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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Concourse Financial Group Securities
Birmingham,
Alabama
| $907M | -$102M | -10% | 15.3% | 18.1% | 2,410 | 20.46% | 1 |
|
| 1327 |
CMG
1327
Cavalry Management Group
San Francisco,
California
| $907M | +$218M | +32% | 6.8% | 59.6% | 45 | 68.89% | 0.5 |
|
| 1328 |
1328
RWC Asset Advisors
Miami,
Florida
| $906M | -$54.2M | -6% | 12.9% | 267% | 23 | 34.78% | 1.7 |
|
| 1329 |
1329
Mission Wealth Management
Santa Barbara,
California
| $906M | -$134M | -13% | 14.8% | 92.1% | 355 | 22.54% | 2.6 |
|
| 1330 |
CA
1330
Cornerstone Advisors
Asheville,
North Carolina
| $906M | -$309M | -25% | 15.6% | 126% | 221 | 33.48% | 2 |
|
| 1331 |
1331
Trilogy Capital
Irvine,
California
| $904M | -$116M | -11% | 15.7% | 57.6% | 147 | 53.74% | 1.1 |
|
| 1332 |
TFP
1332
Triple Frond Partners
San Francisco,
California
| $897M | -$265M | -23% | 16.1% | 92.9% | 12 | 41.67% | 3.1 |
|
| 1333 |
1333
King Street Capital Management
New York
| $896M | -$1.13B | -56% | 21.1% | 140% | 22 | 59.09% | 0.6 |
|
| 1334 |
1334
Merit Financial Group
Alpharetta,
Georgia
| $895M | -$235M | -21% | 15.6% | 76.4% | 254 | 20.87% | 0.9 |
|
| 1335 |
1335
HHR Asset Management
Berkeley Heights,
New Jersey
| $892M | -$155M | -15% | 15.3% | 76.3% | 46 | 30.43% | 1.6 |
|
| 1336 |
1336
Capital International
Los Angeles,
California
| $891M | -$57.9M | -6% | 12.7% | 161% | 184 | 29.89% | 2.4 |
|
| 1337 |
1337
Laird Norton Wetherby Wealth Management
San Francisco,
California
| $891M | -$124M | -12% | 17.8% | – | 767 | 19.69% | 3.9 |
|
| 1338 |
1338
Sabal Trust
St. Petersburg,
Florida
| $890M | -$370M | -29% | 16.5% | 18.4% | 153 | 17.65% | 4.3 |
|
| 1339 |
1339
Argent Trust Co
Nashville,
Tennessee
| $890M | -$234M | -21% | 18.7% | 96.9% | 486 | 19.96% | 2.8 |
|
| 1340 |
1340
Comerica Securities
Detroit,
Michigan
| $888M | -$164M | -16% | 15.3% | 25.6% | 478 | 22.38% | 2.8 |
|
| 1341 |
1341
Spyglass Capital Management
San Francisco,
California
| $885M | +$106M | +14% | 18.9% | 131% | 28 | 21.43% | 1 |
|
| 1342 |
1342
Sadoff Investment Management
Milwaukee,
Wisconsin
| $885M | -$388M | -30% | 20% | 49.2% | 99 | 17.17% | 3.6 |
|
| 1343 |
WBG
1343
Wharton Business Group
Malvern,
Pennsylvania
| $885M | -$191M | -18% | 21.5% | 75.8% | 120 | 17.5% | 4.2 |
|
| 1344 |
1344
Northeast Financial Consultants
Westport,
Connecticut
| $882M | -$237M | -21% | 21% | 63.8% | 315 | 17.78% | 1.9 |
|
| 1345 |
1345
Frazier Management
Seattle,
Washington
| $882M | +$286M | +48% | 4.68% | 408% | 26 | 26.92% | 1.5 |
|
| 1346 |
EA
1346
Echinus Advisors
New York
| $881M | -$463M | -34% | 22% | 91.4% | 9 | 22.22% | 2.6 |
|
| 1347 |
1347
Stone Point Capital
Greenwich,
Connecticut
| $880M | -$174M | -17% | 25.2% | 20.4% | 7 | 57.14% | 1.4 |
|
| 1348 |
1348
Grosvenor Holdings
Chicago,
Illinois
| $880M | +$280M | +47% | 15.5% | 54.3% | 24 | 45.83% | 0.5 |
|
| 1349 |
1349
Investment House LLC
Redondo Beach,
California
| $879M | -$200M | -19% | 12.7% | 137% | 227 | 26.43% | 4.9 |
|
| 1350 |
1350
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $878M | -$159M | -15% | 11.3% | 119% | 236 | 21.61% | 4.4 |
|