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 |
AP
1626
Atwood & Palmer
Kansas City,
Missouri
| $1.7B | +$103M | +6% | 9.79% | 82.3% | 539 | 13.17% |
|
| 1627 |
PP
1627
Patten & Patten
Chattanooga,
Tennessee
| $1.7B | +$156M | +10% | 8.75% | 63.8% | 353 | 11.05% |
|
| 1628 |
LI
1628
LMCG Investments
Boston,
Massachusetts
| $1.7B | +$106M | +7% | 10.9% | 125% | 232 | 7.33% |
|
| 1629 |
HBT
1629
Hills Bank & Trust
North Liberty,
Iowa
| $1.7B | +$113M | +7% | 5.23% | 47.5% | 329 | 6.69% |
|
| 1630 |
LWMT
1630
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $1.7B | +$90.6M | +6% | 5.81% | 46.9% | 31 | 6.45% |
|
| 1631 |
CC
1631
Carrhae Capital
London,
United Kingdom
| $1.7B | +$330M | +24% | 19.6% | 159% | 39 | 58.97% |
|
| 1632 |
BGCP
1632
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| $1.69B | -$65.1M | -4% | 0.63% | 56.1% | 31 | 0% |
|
| 1633 |
SC
1633
Sepio Capital
Salt Lake City,
Utah
| $1.69B | +$285M | +20% | 7.16% | 75.2% | 322 | 18.01% |
|
| 1634 |
CGL
1634
Clarius Group LLC
Seattle,
Washington
| $1.69B | -$26.5M | -2% | 6.34% | 92.1% | 489 | 20.45% |
|
| 1635 |
AWA
1635
Aaron Wealth Advisors
Chicago,
Illinois
| $1.69B | +$709M | +72% | 7.58% | 96.4% | 664 | 31.63% |
|
| 1636 |
CCB
1636
Country Club Bank
Kansas City,
Missouri
| $1.69B | +$97.6M | +6% | 7.36% | 77.4% | 327 | 2.45% |
|
| 1637 |
TAL
1637
TIG Advisors LLC
New York
| $1.68B | -$177M | -10% | 21% | 366% | 108 | 80.56% |
|
| 1638 |
CCM
1638
Cadian Capital Management
New York
| $1.68B | -$103M | -6% | 1.57% | 4.6% | 31 | 38.71% |
|
| 1639 |
TF
1639
Trek Financial
Scottsdale,
Arizona
| $1.68B | +$188M | +13% | 11.2% | 109% | 500 | 29.8% |
|
| 1640 |
PRA
1640
Pine Ridge Advisers
New York
| $1.68B | +$91.6M | +6% | 7.89% | 80% | 41 | 9.76% |
|
| 1641 |
LPT
1641
Legacy Private Trust
Neenah,
Wisconsin
| $1.68B | +$129M | +8% | 7.34% | 63.5% | 260 | 5.38% |
|
| 1642 |
SRAIM
1642
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| $1.68B | +$133M | +9% | 12.9% | 63.7% | 35 | 20% |
|
| 1643 |
TWA
1643
TCI Wealth Advisors
Tucson,
Arizona
| $1.68B | +$217M | +15% | 7.48% | 54.5% | 276 | 13.41% |
|
| 1644 |
MAP
1644
Madison Avenue Partners
New York
| $1.68B | +$178M | +12% | 34.5% | 241% | 29 | 41.38% |
|
| 1645 |
BFG
1645
Berger Financial Group
Plymouth,
Minnesota
| $1.67B | +$125M | +8% | 6.78% | 49.7% | 455 | 9.23% |
|
| 1646 |
EFS
1646
Essex Financial Services
Essex,
Connecticut
| $1.67B | +$147M | +10% | 8.96% | 73.2% | 769 | 13.26% |
|
| 1647 |
WAS
1647
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $1.67B | +$128M | +8% | 8.9% | 102% | 109 | 3.67% |
|
| 1648 |
JIP
1648
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.67B | +$142M | +9% | 9.49% | 78.5% | 467 | 15.2% |
|
| 1649 |
SWM
1649
Segment Wealth Management
Houston,
Texas
| $1.67B | +$93M | +6% | 7.58% | 102% | 301 | 10.63% |
|
| 1650 |
ECM
1650
Everence Capital Management
Goshen,
Indiana
| $1.67B | +$115M | +7% | 8.9% | 80.4% | 860 | 15.47% |
|