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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Rockland Trust
Hanover,
Massachusetts
| $473M | -$12.5M | -3% | 0.1% | 61.5% | 153 | 15.69% | 1.3 |
|
| 1902 |
1902
Penn Davis McFarland
Dallas,
Texas
| $473M | +$16.6M | +4% | 0.53% | 100% | 34 | 8.82% | 1.4 |
|
| 1903 |
1903
Spirit of America Management Corp
Syosset,
New York
| $473M | +$79.2M | +20% | 0.68% | 113% | 366 | 16.67% | 0.9 |
|
| 1904 |
1904
ProVise Management Group
Clearwater,
Florida
| $472M | +$6.2M | +1% | 1.22% | 66.8% | 318 | 12.58% | 1.3 |
|
| 1905 |
1905
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $472M | +$26.8M | +6% | 4.26% | 96% | 117 | 21.37% | 1.1 |
|
| 1906 |
1906
White Mountains Insurance Group
Hanover,
New Hampshire
| $470M | +$8.22M | +2% | 1.78% | 105% | 1 | 0% | 1.8 |
|
| 1907 |
1907
Callan Capital
La Jolla,
California
| $470M | +$29.3M | +7% | 11.9% | 20.1% | 76 | 14.47% | 1.2 |
|
| 1908 |
1908
Zuckerman Investment Group
Chicago,
Illinois
| $470M | -$3.42M | -0.7% | 1.86% | 111% | 67 | 32.84% | 1.1 |
|
| 1909 |
1909
Efficient Advisors
Mason,
Ohio
| $470M | +$32.6M | +7% | 2.4% | 30.6% | 32 | 9.38% | 1.3 |
|
| 1910 |
1910
Needham Investment Management
New York
| $470M | -$5.62M | -1% | 4.87% | 424% | 124 | 17.74% | 1.4 |
|
| 1911 |
1911
MPM Asset Management
Boston,
Massachusetts
| $469M | +$18.6M | +4% | 6.66% | 5.89% | 15 | 0% | 1.2 |
|
| 1912 |
1912
Broadmark Asset Management
San Francisco,
California
| $468M | -$220M | -32% | 3.07% | 39.6% | 4 | 75% | 0.4 |
|
| 1913 |
JDR
1913
Jay D. Rosenbaum
| $467M | +$15.3M | +3% | 3.37% | 12.9% | 45 | 15.56% | 0.2 |
|
| 1914 |
ASA
1914
Armstrong Shaw Associates
New Canaan,
Connecticut
| $466M | -$86.3M | -16% | 1.17% | 51.2% | 42 | 7.14% | 1.5 |
|
| 1915 |
1915
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $466M | +$34.8M | +8% | 2.38% | 58.1% | 905 | 17.68% | 1.2 |
|
| 1916 |
1916
Princeton Alpha Management
Princeton Junction,
New Jersey
| $466M | +$111M | +31% | 1.04% | 9.26% | 1,032 | 71.8% | 0.2 |
|
| 1917 |
JMH
1917
J.M. Hartwell
New York
| $465M | +$36.9M | +9% | 7.5% | 72.2% | 109 | 19.27% | 1.2 |
|
| 1918 |
AH
1918
Allen Holding
New York
| $465M | -$5.61M | -1% | 0.74% | 135% | 11 | 0% | 1.6 |
|
| 1919 |
1919
Main Street Research
Lakeville,
Connecticut
| $465M | -$2.03M | -0.4% | 2.94% | 232% | 140 | 9.29% | 1.4 |
|
| 1920 |
CCC
1920
Chelsea Counsel Company
Los Angeles,
California
| $464M | -$21.4M | -4% | 0.62% | 106% | 148 | 12.16% | 1.3 |
|
| 1921 |
1921
Parus Finance (UK)
London,
United Kingdom
| $464M | -$27.2M | -6% | 4.91% | 199% | 23 | 21.74% | 1.5 |
|
| 1922 |
DMK
1922
David M. Knott
| $464M | +$40.1M | +9% | 15.3% | 81% | 89 | 22.47% | 1.1 |
|
| 1923 |
1923
Sensato Investors
San Francisco,
California
| $464M | +$126M | +37% | 3.53% | 75.8% | 71 | 57.75% | 0.1 |
|
| 1924 |
1924
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $464M | -$13.9M | -3% | 2.83% | 48.1% | 41 | 4.88% | 1.5 |
|
| 1925 |
1925
Connors Investor Services
Wyomissing,
Pennsylvania
| $464M | +$24.7M | +6% | 1.17% | 125% | 181 | 19.89% | 1.3 |
|