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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Regents of the University of California
Oakland,
California
| $671M | +$481M | +254% | 5.1% | 76.6% | 35 | 31.43% | 3.3 |
|
| 1627 |
1627
Foster & Motley
Cincinnati,
Ohio
| $670M | -$128M | -16% | 20.4% | 76.5% | 277 | 16.97% | 3.3 |
|
| 1628 |
1628
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $670M | -$186M | -22% | 13.2% | 76% | 195 | 26.67% | 2.1 |
|
| 1629 |
1629
Connecticut Wealth Management
Farmington,
Connecticut
| $669M | -$239M | -26% | 22.3% | 70.2% | 160 | 13.13% | 1.7 |
|
| 1630 |
1630
Myriad Asset Management
North Point,
Hong Kong
| $669M | -$157M | -19% | 5.08% | 149% | 121 | 42.15% | 0.4 |
|
| 1631 |
1631
Shenkman Capital Management
New York
| $669M | -$101M | -13% | 0.05% | 2.21% | 107 | 2.8% | 1.3 |
|
| 1632 |
1632
Hartford Funds Management
Wayne,
Pennsylvania
| $669M | -$122M | -15% | 5.75% | 29.5% | 4 | 0% | 1.7 |
|
| 1633 |
1633
Fairpointe Capital
Chicago,
Illinois
| $668M | -$635M | -49% | 29.4% | 48.1% | 82 | 14.63% | 3 |
|
| 1634 |
1634
SFMG Wealth Advisors
Plano,
Texas
| $667M | -$151M | -18% | 8.21% | 85.1% | 187 | 31.55% | 2.8 |
|
| 1635 |
1635
Norris Perne & French
Grand Rapids,
Michigan
| $667M | -$171M | -20% | 14.7% | 91.1% | 145 | 24.14% | 4.2 |
|
| 1636 |
1636
Portolan Capital Management
Boston,
Massachusetts
| $667M | -$323M | -33% | 10.4% | 738% | 150 | 62% | 0.9 |
|
| 1637 |
1637
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $665M | +$432K | +0.1% | 21% | 64.8% | 120 | 31.67% | 1.1 |
|
| 1638 |
1638
GHP Investment Advisors
Denver,
Colorado
| $665M | -$267M | -29% | 21.5% | 81.4% | 307 | 13.68% | 5 |
|
| 1639 |
1639
Gabelli & Co Investment Advisers
Rye,
New York
| $664M | -$200M | -23% | 3.85% | 241% | 236 | 34.75% | 1.2 |
|
| 1640 |
1640
Cassaday & Co
Mclean,
Virginia
| $662M | +$708K | +0.1% | 10.4% | 62.7% | 40 | 10% | 3.3 |
|
| 1641 |
1641
Quinn Opportunity Partners
Charlottesville,
Virginia
| $662M | -$154M | -19% | 22.3% | 83.1% | 214 | 35.98% | 1.3 |
|
| 1642 |
1642
Nottingham Advisors
Amherst,
New York
| $661M | -$84.9M | -11% | 14.3% | 47.6% | 120 | 21.67% | 3.2 |
|
| 1643 |
1643
MHR Fund Management
New York
| $658M | -$539M | -45% | 42.5% | 332% | 11 | 27.27% | 4.7 |
|
| 1644 |
PIMG
1644
Patriot Investment Management Group
Knoxville,
Tennessee
| $658M | -$116M | -15% | 15.5% | 52.9% | 229 | 16.59% | 0.9 |
|
| 1645 |
1645
Calamos Wealth Management
Naperville,
Illinois
| $656M | -$193M | -23% | 15.3% | 119% | 264 | 20.08% | 2.5 |
|
| 1646 |
1646
Ledyard National Bank
| $655M | -$169M | -21% | 18% | 80.7% | 259 | 14.29% | 5.1 |
|
| 1647 |
1647
Aristotle Atlantic Partners
Sarasota,
Florida
| $655M | -$128M | -16% | 12.5% | 144% | 102 | 13.73% | 1.5 |
|
| 1648 |
1648
Sahana Capital Management
Greenwich,
Connecticut
| $653M | – | – | 23.9% | 0.48% | 7 | – | 0 |
|
| 1649 |
1649
Kingstown Capital Management
New York
| $651M | +$307M | +89% | 20.8% | 38.6% | 27 | 74.07% | 0.8 |
|
| 1650 |
1650
Ensemble Capital Management
San Francisco,
California
| $650M | -$127M | -16% | 16.8% | 36.2% | 33 | 24.24% | 3.8 |
|