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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
Arden Trust
Wilmington,
Delaware
| $557M | -$86.8M | -13% | 11.1% | 22.5% | 381 | 21% | 3.5 |
|
| 1877 |
1877
Godsey & Gibb Inc
Richmond,
Virginia
| $556M | -$70.5M | -11% | 9.48% | 87.5% | 77 | 20.78% | 3.2 |
|
| 1878 |
1878
McGowan Group Asset Management
Dallas,
Texas
| $556M | -$44.8M | -7% | 11.7% | 69.8% | 107 | 16.82% | 2.5 |
|
| 1879 |
1879
Dubuque Bank & Trust
Dubuque,
Iowa
| $556M | -$90.1M | -14% | 13.7% | 24% | 690 | 14.35% | 2.6 |
|
| 1880 |
WDA
1880
Wendell David Associates
Portsmouth,
New Hampshire
| $556M | -$86.6M | -13% | 9.95% | 46% | 155 | 8.39% | 4.5 |
|
| 1881 |
1881
Carret Asset Management
New York
| $555M | -$94.4M | -15% | 11.2% | 94.4% | 281 | 11.74% | 4.1 |
|
| 1882 |
1882
Kahn Brothers Group
New York
| $555M | -$96.5M | -15% | 11.9% | 53.4% | 31 | 0% | 4.7 |
|
| 1883 |
1883
American Assets Investment Management
San Diego,
California
| $555M | -$53.3M | -9% | 10.3% | 507% | 196 | 14.8% | 2.9 |
|
| 1884 |
SC
1884
Shellback Capital
Boston,
Massachusetts
| $553M | -$564M | -50% | 19.4% | 198% | 102 | 62.75% | 0.8 |
|
| 1885 |
1885
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $553M | -$64.4M | -10% | 8.64% | 34% | 100 | 11% | 3.8 |
|
| 1886 |
1886
Indus Capital Partners
New York
| $553M | -$233M | -30% | 16.4% | 117% | 53 | 52.83% | 1 |
|
| 1887 |
1887
Astor Investment Management
Chicago,
Illinois
| $552M | -$97.7M | -15% | 13.7% | 23.3% | 50 | 26% | 1.5 |
|
| 1888 |
1888
Cortland Associates
St Louis,
Missouri
| $551M | -$94.5M | -15% | 12.2% | 57.1% | 54 | 7.41% | 3.3 |
|
| 1889 |
1889
Cryder Capital Partners
London,
United Kingdom
| $549M | -$101M | -15% | 15.4% | 55.7% | 9 | 0% | 3.3 |
|
| 1890 |
1890
Front Barnett Associates
Chicago,
Illinois
| $548M | -$116M | -17% | 15.4% | 40.5% | 125 | 5.6% | 4.5 |
|
| 1891 |
1891
Novare Capital Management
Charlotte,
North Carolina
| $548M | -$78.8M | -13% | 11.8% | 76.5% | 158 | 20.25% | 2.9 |
|
| 1892 |
1892
Condor Capital Management
Martinsville,
New Jersey
| $548M | -$115K | -0% | 12.2% | 58.2% | 190 | 16.32% | 3.5 |
|
| 1893 |
1893
Abner Herrman & Brock
Jersey City,
New Jersey
| $548M | -$152M | -22% | 11.8% | 156% | 144 | 20.14% | 3.2 |
|
| 1894 |
1894
Quadrature Capital
London,
United Kingdom
| $547M | -$660M | -55% | 16.9% | 212% | 809 | 76.64% | 0.2 |
|
| 1895 |
1895
Darrell & King
Charlottesville,
Virginia
| $547M | -$157M | -22% | 16.3% | – | 62 | 37.1% | 1.9 |
|
| 1896 |
1896
Bowie Capital Management
Richardson,
Texas
| $546M | -$39.5M | -7% | 11% | 31.6% | 40 | 22.5% | 1.2 |
|
| 1897 |
1897
Ithaka Group
Arlington,
Virginia
| $546M | -$127M | -19% | 16.2% | 143% | 42 | 11.9% | 3.4 |
|
| 1898 |
1898
Middleton & Co
Boston,
Massachusetts
| $544M | -$97.3M | -15% | 11.5% | 81.8% | 153 | 11.11% | 4.2 |
|
| 1899 |
1899
Central Securities
New York
| $544M | -$118M | -18% | 16% | 90.2% | 37 | 5.41% | 3.7 |
|
| 1900 |
GJL
1900
Gendell Jeffrey L
| $543M | -$625M | -54% | 22.4% | 748% | 61 | 9.84% | 3.1 |
|