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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1601 |
A
1601
AlphaQuest
New York
| $1.79B | +$257M | +17% | 1.95% | – | 2,309 | 5.89% |
|
| 1602 |
MCC
1602
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.78B | +$162M | +10% | 2.64% | 60.9% | 544 | 18.75% |
|
| 1603 |
CC
1603
Courier Capital
Buffalo,
New York
| $1.78B | +$35.3M | +2% | 2.55% | 64.1% | 402 | 7.46% |
|
| 1604 |
PWP
1604
Principle Wealth Partners
Madison,
Connecticut
| $1.78B | +$54.7M | +3% | 3.2% | 65.9% | 382 | 8.38% |
|
| 1605 |
FFM
1605
FengHe Fund Management
Singapore
| $1.78B | +$680M | +62% | 26.3% | 564% | 51 | 56.86% |
|
| 1606 |
JWA
1606
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.78B | +$65.8M | +4% | 2.39% | 54.8% | 1,988 | 8% |
|
| 1607 |
ELI
1607
Empire Life Investments
Toronto,
Ontario, Canada
| $1.78B | +$67.5M | +4% | 4.88% | 90.8% | 118 | 16.1% |
|
| 1608 |
EK
1608
Evensky & Katz
Coral Gables,
Florida
| $1.77B | +$48.7M | +3% | 2.47% | 57.1% | 73 | 1.37% |
|
| 1609 |
GAI
1609
General American Investors
New York
| $1.77B | +$47.2M | +3% | 4.84% | 115% | 84 | 16.67% |
|
| 1610 |
KC
1610
Kepler Cheuvreux
Nyon,
| $1.77B | -$87.3M | -5% | 5.31% | – | 173 | 32.95% |
|
| 1611 |
BI
1611
Bramshill Investments
Naples,
Florida
| $1.77B | +$304M | +21% | 0.89% | 0.88% | 180 | 35% |
|
| 1612 |
VCM
1612
Valiant Capital Management
San Francisco,
California
| $1.77B | +$314M | +22% | 3.83% | 302% | 35 | 14.29% |
|
| 1613 |
GD
1613
Grandfield & Dodd
New York
| $1.77B | +$2.82M | +0.2% | 5.3% | 55.2% | 216 | 6.48% |
|
| 1614 |
FDP
1614
Financiere des Professionnels
Montreal,
Quebec, Canada
| $1.76B | +$28.2M | +2% | 3.28% | – | 390 | 23.08% |
|
| 1615 |
KOCAA
1615
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.76B | +$18.1M | +1% | 4.53% | 113% | 419 | 15.04% |
|
| 1616 |
AAM
1616
AMI Asset Management
Los Angeles,
California
| $1.76B | -$26.9M | -2% | 3.61% | 81.6% | 98 | 16.33% |
|
| 1617 |
AP
1617
Atwood & Palmer
Kansas City,
Missouri
| $1.76B | +$57.4M | +3% | 2.31% | 82.3% | 502 | 5.58% |
|
| 1618 |
EFS
1618
Essex Financial Services
Essex,
Connecticut
| $1.76B | +$85.9M | +5% | 3.36% | 73.2% | 814 | 11.79% |
|
| 1619 |
AAA
1619
Affinity Asset Advisors
New York
| $1.76B | +$607M | +53% | 76% | 1,280% | 124 | 45.97% |
|
| 1620 |
GIA
1620
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| $1.75B | +$14.3M | +0.8% | 2.95% | 88.9% | 279 | 11.83% |
|
| 1621 |
FSA
1621
Franklin Street Advisors
Chapel Hill,
North Carolina
| $1.75B | +$16.5M | +0.9% | 2.51% | 113% | 185 | 14.59% |
|
| 1622 |
CGL
1622
Clarius Group LLC
Seattle,
Washington
| $1.75B | +$62.2M | +4% | 3.84% | 92.1% | 411 | 9.73% |
|
| 1623 |
AM
1623
Ares Management
Los Angeles,
California
| $1.75B | -$452M | -21% | 18.1% | 16% | 39 | 20.51% |
|
| 1624 |
LI
1624
LMCG Investments
Boston,
Massachusetts
| $1.75B | +$48.1M | +3% | 7.5% | 125% | 226 | 4.87% |
|
| 1625 |
MSR
1625
Main Street Research
Lakeville,
Connecticut
| $1.75B | -$103M | -6% | 4.75% | 159% | 146 | 23.29% |
|