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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Empowered Funds
Havertown,
Pennsylvania
| $887M | +$107M | +14% | 6.78% | 127% | 299 | 51.17% | 0.4 |
|
| 2127 |
2127
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $887M | +$84.4M | +11% | 10.9% | 34% | 98 | 10.2% | 5 |
|
| 2128 |
2128
Simcoe Capital Management
New York
| $887M | -$126M | -12% | 6.29% | 48.7% | 28 | 50% | 0.6 |
|
| 2129 |
2129
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $887M | +$53.4M | +6% | 10.4% | 145% | 125 | 31.2% | 2.7 |
|
| 2130 |
2130
Ally Invest Advisors
Charlotte,
North Carolina
| $886M | +$91.4M | +11% | 3.42% | 41.1% | 17 | 0% | 2.6 |
|
| 2131 |
2131
TD Capital Management
Memphis,
Tennessee
| $886M | +$68.4M | +8% | 5.53% | 40.5% | 404 | 12.87% | 3.3 |
|
| 2132 |
2132
BTR Capital Management
Oakland,
California
| $886M | +$79.6M | +10% | 11.5% | 35% | 177 | 10.17% | 4.7 |
|
| 2133 |
2133
Voya Financial Advisors
Windsor,
Connecticut
| $886M | +$68.2M | +8% | 4.56% | 44.8% | 274 | 12.04% | 4.4 |
|
| 2134 |
2134
TrustCore Financial Services
Brentwood,
Tennessee
| $885M | -$132M | -13% | 7.63% | 28.3% | 1,100 | 16.09% | 2.1 |
|
| 2135 |
2135
1834 Investment Advisors
Milwaukee,
Wisconsin
| $885M | +$65M | +8% | 9.5% | 68.7% | 515 | 14.95% | 3.5 |
|
| 2136 |
2136
Makena Capital Management
Menlo Park,
California
| $884M | +$292M | +49% | 13.4% | 78.7% | 52 | 26.92% | 1 |
|
| 2137 |
CCMD
2137
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $884M | +$128M | +17% | 9.98% | 25.6% | 210 | 19.05% | 3.3 |
|
| 2138 |
AL
2138
Arnhold LLC
New York
| $883M | +$16.1M | +2% | 6.64% | 164% | 139 | 7.91% | 2.6 |
|
| 2139 |
ACM
2139
Aquilo Capital Management
San Francisco,
California
| $882M | +$331M | +60% | 4.95% | 6.84% | 16 | 25% | 1.5 |
|
| 2140 |
CMG
2140
Cavalry Management Group
San Francisco,
California
| $880M | -$125M | -12% | 18.1% | 59.6% | 63 | 60.32% | 0.7 |
|
| 2141 |
2141
Mark Asset Management
New York
| $880M | -$47M | -5% | 13.3% | 325% | 63 | 36.51% | 1.9 |
|
| 2142 |
2142
Narwhal Capital Management
Marietta,
Georgia
| $879M | +$86.3M | +11% | 11.9% | 109% | 174 | 14.94% | 4.1 |
|
| 2143 |
2143
Johnson & Johnson
New Brunswick,
New Jersey
| $878M | -$262M | -23% | 15.3% | 339% | 27 | 18.52% | 0.2 |
|
| 2144 |
2144
Sapience Investments
Newport Beach,
California
| $878M | +$36M | +4% | 5.86% | 54.9% | 91 | 6.59% | 2.7 |
|
| 2145 |
HSC
2145
Harbor Spring Capital
New York
| $878M | -$541M | -38% | 0.08% | – | 28 | 25% | 1.8 |
|
| 2146 |
2146
Cypress Capital
Franklin,
Tennessee
| $877M | +$89.9M | +11% | 7.95% | 43.6% | 218 | 17.43% | 0.7 |
|
| 2147 |
2147
Bell Bank
Fargo,
North Dakota
| $877M | +$75.5M | +9% | 6.02% | 71% | 184 | 13.59% | 3.8 |
|
| 2148 |
2148
Coastline Trust
Providence,
Rhode Island
| $877M | +$72.8M | +9% | 9.15% | 106% | 333 | 4.5% | 5.6 |
|
| 2149 |
2149
WBH Advisory
Baltimore,
Maryland
| $877M | +$133M | +18% | 8.07% | 64.5% | 317 | 12.62% | 4.6 |
|
| 2150 |
2150
Lyell Wealth Management
Menlo Park,
California
| $876M | +$53.9M | +7% | 8.5% | 144% | 195 | 10.77% | 2.5 |
|