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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 |
KFS
1926
Kurt F. Somerville
| $438M | +$232K | +0.1% | 3.17% | 92.9% | 126 | 12.7% | 2.3 |
|
| 1927 |
AGM
1927
Alpine Global Management
New York
| $438M | +$126M | +40% | 5.55% | 149% | 237 | 81.86% | 0.2 |
|
| 1928 |
1928
1834 Investment Advisors
Milwaukee,
Wisconsin
| $438M | +$12M | +3% | 1.36% | 68.7% | 187 | 14.44% | 1.8 |
|
| 1929 |
1929
Evergreen Capital Management
Bellevue,
Washington
| $436M | +$18.7M | +4% | 1.48% | 77.2% | 95 | 14.74% | 1.8 |
|
| 1930 |
HEC
1930
Hudson Executive Capital
New York
| $434M | +$117M | +37% | 14.9% | 127% | 12 | 41.67% | 0.1 |
|
| 1931 |
1931
BTC Capital Management
Des Moines,
Iowa
| $434M | +$6.4M | +1% | 0.13% | – | 179 | 15.08% | 1.1 |
|
| 1932 |
CCT
1932
Chemung Canal Trust
Elmira,
New York
| $434M | +$149K | +0% | 2.84% | 80.9% | 133 | 14.29% | 2.3 |
|
| 1933 |
IGM
1933
Incline Global Management
New York
| $433M | -$54.6M | -11% | 2.22% | 40.1% | 27 | 33.33% | 0.6 |
|
| 1934 |
1934
B. Riley Wealth Advisors
Boca Raton,
Florida
| $432M | -$61.5M | -12% | 2.71% | 118% | 647 | 26.12% | 1.4 |
|
| 1935 |
NM
1935
Newtyn Management
New York
| $432M | +$37.2M | +9% | 5.3% | 52% | 20 | 35% | 0.4 |
|
| 1936 |
1936
Middleton & Co
Boston,
Massachusetts
| $431M | -$16.9M | -4% | 0.53% | 69.7% | 162 | 6.79% | 2.1 |
|
| 1937 |
1937
Strategic Financial Services
Utica,
New York
| $430M | +$49.4M | +13% | 2.38% | 58.7% | 98 | 7.14% | 2.3 |
|
| 1938 |
1938
BTR Capital Management
Oakland,
California
| $430M | -$9.8M | -2% | 1.5% | 35% | 173 | 11.56% | 2 |
|
| 1939 |
1939
MN Services Vermogensbeheer
The Hague,
Netherlands
| $430M | – | – | 2% | 149% | 672 | – | 0 |
|
| 1940 |
1940
Pekin Hardy Strauss
Chicago,
Illinois
| $430M | -$10.2M | -2% | 6.82% | 102% | 175 | 12% | 2 |
|
| 1941 |
MCTIC
1941
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $430M | -$15.9M | -4% | 0.29% | 38.8% | 93 | 7.53% | 2.2 |
|
| 1942 |
MAM
1942
Mastrapasqua Asset Management
Nashville,
Tennessee
| $428M | +$21.1M | +5% | 1.24% | 54.9% | 153 | 17.65% | 1 |
|
| 1943 |
1943
Evensky & Katz
Coral Gables,
Florida
| $428M | +$10.3M | +2% | 1.5% | 57.1% | 50 | 4% | 2.2 |
|
| 1944 |
1944
Eagle Ridge Investment Management
Stamford,
Connecticut
| $427M | +$10M | +2% | 3.31% | 28.2% | 136 | 22.06% | 1 |
|
| 1945 |
BI
1945
Bulldog Investors
Saddle Brook,
New Jersey
| $427M | -$47.4M | -10% | 0.17% | 22.5% | 115 | 42.61% | 0.9 |
|
| 1946 |
ZBI
1946
Ziff Brothers Investments
New York
| $427M | +$66.2M | +18% | 4.86% | – | 22 | 59.09% | 0.4 |
|
| 1947 |
RMCP
1947
Red Mountain Capital Partners
Los Angeles,
California
| $427M | +$46.5M | +12% | 22.5% | 37.4% | 8 | 0% | 2.2 |
|
| 1948 |
GWM
1948
Gupta Wealth Management
San Diego,
California
| $427M | +$33.4M | +8% | 2.68% | – | 1,384 | 25.87% | 0.8 |
|
| 1949 |
1949
ARS Investment Partners
New York
| $427M | +$804K | +0.2% | 2.18% | 260% | 93 | 16.13% | 1.7 |
|
| 1950 |
1950
John G. Ullman & Associates
Corning,
New York
| $426M | -$26.3M | -6% | 5.31% | 156% | 120 | 16.67% | 2.1 |
|