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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Ledyard National Bank
| $750M | +$95.3M | +15% | 20.3% | 80.7% | 243 | 17.28% | 5.1 |
|
| 1702 |
1702
Encompass Capital Advisors
New York
| $750M | -$182M | -20% | 57.3% | 363% | 55 | 58.18% | 0.6 |
|
| 1703 |
1703
Smith Salley Wealth Management
Greensboro,
North Carolina
| $749M | +$148M | +25% | 19.4% | 121% | 197 | 13.2% | 3.6 |
|
| 1704 |
CI
1704
CPMG Inc
Dallas,
Texas
| $749M | +$173M | +30% | 25.2% | 878% | 22 | 50% | 1.2 |
|
| 1705 |
BIC
1705
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $747M | +$150M | +25% | 19.5% | 36% | 148 | 16.89% | 4.6 |
|
| 1706 |
1706
American Financial Group
Cincinnati,
Ohio
| $746M | -$95.6M | -11% | 28.8% | 32.5% | 135 | 10.37% | 3.5 |
|
| 1707 |
1707
First Quadrant
Glendale,
California
| $745M | +$58.4M | +8% | 22.8% | 90.6% | 876 | 47.49% | 2.6 |
|
| 1708 |
1708
Venturi Wealth Management
Austin,
Texas
| $745M | +$159M | +27% | 18.3% | 101% | 286 | 40.56% | 1.5 |
|
| 1709 |
1709
Lowe Brockenbrough & Co
Richmond,
Virginia
| $744M | +$137M | +23% | 20.9% | 87.3% | 204 | 4.41% | 4.9 |
|
| 1710 |
1710
Maltese Capital Management
New York
| $744M | +$43.5M | +6% | 17.8% | 114% | 200 | 32.5% | 2 |
|
| 1711 |
1711
Edgemoor Investment Advisors
Bethesda,
Maryland
| $743M | +$130M | +21% | 23% | 117% | 124 | 12.1% | 4.4 |
|
| 1712 |
1712
Tandem Investment Advisors
Charleston,
South Carolina
| $741M | +$67.9M | +10% | 16.4% | 18.7% | 71 | 16.9% | 2.3 |
|
| 1713 |
1713
Avidian Wealth Enterprises
Houston,
Texas
| $741M | +$118M | +19% | 14.8% | 71.7% | 274 | 27.74% | 1.2 |
|
| 1714 |
1714
Marathon Trading Investment Management
Radnor,
Pennsylvania
| $741M | +$209M | +39% | 51.6% | 143% | 211 | 48.82% | 0.9 |
|
| 1715 |
1715
Bank of the West
Monterey Park,
California
| $741M | +$98.6M | +15% | 22% | 35.4% | 264 | 16.29% | 4.8 |
|
| 1716 |
1716
Southernsun Asset Management
Memphis,
Tennessee
| $741M | +$64.9M | +10% | 35.7% | 54.7% | 37 | 8.11% | 4.2 |
|
| 1717 |
TA
1717
Trivest Advisors
Hong Kong
| $741M | +$245M | +49% | 49% | 2,977% | 11 | 45.45% | 0.3 |
|
| 1718 |
1718
Dynamic Advisor Solutions
Phoenix,
Arizona
| $740M | +$192M | +35% | 17.5% | 70.9% | 599 | 27.05% | 2 |
|
| 1719 |
1719
Atwood & Palmer
Kansas City,
Missouri
| $740M | +$103M | +16% | 21.8% | 90% | 338 | 9.47% | 4 |
|
| 1720 |
1720
Capital One Financial
Mclean,
Virginia
| $739M | +$119M | +19% | 13.4% | – | 305 | 11.15% | 0.2 |
|
| 1721 |
1721
Monarch Alternative Capital
New York
| $738M | -$746M | -50% | 0% | 497% | 6 | 50% | 1.1 |
|
| 1722 |
1722
Tidal Investments
Milwaukee,
Wisconsin
| $736M | +$399M | +118% | 21.5% | 208% | 321 | 35.2% | 0.6 |
|
| 1723 |
1723
Hollencrest Capital Management
Newport Beach,
California
| $736M | +$56M | +8% | 21.4% | 85.6% | 335 | 17.61% | 3.8 |
|
| 1724 |
1724
Prana Capital Management
Greenwich,
Connecticut
| $734M | +$391M | +114% | 15.1% | 36.6% | 70 | 52.86% | 0.5 |
|
| 1725 |
NFAM
1725
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| $734M | +$518M | +240% | 36.4% | 104% | 125 | 84.8% | 0.1 |
|