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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
TD Private Client Wealth
New York
| $1.97B | +$184M | +10% | 12.1% | 61.6% | 1,169 | 7.27% | 0.9 |
|
| 1102 |
1102
J. Goldman & Co
New York
| $1.97B | +$491M | +33% | 22.4% | 106% | 532 | 77.44% | 0.3 |
|
| 1103 |
1103
Anchorage Capital Group
New York
| $1.97B | +$686M | +54% | 302% | 24.9% | 29 | 55.17% | 0.6 |
|
| 1104 |
1104
Private Management Group
Irvine,
California
| $1.96B | +$430M | +28% | 26.1% | 51.3% | 132 | 7.58% | 3.8 |
|
| 1105 |
1105
First Citizens Bank & Trust
Raleigh,
North Carolina
| $1.96B | +$538M | +38% | 16% | 69% | 419 | 23.15% | 2.7 |
|
| 1106 |
1106
Timucuan Asset Management
Jacksonville,
Florida
| $1.96B | +$243M | +14% | 19% | 61.6% | 31 | 12.9% | 2.9 |
|
| 1107 |
1107
Bain Capital Public Equity Management II
Boston,
Massachusetts
| $1.96B | +$442M | +29% | 29.5% | 201% | 59 | 55.93% | 0.6 |
|
| 1108 |
APA
1108
American Portfolios Advisors
Holbrook,
New York
| $1.95B | +$220M | +13% | 15.3% | 43.6% | 3,161 | 12.81% | 2.1 |
|
| 1109 |
1109
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $1.95B | +$242M | +14% | 12.9% | 90.4% | 996 | 30.82% | 2.8 |
|
| 1110 |
1110
Payden & Rygel
Los Angeles,
California
| $1.95B | +$265M | +16% | 16.4% | 113% | 150 | 28.67% | 3.6 |
|
| 1111 |
1111
Granite Point Capital Management
Boston,
Massachusetts
| $1.95B | +$106M | +6% | 36.8% | 125% | 225 | 60.44% | 0.6 |
|
| 1112 |
1112
Alibaba Group
Causeway Bay,
Hong Kong
| $1.95B | +$729M | +60% | 79.2% | 2.06% | 8 | 0% | 2.8 |
|
| 1113 |
1113
Valeo Financial Advisors
Carmel,
Indiana
| $1.95B | +$802M | +70% | 13.9% | 82.7% | 1,952 | 24.03% | 1.9 |
|
| 1114 |
1114
Avantax Planning Partners
Dubuque,
Iowa
| $1.94B | +$51M | +3% | 11.1% | 55.9% | 318 | 16.04% | 2.7 |
|
| 1115 |
1115
Praesidium Investment Management Company
New York
| $1.94B | +$267M | +16% | 27.5% | 79% | 17 | 17.65% | 2.2 |
|
| 1116 |
1116
BBVA USA Bancshares
Houston,
Texas
| $1.94B | +$193M | +11% | 14.8% | 66.2% | 539 | 7.79% | 3.6 |
|
| 1117 |
1117
Kentucky Retirement Systems
Frankfort,
Kentucky
| $1.94B | +$317M | +20% | 14% | 137% | 505 | 2.18% | 6 |
|
| 1118 |
1118
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $1.94B | +$633M | +49% | 38.7% | 179% | 420 | 58.81% | 0.6 |
|
| 1119 |
1119
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $1.93B | +$261M | +16% | 13.9% | 86.6% | 871 | 8.04% | 4.6 |
|
| 1120 |
1120
Lockheed Martin Investment Management
Bethesda,
Maryland
| $1.93B | +$319M | +20% | 10.4% | 104% | 79 | 20.25% | 1.9 |
|
| 1121 |
1121
SCHF (GPE)
Wilson,
Wyoming
| $1.93B | -$155M | -7% | 45.7% | – | 17 | 41.18% | 0.5 |
|
| 1122 |
1122
Grimes & Company
Westborough,
Massachusetts
| $1.92B | +$361M | +23% | 14.6% | 74.7% | 280 | 15% | 3.5 |
|
| 1123 |
1123
OneDigital Investment Advisors
Overland Park,
Kansas
| $1.92B | +$472M | +33% | 12.3% | 63.3% | 751 | 21.04% | 1.7 |
|
| 1124 |
MIM
1124
Meridiem Investment Management
London,
United Kingdom
| $1.91B | – | – | 13.2% | 42.5% | 97 | – | 0 |
|
| 1125 |
BAM
1125
Barrett Asset Management
New York
| $1.91B | +$216M | +13% | 13.6% | 78.4% | 430 | 13.26% | 4.3 |
|