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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Vivo Capital
Palo Alto,
California
| $869M | -$37.3M | -4% | 20.4% | 7,491% | 54 | 16.67% | 1.6 |
|
| 1827 |
1827
QVR
San Francisco,
California
| $868M | -$355M | -29% | 6.92% | – | 323 | 43.96% | 0.7 |
|
| 1828 |
1828
Technology Crossover Management VIII
Menlo Park,
California
| $868M | -$1.69M | -0.2% | 3.15% | 77.9% | 10 | 10% | 2.4 |
|
| 1829 |
1829
Courier Capital
Buffalo,
New York
| $868M | +$60.6M | +8% | 9.18% | 70.8% | 301 | 9.97% | 6.1 |
|
| 1830 |
1830
Thomasville National Bank
Thomasville,
Georgia
| $868M | +$33.4M | +4% | 8.65% | – | 214 | 7.01% | 5.1 |
|
| 1831 |
1831
Main Management
San Francisco,
California
| $867M | +$57.3M | +7% | 7.28% | 64.1% | 154 | 25.32% | 3.2 |
|
| 1832 |
1832
Van Hulzen Asset Management
El Dorado Hills,
California
| $867M | +$56.4M | +7% | 9.8% | 86.3% | 305 | 15.41% | 3.1 |
|
| 1833 |
1833
CCMP Capital
New York
| $865M | -$269M | -24% | 1.44% | 12.3% | 3 | 0% | 2.8 |
|
| 1834 |
1834
Elm Partners Management
Philadelphia,
Pennsylvania
| $864M | +$123M | +17% | 5.95% | 46.9% | 36 | 8.33% | 3.4 |
|
| 1835 |
1835
Baskin Financial Services
Toronto,
Ontario, Canada
| $864M | +$27.6M | +3% | 5.89% | 69.1% | 59 | 15.25% | 4.5 |
|
| 1836 |
1836
Strategic Blueprint
Atlanta,
Georgia
| $864M | +$29.2M | +3% | 7.44% | 82.1% | 548 | 17.88% | 1.5 |
|
| 1837 |
1837
Segment Wealth Management
Houston,
Texas
| $864M | +$62.9M | +8% | 11.1% | 108% | 235 | 14.04% | 4.4 |
|
| 1838 |
1838
Bricktown Capital
Detroit,
Michigan
| $864M | – | – | 7.82% | 46.2% | 22 | – | 0 |
|
| 1839 |
1839
StrategIQ Financial Group
Merrillville,
Indiana
| $863M | +$76.1M | +10% | 6.93% | 12.6% | 287 | 8.36% | 3.7 |
|
| 1840 |
1840
Blackhill Capital
Morristown,
New Jersey
| $863M | +$20.7M | +2% | 4.19% | 212% | 52 | 0% | 8.2 |
|
| 1841 |
1841
American Assets Investment Management
San Diego,
California
| $862M | +$94.5M | +12% | 12.9% | 507% | 179 | 5.59% | 4.4 |
|
| 1842 |
1842
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $862M | +$156M | +22% | 7.36% | 73.7% | 215 | 20% | 3 |
|
| 1843 |
1843
Lincluden Management
Mississauga,
Ontario, Canada
| $862M | +$76.7M | +10% | 8.05% | 56.6% | 73 | 9.59% | 5.3 |
|
| 1844 |
1844
SB Global Advisers
London,
United Kingdom
| $861M | -$499M | -37% | 29.9% | – | 10 | 0% | 1 |
|
| 1845 |
1845
Bell Bank
Fargo,
North Dakota
| $861M | +$78.8M | +10% | 10.1% | 71% | 193 | 11.92% | 4.2 |
|
| 1846 |
1846
McDaniel Terry & Co
Austin,
Texas
| $860M | +$88M | +11% | 12.7% | 57.9% | 96 | 13.54% | 5.1 |
|
| 1847 |
1847
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $859M | -$429M | -33% | 9.17% | 94.6% | 1,520 | 65% | 0.4 |
|
| 1848 |
1848
Oxford Financial Group
Carmel,
Indiana
| $859M | +$194M | +29% | 9.75% | 77.2% | 279 | 19.35% | 2.2 |
|
| 1849 |
1849
Tairen Capital
Hong Kong
| $858M | -$21.6M | -2% | 13.2% | 462% | 44 | 65.91% | 0.4 |
|
| 1850 |
1850
Eagle Ridge Investment Management
Stamford,
Connecticut
| $857M | +$61.1M | +8% | 9.2% | 28.2% | 154 | 5.84% | 4.4 |
|