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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
Prospector Partners
Guilford,
Connecticut
| $529M | -$183M | -26% | 21.9% | 53.6% | 122 | 18.03% | 3.8 |
|
| 1877 |
1877
WBI Investments
Red Bank,
New Jersey
| $529M | -$407M | -43% | 2.56% | 105% | 217 | 74.65% | 1 |
|
| 1878 |
1878
ECP ControlCo
Summit,
New Jersey
| $529M | -$25.2M | -5% | 13.9% | 42.5% | 5 | 40% | 0.7 |
|
| 1879 |
1879
Global Retirement Partners
San Rafael,
California
| $529M | -$124M | -19% | 16.3% | – | 1,758 | 11.21% | 2.1 |
|
| 1880 |
CCM
1880
Composite Capital Management
Hong Kong
| $528M | -$439K | -0.1% | 2.56% | – | 8 | 75% | 0.1 |
|
| 1881 |
1881
Caprock Group
Boise,
Idaho
| $528M | -$31M | -6% | 18.4% | – | 433 | 33.03% | 2.3 |
|
| 1882 |
1882
Griffin Asset Management
New York
| $528M | -$185M | -26% | 21.6% | 88.9% | 244 | 24.18% | 3.4 |
|
| 1883 |
1883
Caldwell Trust
Venice,
Florida
| $528M | -$127M | -19% | 16.3% | 97.5% | 831 | 7.82% | 0.2 |
|
| 1884 |
KPF
1884
K2 Principal Fund
Toronto,
Ontario, Canada
| $528M | -$628M | -54% | 4.91% | 77.3% | 437 | 77.57% | 0.3 |
|
| 1885 |
1885
Wedgewood Partners
St Louis,
Missouri
| $527M | -$459M | -47% | 15.2% | 78.1% | 43 | 13.95% | 3 |
|
| 1886 |
1886
Murphy Capital Management
Bedminster,
New Jersey
| $527M | -$176M | -25% | 16.6% | 41.6% | 235 | 20% | 5.5 |
|
| 1887 |
1887
1834 Investment Advisors
Milwaukee,
Wisconsin
| $526M | -$126M | -19% | 17.3% | 68.7% | 469 | 15.99% | 2.9 |
|
| 1888 |
1888
J.L. Bainbridge & Co
Sarasota,
Florida
| $526M | -$193M | -27% | 20.5% | 118% | 87 | 19.54% | 1.2 |
|
| 1889 |
1889
Krilogy Financial
St. Louis,
Missouri
| $526M | -$82.1M | -14% | 13.3% | 79% | 236 | 33.47% | 2.6 |
|
| 1890 |
1890
Goodnow Investment Group
Darien,
Connecticut
| $525M | -$221M | -30% | 31.3% | 131% | 28 | 25% | 2.4 |
|
| 1891 |
1891
Fullerton Fund Management
Singapore
| $525M | +$49.4M | +10% | 5.45% | 412% | 65 | 30.77% | 1 |
|
| 1892 |
1892
Godsey & Gibb Inc
Richmond,
Virginia
| $525M | -$188M | -26% | 19.9% | 87.5% | 100 | 21% | 3.6 |
|
| 1893 |
1893
CWA Asset Management Group
Naples,
Florida
| $525M | -$95.4M | -15% | 14.4% | – | 281 | 32.38% | 1.9 |
|
| 1894 |
1894
Ithaka Group
Arlington,
Virginia
| $524M | -$71.9M | -12% | 9.07% | 180% | 38 | 2.63% | 4 |
|
| 1895 |
1895
BTC Capital Management
Des Moines,
Iowa
| $524M | -$178M | -25% | 17.7% | – | 192 | 19.79% | 2.8 |
|
| 1896 |
1896
Front Barnett Associates
Chicago,
Illinois
| $523M | -$145M | -22% | 19.2% | 40.5% | 119 | 8.4% | 5.7 |
|
| 1897 |
1897
CreativeOne Wealth
Overland Park,
Kansas
| $523M | -$68.8M | -12% | 14% | 75.6% | 242 | 28.1% | 1 |
|
| 1898 |
1898
Columbus Hill Capital Management
Short Hills,
New Jersey
| $523M | -$405M | -44% | 14.1% | 133% | 38 | 44.74% | 1.3 |
|
| 1899 |
1899
Kerrisdale Advisers
Miami,
Florida
| $523M | +$240M | +85% | 12.8% | 78.8% | 64 | 64.06% | 0.3 |
|
| 1900 |
JC
1900
JBF Capital
Aspen,
Colorado
| $523M | -$124M | -19% | 13.8% | 93.6% | 99 | 43.43% | 1.3 |
|