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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Kintegral Advisory
New York
| $779M | +$42.2M | +6% | 7.35% | 143% | 269 | 2.23% | 2.2 |
|
| 2102 |
2102
BerganKDV Wealth Management
Bloomington,
Minnesota
| $779M | +$67.6M | +10% | 5.01% | 27.9% | 1,011 | 9.79% | 2.1 |
|
| 2103 |
2103
Palisade Asset Management
Minneapolis,
Minnesota
| $777M | +$42.7M | +6% | 7.64% | 72.9% | 178 | 3.37% | 5.3 |
|
| 2104 |
2104
ThornTree Capital Partners
Boston,
Massachusetts
| $776M | -$25.2M | -3% | 3.18% | 217% | 39 | 56.41% | 0.9 |
|
| 2105 |
2105
Coastline Trust
Providence,
Rhode Island
| $776M | +$25.3M | +3% | 5.15% | 106% | 329 | 6.38% | 5.1 |
|
| 2106 |
2106
Kayak Investment Partners
San Francisco,
California
| $775M | -$22.8M | -3% | 3.57% | 27% | 33 | 18.18% | 1.1 |
|
| 2107 |
2107
Principal Street Partners
Memphis,
Tennessee
| $775M | +$448M | +137% | 10.6% | 91% | 198 | 20.2% | 1 |
|
| 2108 |
2108
Hilltop Holdings
Dallas,
Texas
| $775M | +$60.2M | +8% | 6.74% | 96.7% | 572 | 24.65% | 2.4 |
|
| 2109 |
2109
No Street GP LP
San Francisco,
California
| $775M | -$87.8M | -10% | 27.4% | 246% | 56 | 50% | 0.5 |
|
| 2110 |
2110
Technology Crossover Management VII
Menlo Park,
California
| $774M | -$567M | -42% | 6.63% | 3.64% | 2 | 0% | 4.6 |
|
| 2111 |
2111
Independent Financial Group
San Diego,
California
| $773M | +$94.9M | +14% | 5.97% | 149% | 686 | 24.93% | 0.6 |
|
| 2112 |
2112
Red Cedar Investment Management
Grand Rapids,
Michigan
| $773M | +$104M | +16% | 6.98% | 88.8% | 94 | 22.34% | 0.7 |
|
| 2113 |
2113
1834 Investment Advisors
Milwaukee,
Wisconsin
| $773M | +$22.7M | +3% | 5.62% | 68.7% | 514 | 19.65% | 3.1 |
|
| 2114 |
2114
Kontiki Capital Management (HK)
Hong Kong
| $773M | +$985K | +0.1% | 6.34% | 90.6% | 5 | 0% | 2.6 |
|
| 2115 |
2115
Growth Interface Management
Orlando,
Florida
| $773M | +$179M | +30% | 3.43% | 12% | 14 | 57.14% | 1.2 |
|
| 2116 |
2116
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| $772M | -$3.34M | -0.4% | 3.55% | – | 17 | 11.76% | 0.9 |
|
| 2117 |
2117
Proficio Capital Partners
Newton,
Massachusetts
| $772M | +$133M | +21% | 3.8% | 97% | 285 | 43.51% | 1.4 |
|
| 2118 |
2118
Capital One Financial
Mclean,
Virginia
| $771M | +$20.6M | +3% | 2.56% | – | 203 | 11.82% | 0.9 |
|
| 2119 |
2119
Optimal Asset Management
Los Altos,
California
| $771M | +$66M | +9% | 6.36% | – | 443 | 32.96% | 0.9 |
|
| 2120 |
2120
Clearline Capital
New York
| $771M | +$323M | +72% | 8.68% | 57.4% | 150 | 73.33% | 0.3 |
|
| 2121 |
2121
American Assets Capital Advisers
San Diego,
California
| $770M | +$61.1M | +9% | 4.91% | 73.5% | 36 | 30.56% | 2.3 |
|
| 2122 |
2122
Kovack Advisors
Ft. Lauderdale,
Florida
| $769M | +$74.7M | +11% | 4.79% | 118% | 737 | 27.41% | 1.9 |
|
| 2123 |
MG
2123
Magnolia Group
Omaha,
Nebraska
| $769M | -$184M | -19% | 14.6% | 11.4% | 11 | 36.36% | 2.4 |
|
| 2124 |
2124
Regents of the University of California
Oakland,
California
| $767M | +$74.8M | +11% | 8.39% | 76.6% | 35 | 28.57% | 3.4 |
|
| 2125 |
MIM
2125
Marco Investment Management
Atlanta,
Georgia
| $766M | +$69.7M | +10% | 7.23% | 131% | 201 | 7.46% | 4.8 |
|