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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
Garde Capital
Seattle,
Washington
| $821M | +$157M | +24% | 13.9% | 67.6% | 261 | 38.31% | 1.9 |
|
| 1927 |
C
1927
Chescapmanager
Baltimore,
Maryland
| $820M | +$202M | +33% | 34.1% | 202% | 75 | 48% | 0.8 |
|
| 1928 |
1928
Alpine Woods Capital Investors
Purchase,
New York
| $820M | +$158M | +24% | 16.5% | 118% | 253 | 19.37% | 3.3 |
|
| 1929 |
TFP
1929
Triple Frond Partners
San Francisco,
California
| $820M | -$359M | -30% | 10.8% | 92.9% | 11 | 27.27% | 2.9 |
|
| 1930 |
SCM
1930
Somerset Capital Management
London,
United Kingdom
| $820M | +$78.1M | +11% | 18.2% | 7.5% | 20 | 25% | 3 |
|
| 1931 |
1931
Osborne Partners Capital Management
San Francisco,
California
| $818M | +$321M | +65% | 14.5% | 70.7% | 189 | 21.16% | 4.3 |
|
| 1932 |
WDA
1932
Wendell David Associates
Portsmouth,
New Hampshire
| $818M | +$67.6M | +9% | 10.7% | 58.7% | 156 | 10.26% | 5.4 |
|
| 1933 |
1933
Dubuque Bank & Trust
Dubuque,
Iowa
| $816M | +$135M | +20% | 13.4% | 24% | 262 | 24.81% | 3.1 |
|
| 1934 |
1934
Global Alpha Capital Management
Montreal,
Quebec, Canada
| $816M | +$164M | +25% | 40.3% | 81% | 37 | 8.11% | 3.3 |
|
| 1935 |
1935
Zazove Associates
Incline Village,
Nevada
| $815M | +$45.7M | +6% | 5.89% | 11% | 118 | 11.86% | 1.4 |
|
| 1936 |
1936
Executive Wealth Management
Brighton,
Michigan
| $814M | +$90.8M | +13% | 9.29% | 18.4% | 183 | 20.77% | 1.2 |
|
| 1937 |
1937
ARS Investment Partners
New York
| $812M | +$176M | +28% | 22.2% | 266% | 126 | 15.87% | 1.8 |
|
| 1938 |
1938
Vicus Capital
State College,
Pennsylvania
| $811M | +$106M | +15% | 13% | 67% | 241 | 15.77% | 3.2 |
|
| 1939 |
1939
Discovery Capital Management
South Norwalk,
Connecticut
| $811M | +$159M | +24% | 39.4% | 871% | 85 | 64.71% | 0.3 |
|
| 1940 |
1940
Avior Wealth Management
Omaha,
Nebraska
| $811M | +$109M | +16% | 14.7% | 71.4% | 1,135 | 18.41% | 2.5 |
|
| 1941 |
1941
Cardan Capital Partners
Denver,
Colorado
| $810M | +$57.8M | +8% | 10.4% | 64% | 254 | 18.11% | 1.7 |
|
| 1942 |
1942
Evensky & Katz
Coral Gables,
Florida
| $808M | +$70.6M | +10% | 15.5% | 61.1% | 83 | 12.05% | 3.7 |
|
| 1943 |
1943
Flagship Harbor Advisors
Boston,
Massachusetts
| $806M | +$65.9M | +9% | 13.6% | 75.7% | 2,041 | 72.56% | 2.8 |
|
| 1944 |
1944
Connors Investor Services
Wyomissing,
Pennsylvania
| $806M | +$91.7M | +13% | 18.8% | 125% | 154 | 14.29% | 3.8 |
|
| 1945 |
1945
Essex Investment Management
Boston,
Massachusetts
| $806M | +$107M | +15% | 34.6% | 370% | 531 | 19.21% | 2 |
|
| 1946 |
1946
Prospector Partners
Guilford,
Connecticut
| $804M | +$139M | +21% | 20.1% | 53.6% | 119 | 13.45% | 3.6 |
|
| 1947 |
1947
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $804M | +$102M | +15% | 16.8% | 64.8% | 118 | 16.95% | 1.6 |
|
| 1948 |
1948
White Mountains Insurance Group
Hanover,
New Hampshire
| $802M | – | – | 22.6% | 107% | 1 | – | 0 |
|
| 1949 |
1949
Parsifal Capital Management
Greenwich,
Connecticut
| $802M | +$242M | +43% | 31.5% | 154% | 19 | 42.11% | 0.4 |
|
| 1950 |
1950
2Xideas
Kusnacht,
Switzerland
| $802M | – | – | 17.7% | 68.3% | 66 | – | 0 |
|