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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
Cornercap Investment Counsel
Atlanta,
Georgia
| $512M | -$230M | -31% | 28.1% | 55.4% | 500 | 40.6% | 1.2 |
|
| 1927 |
1927
Vestor Capital
Chicago,
Illinois
| $512M | -$148M | -22% | 15.8% | 200% | 171 | 26.9% | 2.8 |
|
| 1928 |
1928
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $512M | +$24.2M | +5% | 17.4% | 74.8% | 491 | 53.56% | 0.5 |
|
| 1929 |
SFG
1929
Sather Financial Group
Victoria,
Texas
| $511M | -$127M | -20% | 21.1% | 82.3% | 88 | 35.23% | 3 |
|
| 1930 |
1930
Integrated Advisors Network
Dallas,
Texas
| $511M | -$230M | -31% | 13.4% | 107% | 470 | 31.49% | 0.2 |
|
| 1931 |
1931
James Hambro & Partners
London,
United Kingdom
| $511M | -$79M | -13% | 12.8% | 97% | 58 | 24.14% | 1.3 |
|
| 1932 |
1932
Harvey Investment Company
Louisville,
Kentucky
| $510M | -$138M | -21% | 19.2% | 56.4% | 89 | 10.11% | 5.1 |
|
| 1933 |
1933
Fairholme Capital Management
South Miami,
Florida
| $510M | -$17.5M | -3% | 16.8% | 36.2% | 7 | 57.14% | 1.4 |
|
| 1934 |
1934
Fiduciary Group
Savannah,
Georgia
| $510M | -$117M | -19% | 14.8% | 76.2% | 201 | 13.43% | 3.8 |
|
| 1935 |
1935
Steamboat Capital Partners
Rye,
New York
| $509M | +$156M | +44% | 25.8% | 280% | 56 | 46.43% | 0.8 |
|
| 1936 |
SC
1936
Sasco Capital
Fairfield,
Connecticut
| $509M | -$219M | -30% | 30.3% | 15.5% | 47 | 10.64% | 3.8 |
|
| 1937 |
CCMD
1937
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $509M | -$143M | -22% | 19.5% | 25.6% | 172 | 13.37% | 3 |
|
| 1938 |
1938
Arete Wealth Advisors
Chicago,
Illinois
| $508M | -$67.5M | -12% | 14% | 94.6% | 432 | 30.56% | 2.1 |
|
| 1939 |
1939
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $508M | -$125M | -20% | 17.7% | 80.2% | 171 | 18.71% | 4.8 |
|
| 1940 |
1940
Tensile Capital Management
Larkspur,
California
| $508M | -$273M | -35% | 22.1% | 47.7% | 24 | 25% | 2.1 |
|
| 1941 |
1941
Avior Wealth Management
Omaha,
Nebraska
| $507M | -$116M | -19% | 18.5% | 71.4% | 945 | 20.74% | 2.5 |
|
| 1942 |
1942
Feinberg Stephen
| $506M | -$308M | -38% | 20.9% | 54.3% | 3 | 0% | 3.1 |
|
| 1943 |
1943
Brouwer & Janachowski
Mill Valley,
California
| $506M | -$97.5M | -16% | 12.2% | 41.8% | 51 | 9.8% | 4 |
|
| 1944 |
1944
Lone Star Global Acquisitions
Hamilton,
Bermuda
| $506M | -$409M | -45% | 47.7% | 380% | 2 | 0% | 3.1 |
|
| 1945 |
1945
Randolph Company
Cincinnati,
Ohio
| $504M | -$144M | -22% | 16% | 127% | 49 | 51.02% | 1.6 |
|
| 1946 |
1946
Phillips Financial Management
Fort Wayne,
Indiana
| $504M | -$106M | -17% | 15.8% | 45.6% | 85 | 11.76% | 4.4 |
|
| 1947 |
RP
1947
RR Partners
New York
| $504M | -$367M | -42% | 38.5% | 73.3% | 20 | 5% | 2.9 |
|
| 1948 |
1948
First Business Financial Services
Madison,
Wisconsin
| $502M | -$130M | -21% | 19.2% | 80.9% | 132 | 18.94% | 2.4 |
|
| 1949 |
1949
Arden Trust
Wilmington,
Delaware
| $502M | -$134M | -21% | 17.1% | 22.5% | 838 | 59.31% | 1.6 |
|
| 1950 |
1950
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| $502M | -$262M | -34% | 24.9% | – | 448 | 64.06% | 0.4 |
|