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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
Garde Capital
Seattle,
Washington
| $1.69B | -$366M | -18% | 1.89% | 67.6% | 246 | 18.29% | 5.2 |
|
| 1702 |
1702
Governors Lane
New York
| $1.69B | +$380M | +29% | 8.98% | 133% | 212 | 53.3% | 0.3 |
|
| 1703 |
1703
Weitz Investment Management
Omaha,
Nebraska
| $1.69B | -$156M | -8% | 1.84% | 44.8% | 49 | 12.24% | 6.9 |
|
| 1704 |
1704
Sienna Gestion
Paris,
France
| $1.68B | +$253M | +18% | 4.75% | – | 188 | 35.64% | 1 |
|
| 1705 |
1705
Diversified Enterprises
Wilmington,
Delaware
| $1.68B | +$196M | +13% | 2.1% | – | 402 | 22.14% | 0.8 |
|
| 1706 |
1706
Glendon Capital Management
Santa Monica,
California
| $1.68B | -$153M | -8% | 1.14% | 142% | 27 | 18.52% | 3.5 |
|
| 1707 |
1707
Simplicity Wealth
Summit,
New Jersey
| $1.68B | -$50.1M | -3% | 2.34% | 82.2% | 792 | 22.1% | 1 |
|
| 1708 |
1708
Pine Ridge Advisers
New York
| $1.68B | -$2.65M | -0.2% | 0.58% | 90.1% | 38 | 0% | 3.3 |
|
| 1709 |
1709
Adell Harriman & Carpenter
Houston,
Texas
| $1.67B | +$28.2M | +2% | 2.75% | 191% | 176 | 7.95% | 6.6 |
|
| 1710 |
1710
Formuepleje A/S
Aarhus C,
Denmark
| $1.67B | -$97.1M | -5% | 1.68% | 92.1% | 54 | 11.11% | 3.2 |
|
| 1711 |
1711
Regal Investment Advisors
Kentwood,
Michigan
| $1.67B | +$136M | +9% | 1.92% | 64.7% | 608 | 19.08% | 2.9 |
|
| 1712 |
1712
Prosperity Capital Advisors
Westlake,
Ohio
| $1.67B | -$53.8M | -3% | 2.09% | 72.2% | 463 | 29.59% | 1.7 |
|
| 1713 |
1713
Avantyr Capital Partners
New York
| $1.67B | – | – | 4.98% | – | 25 | – | 0 |
|
| 1714 |
1714
Oak Associates
Akron,
Ohio
| $1.66B | +$25.6M | +2% | 6.19% | 152% | 135 | 6.67% | 6.1 |
|
| 1715 |
KNB
1715
Khazanah Nasional Berhad
Kuala Lumpur,
| $1.66B | -$92M | -5% | 2.09% | 73.6% | 124 | 88.71% | 0.2 |
|
| 1716 |
1716
Keel Point
Huntsville,
Alabama
| $1.66B | +$33.9M | +2% | 2.32% | 76.4% | 569 | 12.13% | 3 |
|
| 1717 |
1717
Boston Common Asset Management
Boston,
Massachusetts
| $1.66B | -$1.92B | -54% | 4.46% | 61.6% | 314 | 42.99% | 4.8 |
|
| 1718 |
1718
Meridiem Capital Partners
Dallas,
Texas
| $1.66B | +$92.9M | +6% | 3.59% | – | 110 | 75.45% | 0.2 |
|
| 1719 |
1719
Cacti Asset Management
Atlanta,
Georgia
| $1.66B | +$138M | +9% | 6.79% | 171% | 79 | 3.8% | 9.2 |
|
| 1720 |
1720
Logos Global Management
San Francisco,
California
| $1.65B | +$539M | +48% | 88.6% | 1,585% | 83 | 45.78% | 0.8 |
|
| 1721 |
1721
Invictus Private Wealth
Denver,
Colorado
| $1.65B | +$55M | +3% | 2.71% | 84.2% | 83 | 7.23% | 2.5 |
|
| 1722 |
1722
First Trust Capital Management
Chicago,
Illinois
| $1.65B | +$101M | +7% | 15.7% | 215% | 196 | 55.61% | 0.4 |
|
| 1723 |
1723
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $1.65B | +$49.3M | +3% | 2.72% | 73.7% | 306 | 9.8% | 4 |
|
| 1724 |
1724
First American Bank
Dundee,
Illinois
| $1.65B | +$58.9M | +4% | 4.87% | 114% | 183 | 6.56% | 6 |
|
| 1725 |
1725
Oak Ridge Investments
Chicago,
Illinois
| $1.65B | +$103M | +7% | 3.84% | 223% | 200 | 21.5% | 3 |
|