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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%
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50
100
250
500
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2,500
5,000
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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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1701 |
EWA
1701
EP Wealth Advisors
Torrance,
California
| $525M | -$9M | -2% | 6.6% | – | 151 | 27.15% |
|
| 1702 |
CAL
1702
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $523M | +$34.2M | +7% | 5.79% | 51.3% | 403 | 20.1% |
|
| 1703 |
WSA
1703
Wall Street Associates
Lajolla,
California
| $523M | -$538M | -51% | 10.7% | 94.4% | 381 | 30.97% |
|
| 1704 |
MLL
1704
Moody Lynn & Lieberson
Boston,
Massachusetts
| $521M | -$107M | -17% | 2.38% | 128% | 216 | 37.96% |
|
| 1705 |
IR
1705
IAT Reinsurance
New York
| $521M | -$113M | -18% | 12.6% | 60.2% | 127 | 12.6% |
|
| 1706 |
GIG
1706
Goodnow Investment Group
Darien,
Connecticut
| $521M | -$102M | -16% | 13.1% | 131% | 35 | 31.43% |
|
| 1707 |
EA
1707
Ecofin Advisors
London,
United Kingdom
| $520M | -$102M | -16% | 21.4% | 77% | 45 | 28.89% |
|
| 1708 |
LNB
1708
Ledyard National Bank
| $520M | -$52.2M | -9% | 7.24% | 69.8% | 711 | 8.58% |
|
| 1709 |
CPSAC
1709
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| $519M | -$50.8M | -9% | 7.2% | 53.7% | 108 | 18.52% |
|
| 1710 |
TAM
1710
Taurus Asset Management
New York
| $518M | -$32.2M | -6% | 6.7% | 26.9% | 97 | 11.34% |
|
| 1711 |
LM
1711
Lincluden Management
Mississauga,
Ontario, Canada
| $517M | -$295M | -36% | 9% | 56.6% | 92 | 19.57% |
|
| 1712 |
WG
1712
Welch Group
Birmingham,
Alabama
| $517M | -$10.8M | -2% | 4.64% | 73.2% | 163 | 23.31% |
|
| 1713 |
KCM
1713
Kanawha Capital Management
Richmond,
Virginia
| $517M | -$49M | -9% | 6.94% | 62.5% | 164 | 8.54% |
|
| 1714 |
WC
1714
Wexford Capital
West Palm Beach,
Florida
| $517M | +$143M | +38% | 15.1% | 128% | 117 | 72.65% |
|
| 1715 |
PCP
1715
P2 Capital Partners
New York
| $517M | -$113M | -18% | 22% | 7.96% | 15 | 20% |
|
| 1716 |
SIC
1716
Sigma Investment Counselors
Northville,
Michigan
| $516M | -$22.1M | -4% | 6.64% | 54.9% | 116 | 6.03% |
|
| 1717 |
AIC
1717
AWM Investment Company
New York
| $516M | -$188M | -27% | 8.39% | 778% | 150 | 33.33% |
|
| 1718 |
FRGX
1718
First Reserve GP XI
Stamford,
Connecticut
| $516M | -$299M | -37% | 35.9% | 26.4% | 4 | 50% |
|
| 1719 |
CIM
1719
Corda Investment Management
Houston,
Texas
| $515M | -$21.2M | -4% | 8.36% | 75.4% | 59 | 18.64% |
|
| 1720 |
SH
1720
SeaTown Holdings
Singapore
| $514M | -$327M | -39% | 16.8% | 220% | 32 | 46.88% |
|
| 1721 |
GIA
1721
Granite Investment Advisors
Concord,
New Hampshire
| $513M | -$59.4M | -10% | 8.86% | 55.6% | 130 | 10% |
|
| 1722 |
GKFF
1722
George Kaiser Family Foundation
Tulsa,
Oklahoma
| $513M | -$125M | -20% | 6.91% | 106% | 18 | 22.22% |
|
| 1723 |
MRCP
1723
Manor Road Capital Partners
New York
| $513M | +$86.4M | +20% | 10.6% | 78.3% | 13 | 23.08% |
|
| 1724 |
AP
1724
Atwood & Palmer
Kansas City,
Missouri
| $512M | -$44M | -8% | 5.09% | 82.3% | 476 | 30.04% |
|
| 1725 |
MM
1725
Main Management
San Francisco,
California
| $512M | -$69.5M | -12% | 8.69% | 64.1% | 50 | 10% |
|