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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Perry Creek Capital
New York
| $633M | -$72.1M | -10% | 4.27% | 51.2% | 28 | 17.86% | 0.8 |
|
| 2627 |
2627
Thomas White International
Chicago,
Illinois
| $633M | -$55.5M | -8% | 2.77% | 34.9% | 326 | 12.58% | 2.8 |
|
| 2628 |
2628
Crosslink Capital
Menlo Park,
California
| $632M | +$78.6M | +14% | 1.9% | 135% | 21 | 19.05% | 3 |
|
| 2629 |
2629
Consolidated Investment Group
Englewood,
Colorado
| $631M | -$6.74M | -1% | 5.09% | 150% | 76 | 7.89% | 3.5 |
|
| 2630 |
2630
Waddell & Associates
Memphis,
Tennessee
| $631M | +$43.5M | +7% | 6.11% | 194% | 122 | 14.75% | 0.7 |
|
| 2631 |
2631
Alley Company
Lake Forest,
Illinois
| $631M | +$72.9M | +13% | 11.6% | 88.2% | 89 | 5.62% | 5.6 |
|
| 2632 |
2632
Larson Financial Group
St Louis,
Missouri
| $630M | +$126M | +25% | 5.98% | 89.7% | 1,209 | 28.95% | 1.4 |
|
| 2633 |
2633
Cannell Capital
Alta,
Wyoming
| $630M | +$23.1M | +4% | 1.38% | 127% | 83 | 34.94% | 1.3 |
|
| 2634 |
2634
Bluescape Energy Partners
Dallas,
Texas
| $628M | -$23.2M | -4% | 3.17% | 57.9% | 4 | 25% | 1.8 |
|
| 2635 |
2635
Valor Management
Chicago,
Illinois
| $628M | – | – | 2.74% | 14.5% | 4 | – | 0 |
|
| 2636 |
2636
Private Capital Advisors
Darien,
Connecticut
| $627M | +$26.2M | +4% | 13.5% | 132% | 110 | 27.27% | 4.2 |
|
| 2637 |
2637
Investure LLC
Charlottesville,
Virginia
| $627M | +$39.4M | +7% | 10.1% | 65.9% | 13 | 7.69% | 2.3 |
|
| 2638 |
2638
D.L. Carlson Investment Group
Concord,
New Hampshire
| $626M | +$51.8M | +9% | 13.1% | 113% | 159 | 17.61% | 3.3 |
|
| 2639 |
2639
Global Strategic Investment Solutions
Scottsdale,
Arizona
| $626M | +$33.6M | +6% | 4.86% | 56.8% | 158 | 24.05% | 1.6 |
|
| 2640 |
2640
Laidlaw Wealth Management
New York City,
New York
| $626M | +$236M | +60% | 9.7% | 150% | 426 | 50.23% | 0.7 |
|
| 2641 |
2641
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| $626M | +$56.8M | +10% | 10.9% | 34.5% | 401 | 7.73% | 2.3 |
|
| 2642 |
2642
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
| $625M | +$44.5M | +8% | 11.2% | – | 171 | 10.53% | 0.5 |
|
| 2643 |
2643
HoldCo Asset Management
Fort Lauderdale,
Florida
| $625M | -$22.9M | -4% | 1.96% | – | 23 | 0% | 0.9 |
|
| 2644 |
2644
Skaana Management
Brooklyn,
New York
| $624M | – | – | 2.66% | 269% | 198 | – | 0 |
|
| 2645 |
2645
WBI Investments
Red Bank,
New Jersey
| $624M | +$28M | +5% | 7.48% | 105% | 249 | 59.84% | 0.7 |
|
| 2646 |
2646
Stansberry Asset Management
Westlake,
Texas
| $624M | +$127M | +25% | 6.1% | 79.6% | 99 | 22.22% | 0.8 |
|
| 2647 |
2647
Manitou Investment Management
Toronto,
Ontario, Canada
| $624M | +$77.3M | +14% | 9.12% | 69.3% | 48 | 10.42% | 3.4 |
|
| 2648 |
2648
Paragon Capital Management (Colorado)
Denver,
Colorado
| $623M | +$42.2M | +7% | 3.43% | 109% | 557 | 67.15% | 0.6 |
|
| 2649 |
2649
Icon Advisers
Greenwood Village,
Colorado
| $623M | +$33.5M | +6% | 9.28% | 114% | 170 | 13.53% | 2.5 |
|
| 2650 |
2650
Beach Point Capital Management
Santa Monica,
California
| $623M | +$54.8M | +10% | 1.53% | 84.1% | 43 | 32.56% | 0.9 |
|