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
CapWealth Advisors
Franklin,
Tennessee
| $779M | -$40.6M | -5% | 4.66% | 152% | 109 | 10.09% | 5.3 |
|
| 2127 |
2127
Regents of the University of California
Oakland,
California
| $779M | -$19.8M | -2% | 2.43% | 76.6% | 30 | 10% | 5.9 |
|
| 2128 |
2128
Montag & Caldwell
Atlanta,
Georgia
| $779M | -$40.9M | -5% | 4.69% | 91.3% | 91 | 9.89% | 3.8 |
|
| 2129 |
2129
Trinity Street Asset Management
London,
United Kingdom
| $778M | -$124M | -14% | 2.93% | 76.9% | 24 | 16.67% | 2.3 |
|
| 2130 |
2130
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $777M | -$72.3M | -9% | 4.43% | 88.1% | 123 | 13.01% | 1.6 |
|
| 2131 |
2131
Soltis Investment Advisors
St. George,
Utah
| $777M | -$83.2M | -10% | 3.82% | 80.8% | 290 | 21.03% | 2.2 |
|
| 2132 |
2132
FFT Wealth Management
Philadelphia,
Pennsylvania
| $777M | -$27.9M | -3% | 3.46% | 65.6% | 137 | 20.44% | 1.8 |
|
| 2133 |
2133
Quinn Opportunity Partners
Charlottesville,
Virginia
| $777M | +$40M | +5% | 4.83% | 77.6% | 253 | 24.9% | 1.5 |
|
| 2134 |
2134
Tran Capital Management
San Rafael,
California
| $777M | -$70.6M | -8% | 3.01% | 173% | 43 | 11.63% | 2.8 |
|
| 2135 |
2135
Praesidium Investment Management Company
New York
| $776M | -$324M | -29% | 1.18% | 79% | 17 | 29.41% | 3.1 |
|
| 2136 |
2136
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $776M | -$25.2M | -3% | 3.13% | 56.8% | 151 | 10.6% | 2.6 |
|
| 2137 |
2137
Rock Creek Group
Washington,
District of Columbia
| $776M | +$85.9M | +12% | 2.03% | 37.2% | 206 | 24.76% | 1.9 |
|
| 2138 |
SC
2138
Sasco Capital
Fairfield,
Connecticut
| $775M | -$68.1M | -8% | 9.35% | 15.5% | 61 | 21.31% | 3 |
|
| 2139 |
2139
Aaron Wealth Advisors
Chicago,
Illinois
| $775M | +$6.19M | +0.8% | 1.35% | 108% | 278 | 16.55% | 1.5 |
|
| 2140 |
2140
First Ascent Asset Management
Denver,
Colorado
| $775M | +$23.8M | +3% | 3.59% | 4.15% | 72 | 27.78% | 2.1 |
|
| 2141 |
2141
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| $774M | -$190M | -20% | 6.78% | 94.6% | 1,404 | 64.81% | 0.3 |
|
| 2142 |
2142
United Asset Strategies
Garden City,
New York
| $774M | -$28.6M | -4% | 3.15% | 94.6% | 248 | 13.71% | 3.2 |
|
| 2143 |
2143
PDS Planning
Dublin,
Ohio
| $773M | -$9.14M | -1% | 3.18% | 62.7% | 361 | 12.19% | 2.2 |
|
| 2144 |
2144
Founders Financial Securities
Towson,
Maryland
| $772M | +$14.6M | +2% | 3.22% | 64.3% | 353 | 15.3% | 2.1 |
|
| 2145 |
PWMAG
2145
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $772M | -$32.5M | -4% | 3.6% | 90.7% | 343 | 7.87% | 3.5 |
|
| 2146 |
2146
Vancity Investment Management
Vancouver,
British Columbia, Canada
| $771M | -$6.28M | -0.8% | 3.15% | – | 75 | 12% | 1.6 |
|
| 2147 |
2147
EnCap Energy Capital Fund XI
Houston,
Texas
| $770M | -$72.6M | -9% | 33.6% | 21% | 2 | 0% | 0.6 |
|
| 2148 |
2148
Cozad Asset Management
Champaign,
Illinois
| $770M | -$31.9M | -4% | 2.77% | 132% | 397 | 12.09% | 3 |
|
| 2149 |
2149
SeaCrest Wealth Management
Purchase,
New York
| $770M | -$22.3M | -3% | 2.16% | 153% | 665 | 12.18% | 3.6 |
|
| 2150 |
2150
J.M. Forbes & Co
Boston,
Massachusetts
| $769M | -$34.3M | -4% | 2.99% | 112% | 130 | 7.69% | 5.5 |
|