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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
TP
1826
TB Partners
Shanghai,
China
| $388M | +$117M | +43% | 76.9% | – | 3 | 0% | 0.3 |
|
| 1827 |
ICAS
1827
Investors Capital Advisory Services
Lynnfield,
Massachusetts
| $387M | +$58.9M | +18% | 4.11% | 24.9% | 631 | 15.06% | 0.2 |
|
| 1828 |
TC
1828
Travelers Companies
Saint Paul,
Minnesota
| $386M | -$1.96M | -0.5% | 0.55% | – | 39 | 17.95% | 0.2 |
|
| 1829 |
AA
1829
Ancient Art
Austin,
Texas
| $386M | +$19.7M | +5% | 9.49% | 168% | 35 | 40% | 0.2 |
|
| 1830 |
WCM
1830
Weatherstone Capital Management
Denver,
Colorado
| $385M | +$150M | +64% | 2.79% | 32% | 70 | 34.29% | 0.2 |
|
| 1831 |
1831
Bragg Financial Advisors
Charlotte,
North Carolina
| $384M | +$19.6M | +5% | 5.8% | 101% | 242 | 8.68% | 0.2 |
|
| 1832 |
1832
Washington Trust Bank
Spokane,
Washington
| $384M | +$37.5M | +11% | 3.1% | 80.5% | 190 | 21.05% | 0.2 |
|
| 1833 |
AIM
1833
Arcadia Investment Management
Kalamazoo,
Michigan
| $384M | +$32M | +9% | 8.75% | 83.5% | 114 | 7.02% | 0.2 |
|
| 1834 |
QI
1834
Quotient Investors
New York
| $383M | +$28.6M | +8% | 7.11% | 24.9% | 302 | 40.07% | 0.2 |
|
| 1835 |
VCAM
1835
Valentine Capital Asset Management
Danville,
California
| $383M | +$63M | +20% | 13.2% | – | 108 | 11.11% | 0.2 |
|
| 1836 |
1836
Dean Investment Associates
Beavercreek,
Ohio
| $382M | +$31.8M | +9% | 5.9% | 63.5% | 227 | 8.81% | 0.2 |
|
| 1837 |
1837
Deltec Asset Management
New York
| $382M | +$44.9M | +13% | 7.58% | 128% | 163 | 25.77% | 0.2 |
|
| 1838 |
1838
Brighton Jones LLC
Seattle,
Washington
| $382M | +$48.8M | +15% | 6.52% | 97.9% | 179 | 38.55% | 0.2 |
|
| 1839 |
CCM
1839
Catawba Capital Management
Roanoke,
Virginia
| $382M | +$22.1M | +6% | 4.55% | 33.1% | 238 | 9.66% | 0.2 |
|
| 1840 |
1840
Portolan Capital Management
Boston,
Massachusetts
| $382M | +$30.8M | +9% | 22.3% | 738% | 179 | 37.43% | 0.2 |
|
| 1841 |
1841
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $381M | – | – | 7.92% | 52.7% | 449 | – | 0 |
|
| 1842 |
MMI
1842
Metalmark Management II
New York
| $381M | – | – | 18.7% | 81.7% | 1 | – | 0 |
|
| 1843 |
SCM
1843
Stadium Capital Management
New Canaan,
Connecticut
| $381M | -$16.5M | -4% | 7.62% | 10.9% | 16 | 6.25% | 0.3 |
|
| 1844 |
1844
Alaska Permanent Capital Management
Anchorage,
Alaska
| $380M | -$1.11M | -0.3% | 4.98% | 42.8% | 29 | 24.14% | 0.2 |
|
| 1845 |
1845
Middleton & Co
Boston,
Massachusetts
| $380M | +$39.5M | +12% | 7.6% | 69.7% | 150 | 12.67% | 0.2 |
|
| 1846 |
WAM
1846
Westport Asset Management
Southport,
Connecticut
| $380M | +$34.6M | +10% | 10.5% | 63.9% | 63 | 9.52% | 0.2 |
|
| 1847 |
1847
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $380M | +$54.7M | +17% | 5.16% | 72.7% | 211 | 26.54% | 0.2 |
|
| 1848 |
1848
BLB&B Advisors
Montgomeryville,
Pennsylvania
| $380M | +$20.1M | +6% | 4.65% | 71.6% | 244 | 8.2% | 0.2 |
|
| 1849 |
1849
Grassi Investment Management
Santa Clara,
California
| $379M | +$5.96M | +2% | 3.86% | 170% | 149 | 13.42% | 0.2 |
|
| 1850 |
IAS
1850
INR Advisory Services
Media,
Pennsylvania
| $379M | +$14.1M | +4% | 4.71% | 21.9% | 57 | 8.77% | 0.2 |
|