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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| $398M | -$179M | -31% | 14.3% | 26.3% | 137 | 16.06% | 4.4 |
|
| 2252 |
2252
Freshford Capital Management
Rye Brook,
New York
| $397M | -$169M | -30% | 34.1% | 97.3% | 20 | 40% | 1 |
|
| 2253 |
2253
Willingdon Wealth Management
Huntersville,
North Carolina
| $397M | -$88.9M | -18% | 13.4% | 15.3% | 406 | 29.31% | 2.5 |
|
| 2254 |
2254
Covenant Multifamily Offices
San Antonio,
Texas
| $397M | -$188M | -32% | 20.2% | 38.3% | 200 | 49.5% | 1.1 |
|
| 2255 |
2255
Cadence Bank
Tupelo,
Mississippi
| $397M | -$144M | -27% | 23.4% | 70.9% | 213 | 22.54% | 1.8 |
|
| 2256 |
2256
PrairieView Partners
St. Paul,
Minnesota
| $397M | -$68.4M | -15% | 17% | 34% | 306 | 72.22% | 0.4 |
|
| 2257 |
2257
Sun Life Financial
Toronto,
Ontario, Canada
| $397M | +$22.8M | +6% | 20% | 77.5% | 473 | 2.96% | 3.2 |
|
| 2258 |
2258
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| $396M | -$62.6M | -14% | 17.6% | 112% | 1,395 | 23.66% | 3.4 |
|
| 2259 |
2259
Dorsey Asset Management
Chicago,
Illinois
| $396M | -$112M | -22% | 18.6% | 122% | 9 | 11.11% | 1.5 |
|
| 2260 |
2260
Trust Asset Management
Houston,
Texas
| $396M | -$49.6M | -11% | 21.9% | 104% | 30 | 20% | 2.6 |
|
| 2261 |
2261
Ropes Wealth Advisors
Boston,
Massachusetts
| $395M | -$68.8M | -15% | 1.88% | 71% | 594 | 18.35% | 2.9 |
|
| 2262 |
2262
Ramius Advisors
New York
| $395M | +$163M | +70% | 7.46% | 187% | 102 | 79.41% | 0.1 |
|
| 2263 |
DBC
2263
Deep Basin Capital
Stamford,
Connecticut
| $394M | -$656M | -62% | 51.6% | – | 62 | 62.9% | 0.5 |
|
| 2264 |
2264
Cahaba Wealth Management
Atlanta,
Georgia
| $392M | -$59M | -13% | 14.6% | 48.7% | 84 | 17.86% | 2 |
|
| 2265 |
2265
SPC Financial Inc
Rockville,
Maryland
| $392M | -$154M | -28% | 18.9% | 65.1% | 156 | 25% | 3.1 |
|
| 2266 |
2266
Carlson Capital Management
Northfield,
Minnesota
| $392M | -$77.9M | -17% | 21.3% | 9.85% | 131 | 25.95% | 3.5 |
|
| 2267 |
2267
Brown Advisory Securities
Baltimore,
Maryland
| $392M | -$26.4M | -6% | 15.4% | 51% | 260 | 19.62% | 4.5 |
|
| 2268 |
2268
Bowie Capital Management
Richardson,
Texas
| $391M | +$23.4M | +6% | 14.6% | 32.5% | 42 | 38.1% | 1.6 |
|
| 2269 |
CPH
2269
C Partners Holding
Zurich,
Switzerland
| $391M | +$55.8M | +17% | 20.7% | 25.6% | 26 | 15.38% | 2.4 |
|
| 2270 |
2270
Incline Global Management
New York
| $391M | -$16.6M | -4% | 18.2% | 40.1% | 24 | 29.17% | 0.9 |
|
| 2271 |
2271
Hodges Capital Management
Dallas,
Texas
| $391M | -$370M | -49% | 32.5% | 187% | 234 | 32.05% | 3.1 |
|
| 2272 |
2272
Tufton Capital Management
Hunt Valley,
Maryland
| $390M | -$118M | -23% | 19.7% | 96.1% | 122 | 13.11% | 4.9 |
|
| 2273 |
2273
Nightview Capital
Austin,
Texas
| $390M | +$142M | +57% | 3.52% | 170% | 33 | 81.82% | 0.3 |
|
| 2274 |
PFMOSF
2274
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $390M | -$95.9M | -20% | 30.6% | 209% | 55 | 63.64% | 0.6 |
|
| 2275 |
2275
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $390M | -$267M | -41% | 47.6% | 602% | 34 | 64.71% | 0.8 |
|