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
Financial Advocates Investment Management
Olympia,
Washington
| $1.76B | -$12.5M | -0.7% | 2.14% | 89.9% | 826 | 15.98% | 3.3 |
|
| 1477 |
1477
Seilern Investment Management
London,
United Kingdom
| $1.75B | – | – | 1.7% | – | 21 | – | 0 |
|
| 1478 |
1478
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| $1.75B | -$3.26M | -0.2% | 4.12% | 160% | 420 | 21.67% | 4.8 |
|
| 1479 |
1479
1ST Source Bank
South Bend,
Indiana
| $1.75B | -$23.1M | -1% | 0.28% | 80.8% | 268 | 5.6% | 7.6 |
|
| 1480 |
1480
Zhang Financial
Portage,
Michigan
| $1.75B | +$163M | +10% | 0.61% | 67.9% | 303 | 11.55% | 3.7 |
|
| 1481 |
1481
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.75B | -$9M | -0.5% | 1.49% | 135% | 180 | 8.89% | 4.7 |
|
| 1482 |
1482
GW Henssler & Associates
Kennesaw,
Georgia
| $1.74B | -$23.2M | -1% | 2.83% | 71.7% | 190 | 2.63% | 3.8 |
|
| 1483 |
SC
1483
SRB Corp
Boston,
Massachusetts
| $1.74B | -$40.3M | -2% | 1.14% | 87.3% | 24 | 29.17% | 3.4 |
|
| 1484 |
1484
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $1.74B | -$34.6M | -2% | 0.33% | 64.4% | 164 | 7.93% | 5.2 |
|
| 1485 |
1485
Unigestion Holding
Geneva,
Switzerland
| $1.74B | -$332M | -16% | 1.2% | 25% | 171 | 21.64% | 2.1 |
|
| 1486 |
1486
Cadian Capital Management
New York
| $1.74B | -$217M | -11% | 16.3% | 19.5% | 33 | 36.36% | 0.9 |
|
| 1487 |
1487
Ghisallo Capital Management
Boston,
Massachusetts
| $1.73B | -$287M | -14% | 9.68% | 122% | 187 | 70.05% | 0.4 |
|
| 1488 |
1488
Ellevest Inc
New York
| $1.73B | -$73.2M | -4% | 1.54% | 73.8% | 463 | 19.22% | 3.3 |
|
| 1489 |
1489
Sabal Trust
St. Petersburg,
Florida
| $1.73B | -$107M | -6% | 3.72% | 18.4% | 241 | 9.54% | 4.2 |
|
| 1490 |
1490
Point72 Europe
London,
United Kingdom
| $1.73B | +$160M | +10% | 4.84% | 95.4% | 175 | 60.57% | 0.3 |
|
| 1491 |
1491
Empirical Finance
Havertown,
Pennsylvania
| $1.73B | +$13.4M | +0.8% | 3.5% | 124% | 520 | 7.31% | 3.7 |
|
| 1492 |
1492
Osborne Partners Capital Management
San Francisco,
California
| $1.73B | -$35.7M | -2% | 2.14% | 60.8% | 228 | 7.46% | 5.3 |
|
| 1493 |
1493
Goelzer Investment Management
Carmel,
Indiana
| $1.72B | -$102M | -6% | 3.1% | 97.2% | 238 | 6.72% | 6.1 |
|
| 1494 |
1494
Checchi Capital Advisers
Beverly Hills,
California
| $1.72B | -$71.1M | -4% | 0.63% | 68% | 596 | 8.05% | 5.9 |
|
| 1495 |
1495
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.72B | -$2.93M | -0.2% | 0.89% | 78.9% | 330 | 8.79% | 4.6 |
|
| 1496 |
1496
Ion Asset Management
Herzliya,
Israel
| $1.72B | -$139M | -7% | 12.5% | 125% | 71 | 23.94% | 1 |
|
| 1497 |
1497
Alphabet Inc
Mountain View,
California
| $1.72B | -$125M | -7% | 12.5% | 327% | 42 | 4.76% | 3.5 |
|
| 1498 |
1498
CAS Investment Partners
Westport,
Connecticut
| $1.72B | +$209M | +14% | 15.6% | 527% | 5 | 20% | 4.4 |
|
| 1499 |
1499
Basswood Capital Management
New York
| $1.72B | -$225M | -12% | 5.33% | 111% | 118 | 21.19% | 4.4 |
|
| 1500 |
1500
Baring Fintech Manager Holding
Castel,
Guernsey
| $1.71B | – | – | 10.6% | – | 1 | – | 0 |
|