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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Sigma Investment Counselors
Northville,
Michigan
| $625M | +$19.6M | +3% | 2.94% | 54.9% | 129 | 7.75% | 2.7 |
|
| 1652 |
1652
Rockland Trust
Hanover,
Massachusetts
| $624M | +$47.1M | +8% | 5.29% | 61.5% | 167 | 10.78% | 2.3 |
|
| 1653 |
1653
Crosslink Capital
Menlo Park,
California
| $624M | +$69.3M | +12% | 2.02% | 135% | 39 | 30.77% | 1.6 |
|
| 1654 |
BCM
1654
Brenham Capital Management
Dallas,
Texas
| $624M | -$219M | -26% | 10.8% | 234% | 17 | 58.82% | 0.6 |
|
| 1655 |
1655
S&T Bank
Indiana,
Pennsylvania
| $623M | +$21.2M | +4% | 12.8% | 193% | 85 | 9.41% | 2.7 |
|
| 1656 |
1656
Calamos Wealth Management
Naperville,
Illinois
| $621M | +$36.3M | +6% | 3.07% | 102% | 238 | 15.13% | 1.5 |
|
| 1657 |
TM
1657
TSG6 Management
San Francisco,
California
| $620M | -$300M | -33% | 0.15% | – | 1 | 0% | 1 |
|
| 1658 |
SM
1658
SG3 Management
Dorado,
Puerto Rico
| $620M | – | – | 4.03% | 38.7% | 249 | – | 0 |
|
| 1659 |
1659
Darrell & King
Charlottesville,
Virginia
| $619M | +$38.4M | +7% | 7.99% | – | 51 | 9.8% | 0.8 |
|
| 1660 |
1660
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $619M | -$12.6M | -2% | 4.66% | 115% | 486 | 4.73% | 2.8 |
|
| 1661 |
1661
Alerus Financial
Grand Forks,
North Dakota
| $619M | +$619K | +0.1% | 2.2% | 97.1% | 129 | 12.4% | 0.5 |
|
| 1662 |
1662
Clearstead Advisors
Cleveland,
Ohio
| $618M | – | – | 10.2% | 71.4% | 206 | – | 0 |
|
| 1663 |
1663
TCV Trust & Wealth Management
Richmond,
Virginia
| $617M | +$26.5M | +4% | 3.01% | 75.3% | 184 | 15.22% | 2.6 |
|
| 1664 |
1664
Mariner Independent Advisor Network
Overland Park,
Kansas
| $616M | -$85.4M | -12% | 1.79% | 39.5% | 215 | 51.63% | 0.6 |
|
| 1665 |
1665
Braver Wealth Management
Needham,
Massachusetts
| $616M | +$18.9M | +3% | 4.63% | 20.4% | 163 | 25.15% | 1.2 |
|
| 1666 |
1666
Coldstream Capital Management
Bellevue,
Washington
| $615M | +$50.3M | +9% | 3.37% | 71% | 262 | 23.66% | 1.5 |
|
| 1667 |
1667
First Hawaiian Bank
Honolulu,
Hawaii
| $614M | +$28M | +5% | 2.25% | 72.7% | 99 | 14.14% | 2.6 |
|
| 1668 |
CPP
1668
Crow Point Partners
Boston,
Massachusetts
| $614M | -$24.4M | -4% | 0.33% | 56.9% | 366 | 37.7% | 1 |
|
| 1669 |
FWM
1669
Frontier Wealth Management
Kansas City,
Missouri
| $612M | -$46.8M | -7% | 1.34% | 42.8% | 427 | 21.55% | 1.2 |
|
| 1670 |
1670
Ulysses Management
New York
| $611M | -$246M | -29% | 21.7% | 51.8% | 56 | 44.64% | 1.5 |
|
| 1671 |
1671
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $611M | +$45.2M | +8% | 1.54% | 19.7% | 1,308 | 17.89% | 2 |
|
| 1672 |
1672
Twin Securities
New York
| $610M | +$36M | +6% | 1.38% | 506% | 28 | 67.86% | 0.4 |
|
| 1673 |
1673
GW & Wade
Wellesley,
Massachusetts
| $608M | +$52.1M | +9% | 3.86% | 32.2% | 245 | 14.29% | 1.8 |
|
| 1674 |
1674
Moors & Cabot
Boston,
Massachusetts
| $608M | +$9.37M | +2% | 3.69% | 124% | 610 | 21.97% | 1.9 |
|
| 1675 |
1675
Beacon Trust
Morristown,
New Jersey
| $608M | +$10.9M | +2% | 2.98% | 33% | 189 | 12.17% | 2.5 |
|