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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 |
E
1801
Ergoteles
New York
| $756M | – | – | 16.5% | 76.4% | 582 | – | 0 |
|
| 1802 |
1802
CQS (US)
New York
| $756M | -$880M | -54% | 8.04% | 15% | 119 | 44.54% | 0.5 |
|
| 1803 |
1803
Middleton & Co
Boston,
Massachusetts
| $755M | +$60.7M | +9% | 11.3% | 81.8% | 147 | 8.16% | 5.2 |
|
| 1804 |
AAM
1804
Autus Asset Management
Scottsdale,
Arizona
| $754M | +$68.3M | +10% | 10.1% | 26.3% | 155 | 4.52% | 4.7 |
|
| 1805 |
1805
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| $753M | +$513M | +214% | 9.36% | 116% | 862 | 73.9% | 0.1 |
|
| 1806 |
1806
Cardan Capital Partners
Denver,
Colorado
| $753M | +$53.5M | +8% | 8% | 64% | 244 | 8.2% | 1.6 |
|
| 1807 |
1807
Fullerton Fund Management
Singapore
| $752M | +$201M | +37% | 33.1% | 412% | 99 | 66.67% | 0.5 |
|
| 1808 |
1808
Waverly Advisors
Birmingham,
Alabama
| $751M | -$20.5M | -3% | 6.9% | 67.6% | 159 | 13.21% | 3.8 |
|
| 1809 |
1809
Aequim Alternative Investments
Mill Valley,
California
| $751M | +$89.3M | +13% | 3.6% | 32.3% | 78 | 24.36% | 0.7 |
|
| 1810 |
WDA
1810
Wendell David Associates
Portsmouth,
New Hampshire
| $750M | +$60.3M | +9% | 11% | 58.7% | 150 | 7.33% | 5.5 |
|
| 1811 |
1811
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $750M | +$35.6M | +5% | 9.04% | 86% | 460 | 10.43% | 3.3 |
|
| 1812 |
1812
WealthSource Partners
San Luis Obispo,
California
| $750M | +$54.3M | +8% | 5.89% | 16.8% | 395 | 20.25% | 1.9 |
|
| 1813 |
1813
EnCap Energy Capital Fund X
Houston,
Texas
| $749M | -$227M | -23% | 23.2% | – | 1 | 0% | 0.5 |
|
| 1814 |
1814
Tidal Investments
Milwaukee,
Wisconsin
| $749M | +$12.4M | +2% | 7.19% | 208% | 336 | 39.88% | 0.9 |
|
| 1815 |
1815
CapWealth Advisors
Franklin,
Tennessee
| $749M | +$41.1M | +6% | 6.72% | 152% | 102 | 10.78% | 4.3 |
|
| 1816 |
1816
CWA Asset Management Group
Naples,
Florida
| $748M | +$177M | +31% | 8.64% | – | 248 | 22.58% | 2 |
|
| 1817 |
1817
London & Capital Asset Management
London,
United Kingdom
| $748M | +$173M | +30% | 9.52% | 88.8% | 112 | 52.68% | 1.1 |
|
| 1818 |
1818
ProVise Management Group
Clearwater,
Florida
| $747M | +$50.8M | +7% | 5.97% | 74.6% | 310 | 18.39% | 4.3 |
|
| 1819 |
1819
Tensile Capital Management
Larkspur,
California
| $747M | +$86.8M | +13% | 10.6% | 47.7% | 20 | 10% | 2.7 |
|
| 1820 |
1820
Cortland Associates
St Louis,
Missouri
| $745M | +$66.8M | +10% | 9.74% | 58.4% | 61 | 16.39% | 3.8 |
|
| 1821 |
1821
Alphadyne Asset Management
New York
| $745M | +$739M | +11,404% | 8.06% | 159% | 14 | 100% | 0 |
|
| 1822 |
1822
Bank of the West
Monterey Park,
California
| $745M | +$3.89M | +0.5% | 9.4% | 35.4% | 240 | 18.75% | 5.2 |
|
| 1823 |
1823
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $744M | +$98.1M | +15% | 8.12% | 74.8% | 589 | 17.66% | 0.8 |
|
| 1824 |
1824
Koshinski Asset Management
Decatur,
Illinois
| $744M | +$127M | +21% | 7.64% | 82.9% | 565 | 23.01% | 1.3 |
|
| 1825 |
1825
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $743M | +$44.3M | +6% | 6.73% | 66.1% | 75 | 6.67% | 2.6 |
|