5M | -4% | 1.58% | 86% | 713 | 11.64% | 4.4 |
|
| 1457 |
1457
Diversify Advisory Services
Sandy,
Utah
| $1.81B | -$46.1M | -2% | 4.54% | – | 702 | 22.65% | 0.6 |
|
| 1458 |
SEP
1458
Soma Equity Partners
San Francisco,
California
| $1.81B | +$67.9M | +4% | 15.8% | 151% | 19 | 10.53% | 2 |
|
| 1459 |
GAG
1459
GM Advisory Group
Melville,
New York
| $1.81B | +$138M | +8% | 1.08% | 53.6% | 273 | 12.82% | 3 |
|
| 1460 |
BOH
1460
Bank of Hawaii
Honolulu,
Hawaii
| $1.81B | -$585M | -24% | 0.26% | 73.5% | 249 | 13.25% | 6.2 |
|
| 1461 |
TW
1461
Trajan Wealth
Scottsdale,
Arizona
| $1.81B | +$110M | +7% | 2.23% | – | 191 | 12.04% | 0.7 |
|
| 1462 |
RCW
1462
Rheos Capital Works
Tokyo,
Japan
| $1.8B | -$113M | -6% | 4.1% | 220% | 115 | 24.35% | 1.5 |
|
| 1463 |
TW
1463
Transform Wealth
Greenwood Village,
Colorado
| $1.8B | +$293M | +19% | 2.17% | 48.4% | 276 | 26.09% | 2.8 |
|
| 1464 |
HHGA
1464
Halbert Hargrove Global Advisors
Long Beach,
California
| $1.8B | -$24.2M | -1% | 2.02% | 68.2% | 325 | 68% | 0.8 |
|
| 1465 |
SLF
1465
Sun Life Financial
Toronto,
Ontario, Canada
| $1.79B | +$482K | +0% | 0.11% | 65.7% | 35 | 5.71% | 4 |
|
| 1466 |
ET
1466
Equitable Trust
Nashville,
Tennessee
| $1.79B | +$233M | +15% | 0.78% | 109% | 510 | 21.37% | 3 |
|
| 1467 |
1467
JB Capital
Wethersfield,
Connecticut
| $1.79B | +$45.3M | +3% | 0.06% | 76% | 241 | 17.43% | 1.9 |
|
| 1468 |
1468
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| $1.79B | +$72M | +4% | 5.23% | – | 2 | 0% | 0.3 |
|
| 1469 |
WP
1469
WMS Partners
Towson,
Maryland
| $1.78B | +$650K | +0% | 0.89% | 10.8% | 317 | 12.93% | 4.1 |
|
| 1470 |
1470
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.78B | +$200M | +13% | 3.37% | 89.7% | 3,857 | 23.85% | 1.6 |
|
| 1471 |
SCM
1471
Spyglass Capital Management
San Francisco,
California
| $1.78B | +$255M | +17% | 24% | 154% | 27 | 14.81% | 1.6 |
|
| 1472 |
NMC
1472
NEA Management Company
Timonium,
Maryland
| $1.77B | -$63.7M | -3% | 11.7% | 823% | 42 | 2.38% | 4.4 |
|
| 1473 |
CRM
1473
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| $1.77B | -$31.6M | -2% | 1.97% | 113% | 107 | 20.56% | 2.4 |
|
| 1474 |
CFGS
1474
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.77B | +$87.3M | +5% | 0.76% | 18.1% | 2,365 | 10.53% | 3.7 |
|
| 1475 |
1475
IFG Advisory
Atlanta,
Georgia
| $1.76B | +$194M | +12% | 0.72% | 70.1% | 689 | 46.73% | 2 |
|