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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Hudson Way Capital Management
Dallas,
Texas
| $1.05B | -$212M | -17% | 16.1% | 51.3% | 19 | 26.32% | 2.9 |
|
| 2277 |
2277
Octavia Wealth Advisors
Cincinnati,
Ohio
| $1.05B | -$1.24M | -0.1% | 1.6% | 67.9% | 255 | 9.02% | 3.3 |
|
| 2278 |
2278
CCM Investment Advisers
Columbia,
South Carolina
| $1.04B | -$70K | -0% | 3.31% | 170% | 97 | 12.37% | 4.6 |
|
| 2279 |
2279
Telos Capital Management
San Diego,
California
| $1.04B | -$28.7M | -3% | 0.52% | 82.3% | 201 | 7.46% | 6.9 |
|
| 2280 |
2280
Continuum Advisory
Eagle,
Idaho
| $1.04B | +$43.6M | +4% | 0.42% | 77% | 483 | 11.8% | 3.5 |
|
| 2281 |
2281
Norden Group
Provo,
Utah
| $1.04B | +$19.5M | +2% | 0.94% | 104% | 683 | 21.38% | 1.4 |
|
| 2282 |
2282
Clough Capital Partners
Boston,
Massachusetts
| $1.04B | -$86.6M | -8% | 6.82% | 175% | 135 | 48.89% | 1.4 |
|
| 2283 |
2283
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.04B | -$38M | -4% | 1.07% | 64.1% | 334 | 20.66% | 3.8 |
|
| 2284 |
SM
2284
Scoggin Management
New York
| $1.04B | +$386M | +59% | 5.99% | 889% | 76 | 55.26% | 0.7 |
|
| 2285 |
2285
RDST Capital
Seattle,
Washington
| $1.04B | -$23.3M | -2% | 12.2% | 43% | 21 | 14.29% | 1.3 |
|
| 2286 |
2286
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| $1.04B | -$203M | -16% | 23.3% | 94.5% | 28 | 14.29% | 2.3 |
|
| 2287 |
2287
Linden Thomas Advisory Services
Charlotte,
North Carolina
| $1.04B | +$51.2M | +5% | 1.68% | 149% | 556 | 17.45% | 2.2 |
|
| 2288 |
2288
Nadler Financial Group
Deerfield,
Illinois
| $1.04B | -$37.8M | -4% | 2.71% | 81.8% | 152 | 17.76% | 5.9 |
|
| 2289 |
2289
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| $1.04B | +$91.2M | +10% | 14.9% | – | 5 | 0% | 0.9 |
|
| 2290 |
2290
Marks Group Wealth Management
Minnetonka,
Minnesota
| $1.04B | -$7.32M | -0.7% | 2.71% | 62.8% | 362 | 15.19% | 3.2 |
|
| 2291 |
2291
E-L Financial Corp
Toronto,
Ontario, Canada
| $1.04B | -$237M | -19% | 4.72% | 68.6% | 1 | 0% | 9.3 |
|
| 2292 |
2292
Armis Advisers
Atlanta,
Georgia
| $1.04B | +$147M | +16% | 1.16% | – | 481 | 15.59% | 0.7 |
|
| 2293 |
2293
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| $1.04B | +$45.2M | +5% | 0.94% | 78.9% | 248 | 34.68% | 5.8 |
|
| 2294 |
2294
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| $1.03B | -$196M | -16% | 1.86% | 70.8% | 26 | 0% | 2 |
|
| 2295 |
2295
Condire Management
Dallas,
Texas
| $1.03B | +$76.8M | +8% | 26.8% | 187% | 23 | 21.74% | 1.9 |
|
| 2296 |
2296
Tanager Wealth Management
Goring On Thames,
United Kingdom
| $1.03B | +$31.7M | +3% | 1.89% | 53.4% | 153 | 15.69% | 2 |
|
| 2297 |
2297
RW Investment Management
Eagle,
Idaho
| $1.03B | – | – | 0.9% | – | 113 | – | 2.4 |
|
| 2298 |
2298
J. Stern & Co
London,
United Kingdom
| $1.03B | -$142M | -12% | 6.53% | – | 51 | 19.61% | 1.5 |
|
| 2299 |
2299
Wolf Hill Capital Management
Greenwich,
Connecticut
| $1.03B | +$125M | +14% | 18% | 384% | 37 | 64.86% | 0.6 |
|
| 2300 |
2300
Tributary Capital Management
Omaha,
Nebraska
| $1.03B | +$15.2M | +1% | 7.77% | 82.6% | 176 | 11.93% | 5.1 |
|