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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 2401 |
SFC
2401
SYM Financial Corp
Winona Lake,
Indiana
| $812M | +$38.1M | +5% | 1.38% | 56% | 394 | 26.14% |
|
| 2402 |
IC
2402
Ikarian Capital
Dallas,
Texas
| $811M | +$76.2M | +10% | 11.8% | 5,184% | 229 | 55.46% |
|
| 2403 |
LSA
2403
L & S Advisors
Los Angeles,
California
| $811M | -$102M | -11% | 0.65% | 231% | 386 | 16.84% |
|
| 2404 |
SM
2404
Sunriver Management
Greenwich,
Connecticut
| $810M | -$25.4M | -3% | 9.57% | 9.27% | 26 | 42.31% |
|
| 2405 |
AG
2405
Alibaba Group
Causeway Bay,
Hong Kong
| $810M | +$265M | +49% | 67% | 2.06% | 4 | 25% |
|
| 2406 |
PP
2406
Paloma Partners
Greenwich,
Connecticut
| $809M | -$1.43B | -64% | 3.77% | 314% | 296 | 77.7% |
|
| 2407 |
CET
2407
Clean Energy Transition
London,
United Kingdom
| $808M | -$1.86B | -70% | 9.41% | 129% | 19 | 47.37% |
|
| 2408 |
QIM
2408
Quest Investment Management
Lake Oswego,
Oregon
| $807M | -$54.3M | -6% | 4.34% | 105% | 87 | 13.79% |
|
| 2409 |
KC
2409
Kadensa Capital
Central,
Hong Kong
| $806M | -$17.7M | -2% | 1.44% | 191% | 77 | 59.74% |
|
| 2410 |
TPA
2410
Trivium Point Advisory
Westport,
Connecticut
| $806M | +$13.6M | +2% | 0.81% | 106% | 356 | 10.67% |
|
| 2411 |
SSWM
2411
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| $805M | -$14.5M | -2% | 0.56% | 75.8% | 395 | 14.94% |
|
| 2412 |
CT
2412
Coastline Trust
Providence,
Rhode Island
| $804M | -$49.6M | -6% | 3.63% | 92.7% | 430 | 9.3% |
|
| 2413 |
MC
2413
MIG Capital
Newport Beach,
California
| $804M | -$167M | -17% | 1.15% | 118% | 94 | 64.89% |
|
| 2414 |
GGI
2414
Galaxy Group Investments
New York
| $804M | -$344M | -30% | 13.3% | – | 30 | 66.67% |
|
| 2415 |
EC
2415
Elequin Capital
New York
| $802M | -$460M | -36% | 7.79% | 52.4% | 687 | 77.58% |
|
| 2416 |
TC
2416
Trium Capital
London,
United Kingdom
| $801M | +$96.2M | +14% | 23.8% | 189% | 64 | 54.69% |
|
| 2417 |
CCP
2417
Clough Capital Partners
Boston,
Massachusetts
| $801M | -$80.4M | -9% | 0.14% | 175% | 142 | 41.55% |
|
| 2418 |
ACA
2418
Atlas Capital Advisors
Jackson,
Wyoming
| $800M | +$12.6M | +2% | 1.55% | – | 1,037 | 16.01% |
|
| 2419 |
FA
2419
Fiducient Advisors
Chicago,
Illinois
| $800M | -$9.62M | -1% | 2.5% | 52.3% | 172 | 27.91% |
|
| 2420 |
CFG
2420
CKW Financial Group
Honolulu,
Hawaii
| $800M | -$12.5M | -2% | 0.8% | 62.4% | 262 | 30.92% |
|
| 2421 |
NOCM
2421
Night Owl Capital Management
Greenwich,
Connecticut
| $800M | +$25.8M | +3% | 0.63% | 162% | 28 | 0% |
|
| 2422 |
AS
2422
American Securities
New York
| $799M | -$124M | -13% | 13.5% | – | 1 | 0% |
|
| 2423 |
IP
2423
Isthmus Partners
Madison,
Wisconsin
| $799M | -$23.9M | -3% | 2.5% | 61.1% | 229 | 13.1% |
|
| 2424 |
B
2424
Bensler
Bellevue,
Washington
| $799M | -$42.5M | -5% | 2.53% | 106% | 173 | 14.45% |
|
| 2425 |
TF
2425
Talbot Financial
Bellevue,
Washington
| $798M | -$42.6M | -5% | 3.14% | 99.9% | 69 | 15.94% |
|