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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $665M | +$26.4M | +4% | 5.1% | 56.1% | 103 | 23.3% | 1.2 |
|
| 1902 |
KCM
1902
Kingdon Capital Management
New York
| $664M | -$183M | -22% | 22.5% | 217% | 79 | 53.16% | 0.8 |
|
| 1903 |
1903
Voss Capital
Houston,
Texas
| $664M | – | – | 15.7% | 78.4% | 106 | – | 0 |
|
| 1904 |
1904
Cassaday & Co
Mclean,
Virginia
| $662M | +$119M | +22% | 2.93% | 62.7% | 38 | 7.89% | 3.2 |
|
| 1905 |
1905
Western Wealth Management
Golden,
Colorado
| $660M | +$179M | +37% | 6.55% | 82.6% | 432 | 17.82% | 0.8 |
|
| 1906 |
1906
Vestor Capital
Chicago,
Illinois
| $660M | +$68.2M | +12% | 10% | 188% | 173 | 27.75% | 2.3 |
|
| 1907 |
1907
Vicus Capital
State College,
Pennsylvania
| $660M | -$58.6M | -8% | 6.33% | 59.6% | 239 | 20.08% | 3.3 |
|
| 1908 |
1908
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $659M | +$48.3M | +8% | 7.81% | 50.4% | 13 | 7.69% | 4.1 |
|
| 1909 |
WCM
1909
Woodson Capital Management
Greenwich,
Connecticut
| $659M | +$15.6M | +2% | 11.7% | 235% | 35 | 37.14% | 1.2 |
|
| 1910 |
1910
Optimal Asset Management
Los Altos,
California
| $659M | – | – | 6.7% | – | 380 | – | 0 |
|
| 1911 |
1911
Jacobs & Co
San Francisco,
California
| $658M | +$41.6M | +7% | 7.64% | 105% | 136 | 9.56% | 4.7 |
|
| 1912 |
CLCM
1912
Crawford Lake Capital Management
Lakewood,
New Jersey
| $658M | +$239M | +57% | 42.7% | 571% | 131 | 84.73% | 0.1 |
|
| 1913 |
1913
Gratus Capital
Atlanta,
Georgia
| $658M | +$44.8M | +7% | 7.15% | 51.4% | 198 | 15.15% | 2.7 |
|
| 1914 |
1914
Waterfront Capital Partners
New York
| $658M | +$10M | +2% | 5.11% | 88.3% | 65 | 53.85% | 0.9 |
|
| 1915 |
1915
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $657M | -$89M | -12% | 18.1% | 602% | 24 | 37.5% | 0.9 |
|
| 1916 |
HAM
1916
Hillcrest Asset Management
Plano,
Texas
| $657M | +$30.6M | +5% | 8.87% | 97.2% | 59 | 3.39% | 1.9 |
|
| 1917 |
1917
MCF Advisors
Covington,
Kentucky
| $657M | +$42.3M | +7% | 5.76% | 50.2% | 497 | 12.68% | 3.6 |
|
| 1918 |
1918
Tokio Marine Asset Management
Tokyo,
Japan
| $656M | +$56.3M | +9% | 9.87% | 142% | 263 | 20.53% | 3.1 |
|
| 1919 |
1919
Dubuque Bank & Trust
Dubuque,
Iowa
| $656M | +$38.8M | +6% | 8.45% | 24% | 201 | 17.91% | 3.6 |
|
| 1920 |
1920
Forward Management
San Francisco,
California
| $656M | -$1.13M | -0.2% | 4.24% | 36.9% | 58 | 31.03% | 2.9 |
|
| 1921 |
1921
Caldwell Trust
Venice,
Florida
| $655M | – | – | 7.22% | 87% | 802 | – | 0 |
|
| 1922 |
CEI
1922
Clark Estates Inc
New York
| $654M | +$47.2M | +8% | 9.01% | 34.5% | 108 | 27.78% | 2 |
|
| 1923 |
1923
Endurance Wealth Management
Providence,
Rhode Island
| $654M | +$51.1M | +8% | 8.78% | 59% | 561 | 8.91% | 3.8 |
|
| 1924 |
GPCM
1924
Greenbrier Partners Capital Management
Dallas,
Texas
| $653M | +$45.2M | +7% | 11% | 96.1% | 15 | 0% | 5.2 |
|
| 1925 |
1925
Oakmont Corp
Los Angeles,
California
| $653M | +$5.52M | +0.9% | 13.9% | 70.2% | 23 | 30.43% | 2 |
|