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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1901 |
SFG
1901
SNS Financial Group
Minneapolis,
Minnesota
| $523M | -$45.2M | -8% | 14.4% | 54.2% | 245 | 29.39% |
|
| 1902 |
MTCM
1902
Mint Tower Capital Management
Amsterdam,
Netherlands
| $523M | -$233M | -31% | 2.41% | 40% | 338 | 65.38% |
|
| 1903 |
OCM
1903
Oribel Capital Management
New York
| $523M | -$433M | -45% | 11.1% | 337% | 95 | 73.68% |
|
| 1904 |
BO
1904
BRR OpCo
Columbus,
Ohio
| $523M | -$180M | -26% | 22.3% | 23.6% | 194 | 20.1% |
|
| 1905 |
ACM
1905
Atika Capital Management
New York
| $522M | +$3.88M | +0.7% | 3.15% | 811% | 113 | 53.98% |
|
| 1906 |
FG
1906
Formula Growth
Montreal,
Quebec, Canada
| $522M | -$271M | -34% | 26.2% | 118% | 174 | 32.76% |
|
| 1907 |
WTB
1907
Washington Trust Bank
Spokane,
Washington
| $521M | -$182M | -26% | 18.4% | 80.5% | 225 | 31.56% |
|
| 1908 |
CAM
1908
Carret Asset Management
New York
| $521M | -$165M | -24% | 17.7% | 94.4% | 276 | 17.03% |
|
| 1909 |
SAM
1909
Sectoral Asset Management
Montreal,
Quebec, Canada
| $521M | -$149M | -22% | 9.95% | 168% | 77 | 31.17% |
|
| 1910 |
WCM
1910
Wallace Capital Management
Dallas,
Texas
| $521M | -$207M | -28% | 19.6% | 62.3% | 71 | 26.76% |
|
| 1911 |
EWM
1911
Endurance Wealth Management
Providence,
Rhode Island
| $520M | -$133M | -20% | 20.1% | 59% | 612 | 16.01% |
|
| 1912 |
CWM
1912
Cornerstone Wealth Management
St. Peters,
Missouri
| $519M | -$98.5M | -16% | 16.5% | 69.8% | 391 | 21.99% |
|
| 1913 |
JC
1913
Jacobs & Co
San Francisco,
California
| $518M | -$140M | -21% | 16.1% | 92.2% | 139 | 21.58% |
|
| 1914 |
MAM
1914
Mastrapasqua Asset Management
Nashville,
Tennessee
| $517M | -$90.1M | -15% | 14.3% | 54.9% | 142 | 15.49% |
|
| 1915 |
AH
1915
Allen Holding
New York
| $516M | -$165M | -24% | 21.8% | 135% | 9 | 11.11% |
|
| 1916 |
FDCC
1916
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $516M | -$196M | -28% | 14.8% | 34% | 101 | 22.77% |
|
| 1917 |
RCYC
1917
Richard C. Young & Co
Newport,
Rhode Island
| $516M | -$84.5M | -14% | 16.1% | 137% | 83 | 27.71% |
|
| 1918 |
TWM
1918
Tanglewood Wealth Management
Houston,
Texas
| $515M | -$4.26M | -0.8% | 9.85% | 59.7% | 25 | 44% |
|
| 1919 |
KCM
1919
Knighthead Capital Management
New York
| $514M | +$43.9M | +9% | 21.3% | 74.1% | 15 | 66.67% |
|
| 1920 |
NIP
1920
Nicholas Investment Partners
Rancho Santa Fe,
California
| $513M | -$457M | -47% | 8.89% | 397% | 218 | 29.82% |
|
| 1921 |
FM
1921
Forward Management
San Francisco,
California
| $513M | -$142M | -22% | 9.52% | 36.9% | 54 | 27.78% |
|
| 1922 |
KA
1922
Kintegral Advisory
New York
| $513M | -$36.6M | -7% | 14.7% | 124% | 270 | 4.44% |
|
| 1923 |
SCM
1923
Stamina Capital Management
New York
| $513M | +$353M | +221% | 14.4% | 292% | 32 | 68.75% |
|
| 1924 |
CWM
1924
Circle Wealth Management
Summit,
New Jersey
| $513M | -$64.8M | -11% | 20% | 71.8% | 222 | 28.38% |
|
| 1925 |
DTL
1925
Dynamic Technology Lab
Singapore
| $513M | -$111M | -18% | 31% | 30.8% | 1,523 | 75.44% |
|