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
Natixis Investment Managers International
Paris,
France
| $1.29B | -$102M | -7% | 0.38% | 34.7% | 229 | 8.73% | 2.8 |
|
| 1827 |
1827
Synergy Asset Management
Vancouver,
Washington
| $1.29B | +$635M | +97% | 2.02% | 97.3% | 876 | 83.9% | 0.2 |
|
| 1828 |
1828
Tributary Capital Management
Omaha,
Nebraska
| $1.29B | +$3.91M | +0.3% | 0.72% | 82.6% | 217 | 5.53% | 4.2 |
|
| 1829 |
1829
DNCA Finance
Paris,
France
| $1.28B | +$118M | +10% | 3.43% | – | 141 | 10.64% | 0.4 |
|
| 1830 |
1830
Governors Lane
New York
| $1.28B | -$11.4M | -0.9% | 5.16% | 133% | 81 | 56.79% | 0.5 |
|
| 1831 |
1831
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $1.28B | +$91.2M | +8% | 1.34% | 81.1% | 522 | 27.59% | 0.8 |
|
| 1832 |
1832
Diversify Wealth Management
Sandy,
Utah
| $1.28B | +$236M | +23% | 2.45% | – | 543 | 18.97% | 0.4 |
|
| 1833 |
1833
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.28B | +$104M | +9% | 2.11% | 68.6% | 1 | 0% | 8 |
|
| 1834 |
1834
Deer Management Company
Larchmont,
New York
| $1.28B | +$651M | +103% | 27.8% | 154% | 12 | 25% | 2.5 |
|
| 1835 |
1835
Bristlecone Advisors
Bellevue,
Washington
| $1.28B | +$34.9M | +3% | 2.09% | 103% | 375 | 6.67% | 3.4 |
|
| 1836 |
1836
Broadwood Capital
New York
| $1.28B | -$23.7M | -2% | 8.54% | 110% | 7 | 0% | 9.4 |
|
| 1837 |
1837
Trust Asset Management
Houston,
Texas
| $1.28B | +$25.4M | +2% | 2.96% | 91.1% | 235 | 5.53% | 3.5 |
|
| 1838 |
1838
Stadion Money Management
Watkinsville,
Georgia
| $1.28B | -$47.9M | -4% | 1.54% | 55.3% | 25 | 16% | 2.5 |
|
| 1839 |
1839
Sax Wealth Advisors
Parsippany,
New Jersey
| $1.28B | +$156M | +14% | 0.21% | 64.3% | 341 | 19.65% | 1.6 |
|
| 1840 |
1840
Executive Wealth Management
Brighton,
Michigan
| $1.28B | +$2.15M | +0.2% | 0.26% | 18.4% | 280 | 15.71% | 1.3 |
|
| 1841 |
1841
Avity Investment Management
Greenwich,
Connecticut
| $1.28B | -$8.43M | -0.7% | 0.88% | 119% | 117 | 14.53% | 5.2 |
|
| 1842 |
1842
Sandhill Capital Partners
Buffalo,
New York
| $1.28B | -$127M | -9% | 0.23% | 64.9% | 98 | 8.16% | 4.9 |
|
| 1843 |
1843
Kanawha Capital Management
Richmond,
Virginia
| $1.27B | -$103M | -8% | 1.06% | 74.5% | 234 | 11.97% | 7.7 |
|
| 1844 |
1844
Oak Ridge Investments
Chicago,
Illinois
| $1.27B | +$127M | +11% | 9.04% | 223% | 176 | 18.75% | 3.4 |
|
| 1845 |
1845
Easterly Investment Partners
Beverly,
Massachusetts
| $1.27B | +$25.9M | +2% | 1.49% | 57.6% | 226 | 24.34% | 2.1 |
|
| 1846 |
1846
Phillips Financial Management
Fort Wayne,
Indiana
| $1.27B | -$18.2M | -1% | 2.09% | 45.6% | 282 | 10.64% | 4 |
|
| 1847 |
1847
Triglav Skladi
Ljubljana,
Slovenia
| $1.27B | – | – | 6.79% | – | 124 | – | 0 |
|
| 1848 |
1848
Asset Dedication LLC
San Francisco,
California
| $1.27B | -$212M | -14% | 0.96% | 67.8% | 1,192 | 12% | 2.9 |
|
| 1849 |
1849
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $1.27B | +$327M | +35% | 0.71% | 58.9% | 542 | 21.03% | 1.7 |
|
| 1850 |
1850
LBMC Investment Advisors
Brentwood,
Tennessee
| $1.27B | +$3.31M | +0.3% | 1.34% | 52.8% | 212 | 14.62% | 4.7 |
|