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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1626 |
IG
1626
Ithaka Group
Arlington,
Virginia
| $632M | -$6.08M | -1% | 11.4% | 143% | 46 | 15.22% |
|
| 1627 |
MCM
1627
Manchester Capital Management
Manchester,
Vermont
| $630M | -$177M | -22% | 4.46% | 72.3% | 1,127 | 52.09% |
|
| 1628 |
CHA
1628
Cedar Hill Associates
Chicago,
Illinois
| $630M | -$3.53M | -0.6% | 1.23% | 21% | 87 | 13.79% |
|
| 1629 |
AIM
1629
Avity Investment Management
Greenwich,
Connecticut
| $629M | +$5.76M | +0.9% | 2.31% | 104% | 70 | 10% |
|
| 1630 |
HT
1630
HighTower Trust
Houston,
Texas
| $628M | -$44.2M | -7% | 4.99% | 90.4% | 156 | 21.15% |
|
| 1631 |
TAM
1631
Taylor Asset Management
Toronto,
Ontario, Canada
| $628M | -$133M | -17% | 2.24% | 12.9% | 45 | 37.78% |
|
| 1632 |
ASP
1632
Adams Street Partners
Chicago,
Illinois
| $627M | – | – | 9.58% | 399% | 17 | – |
|
| 1633 |
MLL
1633
Moody Lynn & Lieberson
Boston,
Massachusetts
| $627M | -$74.6M | -11% | 5.35% | 128% | 216 | 28.7% |
|
| 1634 |
NB
1634
NBT Bank
Norwich,
New York
| $627M | -$11.5M | -2% | 0.3% | 68.2% | 205 | 3.9% |
|
| 1635 |
GKFF
1635
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $627M | -$1.97M | -0.3% | 0.46% | 106% | 22 | 27.27% |
|
| 1636 |
HS
1636
HighVista Strategies
Boston,
Massachusetts
| $625M | -$138M | -18% | 7.21% | 622% | 215 | 47.91% |
|
| 1637 |
RI
1637
Redwood Investments
Boston,
Massachusetts
| $624M | -$38.8M | -6% | 7.1% | 74.1% | 202 | 22.28% |
|
| 1638 |
CDH
1638
Charles D. Hyman
| $623M | +$3.51M | +0.6% | 0.38% | 36.8% | 152 | 4.61% |
|
| 1639 |
FWM
1639
Frontier Wealth Management
Kansas City,
Missouri
| $623M | +$91.9M | +17% | 0.99% | 42.8% | 342 | 31.58% |
|
| 1640 |
IHL
1640
Investment House LLC
Redondo Beach,
California
| $620M | +$251K | +0% | 2.54% | 125% | 162 | 6.79% |
|
| 1641 |
TCM
1641
Tekne Capital Management
New York
| $620M | +$85.8M | +16% | 10.7% | 516% | 30 | 56.67% |
|
| 1642 |
FHB
1642
First Hawaiian Bank
Honolulu,
Hawaii
| $619M | +$7.97M | +1% | 2.67% | 67.1% | 131 | 38.17% |
|
| 1643 |
CEI
1643
Clark Estates Inc
New York
| $619M | -$49.2M | -7% | 3.44% | 34.5% | 135 | 27.41% |
|
| 1644 |
TTWM
1644
TCV Trust & Wealth Management
Richmond,
Virginia
| $618M | +$10.9M | +2% | 1.51% | 69% | 184 | 8.7% |
|
| 1645 |
DCM
1645
Dorsal Capital Management
Redwood City,
California
| $617M | +$118M | +24% | 5.79% | 99.6% | 36 | 41.67% |
|
| 1646 |
LA
1646
Linden Advisors
New York
| $615M | +$85.9M | +16% | 0.86% | 3.64% | 64 | 26.56% |
|
| 1647 |
SHGA
1647
Sand Hill Global Advisors
Palo Alto,
California
| $614M | +$30.7M | +5% | 2.54% | 58.6% | 86 | 12.79% |
|
| 1648 |
PAM
1648
Private Asset Management
San Diego,
California
| $614M | -$15.9M | -3% | 1.36% | 38.2% | 149 | 4.03% |
|
| 1649 |
OMC
1649
Overbrook Management Corp
New York
| $613M | +$118M | +24% | 8.08% | 146% | 95 | 25.26% |
|
| 1650 |
JBFJ
1650
James B. Fleming Jr
| $612M | -$141M | -19% | 8.56% | – | 2 | 0% |
|