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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
Sepio Capital
Salt Lake City,
Utah
| $1.01B | +$11.9M | +1% | 4.46% | 92% | 359 | 16.71% | 2.3 |
|
| 1627 |
1627
Quadratic Capital Management
Greenwich,
Connecticut
| $1.01B | -$364M | -27% | 7.32% | 0.6% | 2 | 0% | 1.4 |
|
| 1628 |
1628
TA Associates
Boston,
Massachusetts
| $1.01B | -$562M | -36% | 23.7% | – | 2 | 0% | 1.1 |
|
| 1629 |
1629
Alerus Financial
Grand Forks,
North Dakota
| $1.01B | -$76.3M | -7% | 6.84% | 97.1% | 179 | 24.02% | 3.3 |
|
| 1630 |
1630
Sprott Inc
Toronto,
Ontario, Canada
| $1.01B | -$98.9M | -9% | 5.32% | 203% | 154 | 16.23% | 3.2 |
|
| 1631 |
1631
RWC Asset Advisors
Miami,
Florida
| $1B | -$40.8M | -4% | 6.14% | 267% | 16 | 18.75% | 1.3 |
|
| 1632 |
1632
SouthState Corp
Winter Haven,
Florida
| $1B | -$62.1M | -6% | 5.59% | 78.9% | 764 | 16.75% | 2.9 |
|
| 1633 |
1633
Valley Wealth Managers
Paramus,
New Jersey
| $1B | -$66.3M | -6% | 4.65% | 118% | 510 | 21.37% | 1.7 |
|
| 1634 |
1634
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1B | -$83.5M | -8% | 11.4% | 50.7% | 70 | 12.86% | 1.6 |
|
| 1635 |
1635
Advisornet Financial
Minnetonka,
Minnesota
| $1B | -$16.5M | -2% | 5.32% | 71.2% | 2,116 | 13.14% | 2.6 |
|
| 1636 |
1636
Valiant Capital Management
San Francisco,
California
| $1B | +$5.9M | +0.6% | 2.41% | 348% | 32 | 31.25% | 2.2 |
|
| 1637 |
1637
Shufro Rose & Co
New York
| $1B | -$153M | -13% | 4.54% | 68.1% | 347 | 10.66% | 4.1 |
|
| 1638 |
1638
Goelzer Investment Management
Carmel,
Indiana
| $1B | -$35.4M | -3% | 4.93% | 97.2% | 233 | 9.87% | 5.1 |
|
| 1639 |
1639
Consulta
London,
United Kingdom
| $1B | -$533M | -35% | 4.03% | 30.7% | 14 | 42.86% | 2.6 |
|
| 1640 |
1640
Clarius Group LLC
Seattle,
Washington
| $1B | -$1.77M | -0.2% | 2.06% | 92.1% | 518 | 13.9% | 2.4 |
|
| 1641 |
1641
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $1B | +$73.7M | +8% | 1.36% | 80.4% | 35 | 0% | 4.3 |
|
| 1642 |
1642
Cacti Asset Management
Atlanta,
Georgia
| $1000M | -$72.9M | -7% | 6.45% | 171% | 83 | 3.61% | 6.7 |
|
| 1643 |
1643
Y-Intercept (HK)
Hong Kong
| $1000M | +$239M | +31% | 6.93% | 41.6% | 1,387 | 73.68% | 0.1 |
|
| 1644 |
1644
Appleton Partners
Boston,
Massachusetts
| $1000M | -$57.8M | -5% | 4.26% | 101% | 300 | 5% | 5.1 |
|
| 1645 |
1645
First Merchants Corp
Muncie,
Indiana
| $999M | -$13.2M | -1% | 4.3% | 55.6% | 221 | 2.26% | 5.5 |
|
| 1646 |
1646
Merewether Investment Management
Dallas,
Texas
| $998M | +$226M | +29% | 4.87% | 262% | 43 | 44.19% | 0.6 |
|
| 1647 |
1647
Technology Crossover Management IX
Menlo Park,
California
| $998M | -$22.6M | -2% | 0.67% | 13% | 7 | 0% | 2.6 |
|
| 1648 |
1648
Azzad Asset Management
Falls Church,
Virginia
| $995M | -$15.8M | -2% | 4.15% | 101% | 404 | 3.96% | 3.1 |
|
| 1649 |
1649
Sowell Financial Services
North Little Rock,
Arkansas
| $992M | -$90.1M | -8% | 4.87% | 95.6% | 464 | 54.31% | 1 |
|
| 1650 |
1650
Global Endowment Management
Charlotte,
North Carolina
| $991M | -$150M | -13% | 5.21% | 46.1% | 129 | 18.6% | 2.8 |
|