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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Clear Harbor Asset Management
Stamford,
Connecticut
| $696M | +$111M | +19% | 25.5% | 106% | 822 | 66.3% | 3 |
|
| 2152 |
2152
Hartford Funds Management
Wayne,
Pennsylvania
| $696M | -$100M | -13% | 3.03% | 29.5% | 5 | 40% | 2.5 |
|
| 2153 |
2153
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $696M | +$88.5M | +15% | 16.8% | 114% | 94 | 1.06% | 1.5 |
|
| 2154 |
2154
Weatherly Asset Management
Del Mar,
California
| $696M | +$76.3M | +12% | 12.6% | 116% | 189 | 5.29% | 4.8 |
|
| 2155 |
2155
Engle Capital Management
Greenwich,
Connecticut
| $695M | +$61.4M | +10% | 33.1% | 398% | 29 | 44.83% | 0.7 |
|
| 2156 |
2156
Kovack Advisors
Ft. Lauderdale,
Florida
| $695M | +$133M | +24% | 14.3% | 118% | 683 | 28.99% | 1.8 |
|
| 2157 |
2157
First Nebraska Trust
Lincoln,
Nebraska
| $693M | +$110M | +19% | 15% | 76.9% | 171 | 11.7% | 4.2 |
|
| 2158 |
2158
Segment Wealth Management
Houston,
Texas
| $693M | +$76.9M | +12% | 13% | 108% | 213 | 8.45% | 3.4 |
|
| 2159 |
2159
Regents of the University of California
Oakland,
California
| $692M | -$26.8M | -4% | 3.88% | 76.6% | 33 | 27.27% | 3.9 |
|
| 2160 |
RPGK
2160
Retirement Planning Group (Kansas)
Leawood,
Kansas
| $690M | +$77.4M | +13% | 11.9% | 54.7% | 62 | 9.68% | 4.1 |
|
| 2161 |
2161
CCM Investment Advisers
Columbia,
South Carolina
| $690M | +$74.8M | +12% | 15.1% | 176% | 68 | 2.94% | 3.6 |
|
| 2162 |
2162
Oxford Financial Group
Carmel,
Indiana
| $690M | +$70.6M | +11% | 15.8% | 77.2% | 222 | 19.37% | 1.1 |
|
| 2163 |
KL
2163
KGH Ltd
Nassau,
Bahamas
| $690M | +$130M | +23% | 51.1% | 139% | 49 | 61.22% | 0.7 |
|
| 2164 |
2164
First Midwest Bank Trust Division
Joliet,
Illinois
| $690M | +$50M | +8% | 13.6% | 107% | 375 | 12% | 4.3 |
|
| 2165 |
2165
Skylands Capital
Milwaukee,
Wisconsin
| $690M | +$89.8M | +15% | 17.7% | 61% | 140 | 13.57% | 3.8 |
|
| 2166 |
2166
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $689M | +$142M | +26% | 81.3% | 602% | 34 | 47.06% | 0.9 |
|
| 2167 |
2167
Investure LLC
Charlottesville,
Virginia
| $689M | -$13.2M | -2% | 13% | 65.9% | 13 | 0% | 1.5 |
|
| 2168 |
2168
First Business Financial Services
Madison,
Wisconsin
| $688M | +$89.1M | +15% | 13.8% | 80.9% | 127 | 4.72% | 2.7 |
|
| 2169 |
2169
Freshford Capital Management
Rye Brook,
New York
| $688M | +$110M | +19% | 36.3% | 97.3% | 18 | 16.67% | 1.1 |
|
| 2170 |
2170
Nottingham Advisors
Amherst,
New York
| $688M | -$86M | -11% | 10.7% | 47.6% | 144 | 11.81% | 2.9 |
|
| 2171 |
2171
Benefit Street Partners
New York
| $688M | +$484M | +237% | 34% | – | 46 | 34.78% | 0.8 |
|
| 2172 |
2172
Campbell Wealth Management
Alexandria,
Virginia
| $686M | +$74M | +12% | 8.93% | 11.2% | 66 | 10.61% | 1.4 |
|
| 2173 |
2173
Crescent Park Management
East Palo Alto,
California
| $685M | +$89M | +15% | 20% | 100% | 32 | 37.5% | 1 |
|
| 2174 |
2174
Dundas Partners
Edinburgh,
United Kingdom
| $684M | +$186M | +37% | 16.1% | 102% | 34 | 2.94% | 2.4 |
|
| 2175 |
2175
Ellevest Inc
New York
| $684M | +$127M | +23% | 13% | 82.6% | 1,457 | 29.44% | 0.8 |
|