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
Parcion Private Wealth
Bellevue,
Washington
| $1.13B | +$129M | +13% | 1.92% | 114% | 209 | 11.48% | 1.3 |
|
| 1752 |
1752
Peconic Partners
New York
| $1.13B | +$128M | +13% | 15.2% | 300% | 65 | 47.69% | 1.8 |
|
| 1753 |
1753
Coliseum Capital Management
Rowayton,
Connecticut
| $1.13B | -$1.2M | -0.1% | 4.89% | 41.1% | 9 | 22.22% | 2.4 |
|
| 1754 |
1754
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.12B | +$34.2M | +3% | 2.89% | 69.1% | 61 | 6.56% | 3.7 |
|
| 1755 |
1755
Kings Point Capital Management
Great Neck,
New York
| $1.12B | +$23.6M | +2% | 1.02% | 80.1% | 604 | 16.56% | 3.4 |
|
| 1756 |
1756
Oak Hill Advisors
New York
| $1.12B | +$84.7M | +8% | 5.74% | 42.4% | 19 | 10.53% | 1.5 |
|
| 1757 |
1757
Tokio Marine Asset Management
Tokyo,
Japan
| $1.12B | +$30.9M | +3% | 1.17% | 142% | 492 | 14.84% | 2.3 |
|
| 1758 |
1758
Atwood & Palmer
Kansas City,
Missouri
| $1.12B | +$7.63M | +0.7% | 1.04% | 90% | 447 | 10.29% | 3.7 |
|
| 1759 |
1759
Caprock Group
Boise,
Idaho
| $1.12B | +$20M | +2% | 0.37% | – | 580 | 18.62% | 2.3 |
|
| 1760 |
1760
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.12B | -$3.22M | -0.3% | 0.97% | 42.8% | 37 | 10.81% | 3.4 |
|
| 1761 |
1761
Hollencrest Capital Management
Newport Beach,
California
| $1.12B | +$23.6M | +2% | 0.6% | 85.6% | 424 | 12.97% | 3.5 |
|
| 1762 |
1762
Mangrove Partners
Greenwich,
Connecticut
| $1.12B | +$146M | +15% | 2.19% | 185% | 462 | 53.46% | 0.2 |
|
| 1763 |
1763
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $1.12B | +$32.6M | +3% | 1.69% | 137% | 327 | 15.29% | 1.3 |
|
| 1764 |
IC
1764
Immersion Capital
London,
United Kingdom
| $1.12B | +$79.6M | +8% | 6.88% | 63.4% | 8 | 0% | 1.4 |
|
| 1765 |
1765
Clarius Group LLC
Seattle,
Washington
| $1.12B | +$2.14M | +0.2% | 1.4% | 92.1% | 449 | 9.8% | 1.9 |
|
| 1766 |
1766
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.12B | +$6.56M | +0.6% | 0.16% | 94.2% | 130 | 5.38% | 5.4 |
|
| 1767 |
1767
Transcend Capital Advisors
Madison,
New Jersey
| $1.12B | +$420M | +60% | 1.11% | 71.6% | 510 | 40.98% | 0.6 |
|
| 1768 |
1768
HSG Holding
Na,
Hong Kong
| $1.11B | -$321M | -22% | 33.4% | 2.94% | 20 | 25% | 2.1 |
|
| 1769 |
1769
Vanguard Personalized Indexing Management
Oakland,
California
| $1.11B | +$158M | +17% | 1.53% | 147% | 1,078 | 26.35% | 0.7 |
|
| 1770 |
1770
Bernzott Capital Advisors
Camarillo,
California
| $1.11B | -$68.7M | -6% | 2.12% | 46.6% | 53 | 15.09% | 3.8 |
|
| 1771 |
1771
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $1.11B | -$24.6M | -2% | 0.42% | 61.4% | 147 | 10.2% | 3.9 |
|
| 1772 |
PIMG
1772
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.11B | +$28.3M | +3% | 1.22% | 52.9% | 253 | 6.72% | 1.7 |
|
| 1773 |
1773
Accel Growth Fund IV Associates
Palo Alto,
California
| $1.11B | +$798M | +258% | 20% | 61.4% | 2 | 0% | 0.5 |
|
| 1774 |
1774
Diameter Capital Partners
New York
| $1.11B | -$365M | -25% | 1.59% | 378% | 167 | 49.7% | 0.3 |
|
| 1775 |
1775
Quantitative Investment Management
Charlottesville,
Virginia
| $1.1B | -$2.78M | -0.3% | 1.09% | 24.6% | 614 | 78.66% | 0.2 |
|