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
Quest Investment Management
Lake Oswego,
Oregon
| $904M | +$8.32M | +0.9% | 7.33% | 105% | 94 | 14.89% | 5.5 |
|
| 2177 |
2177
Suncoast Equity Management
Tampa,
Florida
| $904M | +$51.3M | +6% | 4.72% | 82.9% | 74 | 6.76% | 3.4 |
|
| 2178 |
2178
Caldwell Trust
Venice,
Florida
| $904M | +$44.6M | +5% | 4.64% | 87% | 724 | 7.73% | 3.7 |
|
| 2179 |
2179
Fort Baker Capital Management
Larkspur,
California
| $904M | +$169M | +23% | 0.07% | 46.3% | 91 | 30.77% | 0.6 |
|
| 2180 |
2180
Telos Capital Management
San Diego,
California
| $902M | +$15.3M | +2% | 2.28% | 71.1% | 203 | 9.85% | 6 |
|
| 2181 |
2181
Townsend & Associates
Westminster,
Colorado
| $901M | +$43.5M | +5% | 3.04% | 58% | 106 | 3.77% | 2 |
|
| 2182 |
2182
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $900M | -$82.8M | -8% | 2.47% | 78.9% | 204 | 12.25% | 6.4 |
|
| 2183 |
2183
Knollwood Investment Advisory
Hunt Valley,
Maryland
| $899M | +$346M | +62% | 5.49% | 160% | 356 | 43.54% | 0.5 |
|
| 2184 |
2184
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| $899M | +$6.63M | +0.7% | 1.79% | 58% | 187 | 15.51% | 1.8 |
|
| 2185 |
2185
Private Capital Advisors
Darien,
Connecticut
| $898M | +$94.9M | +12% | 11% | 132% | 96 | 25% | 5.2 |
|
| 2186 |
2186
Salomon & Ludwin
Richmond,
Virginia
| $896M | -$267M | -23% | 1.53% | 52.6% | 856 | 14.6% | 1.2 |
|
| 2187 |
2187
MBL Wealth
Charlotte,
North Carolina
| $896M | +$14.4M | +2% | 1.71% | 52.7% | 222 | 17.12% | 1.7 |
|
| 2188 |
2188
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| $896M | -$33.4M | -4% | 1.77% | 61.4% | 146 | 13.7% | 5.7 |
|
| 2189 |
2189
Prospector Partners
Guilford,
Connecticut
| $895M | -$14.9M | -2% | 1.92% | 53.6% | 101 | 5.94% | 4.6 |
|
| 2190 |
2190
Canyon Capital Advisors
Dallas,
Texas
| $895M | -$41.4M | -4% | 0.93% | 78% | 17 | 0% | 2.5 |
|
| 2191 |
2191
Petredis Investment Advisors
Warrendale,
Pennsylvania
| $894M | +$60.2M | +7% | 6.71% | 158% | 103 | 3.88% | 1.3 |
|
| 2192 |
2192
Cat Rock Capital Management
Greenwich,
Connecticut
| $893M | +$19.4M | +2% | 3.02% | 66.7% | 12 | 8.33% | 2.1 |
|
| 2193 |
2193
Crewe Advisors
Salt Lake City,
Utah
| $892M | +$34.3M | +4% | 1.88% | 96.1% | 1,057 | 23.75% | 0.9 |
|
| 2194 |
2194
Symmetry Investments
St Helier,
Jersey
| $892M | -$780M | -47% | 4.33% | 148% | 268 | 71.27% | 0.4 |
|
| 2195 |
2195
Technology Crossover Management VIII
Menlo Park,
California
| $892M | -$8.03M | -0.9% | 13.8% | 77.9% | 6 | 0% | 4.1 |
|
| 2196 |
2196
PrairieView Partners
St. Paul,
Minnesota
| $891M | +$18.8M | +2% | 0.25% | 34% | 417 | 8.39% | 3.4 |
|
| 2197 |
2197
Magnus Financial Group
New York
| $890M | +$47.2M | +6% | 1.67% | 78.2% | 338 | 13.02% | 2.8 |
|
| 2198 |
2198
MV Capital Management
Bethesda,
Maryland
| $889M | +$15.2M | +2% | 2.06% | 67.6% | 1,037 | 19.96% | 3 |
|
| 2199 |
2199
Insigneo Advisory Services
Miami,
Florida
| $888M | +$46.7M | +6% | 5.34% | 119% | 650 | 27.38% | 0.8 |
|
| 2200 |
2200
Zweig-DiMenna Associates
New York
| $888M | -$257M | -22% | 10.9% | 561% | 136 | 54.41% | 1.7 |
|