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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| $456M | -$429M | -49% | 5.54% | 87.2% | 248 | 79.03% | 0.2 |
|
| 1927 |
1927
Deltec Asset Management
New York
| $456M | +$9.4M | +2% | 8.24% | 128% | 168 | 30.95% | 1 |
|
| 1928 |
1928
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $455M | +$29M | +7% | 4.03% | 51.3% | 422 | 15.88% | 1.1 |
|
| 1929 |
1929
Halsey Associates
New Haven,
Connecticut
| $455M | +$10.2M | +2% | 4.48% | 63.8% | 110 | 7.27% | 1.3 |
|
| 1930 |
1930
Asset Advisors Corp
Augusta,
Georgia
| $453M | +$16.4M | +4% | 5.26% | 41.4% | 166 | 14.46% | 1.2 |
|
| 1931 |
OCMI
1931
Oaktop Capital Management II
Chatham,
New Jersey
| $452M | +$48.4M | +12% | 11.2% | 451% | 21 | 9.52% | 1.4 |
|
| 1932 |
JDR
1932
Jay D. Rosenbaum
| $452M | – | – | 18.9% | 12.9% | 42 | – | 0 |
|
| 1933 |
AFS
1933
Aft Forsyth & Sober
Valrico,
Florida
| $451M | -$13.1M | -3% | 5.07% | 94.6% | 44 | 6.82% | 1.3 |
|
| 1934 |
1934
Investure LLC
Charlottesville,
Virginia
| $450M | -$52.3M | -10% | 0.82% | 55.4% | 11 | 54.55% | 0.5 |
|
| 1935 |
1935
MPM Asset Management
Boston,
Massachusetts
| $450M | +$145M | +47% | 53.5% | 5.89% | 15 | 13.33% | 1 |
|
| 1936 |
1936
Sector Gamma AS
Oslo,
Norway
| $450M | +$22.2M | +5% | 12.4% | 35.3% | 36 | 25% | 0.9 |
|
| 1937 |
1937
SFMG Wealth Advisors
Plano,
Texas
| $449M | +$130M | +41% | 5.25% | 76.1% | 137 | 44.53% | 0.7 |
|
| 1938 |
1938
Autonomy Capital (Jersey)
St. Helier,
Jersey
| $449M | -$263M | -37% | 2.72% | 33.4% | 23 | 21.74% | 1.1 |
|
| 1939 |
1939
Jacobs Asset Management
New York
| $449M | +$71.5M | +19% | 9.72% | 114% | 45 | 13.33% | 0.9 |
|
| 1940 |
JA
1940
JVL Advisors
Houston,
Texas
| $447M | -$54.3M | -11% | 38.4% | 89.4% | 31 | 25.81% | 0.6 |
|
| 1941 |
1941
Middleton & Co
Boston,
Massachusetts
| $447M | +$21.1M | +5% | 6.29% | 81.8% | 163 | 6.75% | 1.2 |
|
| 1942 |
SC
1942
Salzman & Co
Pittsford,
New York
| $447M | +$30.2M | +7% | 1.08% | 15.7% | 21 | 33.33% | 0.4 |
|
| 1943 |
1943
Verition Fund Management
Greenwich,
Connecticut
| $446M | -$263M | -37% | 4.93% | 110% | 859 | 79.98% | 0.3 |
|
| 1944 |
MCTIC
1944
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $446M | +$17.7M | +4% | 5.01% | 38.8% | 102 | 9.8% | 1.2 |
|
| 1945 |
1945
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $445M | +$33.4M | +8% | 9.2% | 96% | 116 | 18.97% | 1 |
|
| 1946 |
RP
1946
Ridgegate Proprietary
Sydney,
Australia
| $445M | – | – | 1.37% | – | 2 | – | 0 |
|
| 1947 |
1947
LS Power Partners II
New York
| $443M | +$8.61M | +2% | 1.98% | 27.3% | 1 | 0% | 1.5 |
|
| 1948 |
1948
Foster & Motley
Cincinnati,
Ohio
| $442M | +$10.8M | +3% | 4.39% | 68.8% | 177 | 11.3% | 1.2 |
|
| 1949 |
1949
Community Bank
Dewitt,
New York
| $441M | – | – | 2.65% | 73.5% | 375 | – | 0 |
|
| 1950 |
1950
Covalent Partners
Concord,
Massachusetts
| $441M | +$23.9M | +6% | 11.5% | 36.6% | 41 | 51.22% | 0.8 |
|