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
Rational Advisors
Huntington,
New York
| $991M | -$32M | -3% | 0.09% | 39.2% | 130 | 31.54% | 1.7 |
|
| 2102 |
2102
Clearlake Capital Group
Santa Monica,
California
| $991M | -$235M | -19% | 18.6% | 47.3% | 6 | 0% | 3 |
|
| 2103 |
2103
QV Investors
Calgary,
Alberta, Canada
| $990M | +$20.5M | +2% | 0.03% | 68.3% | 69 | 14.49% | 4.5 |
|
| 2104 |
AL
2104
Arnhold LLC
New York
| $990M | -$24.6M | -2% | 3.4% | 164% | 121 | 8.26% | 4.4 |
|
| 2105 |
2105
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $990M | +$11.8M | +1% | 3.42% | 81.9% | 218 | 29.36% | 2.3 |
|
| 2106 |
2106
MBL Wealth
Charlotte,
North Carolina
| $990M | -$6.92M | -0.7% | 0.63% | 52.7% | 241 | 14.94% | 2 |
|
| 2107 |
2107
Liberty One Investment Management
Libertyville,
Illinois
| $988M | +$65.4M | +7% | 5.62% | 40.3% | 155 | 10.32% | 3.5 |
|
| 2108 |
GECH
2108
Garnet Equity Capital Holdings
New York
| $988M | +$293M | +42% | 2.54% | 302% | 29 | 27.59% | 1.2 |
|
| 2109 |
2109
Trinity Street Asset Management
London,
United Kingdom
| $988M | -$30.9M | -3% | 5.2% | 76.9% | 17 | 23.53% | 2.2 |
|
| 2110 |
2110
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| $988M | +$39.4M | +4% | 0.27% | – | 63 | 6.35% | 1.7 |
|
| 2111 |
2111
TD Capital Management
Memphis,
Tennessee
| $987M | +$3.14M | +0.3% | 1.49% | 40.5% | 719 | 22.25% | 2 |
|
| 2112 |
2112
Capital Investment Services of America
Milwaukee,
Wisconsin
| $987M | -$62.5M | -6% | 4.38% | 74.2% | 79 | 5.06% | 7.2 |
|
| 2113 |
2113
Taurus Asset Management
New York
| $986M | -$41.7M | -4% | 4.2% | 26.9% | 89 | 3.37% | 7.7 |
|
| 2114 |
2114
Wealthcare Capital Management
Richmond,
Virginia
| $986M | -$6.76M | -0.7% | 0.92% | 46.2% | 96 | 16.67% | 4.6 |
|
| 2115 |
2115
FORA Capital
Miami,
Florida
| $986M | +$112M | +13% | 5.54% | 162% | 670 | 72.54% | 0.2 |
|
| 2116 |
2116
Eversept Partners
New York
| $985M | -$142M | -13% | 9.52% | 321% | 76 | 39.47% | 2 |
|
| 2117 |
2117
Shenkman Capital Management
New York
| $984M | -$155M | -14% | 0.21% | 3.15% | 127 | 1.57% | 1.1 |
|
| 2118 |
2118
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $984M | -$33.1M | -3% | 3.2% | 116% | 415 | 10.84% | 2 |
|
| 2119 |
2119
KWMG LLC
Overland Park,
Kansas
| $983M | +$11.7M | +1% | 0.27% | 76.2% | 147 | 8.16% | 5.8 |
|
| 2120 |
2120
Technology Crossover Management XI
Menlo Park,
California
| $982M | +$116M | +13% | 15.1% | 112% | 3 | 0% | 1.4 |
|
| 2121 |
2121
Rockwood Wealth Management
New Hope,
Pennsylvania
| $981M | +$55.1M | +6% | 0.22% | 52.6% | 104 | 12.5% | 2 |
|
| 2122 |
2122
SNS Financial Group
Minneapolis,
Minnesota
| $981M | +$6.36M | +0.7% | 0.55% | 54.2% | 197 | 8.12% | 5.4 |
|
| 2123 |
2123
Transamerica Financial Advisors
St. Petersburg,
Florida
| $980M | -$30.6M | -3% | 2.74% | 77.1% | 595 | 6.05% | 2.7 |
|
| 2124 |
2124
Bramshill Investments
Naples,
Florida
| $980M | +$343M | +54% | 1.04% | 3.6% | 156 | 28.85% | 1.5 |
|
| 2125 |
2125
HG Vora Capital Management
New York
| $978M | -$348M | -26% | 8.99% | 42.6% | 15 | 46.67% | 1.6 |
|