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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Kepos Capital
1601
Kepos Capital
New York
$1.09B -$240M -18% 4.26% 21.1% 667 28.64% 0.7
Waverly Advisors
1602
Waverly Advisors
Alabama
$1.09B -$89.7M -8% 14.8% 67.6% 228 19.74% 3.9
Politan Capital Management
1603
Politan Capital Management
New York
$1.09B +$5.42M +0.5% 0.5% 75.4% 1 0% 0.5
CBIZ Investment Advisory Services
1604
CBIZ Investment Advisory Services
Ohio
$1.09B -$140M -11% 12.7% 48.7% 41 65.85% 0.9
Kentucky Retirement Systems Insurance Trust Fund
1605
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.09B -$40.5M -4% 14.6% 115% 502 2.59% 6.2
Quantbot Technologies
1606
Quantbot Technologies
New York
$1.09B -$58.9M -5% 19.1% 33.6% 2,326 59.63% 0.3
Axxcess Wealth Management
1607
Axxcess Wealth Management
California
$1.09B -$193M -15% 11.6% 81.2% 694 32.71% 0.4
Rothschild Investment LLC
1608
Rothschild Investment LLC
Illinois
$1.09B -$186M -15% 12.6% 99.4% 549 16.39% 4.5
Dakota Wealth Management
1609
Dakota Wealth Management
Florida
$1.09B -$147M -12% 12.3% 112% 568 30.63% 1.8
Value Partners Investments
1610
Value Partners Investments
Manitoba, Canada
$1.09B -$94.7M -8% 12.7% 50.7% 69 15.94% 1.4
Community Trust & Investment
1611
Community Trust & Investment
Kentucky
$1.08B -$49.2M -4% 14% 123% 119 15.13% 2.8
HSG Holding
1612
HSG Holding
Hong Kong
$1.08B +$282M +35% 26.4% 2.94% 23 17.39% 2.4
NWAM LLC
1613
NWAM LLC
Washington
$1.08B -$219M -17% 14.6% 112% 573 19.55% 2.4
AlphaStar Capital Management
1614
AlphaStar Capital Management
North Carolina
$1.08B -$156M -13% 9.1% 69.5% 413 24.46% 1.7
Sowell Financial Services
1615
Sowell Financial Services
Arkansas
$1.08B +$510M +89% 12.2% 95.6% 341 68.04% 1.3
Alerus Financial
1616
Alerus Financial
North Dakota
$1.08B -$90.8M -8% 14.3% 97.1% 192 21.88% 3.2
III Capital Management
1617
III Capital Management
Florida
$1.08B -$65.5M -6% 0.9% 28.7% 189 20.63% 0.5
Country Club Bank
1618
Country Club Bank
Missouri
$1.08B -$73.3M -6% 12.3% 77.4% 287 15.68% 0.2
Advisor Resource Council
1619
Advisor Resource Council
Texas
$1.08B +$746M +224% 13.4% 74.7% 548 64.78% 0.3
TrustCore Financial Services
1620
TrustCore Financial Services
Tennessee
$1.08B -$82.3M -7% 13.6% 28.3% 1,157 15.04% 2.2
Anson Funds Management
1621
Anson Funds Management
Texas
$1.08B -$169M -14% 18.8% 2,010% 407 36.36% 0.5
Cacti Asset Management
1622
Cacti Asset Management
Georgia
$1.07B -$215M -17% 12.8% 171% 82 2.44% 6.4
CMG
1623
Cavalry Management Group
California
$1.07B -$239M -18% 27.5% 59.6% 38 31.58% 0.8
CWA Asset Management Group
1624
CWA Asset Management Group
Florida
$1.07B -$241M -18% 10.9% – 339 24.48% 2.4
Valley Wealth Managers
1625
Valley Wealth Managers
New Jersey
$1.07B -$128M -11% 9.83% 118% 444 58.33% 1.6