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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
True Link Financial Advisors
San Francisco,
California
| $690M | +$28.6M | +4% | 4.5% | 26.8% | 135 | 15.56% | 1.3 |
|
| 2077 |
2077
Webster Bank
Waterbury,
Connecticut
| $690M | -$42.8M | -6% | 4.45% | 77.5% | 544 | 3.31% | 5 |
|
| 2078 |
2078
Mesirow Institutional Investment Management
Chicago,
Illinois
| $690M | – | – | 0.56% | – | 110 | – | 0 |
|
| 2079 |
2079
Simplicity Solutions
Minneapolis,
Minnesota
| $690M | -$81.5M | -11% | 5.08% | 37.1% | 727 | 24.21% | 1.9 |
|
| 2080 |
2080
Harvey Investment Company
Louisville,
Kentucky
| $690M | -$21.5M | -3% | 1.32% | 56.4% | 90 | 2.22% | 7 |
|
| 2081 |
2081
Matthews International Capital Management
San Francisco,
California
| $688M | -$8.24M | -1% | 7.71% | 227% | 43 | 13.95% | 2.1 |
|
| 2082 |
2082
First Command Bank
Fort Worth,
Texas
| $688M | +$1.61M | +0.2% | 7.38% | 34.1% | 481 | 27.03% | 3.6 |
|
| 2083 |
2083
First Command Financial Services
Fort Worth,
Texas
| $688M | +$1.61M | +0.2% | 7.38% | 34.4% | 481 | 27.03% | 3.6 |
|
| 2084 |
2084
Sound Income Strategies
Ft Lauderdale,
Florida
| $688M | -$62.2M | -8% | 7.21% | 31.4% | 1,016 | 11.32% | 2.7 |
|
| 2085 |
2085
Willis Johnson & Associates
Houston,
Texas
| $687M | -$30.5M | -4% | 5.82% | 50.9% | 108 | 13.89% | 1.2 |
|
| 2086 |
2086
Grassi Investment Management
Santa Clara,
California
| $686M | -$70.9M | -9% | 7.39% | 170% | 126 | 4.76% | 5.4 |
|
| 2087 |
2087
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $686M | +$14M | +2% | 5.35% | 78.2% | 147 | 10.2% | 2.3 |
|
| 2088 |
2088
Arrow Financial
Glens Falls,
New York
| $686M | -$47.7M | -6% | 5.06% | 66.5% | 355 | 5.35% | 6.1 |
|
| 2089 |
2089
Yakira Capital Management
Westport,
Connecticut
| $685M | +$47.9M | +8% | 3.85% | 74.1% | 518 | 30.12% | 0.7 |
|
| 2090 |
2090
Advocacy Wealth Management Services
Atlanta,
Georgia
| $685M | +$63.4M | +10% | 3.6% | 48.3% | 156 | 17.95% | 2.8 |
|
| 2091 |
2091
First Trust Direct Indexing
Boston,
Massachusetts
| $685M | -$33.3M | -5% | 5.16% | 69% | 685 | 11.82% | 1.3 |
|
| 2092 |
2092
Graticule Asia Macro Advisors
New York
| $684M | +$466M | +214% | 3.28% | – | 62 | 77.42% | 0.4 |
|
| 2093 |
2093
Perpetual Investment Management
Sydney,
Australia
| $684M | +$759K | +0.1% | 6.5% | – | 224 | 14.73% | 1.3 |
|
| 2094 |
2094
Bouchey Financial Group
Troy,
New York
| $684M | +$60.3M | +10% | 3.86% | 66.7% | 94 | 17.02% | 3.3 |
|
| 2095 |
RIM
2095
Redpoint Investment Management
Sydney, NSW,
Australia
| $684M | -$162M | -19% | 5.31% | 35.9% | 620 | 7.74% | 3.3 |
|
| 2096 |
2096
Harvey Partners
Tarrytown,
New York
| $683M | +$228M | +50% | 1.68% | 174% | 40 | 32.5% | 1.9 |
|
| 2097 |
2097
Berger Financial Group
Plymouth,
Minnesota
| $681M | -$3.52M | -0.5% | 5.26% | 59.9% | 266 | 21.43% | 1.2 |
|
| 2098 |
2098
Kovack Advisors
Ft. Lauderdale,
Florida
| $681M | -$76.9M | -10% | 3.98% | 118% | 664 | 21.23% | 2.9 |
|
| 2099 |
BPIM
2099
Brant Point Investment Management
New York
| $680M | +$5.93M | +0.9% | 2.24% | 169% | 113 | 38.94% | 2.4 |
|
| 2100 |
2100
Hills Bank & Trust
North Liberty,
Iowa
| $679M | +$64M | +10% | 5.61% | 52.8% | 258 | 10.47% | 4.5 |
|