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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Duality Advisers
Miami,
Florida
| $919M | -$96M | -9% | 7% | 18.3% | 797 | 64.62% | 0.2 |
|
| 1727 |
SBCM
1727
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $918M | -$61.3M | -6% | 3.71% | 72.3% | 48 | 2.08% | 5.9 |
|
| 1728 |
1728
Intrinsic Edge Capital Management
Chicago,
Illinois
| $916M | -$365M | -28% | 7.91% | 283% | 214 | 63.08% | 0.5 |
|
| 1729 |
1729
Kanawha Capital Management
Richmond,
Virginia
| $916M | -$70.8M | -7% | 5.61% | 74.5% | 201 | 5.47% | 6.5 |
|
| 1730 |
1730
GeoWealth Management
Chicago,
Illinois
| $916M | +$169M | +23% | 2.94% | 58% | 384 | 24.48% | 1.3 |
|
| 1731 |
1731
CSM Advisors
Warrendale,
Pennsylvania
| $915M | -$179M | -16% | 3.49% | 105% | 132 | 9.85% | 1.2 |
|
| 1732 |
1732
Inherent Group
New York
| $914M | +$280M | +44% | 2.14% | 61.7% | 50 | 56% | 0.5 |
|
| 1733 |
1733
HoyleCohen
San Diego,
California
| $913M | -$47M | -5% | 4.92% | 46.1% | 266 | 5.64% | 3.2 |
|
| 1734 |
1734
Broad Run Investment Management
Arlington,
Virginia
| $913M | -$185M | -17% | 9.41% | 202% | 24 | 8.33% | 5.7 |
|
| 1735 |
1735
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $912M | -$35.3M | -4% | 5.88% | 54.8% | 2,004 | 5.99% | 2 |
|
| 1736 |
1736
JB Capital
Wethersfield,
Connecticut
| $911M | -$21.3M | -2% | 6.06% | 83.8% | 239 | 41.42% | 0.8 |
|
| 1737 |
1737
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $911M | -$137M | -13% | 4.51% | 56.1% | 148 | 18.92% | 1.8 |
|
| 1738 |
1738
Asset Dedication LLC
San Francisco,
California
| $911M | +$238M | +35% | 5.29% | 67.8% | 1,035 | 47.34% | 1.5 |
|
| 1739 |
1739
Kopernik Global Investors
Tampa,
Florida
| $910M | +$44M | +5% | 4.39% | 128% | 37 | 13.51% | 2.9 |
|
| 1740 |
1740
Atalan Capital Partners
New York
| $909M | -$118M | -11% | 6.72% | 319% | 14 | 35.71% | 1.2 |
|
| 1741 |
SFG
1741
Sather Financial Group
Victoria,
Texas
| $908M | -$55.9M | -6% | 5.85% | 70% | 85 | 12.94% | 2.9 |
|
| 1742 |
1742
HighTower Trust
Houston,
Texas
| $908M | -$46.1M | -5% | 4.58% | 90.4% | 337 | 67.95% | 1.4 |
|
| 1743 |
1743
NAYA Capital Management (UK)
London,
United Kingdom
| $907M | -$409M | -31% | 8.46% | 121% | 20 | 40% | 1.2 |
|
| 1744 |
1744
Phillips Financial Management
Fort Wayne,
Indiana
| $907M | -$15.3M | -2% | 5.76% | 45.6% | 223 | 53.36% | 2.5 |
|
| 1745 |
1745
Forward Management
San Francisco,
California
| $907M | -$9.4M | -1% | 1.2% | 36.9% | 36 | 36.11% | 0.7 |
|
| 1746 |
1746
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $906M | +$308M | +51% | 37.6% | 484% | 17 | 5.88% | 0.7 |
|
| 1747 |
1747
Vivo Capital
Palo Alto,
California
| $906M | -$90.1M | -9% | 42.6% | 7,491% | 54 | 14.81% | 1.5 |
|
| 1748 |
1748
M Holdings Securities
Portland,
Oregon
| $905M | -$82.9M | -8% | 5.64% | 83.9% | 461 | 11.06% | 2 |
|
| 1749 |
1749
Oakworth Capital
Birmingham,
Alabama
| $904M | -$90M | -9% | 4.68% | 64.3% | 586 | 6.48% | 5.3 |
|
| 1750 |
1750
Transcend Capital Advisors
Madison,
New Jersey
| $904M | -$57M | -6% | 5.33% | 71.6% | 531 | 15.63% | 1.3 |
|