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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Mogy Joel R Investment Counsel
Beverly Hills,
California
| $1.04B | +$28M | +3% | 2.42% | 121% | 112 | 4.46% | 6.1 |
|
| 1752 |
1752
Rho Capital Partners
New York
| $1.04B | +$850M | +447% | 24.8% | – | 7 | 28.57% | 2.9 |
|
| 1753 |
1753
Atwood & Palmer
Kansas City,
Missouri
| $1.04B | +$108M | +12% | 10.8% | 90% | 461 | 22.13% | 3.3 |
|
| 1754 |
1754
Great Valley Advisor Group
Wilmington,
Delaware
| $1.04B | +$72.6M | +8% | 4.75% | 80.6% | 537 | 18.62% | 1.2 |
|
| 1755 |
1755
Annex Advisory Services
Brookfield,
Wisconsin
| $1.04B | +$17.6M | +2% | 6.31% | 85.8% | 216 | 17.13% | 2.5 |
|
| 1756 |
1756
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.04B | +$68.9M | +7% | 6.2% | 103% | 307 | 1.3% | 6.1 |
|
| 1757 |
1757
Lee, Danner & Bass
Nashville,
Tennessee
| $1.04B | +$101M | +11% | 10.5% | – | 202 | 9.41% | 5.1 |
|
| 1758 |
1758
J.W. Cole Advisors
Tampa,
Florida
| $1.04B | +$75.5M | +8% | 4.85% | 95.5% | 706 | 16.29% | 0.5 |
|
| 1759 |
1759
Harvest Fund Management
Beijing,
China
| $1.03B | -$124M | -11% | 2.42% | 327% | 898 | 47.22% | 0.7 |
|
| 1760 |
1760
Siemens Fonds Invest
Munich,
Germany
| $1.03B | +$65.7M | +7% | 6.28% | 126% | 200 | 12% | 0.2 |
|
| 1761 |
BFS
1761
Bard Financial Services
Branford,
Connecticut
| $1.03B | +$32.7M | +3% | 6.93% | 90.1% | 273 | 6.96% | 0.2 |
|
| 1762 |
1762
Lincluden Management
Mississauga,
Ontario, Canada
| $1.03B | +$70.2M | +7% | 14.7% | 67.7% | 82 | 18.29% | 4.7 |
|
| 1763 |
AA
1763
Ancient Art
Austin,
Texas
| $1.03B | +$13.4M | +1% | 16.6% | 168% | 28 | 39.29% | 1.4 |
|
| 1764 |
1764
Boussard & Gavaudan Investment Management
London,
United Kingdom
| $1.03B | +$329M | +47% | 3.36% | 25.8% | 114 | 60.53% | 0.3 |
|
| 1765 |
1765
Lowe Brockenbrough & Co
Richmond,
Virginia
| $1.03B | +$106M | +11% | 8.83% | 87.3% | 224 | 8.93% | 5.2 |
|
| 1766 |
1766
Bar Harbor Wealth Management
Concord,
New Hampshire
| $1.03B | +$29.8M | +3% | 5.07% | 85% | 249 | 6.02% | 5.5 |
|
| 1767 |
1767
Kanawha Capital Management
Richmond,
Virginia
| $1.03B | +$53.1M | +5% | 7.54% | 74.5% | 208 | 3.37% | 5.1 |
|
| 1768 |
1768
Sand Grove Capital Management
London,
United Kingdom
| $1.03B | +$705M | +220% | 13.1% | 410% | 42 | 85.71% | 0.1 |
|
| 1769 |
1769
Keel Point
Huntsville,
Alabama
| $1.03B | -$97.2M | -9% | 1.96% | 76.4% | 310 | 28.39% | 1.7 |
|
| 1770 |
1770
Wealthstreet Investment Advisors
Dallas,
Texas
| $1.03B | +$36.4M | +4% | 5.71% | 75.8% | 365 | 6.03% | 2.4 |
|
| 1771 |
1771
Community Trust & Investment
Versailles,
Kentucky
| $1.02B | +$40.1M | +4% | 6.72% | 123% | 102 | 22.55% | 2.3 |
|
| 1772 |
1772
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.02B | +$58.8M | +6% | 6.91% | 94.2% | 126 | 2.38% | 5.2 |
|
| 1773 |
1773
Logos Global Management
San Francisco,
California
| $1.02B | -$142M | -12% | 13.7% | 1,585% | 83 | 65.06% | 0.3 |
|
| 1774 |
1774
Anomaly Capital Management
New York
| $1.02B | +$201M | +24% | 12.2% | 108% | 52 | 65.38% | 0.1 |
|
| 1775 |
1775
Stephens Group Asset Management
Little Rock,
Arkansas
| $1.02B | +$165M | +19% | 7.39% | 51.4% | 26 | 19.23% | 2.1 |
|