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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Sandler Capital Management
New York
| $855M | -$140M | -14% | 20.1% | 325% | 103 | 55.34% | 0.7 |
|
| 1877 |
HVM
1877
Harvest Volatility Management
Norwalk,
Connecticut
| $855M | – | – | 13.4% | 24.3% | 123 | – | 0 |
|
| 1878 |
1878
Poplar Forest Capital
Pasadena,
California
| $854M | +$37.7M | +5% | 26.5% | 30% | 92 | 40.22% | 2.3 |
|
| 1879 |
DP
1879
DSAM Partners
London,
United Kingdom
| $854M | +$277M | +48% | 37% | 343% | 70 | 64.29% | 0.3 |
|
| 1880 |
1880
Eversept Partners
New York
| $852M | +$402M | +89% | 29.2% | 321% | 73 | 47.95% | 0.8 |
|
| 1881 |
1881
Tensile Capital Management
Larkspur,
California
| $852M | +$105M | +14% | 21.5% | 47.7% | 19 | 10.53% | 2.7 |
|
| 1882 |
1882
First Financial Bank - Trust Division
Hamilton,
Ohio
| $852M | +$124M | +17% | 15.1% | 68.6% | 189 | 7.94% | 5 |
|
| 1883 |
1883
Provident Investment Management
Novi,
Michigan
| $851M | +$117M | +16% | 24% | 90.8% | 56 | 21.43% | 3.2 |
|
| 1884 |
1884
Webster Bank
Waterbury,
Connecticut
| $851M | +$89.1M | +12% | 11.8% | 77.5% | 561 | 9.8% | 3.8 |
|
| 1885 |
1885
Fund Evaluation Group
Cincinnati,
Ohio
| $851M | +$52.9M | +7% | 7.72% | 58.7% | 27 | 7.41% | 2.3 |
|
| 1886 |
MI
1886
Markston International
White Plains,
New York
| $850M | +$64.9M | +8% | 17.8% | 109% | 159 | 6.29% | 5.5 |
|
| 1887 |
1887
LBMC Investment Advisors
Brentwood,
Tennessee
| $849M | +$128M | +18% | 17.2% | 52.8% | 132 | 12.12% | 3.4 |
|
| 1888 |
1888
Middleton & Co
Boston,
Massachusetts
| $846M | +$90.5M | +12% | 11.8% | 81.8% | 146 | 6.16% | 5.1 |
|
| 1889 |
BPIM
1889
Brant Point Investment Management
New York
| $845M | -$308M | -27% | 24.1% | 169% | 187 | 56.68% | 1.5 |
|
| 1890 |
1890
Blueshift Asset Management
Red Bank,
New Jersey
| $845M | +$110M | +15% | 23% | 38.8% | 960 | 70.73% | 0.2 |
|
| 1891 |
1891
Front Barnett Associates
Chicago,
Illinois
| $843M | +$109M | +15% | 14.7% | 40.5% | 114 | 9.65% | 5.9 |
|
| 1892 |
1892
AGF Investments LLC
Toronto,
Ontario, Canada
| $842M | -$52.8M | -6% | 11.9% | 28.5% | 612 | 26.14% | 1.6 |
|
| 1893 |
1893
CapWealth Advisors
Franklin,
Tennessee
| $839M | +$90.3M | +12% | 14.3% | 152% | 105 | 16.19% | 4.1 |
|
| 1894 |
1894
BTC Capital Management
Des Moines,
Iowa
| $838M | +$121M | +17% | 14.1% | – | 235 | 22.55% | 2.4 |
|
| 1895 |
1895
Csenge Advisory Group
Clearwater,
Florida
| $838M | +$108M | +15% | 11.2% | 72.3% | 462 | 22.51% | 1.1 |
|
| 1896 |
1896
MCF Advisors
Covington,
Kentucky
| $838M | +$80.5M | +11% | 12.4% | 55.2% | 503 | 11.73% | 3.9 |
|
| 1897 |
1897
Sahana Capital Management
Greenwich,
Connecticut
| $837M | +$66.4M | +9% | 10.8% | 0.48% | 9 | 22.22% | 0.6 |
|
| 1898 |
1898
Taurus Asset Management
New York
| $837M | +$28.3M | +4% | 11.6% | 26.9% | 88 | 9.09% | 5.4 |
|
| 1899 |
1899
Quadratic Capital Management
Greenwich,
Connecticut
| $836M | – | – | 0.71% | 0.6% | 1 | – | 0 |
|
| 1900 |
1900
Pure Financial Advisors
San Diego,
California
| $835M | +$151M | +22% | 11.7% | 47.2% | 178 | 17.42% | 1.5 |
|