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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
Needham Investment Management
New York
| $452M | -$27.3M | -6% | 1.83% | 424% | 128 | 10.16% | 1 |
|
| 1877 |
TCM
1877
Tamarack Capital Management
Carlsbad,
California
| $451M | -$38.8M | -8% | 1.85% | – | 39 | 48.72% | 0.5 |
|
| 1878 |
1878
Clear Harbor Asset Management
Stamford,
Connecticut
| $450M | -$16.9M | -4% | 5.85% | 98.6% | 262 | 25.57% | 0.9 |
|
| 1879 |
1879
Constellation Investments
Montgomery,
Ohio
| $450M | +$17.2M | +4% | 2.62% | – | 407 | 5.16% | 1.1 |
|
| 1880 |
1880
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| $449M | -$146M | -25% | 0.23% | 70.9% | 213 | 32.39% | 0.7 |
|
| 1881 |
1881
Main Street Research
Lakeville,
Connecticut
| $449M | +$25M | +6% | 1.12% | 232% | 145 | 14.48% | 1.1 |
|
| 1882 |
1882
TPH Asset Management
Houston,
Texas
| $449M | +$243M | +118% | 1.61% | 8.46% | 125 | 41.6% | 0.6 |
|
| 1883 |
1883
Deltec Asset Management
New York
| $446M | -$24.8M | -5% | 2.98% | 128% | 160 | 19.38% | 0.9 |
|
| 1884 |
1884
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $446M | -$24.4M | -5% | 5.19% | 380% | 1 | 0% | 0.5 |
|
| 1885 |
1885
Polaris Wealth Advisory Group
San Rafael,
California
| $445M | -$3.64M | -0.8% | 0.17% | 64% | 86 | 38.37% | 0.7 |
|
| 1886 |
1886
Brighton Jones LLC
Seattle,
Washington
| $445M | +$2.67M | +0.6% | 0.33% | 97.9% | 216 | 13.89% | 1 |
|
| 1887 |
1887
Iconiq Capital
San Francisco,
California
| $445M | +$172M | +63% | 5.2% | 0.88% | 31 | 19.35% | 0.8 |
|
| 1888 |
1888
Halsey Associates
New Haven,
Connecticut
| $445M | -$9.7M | -2% | 2.02% | 63.8% | 110 | 4.55% | 1.1 |
|
| 1889 |
AVC
1889
Arlington Value Capital
Salt Lake City,
Utah
| $443M | -$11.4M | -3% | 7.76% | 14.4% | 17 | 29.41% | 0.7 |
|
| 1890 |
CC
1890
ClearArc Capital
Cincinnati,
Ohio
| $443M | +$8.83M | +2% | 1.23% | 63.4% | 415 | 9.64% | 1.1 |
|
| 1891 |
1891
Travelers Companies
Saint Paul,
Minnesota
| $442M | -$29.1M | -6% | 3.32% | – | 47 | 40.43% | 0.9 |
|
| 1892 |
1892
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $441M | -$12.8M | -3% | 1.18% | 48.1% | 43 | 6.98% | 1.1 |
|
| 1893 |
1893
Princeton Alpha Management
Princeton Junction,
New Jersey
| $441M | -$42.8M | -9% | 4.32% | 9.26% | 991 | 70.13% | 0.2 |
|
| 1894 |
BLM
1894
Bennett Lawrence Management
New York
| $441M | -$128M | -22% | 5.25% | – | 109 | 43.12% | 0.6 |
|
| 1895 |
1895
CapWealth Advisors
Franklin,
Tennessee
| $441M | +$3.98M | +0.9% | 0.95% | 152% | 432 | 24.54% | 1 |
|
| 1896 |
1896
Portolan Capital Management
Boston,
Massachusetts
| $440M | -$17.5M | -4% | 2.04% | 738% | 141 | 41.84% | 0.7 |
|
| 1897 |
1897
State of Alaska Department of Revenue
Juneau,
Alaska
| $440M | -$54M | -11% | 1.72% | 131% | 222 | 12.16% | 1 |
|
| 1898 |
1898
TD Capital Management
Memphis,
Tennessee
| $440M | -$4.24M | -1% | 2.42% | 40.5% | 176 | 15.91% | 1 |
|
| 1899 |
CA
1899
Continental Advisors
Park City,
Utah
| $439M | +$9.9M | +2% | 1.59% | 73.6% | 171 | 36.84% | 0.6 |
|
| 1900 |
1900
Monarch Alternative Capital
New York
| $439M | -$1.11M | -0.3% | 9.69% | 497% | 7 | 0% | 1 |
|