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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
True Link Financial Advisors
San Francisco,
California
| $1.73B | +$110M | +7% | 5.44% | 27.3% | 423 | 76.6% | 1.7 |
|
| 1802 |
1802
PDS Planning
Dublin,
Ohio
| $1.73B | +$212M | +14% | 13.8% | 62.7% | 628 | 13.69% | 3 |
|
| 1803 |
1803
Albion Financial Group
Salt Lake City,
Utah
| $1.73B | +$176M | +11% | 12.8% | 79.6% | 764 | 18.46% | 4 |
|
| 1804 |
PIMG
1804
Patriot Investment Management Group
Knoxville,
Tennessee
| $1.72B | +$159M | +10% | 10.7% | 52.9% | 245 | 5.71% | 5.2 |
|
| 1805 |
1805
Howe & Rusling
Rochester,
New York
| $1.72B | +$192M | +13% | 15.8% | 82% | 531 | 19.96% | 4.5 |
|
| 1806 |
1806
SSI Investment Management
Los Angeles,
California
| $1.72B | +$273M | +19% | 4.47% | 15.7% | 280 | 61.79% | 3.8 |
|
| 1807 |
1807
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.72B | +$149M | +9% | 11.3% | 81.1% | 330 | 3.94% | 2 |
|
| 1808 |
1808
Goldentree Asset Management
New York
| $1.72B | +$33.5M | +2% | 1.54% | 27.7% | 42 | 57.14% | 1 |
|
| 1809 |
1809
Fukoku Mutual Life Insurance
Tokyo,
Japan
| $1.72B | +$189M | +12% | 13.9% | 103% | 275 | 21.45% | 7.4 |
|
| 1810 |
1810
First Trust Capital Management
Chicago,
Illinois
| $1.72B | -$186M | -10% | 13.5% | 214% | 223 | 46.19% | 0.5 |
|
| 1811 |
1811
Novo Holdings A/S
Hellerup,
Denmark
| $1.72B | +$483M | +39% | 23.6% | 205% | 28 | 32.14% | 2.5 |
|
| 1812 |
1812
Infrastructure Capital Advisors
New York
| $1.71B | +$273M | +19% | 5.95% | 52% | 207 | 38.65% | 1.2 |
|
| 1813 |
1813
L1 Capital International
Sydney NSW 2000,
Australia
| $1.71B | +$29.9M | +2% | 4.5% | – | 23 | 8.7% | 1.8 |
|
| 1814 |
1814
Sienna Gestion
Paris,
France
| $1.71B | +$174M | +11% | 28.1% | – | 201 | 44.28% | 0.9 |
|
| 1815 |
1815
Ardmore Road Asset Management
New York
| $1.7B | +$185M | +12% | 23.2% | 245% | 90 | 51.11% | 0.4 |
|
| 1816 |
AHT
1816
Amanah Holdings Trust
London,
| $1.7B | +$794M | +87% | 137% | – | 20 | 0% | 0.6 |
|
| 1817 |
1817
QVT Financial
New York
| $1.7B | +$336M | +25% | 26% | 267% | 94 | 31.91% | 1.4 |
|
| 1818 |
1818
Gillson Capital
Chicago,
Illinois
| $1.7B | +$478M | +39% | 12.7% | 84.9% | 102 | 51.96% | 0.4 |
|
| 1819 |
1819
Triad Wealth Partners
Lawrence,
Kansas
| $1.7B | +$435M | +34% | 12.2% | – | 619 | 32.63% | 0.8 |
|
| 1820 |
1820
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $1.7B | +$164M | +11% | 13.4% | 68% | 219 | 13.7% | 4.4 |
|
| 1821 |
1821
Galaxy Digital
New York
| $1.7B | +$541M | +47% | 7.28% | – | 110 | 69.09% | 0.1 |
|
| 1822 |
1822
Keel Point
Huntsville,
Alabama
| $1.69B | +$180M | +12% | 12.9% | 76.4% | 539 | 18.37% | 3.3 |
|
| 1823 |
1823
TIAA Trust, National Association
Charlotte,
North Carolina
| $1.69B | +$45.9M | +3% | 11.3% | 55% | 400 | 16.5% | 2.5 |
|
| 1824 |
1824
General American Investors
New York
| $1.69B | +$169M | +11% | 16.7% | 129% | 76 | 13.16% | 5.8 |
|
| 1825 |
1825
Browning West
Los Angeles,
California
| $1.69B | +$72.9M | +5% | 1.36% | 96.8% | 6 | 16.67% | 2.3 |
|