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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2051 |
LSA
2051
L & S Advisors
Los Angeles,
California
| $399M | +$55.3M | +16% | 10.1% | 231% | 102 | 39.22% |
|
| 2052 |
PDM
2052
Penn Davis McFarland
Dallas,
Texas
| $398M | +$18.2M | +5% | 7.23% | 86.8% | 33 | 9.09% |
|
| 2053 |
AUIM
2053
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $398M | -$16.8M | -4% | 2.86% | 39.9% | 41 | 7.32% |
|
| 2054 |
AC
2054
Alexandria Capital
Arlington,
Virginia
| $398M | -$13.3M | -3% | 3.51% | 66.8% | 698 | 17.62% |
|
| 2055 |
RA
2055
Rovida Advisors
Fort Lauderdale,
Florida
| $397M | +$125M | +46% | 9.34% | 24.8% | 16 | 37.5% |
|
| 2056 |
CCA
2056
Checchi Capital Advisers
Beverly Hills,
California
| $396M | +$27.9M | +8% | 4.58% | 68% | 383 | 15.67% |
|
| 2057 |
BSB
2057
Bangor Savings Bank
Bangor,
Maine
| $396M | +$4.77M | +1% | 3.24% | 49.6% | 143 | 7.69% |
|
| 2058 |
ECM
2058
EII Capital Management
New York
| $396M | -$219M | -36% | 5.79% | 46.9% | 132 | 12.88% |
|
| 2059 |
OMCS
2059
Old Mutual Customised Solutions
Pinelands,
South Africa
| $396M | +$25.5M | +7% | 7.55% | 49.7% | 732 | 2.73% |
|
| 2060 |
GKFF
2060
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $396M | -$117M | -23% | 7.56% | 106% | 17 | 17.65% |
|
| 2061 |
PFP
2061
Patriot Financial Partners
Radnor,
Pennsylvania
| $395M | -$23M | -5% | 4.06% | 16.6% | 18 | 22.22% |
|
| 2062 |
NM
2062
Newtyn Management
New York
| $395M | +$7.68M | +2% | 6.52% | 52% | 18 | 61.11% |
|
| 2063 |
2063
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $395M | +$66.4M | +20% | 2.62% | 77.1% | 141 | 36.17% |
|
| 2064 |
WAM
2064
Weiss Asset Management
Boston,
Massachusetts
| $395M | +$259M | +192% | 0.71% | 138% | 259 | 90.35% |
|
| 2065 |
FI
2065
FormulaFolio Investments
Grand Rapids,
Michigan
| $394M | +$81.2M | +26% | 2.14% | 41.4% | 125 | 39.2% |
|
| 2066 |
CA
2066
Continental Advisors
Park City,
Utah
| $394M | +$21.4M | +6% | 5.17% | 69% | 185 | 34.59% |
|
| 2067 |
VC
2067
Vicus Capital
State College,
Pennsylvania
| $394M | +$16.4M | +4% | 3.99% | 59.6% | 217 | 21.2% |
|
| 2068 |
GWM
2068
Gupta Wealth Management
San Diego,
California
| $393M | -$16.9M | -4% | 3.51% | – | 1,432 | 26.19% |
|
| 2069 |
AAM
2069
Autus Asset Management
Scottsdale,
Arizona
| $393M | +$66M | +20% | 4.15% | 26.3% | 166 | 24.7% |
|
| 2070 |
CF
2070
Cypress Funds
Los Angeles,
California
| $393M | +$48.4M | +14% | 5.81% | 100% | 30 | 43.33% |
|
| 2071 |
DAM
2071
Deltec Asset Management
New York
| $393M | -$10.6M | -3% | 5.62% | 128% | 209 | 40.67% |
|
| 2072 |
RC
2072
Randolph Company
Cincinnati,
Ohio
| $393M | -$24.8M | -6% | 6.16% | 120% | 44 | 34.09% |
|
| 2073 |
CP
2073
Covalent Partners
Concord,
Massachusetts
| $393M | -$81.8M | -17% | 0.19% | 36.6% | 42 | 35.71% |
|
| 2074 |
CWM
2074
Cabot Wealth Management
Salem,
Massachusetts
| $391M | +$29.2M | +8% | 3.31% | 69.3% | 152 | 16.45% |
|
| 2075 |
KA
2075
Kerrisdale Advisers
Miami,
Florida
| $391M | +$47.5M | +14% | 4.9% | 78.8% | 62 | 59.68% |
|