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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1476 |
1476
Trajan Wealth
Scottsdale,
Arizona
| $1.7B | +$137M | +9% | 5.34% | – | 190 | 18.42% | 0.4 |
|
| 1477 |
1477
Pitcairn
Conshohocken,
Pennsylvania
| $1.69B | +$54.8M | +3% | 6.96% | 111% | 763 | 13.5% | 4.6 |
|
| 1478 |
1478
Motley Fool Asset Management
Alexandria,
Virginia
| $1.69B | +$183M | +12% | 7.51% | 117% | 215 | 6.98% | 2.9 |
|
| 1479 |
1479
Grandfield & Dodd
New York
| $1.69B | +$108M | +7% | 8.12% | 70.8% | 211 | 7.11% | 7 |
|
| 1480 |
1480
Strategic Financial Services
Utica,
New York
| $1.69B | +$105M | +7% | 6.45% | 58.7% | 141 | 7.09% | 5.6 |
|
| 1481 |
1481
Acropolis Investment Management
St. Louis,
Missouri
| $1.68B | +$101M | +6% | 6.11% | 51% | 304 | 7.24% | 5.3 |
|
| 1482 |
1482
Harvest Fund Management
Beijing,
China
| $1.68B | +$301M | +22% | 5.78% | 327% | 755 | 33.91% | 2 |
|
| 1483 |
1483
Alta Capital Management
Salt Lake City,
Utah
| $1.68B | +$91.3M | +6% | 5.35% | 89.2% | 99 | 17.17% | 5.3 |
|
| 1484 |
1484
Concourse Financial Group Securities
Birmingham,
Alabama
| $1.68B | +$83.4M | +5% | 6.18% | 18.1% | 2,416 | 12.29% | 3.6 |
|
| 1485 |
1485
Royal Fund Management
Lady Lake,
Florida
| $1.68B | +$444M | +36% | 5.61% | 103% | 376 | 33.24% | 2.6 |
|
| 1486 |
1486
Sageworth Trust
Lancaster,
Pennsylvania
| $1.68B | +$92.1M | +6% | 6.62% | 64.5% | 130 | 30.77% | 3.3 |
|
| 1487 |
1487
Traynor Capital Management
Malvern,
Pennsylvania
| $1.67B | +$334M | +25% | 2.89% | 225% | 327 | 25.69% | 2.9 |
|
| 1488 |
1488
GM Advisory Group
Melville,
New York
| $1.67B | +$119M | +8% | 5.46% | 53.6% | 269 | 16.36% | 2.9 |
|
| 1489 |
1489
Bank of Finland
Helsinki,
Finland
| $1.67B | +$100M | +6% | 6.13% | 66.7% | 4 | 0% | 3 |
|
| 1490 |
1490
Belpointe Asset Management
Reno,
Nevada
| $1.67B | +$233M | +16% | 7.06% | 80.1% | 1,001 | 22.48% | 2.5 |
|
| 1491 |
1491
Cambria Investment Management
Manhattan Beach,
California
| $1.66B | +$28.6M | +2% | 8.31% | 72% | 406 | 33.74% | 1.8 |
|
| 1492 |
1492
LMCG Investments
Boston,
Massachusetts
| $1.66B | -$54.8M | -3% | 5.22% | 135% | 292 | 26.71% | 6.7 |
|
| 1493 |
1493
Altshuler Shaham
Tel Aviv,
Israel
| $1.66B | -$1.27B | -43% | 1.12% | 108% | 368 | 32.07% | 1.1 |
|
| 1494 |
1494
Robert Wood Johnson Foundation
Princeton,
New Jersey
| $1.66B | +$79M | +5% | 10.3% | 4.83% | 2 | 0% | 7.9 |
|
| 1495 |
1495
Wilkinson Global Asset Management
New York
| $1.66B | +$60.7M | +4% | 6.38% | 86.5% | 81 | 6.17% | 2.9 |
|
| 1496 |
1496
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.66B | +$85.7M | +5% | 5.95% | 63.2% | 309 | 5.5% | 4.6 |
|
| 1497 |
1497
Abdiel Capital Advisors
New York
| $1.65B | +$237M | +17% | 7.95% | 43.7% | 7 | 0% | 3.8 |
|
| 1498 |
1498
Prelude Capital Management
New York
| $1.65B | +$213M | +15% | 9.06% | 198% | 1,616 | 50.06% | 0.8 |
|
| 1499 |
1499
Pine Valley Investments
Marlton,
New Jersey
| $1.65B | +$126M | +8% | 7.44% | 93.9% | 542 | 11.44% | 1.1 |
|
| 1500 |
1500
Linonia Partnership
New York
| $1.65B | +$386M | +31% | 23.4% | – | 11 | 18.18% | 0.8 |
|