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 |
1626
Pembroke Management
Montreal,
Quebec, Canada
| $1.36B | +$38M | +3% | 7.47% | 105% | 79 | 22.78% | 2.4 |
|
| 1627 |
1627
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| $1.36B | +$79.3M | +6% | 6.04% | 135% | 161 | 10.56% | 3.9 |
|
| 1628 |
1628
IHT Wealth Management
Chicago,
Illinois
| $1.36B | +$128M | +10% | 8.73% | 74.8% | 881 | 17.71% | 2.3 |
|
| 1629 |
1629
Sepio Capital
Salt Lake City,
Utah
| $1.35B | +$141M | +12% | 8.84% | 92% | 397 | 20.91% | 1.6 |
|
| 1630 |
1630
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.35B | +$73.8M | +6% | 10.8% | 103% | 332 | 6.63% | 6.6 |
|
| 1631 |
1631
CWA Asset Management Group
Naples,
Florida
| $1.35B | +$90M | +7% | 9.69% | – | 330 | 20.61% | 2.1 |
|
| 1632 |
1632
Steelhead Partners
Seattle,
Washington
| $1.35B | +$18.9M | +1% | 0% | 0.4% | 41 | 7.32% | 0.9 |
|
| 1633 |
1633
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.35B | +$183M | +16% | 10% | 76% | 192 | 11.98% | 2.8 |
|
| 1634 |
1634
Reilly Financial Advisors
La Mesa,
California
| $1.35B | +$171M | +15% | 9.35% | 99% | 1,237 | 29.75% | 3.2 |
|
| 1635 |
1635
Everence Capital Management
Goshen,
Indiana
| $1.35B | +$128M | +11% | 10.1% | 121% | 808 | 15.59% | 3.1 |
|
| 1636 |
1636
Strategic Financial Services
Utica,
New York
| $1.34B | +$77.3M | +6% | 4.51% | 58.7% | 136 | 8.09% | 4.6 |
|
| 1637 |
1637
Western Asset Management Company
Pasadena,
California
| $1.34B | -$39.9M | -3% | 0.3% | 2.29% | 26 | 7.69% | 1.7 |
|
| 1638 |
1638
McKinley Carter Wealth Services
Wheeling,
West Virginia
| $1.34B | +$121M | +10% | 5.92% | 63.2% | 299 | 8.7% | 2.9 |
|
| 1639 |
1639
Abrams Bison Investments
Bethesda,
Maryland
| $1.34B | -$3.67M | -0.3% | 8.8% | 170% | 14 | 21.43% | 1.8 |
|
| 1640 |
1640
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.34B | +$609M | +83% | 9.79% | 96.7% | 792 | 44.82% | 0.5 |
|
| 1641 |
1641
Crestline Management
Fort Worth,
Texas
| $1.34B | +$275M | +26% | 1.8% | 80.2% | 297 | 47.81% | 0.3 |
|
| 1642 |
1642
Parsifal Capital Management
Greenwich,
Connecticut
| $1.34B | -$128M | -9% | 1.44% | 154% | 18 | 27.78% | 0.8 |
|
| 1643 |
1643
NorthRock Partners
Minneapolis,
Minnesota
| $1.33B | +$112M | +9% | 9.72% | 62.8% | 366 | 31.15% | 1.6 |
|
| 1644 |
1644
Trilogy Capital
Irvine,
California
| $1.33B | +$19M | +1% | 5.16% | 57.6% | 176 | 19.89% | 1.8 |
|
| 1645 |
HEC
1645
Hudson Executive Capital
New York
| $1.33B | -$89.1M | -6% | 5.03% | 127% | 12 | 16.67% | 1.5 |
|
| 1646 |
1646
Legacy Private Trust
Neenah,
Wisconsin
| $1.33B | +$96.8M | +8% | 7.32% | 71.1% | 239 | 8.37% | 4.6 |
|
| 1647 |
1647
Lingotto Investment Management
London,
United Kingdom
| $1.33B | +$64M | +5% | 4.98% | 362% | 20 | 40% | 1.3 |
|
| 1648 |
1648
Ensemble Capital Management
San Francisco,
California
| $1.33B | +$102M | +8% | 9% | 36.2% | 31 | 6.45% | 4.7 |
|
| 1649 |
1649
Discovery Capital Management
South Norwalk,
Connecticut
| $1.33B | -$5.29M | -0.4% | 5.01% | 871% | 107 | 70.09% | 0.4 |
|
| 1650 |
1650
Appleton Partners
Boston,
Massachusetts
| $1.33B | +$128M | +11% | 10.4% | 110% | 313 | 7.99% | 4.3 |
|