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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1676 |
PGH
1676
Partners Group Holding
Baar-Zug,
Switzerland
| $1.07B | -$135M | -11% | 8.79% | 35.5% | 49 | 14.29% |
|
| 1677 |
BPIM
1677
Brant Point Investment Management
New York
| $1.07B | +$630M | +144% | 2.31% | 126% | 108 | 44.44% |
|
| 1678 |
ACP
1678
Atalan Capital Partners
New York
| $1.07B | -$206M | -16% | 8.68% | 185% | 15 | 33.33% |
|
| 1679 |
TA
1679
Tectonic Advisors
Frisco,
Texas
| $1.07B | +$255M | +31% | 2.61% | 43.4% | 293 | 24.23% |
|
| 1680 |
GL
1680
Graypoint LLC
Albany,
New York
| $1.06B | +$57.8M | +6% | 2.84% | 72.8% | 430 | 18.14% |
|
| 1681 |
SQA
1681
Simon Quick Advisors
Morristown,
New Jersey
| $1.06B | -$22.8M | -2% | 3.44% | 69.5% | 359 | 22.84% |
|
| 1682 |
SRC
1682
Shufro Rose & Co
New York
| $1.06B | -$34.8M | -3% | 2.84% | 47.5% | 326 | 6.13% |
|
| 1683 |
JWA
1683
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $1.06B | -$52M | -5% | 3.79% | 54.8% | 2,029 | 5.62% |
|
| 1684 |
CWM
1684
Cornerstone Wealth Management
St. Peters,
Missouri
| $1.06B | -$60.4M | -5% | 3.39% | 69.8% | 556 | 15.47% |
|
| 1685 |
CNAM
1685
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| $1.06B | -$60.9M | -5% | 4.47% | 108% | 112 | 5.36% |
|
| 1686 |
PHAM
1686
Pacific Heights Asset Management
San Francisco,
California
| $1.06B | -$43.1M | -4% | 5.07% | 176% | 75 | 2.67% |
|
| 1687 |
PAI
1687
Palo Alto Investors
Palo Alto,
California
| $1.06B | -$181M | -15% | 8.18% | 127% | 30 | 3.33% |
|
| 1688 |
TCM
1688
Tributary Capital Management
Omaha,
Nebraska
| $1.06B | -$59.6M | -5% | 2.42% | 82.3% | 170 | 5.88% |
|
| 1689 |
PFM
1689
Phillips Financial Management
Fort Wayne,
Indiana
| $1.05B | -$23.1M | -2% | 3.57% | 33.6% | 244 | 4.51% |
|
| 1690 |
AWA
1690
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1.05B | +$194M | +23% | 2.61% | 73.7% | 756 | 25.4% |
|
| 1691 |
SC
1691
SouthState Corp
Winter Haven,
Florida
| $1.05B | -$63.9M | -6% | 2.27% | 68.2% | 698 | 25.07% |
|
| 1692 |
GCGM
1692
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.05B | -$197M | -16% | 9.15% | 206% | 11 | 9.09% |
|
| 1693 |
FLAM
1693
First Light Asset Management
Edina,
Minnesota
| $1.05B | -$223M | -17% | 17% | 266% | 82 | 12.2% |
|
| 1694 |
CGL
1694
Clarius Group LLC
Seattle,
Washington
| $1.05B | -$245M | -19% | 3.48% | 92.1% | 515 | 15.34% |
|
| 1695 |
PWP
1695
Private Wealth Partners
Mill Valley,
California
| $1.05B | -$41.8M | -4% | 2.24% | 92.8% | 171 | 9.36% |
|
| 1696 |
NP
1696
Ninepoint Partners
Toronto,
Ontario, Canada
| $1.04B | +$125M | +14% | 19.8% | 38.6% | 105 | 27.62% |
|
| 1697 |
RAA
1697
RWC Asset Advisors
Miami,
Florida
| $1.04B | -$2.5M | -0.2% | 9.22% | 277% | 21 | 28.57% |
|
| 1698 |
NB
1698
NBT Bank
Norwich,
New York
| $1.04B | +$342M | +49% | 2.78% | 56.7% | 322 | 24.53% |
|
| 1699 |
CP
1699
Cumberland Partners
Toronto,
Ontario, Canada
| $1.04B | -$50.3M | -5% | 1.97% | 88.5% | 194 | 30.41% |
|
| 1700 |
VCM
1700
Valiant Capital Management
San Francisco,
California
| $1.04B | -$24.6M | -2% | 2.46% | 302% | 31 | 29.03% |
|