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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Bornite Capital Management
New York
| $999M | +$611M | +157% | 19% | 208% | 48 | 66.67% | 0.4 |
|
| 2227 |
2227
Makena Capital Management
Menlo Park,
California
| $998M | +$29.6M | +3% | 14.3% | 78.7% | 27 | 18.52% | 1.7 |
|
| 2228 |
2228
Vantagepoint Investment Advisers
Washington,
District of Columbia
| $997M | +$120M | +14% | 3.32% | 32.7% | 9 | 22.22% | 2.9 |
|
| 2229 |
2229
Pictet North America Advisors
Geneva 73,
Switzerland
| $996M | -$4.28M | -0.4% | 9.08% | 67.7% | 151 | 11.92% | 4.2 |
|
| 2230 |
2230
Wellspring Financial Advisors
Cleveland,
Ohio
| $996M | +$97.1M | +11% | 9.92% | 77.2% | 185 | 27.03% | 2.3 |
|
| 2231 |
2231
Massachusetts Institute of Technology
Cambridge,
Massachusetts
| $996M | +$288M | +41% | 38.8% | 35.7% | 10 | 70% | 2.4 |
|
| 2232 |
WDA
2232
Wendell David Associates
Portsmouth,
New Hampshire
| $994M | -$7.94M | -0.8% | 3.27% | 46% | 153 | 5.23% | 8.5 |
|
| 2233 |
2233
American Express
New York
| $994M | -$152M | -13% | 13.2% | – | 3 | 33.33% | 1.5 |
|
| 2234 |
2234
Ulysses Management
New York
| $993M | +$299M | +43% | 14.6% | 51.8% | 66 | 46.97% | 2 |
|
| 2235 |
2235
Voya Financial Advisors
Windsor,
Connecticut
| $991M | +$85.1M | +9% | 7.08% | 44.8% | 240 | 13.33% | 5.8 |
|
| 2236 |
2236
Nilsine Partners
Greenwood Village,
Colorado
| $989M | +$77M | +8% | 10.2% | 117% | 401 | 15.96% | 1.5 |
|
| 2237 |
2237
Falcon Wealth Planning
Ontario,
California
| $989M | +$89.7M | +10% | 7.16% | 52.7% | 180 | 11.67% | 2.2 |
|
| 2238 |
2238
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| $989M | -$39.1M | -4% | 3.01% | 70.5% | 212 | 33.96% | 2.2 |
|
| 2239 |
2239
Liberty One Investment Management
Libertyville,
Illinois
| $988M | +$149K | +0% | 1.12% | 40.3% | 147 | 2.04% | 3.8 |
|
| 2240 |
2240
Matrix Asset Advisors
White Plains,
New York
| $988M | +$82M | +9% | 7.98% | 84.9% | 111 | 8.11% | 4.8 |
|
| 2241 |
2241
Bath Savings Trust
Bath,
Maine
| $988M | +$21M | +2% | 4.96% | 57.8% | 167 | 7.19% | 7.1 |
|
| 2242 |
2242
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| $987M | +$117M | +13% | 18.3% | 151% | 373 | 23.86% | 0.9 |
|
| 2243 |
2243
Wealth Architects
Mountain View,
California
| $984M | +$77.9M | +9% | 8.66% | 80.1% | 239 | 9.62% | 5.3 |
|
| 2244 |
2244
Telos Capital Management
San Diego,
California
| $982M | +$64.4M | +7% | 7.36% | 71.1% | 201 | 7.46% | 6.2 |
|
| 2245 |
2245
Verus Financial Partners
Richmond,
Virginia
| $981M | +$105M | +12% | 6.33% | 41.6% | 111 | 6.31% | 4.1 |
|
| 2246 |
2246
Syntegra Private Wealth Group
Chesterfield,
Missouri
| $980M | +$125M | +15% | 9.01% | 56.9% | 185 | 14.59% | 1.7 |
|
| 2247 |
2247
QVR
San Francisco,
California
| $979M | – | – | 11.1% | – | 72 | – | 0 |
|
| 2248 |
2248
Aaron Wealth Advisors
Chicago,
Illinois
| $979M | +$107M | +12% | 10.2% | 108% | 525 | 21.14% | 1.8 |
|
| 2249 |
2249
Tairen Capital
Hong Kong
| $979M | -$534M | -35% | 26.7% | 462% | 109 | 56.88% | 0.3 |
|
| 2250 |
2250
Vivo Capital
Palo Alto,
California
| $977M | +$222M | +29% | 32% | 7,491% | 45 | 17.78% | 2.1 |
|