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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Crestone Asset Management
Boulder,
Colorado
| $320M | +$16.9M | +6% | 8.45% | 6.65% | 73 | 27.4% | 2.3 |
|
| 2977 |
2977
Serengeti Asset Management
New York
| $319M | +$35M | +12% | 17.3% | 14.9% | 19 | 42.11% | 1.2 |
|
| 2978 |
2978
Ameritas Investment Company
Lincoln,
Nebraska
| $319M | -$28.4M | -8% | 7.65% | 55.2% | 339 | 2.65% | 1.3 |
|
| 2979 |
2979
University of Notre Dame du Lac
South Bend,
Indiana
| $319M | -$46.5M | -13% | 15.8% | – | 41 | 58.54% | 1.2 |
|
| 2980 |
2980
Nightview Capital
Austin,
Texas
| $318M | -$211M | -40% | 41.8% | 170% | 37 | 70.27% | 1.3 |
|
| 2981 |
CM
2981
Capital Management
Glen Allen,
Virginia
| $318M | +$18.4M | +6% | 7.68% | 63.6% | 71 | 8.45% | 3.2 |
|
| 2982 |
SG
2982
Swarthmore Group
Philadelphia,
Pennsylvania
| $318M | +$24.6M | +8% | 10.2% | 44.2% | 44 | 11.36% | 2.1 |
|
| 2983 |
JHCM
2983
Juniper Hill Capital Management
Menlo Park,
California
| $318M | +$187M | +143% | 2.33% | 33.6% | 7 | 71.43% | 0.4 |
|
| 2984 |
2984
Armor Advisors
New York
| $318M | +$110M | +53% | 8.73% | 78.5% | 16 | 31.25% | 0.5 |
|
| 2985 |
2985
Flaharty Asset Management
Clearwater,
Florida
| $318M | +$32.7M | +11% | 5.11% | 37.8% | 72 | 9.72% | 2.3 |
|
| 2986 |
MAS
2986
Managed Account Services
Coconut Grove,
Florida
| $317M | +$41.2M | +15% | 6.75% | 32.4% | 98 | 5.1% | 2.5 |
|
| 2987 |
2987
Impactive Capital
New York City,
New York
| $317M | +$3.81M | +1% | 16.1% | 25% | 8 | 12.5% | 0.7 |
|
| 2988 |
2988
Bluescape Energy Partners
Dallas,
Texas
| $316M | -$15M | -5% | 4.44% | 57.9% | 2 | 0% | 1.8 |
|
| 2989 |
2989
Univest Financial
Souderton,
Pennsylvania
| $316M | +$12.9M | +4% | 8.31% | 96.9% | 101 | 2.97% | 3.6 |
|
| 2990 |
IAA
2990
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| $316M | +$12.7M | +4% | 13.2% | 49.3% | 85 | 20% | 1.9 |
|
| 2991 |
PAS
2991
Partnervest Advisory Services
Santa Barbara,
California
| $315M | +$50.1M | +19% | 10.7% | 45.1% | 279 | 26.88% | 2.3 |
|
| 2992 |
PGM
2992
Parian Global Management
Pound Ridge,
New York
| $315M | -$68M | -18% | 7.38% | 65.2% | 57 | 82.46% | 0.2 |
|
| 2993 |
2993
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| $315M | +$23.2M | +8% | 11.1% | 99.9% | 66 | 3.03% | 3.5 |
|
| 2994 |
AAA
2994
Adams Asset Advisors
Dallas,
Texas
| $315M | -$22.4M | -7% | 5.18% | 66.8% | 76 | 7.89% | 3.1 |
|
| 2995 |
2995
Algert Global
San Francisco,
California
| $315M | +$20.4M | +7% | 12% | 194% | 527 | 47.44% | 0.5 |
|
| 2996 |
2996
Selkirk Management
Chatham,
New Jersey
| $315M | +$81.7M | +35% | 30.4% | 245% | 22 | 4.55% | 3.8 |
|
| 2997 |
ICM
2997
Indaba Capital Management
San Francisco,
California
| $315M | +$50.7M | +19% | 19.4% | 66.7% | 22 | 50% | 1.1 |
|
| 2998 |
2998
Strategic Point Investment Advisors
Providence,
Rhode Island
| $315M | +$8.81M | +3% | 7.36% | 58.2% | 25 | 16% | 3 |
|
| 2999 |
FPFS
2999
First Personal Financial Services
Charlotte,
North Carolina
| $314M | +$21.8M | +7% | 10.2% | 31.5% | 310 | 8.06% | 4.3 |
|
| 3000 |
LDFR
3000
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| $314M | +$27.8M | +10% | 9.62% | 37.5% | 302 | 25.83% | 1 |
|