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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
SCM
1676
Somerset Capital Management
London,
United Kingdom
| $629M | +$131M | +26% | 23% | 7.5% | 19 | 21.05% | 2.9 |
|
| 1677 |
1677
Weiss Asset Management
Boston,
Massachusetts
| $629M | -$849M | -57% | 17.7% | 138% | 419 | 80.19% | 0.4 |
|
| 1678 |
1678
Fidelity National Financial
Jacksonville,
Florida
| $628M | -$184M | -23% | 16.8% | 21.4% | 32 | 3.13% | 2.2 |
|
| 1679 |
1679
Beacon Pointe Advisors
Newport Beach,
California
| $628M | +$305M | +95% | 17% | 76.7% | 324 | 42.28% | 0.6 |
|
| 1680 |
1680
Ameritas Investment Company
Lincoln,
Nebraska
| $624M | +$148M | +31% | 16% | 55.2% | 1,887 | 56.6% | 0.3 |
|
| 1681 |
1681
Manchester Capital Management
Manchester,
Vermont
| $624M | -$291M | -32% | 18.5% | 86.7% | 582 | 14.09% | 4.5 |
|
| 1682 |
CCA
1682
Castle Creek Arbitrage
Avon,
Colorado
| $624M | +$188M | +43% | 0.78% | 17.2% | 145 | 41.38% | 0.6 |
|
| 1683 |
1683
Ritholtz Wealth Management
New York
| $624M | -$61.6M | -9% | 8.83% | 99.3% | 212 | 41.98% | 1.4 |
|
| 1684 |
1684
Avidian Wealth Enterprises
Houston,
Texas
| $623M | -$80.4M | -11% | 12.8% | 71.7% | 264 | 33.71% | 1.2 |
|
| 1685 |
1685
Capital Investment Services of America
Milwaukee,
Wisconsin
| $623M | -$120M | -16% | 12.2% | 74.2% | 75 | 20% | 4.5 |
|
| 1686 |
1686
Spring Creek Capital
Wichita,
Kansas
| $622M | +$281M | +82% | 28.4% | 312% | 39 | 84.62% | 0.1 |
|
| 1687 |
1687
Riverstone Holdings
New York
| $620M | -$1.04B | -63% | 49.8% | 50.5% | 4 | 0% | 2.9 |
|
| 1688 |
AA
1688
Ancient Art
Austin,
Texas
| $620M | -$52.4M | -8% | 29.6% | 168% | 27 | 37.04% | 1.4 |
|
| 1689 |
1689
Capital One Financial
Mclean,
Virginia
| $620M | – | – | 13.8% | – | 296 | – | 0 |
|
| 1690 |
1690
Levin Capital Strategies
New York
| $620M | -$385M | -38% | 24.1% | 91.9% | 240 | 38.75% | 3.6 |
|
| 1691 |
1691
Antara Capital
New York
| $617M | +$123M | +25% | 11.6% | 39.8% | 69 | 71.01% | 0.2 |
|
| 1692 |
1692
Next Century Growth Investors
Plymouth,
Minnesota
| $616M | -$152M | -20% | 10.7% | 475% | 143 | 23.08% | 1.9 |
|
| 1693 |
1693
Portfolio Solutions
Royal Oak,
Michigan
| $616M | -$132M | -18% | 22.4% | 11.6% | 49 | 20.41% | 2.4 |
|
| 1694 |
1694
DT Investment Partners
Chadds Ford,
Pennsylvania
| $616M | -$475M | -44% | 16.2% | 64.3% | 156 | 28.21% | 1.9 |
|
| 1695 |
1695
Teton Advisors
Rye,
New York
| $615M | -$372M | -38% | 26.3% | 136% | 454 | 9.91% | 4.3 |
|
| 1696 |
1696
Edgemoor Investment Advisors
Bethesda,
Maryland
| $614M | -$263M | -30% | 18% | 117% | 133 | 14.29% | 4.4 |
|
| 1697 |
1697
tru Independence
Portland,
Oregon
| $613M | -$82M | -12% | 20.3% | 67.4% | 965 | 22.8% | 0.2 |
|
| 1698 |
1698
CX Institutional
Auburn,
Indiana
| $613M | +$40M | +7% | 19.2% | 62.9% | 801 | 13.23% | 1.1 |
|
| 1699 |
1699
Rehmann Capital Advisory Group
Lansing,
Michigan
| $613M | – | – | 16.3% | 71.8% | 378 | – | 2.3 |
|
| 1700 |
FWM
1700
Frontier Wealth Management
Kansas City,
Missouri
| $613M | -$10.9M | -2% | 22.6% | 42.8% | 337 | 24.04% | 3.1 |
|