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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1851 |
NC
1851
Nitorum Capital
New York
| $915M | -$74.4M | -8% | 3.66% | 55.1% | 29 | 13.79% |
|
| 1852 |
PCM
1852
Philosophy Capital Management
Alamo,
California
| $915M | -$321M | -26% | 5.49% | 41.4% | 42 | 45.24% |
|
| 1853 |
IPW
1853
Invictus Private Wealth
Denver,
Colorado
| $914M | -$13.1M | -1% | 3.07% | 84.2% | 94 | 9.57% |
|
| 1854 |
BB
1854
Bell Bank
Fargo,
North Dakota
| $914M | -$29.9M | -3% | 2.43% | 64.3% | 195 | 12.82% |
|
| 1855 |
VC
1855
Vivo Capital
Palo Alto,
California
| $913M | -$536M | -37% | 47.9% | 7,374% | 56 | 19.64% |
|
| 1856 |
LS
1856
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| $911M | -$52.8M | -5% | 2.29% | 116% | 595 | 5.71% |
|
| 1857 |
FFBTD
1857
First Financial Bank - Trust Division
Hamilton,
Ohio
| $911M | -$47.5M | -5% | 3.91% | 62.6% | 201 | 5.47% |
|
| 1858 |
ABI
1858
Abrams Bison Investments
Bethesda,
Maryland
| $910M | -$87.2M | -9% | 3.47% | 103% | 12 | 8.33% |
|
| 1859 |
EIP
1859
Easterly Investment Partners
Beverly,
Massachusetts
| $909M | -$221M | -20% | 1.4% | 57.6% | 208 | 16.83% |
|
| 1860 |
SCA
1860
Stonebridge Capital Advisors
St Paul,
Minnesota
| $908M | -$32.8M | -3% | 3.87% | 64.2% | 1,017 | 17.7% |
|
| 1861 |
CWM
1861
Cahaba Wealth Management
Atlanta,
Georgia
| $908M | -$17.3M | -2% | 3.67% | 36.7% | 153 | 10.46% |
|
| 1862 |
PIM
1862
Provident Investment Management
Novi,
Michigan
| $907M | -$37.8M | -4% | 5.76% | 59.5% | 79 | 13.92% |
|
| 1863 |
TTWM
1863
TCV Trust & Wealth Management
Richmond,
Virginia
| $907M | -$33.3M | -4% | 3.19% | 69% | 196 | 8.67% |
|
| 1864 |
JIP
1864
Jaffetilchin Investment Partners
Tampa,
Florida
| $907M | -$41.3M | -4% | 2.99% | 78.5% | 387 | 20.41% |
|
| 1865 |
AG
1865
Ascent Group
Virginia Beach,
Virginia
| $906M | -$2.05M | -0.2% | 2.66% | 66.3% | 507 | 22.09% |
|
| 1866 |
B
1866
Bridgeworth
Birmingham,
Alabama
| $905M | +$161K | +0% | 3.41% | 19.3% | 180 | 11.67% |
|
| 1867 |
CCM
1867
CoreView Capital Management
Hong Kong
| $905M | +$135M | +18% | 8.03% | 45.2% | 12 | 16.67% |
|
| 1868 |
2
1868
2Xideas
Kusnacht,
Switzerland
| $904M | -$142M | -14% | 7.01% | 34% | 61 | 9.84% |
|
| 1869 |
CC
1869
Casdin Capital
New York
| $904M | -$241M | -21% | 7.68% | 219% | 45 | 20% |
|
| 1870 |
MB
1870
Marquard & Bahls
Hamburg,
Germany
| $903M | -$307M | -25% | 2.72% | – | 3 | 33.33% |
|
| 1871 |
NAS
1871
Nicolet Advisory Services
Green Bay,
Wisconsin
| $903M | -$8.52M | -0.9% | 3.44% | 62.7% | 325 | 8% |
|
| 1872 |
SFG
1872
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $902M | -$43.1M | -5% | 3.92% | 62% | 100 | 4% |
|
| 1873 |
WAM
1873
WT Asset Management
Hong Kong
| $900M | +$573M | +175% | 15.2% | 1,369% | 28 | 67.86% |
|
| 1874 |
WAS
1874
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $900M | -$36.3M | -4% | 2.48% | 102% | 105 | 3.81% |
|
| 1875 |
AWMS
1875
Advocacy Wealth Management Services
Atlanta,
Georgia
| $899M | +$23.6M | +3% | 2.14% | 33.5% | 39 | 10.26% |
|