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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
Samsara BioCapital
Palo Alto,
California
| $810M | +$268M | +49% | 14.4% | 1,580% | 51 | 15.69% | 0.9 |
|
| 2177 |
2177
Coastline Trust
Providence,
Rhode Island
| $808M | +$32.3M | +4% | 6.28% | 106% | 324 | 1.85% | 5.4 |
|
| 2178 |
2178
Lyell Wealth Management
Menlo Park,
California
| $808M | +$121M | +18% | 12.3% | 128% | 192 | 11.46% | 2.1 |
|
| 2179 |
2179
Lisanti Capital Growth
New York
| $808M | +$28.1M | +4% | 22.4% | 1,490% | 167 | 49.1% | 0.5 |
|
| 2180 |
2180
E-L Financial Corp
Toronto,
Ontario, Canada
| $807M | +$50M | +7% | 8.02% | 68.6% | 1 | 0% | 4.5 |
|
| 2181 |
2181
Johns Hopkins University
Baltimore,
Maryland
| $807M | +$677M | +521% | 4.72% | 30.6% | 9 | 33.33% | 0.2 |
|
| 2182 |
2182
Efficient Advisors
Mason,
Ohio
| $806M | +$77.1M | +11% | 3.62% | 30.6% | 62 | 4.84% | 5 |
|
| 2183 |
2183
Sapience Investments
Newport Beach,
California
| $805M | +$8.3M | +1% | 6.2% | 54.9% | 95 | 12.63% | 2.3 |
|
| 2184 |
2184
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $805M | +$216M | +37% | 11.8% | 98.1% | 124 | 84.68% | 0.3 |
|
| 2185 |
MG
2185
Magnolia Group
Omaha,
Nebraska
| $804M | +$35.7M | +5% | 6.39% | 9.52% | 13 | 53.85% | 2 |
|
| 2186 |
2186
Bowie Capital Management
Richardson,
Texas
| $802M | +$62.3M | +8% | 18.4% | 31.6% | 45 | 22.22% | 2.2 |
|
| 2187 |
2187
TD Capital Management
Memphis,
Tennessee
| $802M | +$46.8M | +6% | 4.81% | 40.5% | 360 | 11.11% | 3.2 |
|
| 2188 |
2188
Vector Capital Management
San Francisco,
California
| $801M | -$71.1M | -8% | 4.39% | 42.7% | 10 | 60% | 0.4 |
|
| 2189 |
2189
BTR Capital Management
Oakland,
California
| $801M | +$114M | +17% | 6.53% | 35% | 189 | 21.16% | 4.4 |
|
| 2190 |
2190
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $801M | +$61M | +8% | 6.76% | 34% | 96 | 4.17% | 4.9 |
|
| 2191 |
2191
RVW Wealth
Los Angeles,
California
| $800M | +$34M | +4% | 5.09% | 65.8% | 110 | 8.18% | 1.3 |
|
| 2192 |
AP
2192
Archon Partners
Princeton Junction,
New Jersey
| $799M | +$83.9M | +12% | 9.48% | 86% | 60 | 16.67% | 3.4 |
|
| 2193 |
2193
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $799M | +$98M | +14% | 8.52% | 81.9% | 146 | 15.07% | 1.1 |
|
| 2194 |
2194
Golden Gate Private Equity
San Francisco,
California
| $798M | +$592M | +288% | 5.95% | 8.72% | 15 | 13.33% | 1.2 |
|
| 2195 |
2195
Wesleyan Assurance Society
Birmingham,
United Kingdom
| $798M | +$45.4M | +6% | 7.07% | 102% | 95 | 5.26% | 2 |
|
| 2196 |
2196
PKO Investment Management Joint-Stock
Warsaw,
Poland
| $798M | +$175M | +28% | 9.23% | 145% | 99 | 10.1% | 3 |
|
| 2197 |
2197
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $797M | +$48.4M | +6% | 7.44% | 50.4% | 17 | 17.65% | 4.4 |
|
| 2198 |
2198
Orgel Wealth Management
Altoona,
Wisconsin
| $797M | +$90.8M | +13% | 4.14% | 39.6% | 59 | 6.78% | 2.1 |
|
| 2199 |
2199
Capital Investment Advisory Services
Raleigh,
North Carolina
| $796M | +$87.4M | +12% | 6.36% | 69.3% | 805 | 12.92% | 1.9 |
|
| 2200 |
2200
Koshinski Asset Management
Decatur,
Illinois
| $795M | -$149M | -16% | 6.02% | 76.5% | 648 | 24.85% | 1.7 |
|