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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Engaged Capital
Newport Beach,
California
| $691M | -$11.3M | -2% | 12.3% | 26.2% | 11 | 36.36% | 2.6 |
|
| 2352 |
2352
Strategic Wealth Partners Group
Deerfield,
Illinois
| $691M | +$80.3M | +13% | 7% | – | 62 | 3.23% | 3.7 |
|
| 2353 |
2353
Rock Creek Group
Washington,
District of Columbia
| $690M | -$82.1M | -11% | 5.07% | 37.2% | 214 | 32.71% | 1.9 |
|
| 2354 |
2354
New England Asset Management
Farmington,
Connecticut
| $690M | +$18.1M | +3% | 3.65% | 55.6% | 103 | 3.88% | 6.4 |
|
| 2355 |
MG
2355
Magnolia Group
Omaha,
Nebraska
| $689M | -$2.09M | -0.3% | 0.03% | 9.52% | 13 | 7.69% | 2.7 |
|
| 2356 |
2356
RTD Financial Advisors
Philadelphia,
Pennsylvania
| $688M | +$41.3M | +6% | 3.7% | 51.5% | 96 | 5.21% | 1.4 |
|
| 2357 |
2357
St. James Investment Company
Southlake,
Texas
| $688M | +$11.6M | +2% | 1.84% | 43.8% | 27 | 0% | 3.5 |
|
| 2358 |
2358
Browning West
Los Angeles,
California
| $687M | +$12.8M | +2% | 0.12% | 96.8% | 2 | 0% | 2.5 |
|
| 2359 |
2359
Nexpoint Asset Management
Dallas,
Texas
| $685M | -$239M | -26% | 6.87% | 253% | 128 | 40.63% | 1.2 |
|
| 2360 |
AAA
2360
Adams Asset Advisors
Dallas,
Texas
| $685M | -$61.7M | -8% | 3.14% | 66.8% | 87 | 8.05% | 4.1 |
|
| 2361 |
2361
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $684M | +$29.6M | +5% | 5.05% | 83.4% | 346 | 13.01% | 4.6 |
|
| 2362 |
2362
Nadler Financial Group
Deerfield,
Illinois
| $684M | +$55.7M | +9% | 8.37% | 81.8% | 122 | 10.66% | 5 |
|
| 2363 |
2363
Quadratic Capital Management
Greenwich,
Connecticut
| $683M | -$16.1M | -2% | 2.27% | 0.6% | 2 | 0% | 2.1 |
|
| 2364 |
2364
Heritage Trust
Oklahoma City,
Oklahoma
| $683M | +$47.5M | +7% | 6.21% | – | 271 | 14.39% | 3.8 |
|
| 2365 |
2365
Core Alternative Capital
Peachtree Corners,
Georgia
| $682M | -$66.9M | -9% | 5.51% | 74.5% | 491 | 27.9% | 1.7 |
|
| 2366 |
2366
Redwood Capital Management
New York
| $682M | +$5.99M | +0.9% | 10.8% | 313% | 32 | 12.5% | 3 |
|
| 2367 |
2367
Kahn Brothers Group
New York
| $682M | -$12.7M | -2% | 1.78% | 53.4% | 45 | 4.44% | 6.1 |
|
| 2368 |
2368
Abner Herrman & Brock
Jersey City,
New Jersey
| $682M | +$19.4M | +3% | 9.01% | 156% | 112 | 21.43% | 4.5 |
|
| 2369 |
2369
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $682M | +$12.5M | +2% | 4.11% | 59.5% | 112 | 7.14% | 5.5 |
|
| 2370 |
2370
Jackson Wealth Management
Lake Mary,
Florida
| $681M | +$548M | +412% | 6.98% | 72.1% | 185 | 58.92% | 0.6 |
|
| 2371 |
2371
Waddell & Associates
Memphis,
Tennessee
| $681M | +$41.4M | +6% | 5.27% | 194% | 176 | 15.91% | 1.4 |
|
| 2372 |
2372
Pegasus Partners
Mequon,
Wisconsin
| $680M | +$48.4M | +8% | 7.73% | 32.6% | 131 | 13.74% | 3.7 |
|
| 2373 |
2373
Nilsine Partners
Greenwood Village,
Colorado
| $680M | +$41.9M | +7% | 7.67% | 117% | 361 | 11.63% | 0.2 |
|
| 2374 |
2374
Tang Capital Management
San Diego,
California
| $679M | +$8.14M | +1% | 22% | 493% | 124 | 37.1% | 0.7 |
|
| 2375 |
2375
Genus Capital Management
Vancouver,
British Columbia, Canada
| $679M | – | – | 8.72% | – | 193 | – | 0 |
|