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