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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 |
1676
Corda Investment Management
Houston,
Texas
| $1.1B | +$108M | +11% | 7.18% | 85% | 64 | 9.38% | 4.4 |
|
| 1677 |
1677
Caxton Associates (New York)
New York
| $1.1B | -$345M | -24% | 11.5% | 73.9% | 493 | 87.83% | 0.1 |
|
| 1678 |
1678
Alaska Permanent Capital Management
Anchorage,
Alaska
| $1.1B | +$96M | +10% | 5.53% | 46.2% | 38 | 13.16% | 3.1 |
|
| 1679 |
HPM
1679
H. Partners Management
New York
| $1.1B | +$279M | +34% | 27.7% | 13.5% | 3 | 0% | 5.4 |
|
| 1680 |
1680
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $1.1B | -$269M | -20% | 0.31% | 34.1% | 26 | 42.31% | 1 |
|
| 1681 |
1681
James Investment Research
Alpha,
Ohio
| $1.1B | -$11.3M | -1% | 11.3% | 110% | 576 | 27.26% | 2.9 |
|
| 1682 |
1682
BOK Financial Private Wealth
Denver,
Colorado
| $1.1B | +$49.4M | +5% | 5.98% | 61.8% | 213 | 21.13% | 2.3 |
|
| 1683 |
1683
NorthRock Partners
Minneapolis,
Minnesota
| $1.1B | +$84.6M | +8% | 8.36% | 62.8% | 254 | 16.14% | 1.7 |
|
| 1684 |
1684
Castle Hook Partners
New York
| $1.1B | -$883M | -45% | 9.17% | 1,120% | 94 | 81.91% | 0.2 |
|
| 1685 |
1685
Osborne Partners Capital Management
San Francisco,
California
| $1.1B | +$281M | +34% | 6.35% | 60.8% | 249 | 49.4% | 3.5 |
|
| 1686 |
1686
M Holdings Securities
Portland,
Oregon
| $1.1B | +$315M | +40% | 6.63% | 94.1% | 494 | 64.17% | 1.1 |
|
| 1687 |
1687
Everence Capital Management
Goshen,
Indiana
| $1.1B | +$72.5M | +7% | 8.42% | 121% | 744 | 11.69% | 2.9 |
|
| 1688 |
1688
Connecticut Wealth Management
Farmington,
Connecticut
| $1.1B | +$154M | +16% | 5.54% | 70.2% | 215 | 32.56% | 1.5 |
|
| 1689 |
1689
Goodnow Investment Group
Darien,
Connecticut
| $1.1B | +$104M | +11% | 13% | 131% | 22 | 18.18% | 2.9 |
|
| 1690 |
1690
CWA Asset Management Group
Naples,
Florida
| $1.1B | +$141M | +15% | 6.27% | – | 304 | 23.03% | 1.9 |
|
| 1691 |
1691
Capital Growth Management
Boston,
Massachusetts
| $1.1B | +$102M | +10% | 23.1% | 422% | 82 | 67.07% | 0.1 |
|
| 1692 |
1692
Integrated Advisors Network
Dallas,
Texas
| $1.09B | +$182M | +20% | 7.28% | 107% | 590 | 24.41% | 0.8 |
|
| 1693 |
1693
Montag & Caldwell
Atlanta,
Georgia
| $1.09B | -$719M | -40% | 2.7% | 91.3% | 75 | 13.33% | 3.8 |
|
| 1694 |
1694
Quest Investment Management
Lake Oswego,
Oregon
| $1.09B | -$18.3M | -2% | 1.31% | 105% | 112 | 20.54% | 4 |
|
| 1695 |
1695
Pacific Heights Asset Management
San Francisco,
California
| $1.09B | +$80.4M | +8% | 25.1% | 186% | 82 | 6.1% | 5.8 |
|
| 1696 |
1696
Trexquant Investment
Stamford,
Connecticut
| $1.09B | +$146M | +15% | 12.1% | 112% | 1,641 | 75.08% | 0.2 |
|
| 1697 |
1697
Sepio Capital
Salt Lake City,
Utah
| $1.09B | -$73M | -6% | 6.01% | 92% | 411 | 34.06% | 1.2 |
|
| 1698 |
IAIM
1698
International Assets Investment Management
Orlando,
Florida
| $1.09B | +$536M | +97% | 6.11% | 101% | 2,229 | 5.11% | 0.3 |
|
| 1699 |
1699
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| $1.09B | +$31.9M | +3% | 8.21% | 40.5% | 2 | 0% | 0.3 |
|
| 1700 |
1700
Brightworth
Atlanta,
Georgia
| $1.08B | +$76.1M | +8% | 5.28% | 21.7% | 104 | 10.58% | 2.6 |
|