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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Trust Company
Manhattan,
Kansas
| $1.11B | +$41.1M | +4% | 8.12% | 40.6% | 971 | 13.29% | 2.5 |
|
| 2402 |
2402
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| $1.11B | +$86.9M | +9% | 8.86% | 82.7% | 3 | 0% | 3.4 |
|
| 2403 |
2403
Aperture Investors
New York
| $1.11B | +$314M | +40% | 41.4% | 211% | 110 | 41.82% | 1.4 |
|
| 2404 |
2404
HBW Advisory Services
Simi Valley,
California
| $1.11B | +$157M | +17% | 15.2% | 68.6% | 502 | 19.32% | 2.4 |
|
| 2405 |
2405
CVA Family Office
Denver,
Colorado
| $1.1B | +$155M | +16% | 14.4% | 71.6% | 1,894 | 7.81% | 1.9 |
|
| 2406 |
OM
2406
Opaleye Management
Boston,
Massachusetts
| $1.1B | +$345M | +45% | 50.8% | 748% | 67 | 32.84% | 1.6 |
|
| 2407 |
2407
Premier Fund Managers
Guildford,
United Kingdom
| $1.1B | -$309M | -22% | 10.6% | 56.6% | 201 | 30.85% | 2.2 |
|
| 2408 |
2408
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| $1.1B | +$18.8M | +2% | 14.4% | 58.9% | 109 | 39.45% | 2 |
|
| 2409 |
2409
Trivium Point Advisory
Westport,
Connecticut
| $1.1B | +$549M | +99% | 17.3% | 106% | 363 | 28.1% | 2.6 |
|
| 2410 |
2410
Zweig-DiMenna Associates
New York
| $1.1B | +$380M | +53% | 78.8% | 561% | 82 | 40.24% | 1.7 |
|
| 2411 |
2411
Naviter Wealth
Little Rock,
Arkansas
| $1.1B | +$302M | +38% | 17.8% | 87.1% | 315 | 16.83% | 2.3 |
|
| 2412 |
2412
Teamwork Financial Advisors
San Antonio,
Texas
| $1.1B | +$156M | +16% | 21.7% | 134% | 243 | 22.63% | 2.3 |
|
| 2413 |
2413
Rodgers & Associates
Lancaster,
Pennsylvania
| $1.1B | +$120M | +12% | 13.4% | 56.3% | 110 | 10% | 3.9 |
|
| 2414 |
2414
Silver Point Capital
Greenwich,
Connecticut
| $1.1B | -$200M | -15% | 5.92% | 108% | 18 | 38.89% | 1.7 |
|
| 2415 |
2415
DUMAC Inc
Durham,
North Carolina
| $1.1B | +$280M | +34% | 13.9% | – | 17 | 47.06% | 0.9 |
|
| 2416 |
2416
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| $1.1B | +$137M | +14% | 13.3% | 62.2% | 178 | 14.61% | 3.6 |
|
| 2417 |
2417
Beacon Financial Group
Dallas,
Texas
| $1.1B | +$97.8M | +10% | 12.2% | 66.6% | 389 | 13.62% | 4.4 |
|
| 2418 |
2418
Arch Venture Management
Chicago,
Illinois
| $1.1B | +$423M | +62% | 14.3% | 228% | 13 | 30.77% | 1.3 |
|
| 2419 |
BI
2419
BBFIT Investments
Singapore,
| $1.1B | +$257M | +31% | 54.2% | – | 7 | 0% | 0.5 |
|
| 2420 |
2420
Taikang Asset Management (HK)
Hong Kong
| $1.1B | +$94.2M | +9% | 30.3% | 172% | 87 | 25.29% | 2 |
|
| 2421 |
2421
Three Seasons Wealth
Salt Lake City,
Utah
| $1.1B | +$837M | +319% | 19.3% | 156% | 229 | 39.74% | 1.1 |
|
| 2422 |
2422
Swiss Re
Zurich,
Switzerland
| $1.1B | +$1.08B | +6,613% | 16.5% | – | 286 | 33.57% | 0.4 |
|
| 2423 |
2423
Golden State Wealth Management
Santa Ana,
California
| $1.1B | +$182M | +20% | 17.8% | – | 1,720 | 12.27% | 1.9 |
|
| 2424 |
2424
Red Door Wealth Management
Memphis,
Tennessee
| $1.1B | +$134M | +14% | 19.1% | 100% | 341 | 16.13% | 2.8 |
|
| 2425 |
2425
Wellesley Asset Management
Portsmouth,
New Hampshire
| $1.1B | +$143M | +15% | 0% | 0% | 64 | 0% | 0.9 |
|