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
Atlantic Union Bankshares
Glen Allen,
Virginia
| $1.14B | -$37.2M | -3% | 3.99% | 78.9% | 269 | 8.18% | 3.6 |
|
| 1752 |
1752
Avity Investment Management
Greenwich,
Connecticut
| $1.14B | -$143M | -11% | 5.15% | 119% | 97 | 8.25% | 4.8 |
|
| 1753 |
1753
Sepio Capital
Salt Lake City,
Utah
| $1.14B | -$214M | -16% | 3.47% | 92% | 399 | 23.06% | 1.9 |
|
| 1754 |
1754
Tran Capital Management
San Rafael,
California
| $1.14B | -$110M | -9% | 8.38% | 173% | 56 | 14.29% | 2.6 |
|
| 1755 |
1755
Kanawha Capital Management
Richmond,
Virginia
| $1.14B | -$46.3M | -4% | 3.31% | 74.5% | 208 | 7.21% | 6 |
|
| 1756 |
1756
GeoWealth Management
Chicago,
Illinois
| $1.14B | -$88M | -7% | 6.57% | 58% | 440 | 25.68% | 0.9 |
|
| 1757 |
1757
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.14B | -$213M | -16% | 5.69% | 68% | 202 | 29.21% | 3.1 |
|
| 1758 |
1758
Baskin Financial Services
Toronto,
Ontario, Canada
| $1.14B | -$118M | -9% | 7.61% | 69.1% | 63 | 7.94% | 3.9 |
|
| 1759 |
1759
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $1.14B | +$71.7M | +7% | 2.89% | 56.1% | 129 | 16.28% | 2 |
|
| 1760 |
1760
Zazove Associates
Incline Village,
Nevada
| $1.13B | – | – | 4.4% | 11% | 166 | – | 1.1 |
|
| 1761 |
1761
Sandler Capital Management
New York
| $1.13B | -$21.5M | -2% | 5.32% | 325% | 140 | 50% | 0.7 |
|
| 1762 |
1762
First Light Asset Management
Edina,
Minnesota
| $1.13B | -$263M | -19% | 9.45% | 364% | 81 | 9.88% | 2.1 |
|
| 1763 |
1763
Baystate Wealth Management
Boston,
Massachusetts
| $1.13B | +$24.9M | +2% | 4.13% | 14.6% | 966 | 11.08% | 2.9 |
|
| 1764 |
1764
Community Trust & Investment
Versailles,
Kentucky
| $1.13B | -$163M | -13% | 3.57% | 123% | 121 | 14.05% | 2.8 |
|
| 1765 |
1765
YHB Investment Advisors
West Hartford,
Connecticut
| $1.13B | -$129M | -10% | 5% | 96.2% | 320 | 10% | 3.9 |
|
| 1766 |
1766
BIT Capital
Berlin,
Germany
| $1.13B | -$170M | -13% | 23% | 1,162% | 192 | 43.75% | 0.5 |
|
| 1767 |
TAM
1767
Telemark Asset Management
Boston,
Massachusetts
| $1.13B | -$266M | -19% | 2.65% | 329% | 68 | 42.65% | 1.4 |
|
| 1768 |
1768
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.13B | -$26.6M | -2% | 4.15% | 52.8% | 174 | 12.64% | 3.8 |
|
| 1769 |
1769
Brahman Capital
New York
| $1.13B | -$244M | -18% | 3.75% | 16.6% | 30 | 23.33% | 1.4 |
|
| 1770 |
1770
Lincluden Management
Mississauga,
Ontario, Canada
| $1.13B | +$35.8M | +3% | 4.17% | 67.7% | 81 | 14.81% | 4.9 |
|
| 1771 |
1771
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $1.13B | +$53.9M | +5% | 2.88% | 115% | 500 | 2.6% | 6 |
|
| 1772 |
1772
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| $1.13B | +$75.4M | +7% | 6.83% | 99.4% | 109 | 11.01% | 3.9 |
|
| 1773 |
1773
PSG Equity
Boston,
Massachusetts
| $1.13B | +$557M | +97% | 16.2% | 13.7% | 1 | 0% | 0.3 |
|
| 1774 |
1774
Jordan Park Group
San Francisco,
California
| $1.13B | -$270M | -19% | 3.93% | 43.2% | 41 | 17.07% | 1.7 |
|
| 1775 |
1775
Hollencrest Capital Management
Newport Beach,
California
| $1.12B | -$147M | -12% | 4.8% | 85.6% | 407 | 12.78% | 3.8 |
|