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
SB Management
Abu Dhabi,
United Arab Emirates
| $976M | -$7.53B | -89% | 10.7% | – | 44 | 56.82% | 0.2 |
|
| 1902 |
1902
First Interstate Bank
Billings,
Montana
| $975M | +$24.8M | +3% | 1.93% | 49.7% | 112 | 3.57% | 4.8 |
|
| 1903 |
1903
Front Barnett Associates
Chicago,
Illinois
| $975M | -$7.01M | -0.7% | 0.97% | 40.5% | 118 | 1.69% | 5.9 |
|
| 1904 |
1904
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $974M | +$305M | +45% | 1.3% | 54.8% | 856 | 31.19% | 2.8 |
|
| 1905 |
1905
Poplar Forest Capital
Pasadena,
California
| $974M | -$44M | -4% | 0.99% | 30% | 91 | 10.99% | 2.7 |
|
| 1906 |
1906
Evanson Asset Management
Carmel,
California
| $974M | +$12.5M | +1% | 0.57% | 66.6% | 291 | 9.62% | 4.2 |
|
| 1907 |
1907
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $974M | +$5.12M | +0.5% | 0.97% | – | 182 | 3.3% | 5.6 |
|
| 1908 |
1908
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $972M | -$3.43M | -0.4% | 1.44% | 56.1% | 121 | 9.92% | 1.8 |
|
| 1909 |
1909
Myriad Asset Management
North Point,
Hong Kong
| $972M | -$370M | -28% | 1.29% | 149% | 204 | 55.88% | 0.2 |
|
| 1910 |
1910
Visionary Wealth Advisors
O'fallon,
Illinois
| $971M | -$23.6M | -2% | 0.68% | 69.4% | 358 | 20.39% | 1.1 |
|
| 1911 |
1911
Deer IX & Co
Larchmont,
New York
| $971M | -$134M | -12% | 31.9% | – | 7 | 71.43% | 0.2 |
|
| 1912 |
1912
BSN Capital Partners
London,
United Kingdom
| $971M | +$473M | +95% | 2.73% | 183% | 5 | 80% | 0.6 |
|
| 1913 |
1913
Mason Investment Advisory Services
Reston,
Virginia
| $969M | -$20.2M | -2% | 2.86% | 76.1% | 99 | 10.1% | 1.6 |
|
| 1914 |
1914
Koch Industries
Wichita,
Kansas
| $968M | +$719M | +289% | 4.21% | 56.9% | 10 | 40% | 0.7 |
|
| 1915 |
ECG
1915
EPIQ Capital Group
San Francisco,
California
| $968M | +$10.4M | +1% | 17.6% | 6.25% | 66 | 21.21% | 1.1 |
|
| 1916 |
1916
Ledyard National Bank
| $967M | -$9.6M | -1% | 0.31% | 80.7% | 244 | 5.33% | 5.6 |
|
| 1917 |
1917
Garde Capital
Seattle,
Washington
| $967M | -$200K | -0% | 1.22% | 57.6% | 287 | 8.01% | 2.3 |
|
| 1918 |
1918
Stephens Group Asset Management
Little Rock,
Arkansas
| $967M | -$428K | -0% | 0.79% | 51.4% | 24 | 4.17% | 2.5 |
|
| 1919 |
1919
Phillips Financial Management
Fort Wayne,
Indiana
| $966M | -$4.31M | -0.4% | 1.3% | 45.6% | 91 | 3.3% | 5.1 |
|
| 1920 |
1920
Pier Capital
Stamford,
Connecticut
| $965M | -$32.4M | -3% | 0.46% | 223% | 124 | 10.48% | 1.5 |
|
| 1921 |
1921
Thomasville National Bank
Thomasville,
Georgia
| $965M | +$21M | +2% | 1.19% | – | 224 | 6.7% | 4 |
|
| 1922 |
1922
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| $964M | -$263M | -21% | 4.08% | 125% | 75 | 28% | 0.8 |
|
| 1923 |
1923
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $963M | -$12.7M | -1% | 1.7% | 26.1% | 178 | 6.74% | 4.9 |
|
| 1924 |
1924
Trek Financial
Scottsdale,
Arizona
| $963M | +$32.8M | +4% | 0.09% | 144% | 264 | 35.61% | 1 |
|
| 1925 |
1925
Bangor Savings Bank
Bangor,
Maine
| $963M | +$71.8M | +8% | 0.99% | 54.6% | 199 | 4.02% | 4.6 |
|