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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Quest Investment Management
Lake Oswego,
Oregon
| $1.11B | +$64.6M | +6% | 11.3% | 105% | 108 | 7.41% | 3.8 |
|
| 1602 |
1602
Impala Asset Management
Palm Beach,
Florida
| $1.11B | +$118M | +12% | 34.2% | 68.3% | 69 | 60.87% | 0.8 |
|
| 1603 |
1603
Jag Capital Management
St Louis,
Missouri
| $1.11B | +$141M | +15% | 17.6% | 269% | 204 | 16.18% | 2.2 |
|
| 1604 |
1604
MIG Capital
Newport Beach,
California
| $1.11B | +$125M | +13% | 19% | 118% | 26 | 23.08% | 1.8 |
|
| 1605 |
1605
Azora Capital LP
Miami,
Florida
| $1.1B | +$309M | +39% | 38.8% | 175% | 65 | 60% | 0.4 |
|
| 1606 |
1606
Column Group
San Francisco,
California
| $1.1B | – | – | 44.6% | 95.1% | 7 | – | 0 |
|
| 1607 |
1607
SteelPeak Wealth
Woodland Hills,
California
| $1.1B | +$169M | +18% | 12.1% | 140% | 374 | 34.76% | 0.6 |
|
| 1608 |
1608
Trustmark National Bank Trust Department
Jackson,
Mississippi
| $1.1B | +$99.4M | +10% | 10.4% | 62.9% | 255 | 10.98% | 4.5 |
|
| 1609 |
1609
Portolan Capital Management
Boston,
Massachusetts
| $1.1B | +$216M | +24% | 37.3% | 738% | 203 | 50.74% | 0.7 |
|
| 1610 |
1610
Clearstead Advisors
Cleveland,
Ohio
| $1.1B | +$167M | +18% | 15.3% | 79.5% | 1,045 | 19.33% | 1.2 |
|
| 1611 |
1611
Twin Capital Management
Mcmurray,
Pennsylvania
| $1.1B | -$5.07M | -0.5% | 13.7% | 148% | 321 | 25.55% | 2.8 |
|
| 1612 |
IC
1612
Immersion Capital
London,
United Kingdom
| $1.1B | +$103M | +10% | 16% | 63.4% | 14 | 50% | 0.7 |
|
| 1613 |
1613
Sageworth Trust
Lancaster,
Pennsylvania
| $1.1B | +$170M | +18% | 14.5% | 72% | 223 | 24.66% | 1.6 |
|
| 1614 |
1614
CPWM LLC
Seattle,
Washington
| $1.1B | +$146M | +15% | 14.4% | 36.6% | 314 | 14.97% | 3.2 |
|
| 1615 |
1615
Calamos Wealth Management
Naperville,
Illinois
| $1.1B | +$221M | +25% | 17.3% | 119% | 291 | 15.12% | 2.4 |
|
| 1616 |
1616
Sandhill Capital Partners
Buffalo,
New York
| $1.09B | +$102M | +10% | 15.1% | 77.4% | 91 | 17.58% | 3.2 |
|
| 1617 |
1617
Third Security
Radford,
Virginia
| $1.09B | +$611M | +126% | 165% | 28.2% | 17 | 52.94% | 2.1 |
|
| 1618 |
SGCIA
1618
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.09B | +$209M | +24% | 32.7% | 56.9% | 142 | 2.82% | 5.2 |
|
| 1619 |
1619
Goelzer Investment Management
Carmel,
Indiana
| $1.09B | +$5M | +0.5% | 17.2% | 97.2% | 254 | 25.98% | 4.6 |
|
| 1620 |
1620
Davidson Investment Advisors
Great Falls,
Montana
| $1.08B | +$145M | +15% | 15.8% | 79% | 98 | 6.12% | 4.1 |
|
| 1621 |
1621
Sargent Bickham Lagudis
Boulder,
Colorado
| $1.08B | +$88.2M | +9% | 11.7% | 19.1% | 942 | 16.77% | 2.8 |
|
| 1622 |
1622
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.08B | – | – | 13.9% | 84.1% | 658 | – | 0 |
|
| 1623 |
1623
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| $1.08B | +$212M | +24% | 17.9% | 86% | 70 | 11.43% | 1.8 |
|
| 1624 |
1624
QVR
San Francisco,
California
| $1.08B | +$906M | +518% | 7.49% | – | 153 | 98.04% | 0 |
|
| 1625 |
1625
CBIZ Investment Advisory Services
Independence,
Ohio
| $1.08B | +$118M | +12% | 11.3% | 53.1% | 109 | 0% | 0.9 |
|