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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
HoyleCohen
San Diego,
California
| $680M | +$81.7M | +14% | 11.9% | 46.1% | 208 | 13.94% | 2 |
|
| 1927 |
1927
W.R. Berkley Corp
Greenwich,
Connecticut
| $680M | -$75M | -10% | 3.47% | 38.7% | 183 | 67.76% | 0.4 |
|
| 1928 |
1928
Horan Capital Management
Hunt Valley,
Maryland
| $679M | +$34.5M | +5% | 9.86% | 69.2% | 41 | 19.51% | 2.6 |
|
| 1929 |
1929
Endurance Wealth Management
Providence,
Rhode Island
| $679M | +$69.7M | +11% | 10.7% | 59% | 674 | 10.98% | 3.6 |
|
| 1930 |
1930
Crestline Management
Fort Worth,
Texas
| $678M | +$133M | +24% | 34.6% | 80.2% | 222 | 86.94% | 0.1 |
|
| 1931 |
RCM
1931
Ratan Capital Management
Miami Beach,
Florida
| $678M | +$379M | +127% | 15% | 616% | 114 | 71.05% | 0.3 |
|
| 1932 |
1932
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $678M | +$38.8M | +6% | 14.4% | 146% | 38 | 13.16% | 4.6 |
|
| 1933 |
ALAM
1933
Asahi Life Asset Management
Tokyo,
Japan
| $678M | +$69.9M | +12% | 9.76% | 133% | 295 | 44.41% | 0.7 |
|
| 1934 |
1934
E-L Financial Corp
Toronto,
Ontario, Canada
| $677M | +$24.2M | +4% | 8.55% | 78.5% | 1 | 0% | 3.8 |
|
| 1935 |
AL
1935
Arnhold LLC
New York
| $677M | +$48.3M | +8% | 8.65% | 164% | 141 | 7.8% | 1.9 |
|
| 1936 |
1936
Indus Capital Partners
New York
| $676M | +$65.7M | +11% | 15.1% | 117% | 50 | 38% | 1.1 |
|
| 1937 |
1937
Washington Trust Bank
Spokane,
Washington
| $676M | +$47.2M | +8% | 12% | 89.9% | 188 | 12.77% | 4.9 |
|
| 1938 |
CWM
1938
Cornerstone Wealth Management
St. Peters,
Missouri
| $675M | +$56.3M | +9% | 7.77% | 77.5% | 413 | 14.53% | 2.4 |
|
| 1939 |
1939
Knighthead Capital Management
New York
| $674M | +$131M | +24% | 3.69% | 74.1% | 17 | 29.41% | 1.2 |
|
| 1940 |
1940
Modera Wealth Management
Westwood,
New Jersey
| $674M | +$47.7M | +8% | 7.59% | 75.5% | 164 | 9.76% | 3.7 |
|
| 1941 |
1941
Summit Creek Advisors
Minneapolis,
Minnesota
| $674M | -$5.07M | -0.7% | 7.75% | 84.6% | 74 | 8.11% | 2.5 |
|
| 1942 |
1942
Dorsey Asset Management
Chicago,
Illinois
| $673M | +$54.2M | +9% | 10.9% | 122% | 11 | 9.09% | 1.5 |
|
| 1943 |
1943
Ion Asset Management
Herzliya,
Israel
| $671M | +$73.6M | +12% | 9.39% | 125% | 35 | 45.71% | 0.8 |
|
| 1944 |
1944
Adell Harriman & Carpenter
Houston,
Texas
| $670M | +$85.8M | +15% | 10.1% | 191% | 149 | 18.12% | 4.2 |
|
| 1945 |
SM
1945
Sabby Management
Miami Beach,
Florida
| $670M | +$172M | +34% | 12.5% | 95.5% | 164 | 58.54% | 0.3 |
|
| 1946 |
TCIM
1946
TOMS Capital Investment Management
New York
| $669M | +$361M | +117% | 5.87% | 203% | 21 | 85.71% | 0 |
|
| 1947 |
KPF
1947
K2 Principal Fund
Toronto,
Ontario, Canada
| $669M | +$39.7M | +6% | 6.61% | 76.5% | 361 | 62.88% | 0.3 |
|
| 1948 |
1948
Merriman Wealth Management
Seattle,
Washington
| $669M | +$39.4M | +6% | 8.05% | 18.3% | 176 | 18.75% | 1.7 |
|
| 1949 |
1949
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $668M | +$52.8M | +9% | 8.55% | 77.5% | 144 | 2.78% | 6 |
|
| 1950 |
1950
Jackson Wealth Management
Lake Mary,
Florida
| $667M | +$105M | +19% | 16.5% | 72.1% | 146 | 31.51% | 1.4 |
|