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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Cypress Asset Management
Houston,
Texas
| $475M | -$56.6M | -11% | 8.11% | 141% | 215 | 15.81% | 1.8 |
|
| 1802 |
1802
Covalent Partners
Concord,
Massachusetts
| $474M | -$80.2M | -14% | 9.41% | 36.6% | 43 | 30.23% | 1 |
|
| 1803 |
1803
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $474M | +$26.3M | +6% | 8.51% | 90.4% | 906 | 25.06% | 1 |
|
| 1804 |
TAM
1804
Taylor Asset Management
Toronto,
Ontario, Canada
| $474M | -$74.8M | -14% | 9.01% | 12.9% | 40 | 32.5% | 1 |
|
| 1805 |
1805
Fund Evaluation Group
Cincinnati,
Ohio
| $473M | -$53.1M | -10% | 6.96% | 51.6% | 25 | 44% | 1.1 |
|
| 1806 |
1806
KLS Professional Advisors Group
New York
| $473M | -$84.9M | -15% | 7.97% | 38% | 2 | 0% | 2.3 |
|
| 1807 |
1807
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $473M | +$29.7M | +7% | 6.65% | 192% | 170 | 68.24% | 0.3 |
|
| 1808 |
TFP
1808
Triple Frond Partners
San Francisco,
California
| $473M | +$81.1M | +21% | 5.81% | 92.9% | 7 | 0% | 1.1 |
|
| 1809 |
SCA
1809
Strategic Capital Alternatives
Gig Harbor,
United States
| $472M | +$56.4M | +14% | 5.59% | – | 550 | 59.45% | 0.5 |
|
| 1810 |
1810
Grassi Investment Management
Santa Clara,
California
| $471M | -$61M | -11% | 9.01% | 170% | 146 | 9.59% | 1.9 |
|
| 1811 |
1811
Petrus Trust Company
Dallas,
Texas
| $471M | +$31M | +7% | 7.28% | 36.9% | 164 | 58.54% | 0.7 |
|
| 1812 |
1812
Adams Street Partners
Chicago,
Illinois
| $471M | -$195M | -29% | 16.7% | 399% | 25 | 60% | 0.4 |
|
| 1813 |
1813
Smithfield Trust
Pittsburgh,
Pennsylvania
| $469M | -$37.7M | -7% | 6.79% | 50% | 854 | 12.65% | 1.7 |
|
| 1814 |
LHC
1814
Lodge Hill Capital
New York
| $469M | -$105M | -18% | 8.67% | 17.9% | 44 | 61.36% | 0.3 |
|
| 1815 |
1815
First Interstate Bank
Billings,
Montana
| $469M | -$188M | -29% | 8.3% | 48.2% | 844 | 90.4% | 0.2 |
|
| 1816 |
PFMOSF
1816
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $469M | +$39.7M | +9% | 10.1% | 209% | 50 | 54% | 0.5 |
|
| 1817 |
1817
Brighton Jones LLC
Seattle,
Washington
| $468M | +$30.8M | +7% | 4.97% | 97.9% | 213 | 20.66% | 1.7 |
|
| 1818 |
1818
Sun Life Financial
Toronto,
Ontario, Canada
| $468M | -$471M | -50% | 6.63% | 65.7% | 89 | 8.99% | 2.1 |
|
| 1819 |
1819
Globeflex Capital
San Diego,
California
| $467M | -$78.5M | -14% | 6.75% | 186% | 647 | 37.56% | 0.8 |
|
| 1820 |
1820
Dubuque Bank & Trust
Dubuque,
Iowa
| $466M | -$70.8M | -13% | 7.31% | 24% | 672 | 18.01% | 1.3 |
|
| 1821 |
1821
Foundation Resource Management
Little Rock,
Arkansas
| $465M | -$87.2M | -16% | 14.1% | 84.5% | 62 | 4.84% | 2.1 |
|
| 1822 |
BCM
1822
Brenham Capital Management
Dallas,
Texas
| $465M | +$100M | +27% | 13.4% | 234% | 14 | 42.86% | 0.4 |
|
| 1823 |
1823
Bulldog Investors
Saddle Brook,
New Jersey
| $465M | -$19.8M | -4% | 6.44% | 22.5% | 100 | 32% | 0.8 |
|
| 1824 |
1824
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| $465M | +$23.9M | +5% | 5.4% | – | 420 | 91.67% | 0.1 |
|
| 1825 |
1825
Freshford Capital Management
Rye Brook,
New York
| $464M | -$166M | -26% | 10.5% | 97.3% | 35 | 42.86% | 0.9 |
|