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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
PAM
1626
PartnerRe Asset Management
Greenwich,
Connecticut
| $612M | +$103M | +20% | 3.8% | – | 525 | 1.9% | 1.4 |
|
| 1627 |
FHB
1627
First Hawaiian Bank
Honolulu,
Hawaii
| $611M | +$16.1M | +3% | 2.84% | 72.7% | 137 | 16.06% | 1.2 |
|
| 1628 |
1628
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| $611M | +$32.1M | +6% | 1.57% | 68.2% | 156 | 13.46% | 1.2 |
|
| 1629 |
WAM
1629
Winslow Asset Management
Beachwood,
Ohio
| $610M | +$46.4M | +8% | 8.92% | 89.9% | 94 | 9.57% | 1.3 |
|
| 1630 |
TPCM
1630
Tide Point Capital Management
Old Greenwich,
Connecticut
| $608M | +$151M | +33% | 12.3% | 144% | 58 | 81.03% | 0.2 |
|
| 1631 |
MCM
1631
Maryland Capital Management
Towson,
Maryland
| $608M | +$29.5M | +5% | 4.36% | 44.5% | 196 | 13.27% | 1.3 |
|
| 1632 |
AIM
1632
Astor Investment Management
Chicago,
Illinois
| $608M | +$85.7M | +16% | 4.08% | 23.3% | 36 | 13.89% | 0.7 |
|
| 1633 |
MIM
1633
Martin Investment Management
Palm Beach Gardens,
Florida
| $608M | +$41.2M | +7% | 5.14% | 44.7% | 51 | 13.73% | 1.2 |
|
| 1634 |
TTWM
1634
TCV Trust & Wealth Management
Richmond,
Virginia
| $608M | +$15.2M | +3% | 3.1% | 75.3% | 177 | 7.91% | 1.3 |
|
| 1635 |
1635
Gradient Investments
Arden Hills,
Minnesota
| $607M | +$54.1M | +10% | 1.57% | 67.6% | 615 | 24.39% | 1 |
|
| 1636 |
FIB
1636
First Interstate Bank
Billings,
Montana
| $607M | +$140M | +30% | 2.88% | 48.2% | 125 | 22.4% | 1.1 |
|
| 1637 |
1637
EP Wealth Advisors
Torrance,
California
| $607M | -$10.7M | -2% | 4.12% | – | 145 | 26.9% | 1 |
|
| 1638 |
IH
1638
IFC Holdings
Tampa,
Florida
| $607M | +$52M | +9% | 3.89% | 25.1% | 399 | 17.04% | 1.1 |
|
| 1639 |
1639
Freestone Capital Holdings
Seattle,
Washington
| $606M | +$27.5M | +5% | 5.09% | 86.9% | 182 | 35.16% | 0.8 |
|
| 1640 |
GIM
1640
Gyrus Investment Management
Toronto,
Ontario, Canada
| $606M | +$34.7M | +6% | 4.86% | – | 106 | 6.6% | 1.2 |
|
| 1641 |
FCG
1641
FrontFour Capital Group
Greenwich,
Connecticut
| $605M | -$112M | -16% | 1.86% | 8.55% | 49 | 63.27% | 0.5 |
|
| 1642 |
REMS
1642
Real Estate Management Services
| $603M | +$49.9M | +9% | 10.7% | 67.2% | 56 | 8.93% | 1.1 |
|
| 1643 |
FI
1643
Fosun International
Hong Kong,
China
| $602M | -$77.1M | -11% | 4.82% | 41.3% | 25 | 40% | 0.5 |
|
| 1644 |
1644
Brookstone Capital Management
Wheaton,
Illinois
| $601M | +$69.8M | +13% | 4.39% | 64.2% | 193 | 32.12% | 0.6 |
|
| 1645 |
EGM
1645
Espalier Global Management
New York
| $601M | -$1.28B | -68% | 8.79% | 97.2% | 147 | 77.55% | 0.3 |
|
| 1646 |
MGAI
1646
MP Global Advisers III
New York
| $600M | +$840K | +0.1% | 6.54% | 16.5% | 1 | 0% | 1.5 |
|
| 1647 |
GEM
1647
Global Endowment Management
Charlotte,
North Carolina
| $599M | -$53.8M | -8% | 1% | 46.1% | 295 | 32.2% | 0.9 |
|
| 1648 |
SXM
1648
SC XI Management
Menlo Park,
California
| $599M | -$126M | -17% | 17.1% | 117% | 3 | 0% | 1.5 |
|
| 1649 |
PCM
1649
Polaris Capital Management
Boston,
Massachusetts
| $597M | +$104M | +21% | 4.02% | 94.3% | 92 | 88.04% | 0.2 |
|
| 1650 |
TM
1650
Thiel Macro
Los Angeles,
California
| $596M | – | – | 1.94% | – | 15 | – | 0 |
|