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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
Fernbridge Capital Management
Los Angeles,
California
| $969M | -$33.8M | -3% | 6.45% | 12.4% | 25 | 44% | 0.5 |
|
| 1927 |
1927
Inclusive Capital Partners
San Francisco,
California
| $969M | -$8.21M | -0.8% | 8.31% | 14.3% | 8 | 0% | 1.2 |
|
| 1928 |
1928
Johns Hopkins University
Baltimore,
Maryland
| $969M | -$57.9M | -6% | 4.02% | 30.6% | 12 | 8.33% | 0.7 |
|
| 1929 |
1929
Bank of the West
Monterey Park,
California
| $967M | -$88.7M | -8% | 4.45% | 35.4% | 228 | 8.77% | 5.7 |
|
| 1930 |
SGCIA
1930
Smith Graham & Co Investment Advisors
Houston,
Texas
| $963M | -$43M | -4% | 2.1% | 56.9% | 142 | 3.52% | 5.8 |
|
| 1931 |
1931
Connors Investor Services
Wyomissing,
Pennsylvania
| $962M | -$57.1M | -6% | 3.2% | 125% | 173 | 12.72% | 4 |
|
| 1932 |
1932
Cat Rock Capital Management
Greenwich,
Connecticut
| $962M | -$73.6M | -7% | 23.6% | 66.7% | 10 | 10% | 1.6 |
|
| 1933 |
1933
TruWealth Advisors
Metairie,
Louisiana
| $962M | -$25.8M | -3% | 1.93% | 56.3% | 137 | 20.44% | 1 |
|
| 1934 |
1934
Poplar Forest Capital
Pasadena,
California
| $961M | +$9.31M | +1% | 4.88% | 30% | 56 | 10.71% | 4.1 |
|
| 1935 |
1935
Bank Hapoalim BM
Tel Aviv,
Israel
| $961M | -$35.4M | -4% | 5.64% | 76.6% | 258 | 30.23% | 2.8 |
|
| 1936 |
KCM
1936
Kingdon Capital Management
New York
| $959M | +$89.9M | +10% | 2.29% | 217% | 107 | 51.4% | 0.7 |
|
| 1937 |
1937
MMBG Investment Advisors
Miami,
Florida
| $959M | -$81.2M | -8% | 8.77% | 118% | 166 | 10.84% | 0.2 |
|
| 1938 |
1938
Forward Management
San Francisco,
California
| $959M | -$78.9M | -8% | 1.37% | 36.9% | 40 | 45% | 1.1 |
|
| 1939 |
1939
Hackensack Meridian Health
Edison,
New Jersey
| $958M | -$72.5M | -7% | 2.68% | 53.4% | 9 | 22.22% | 0.2 |
|
| 1940 |
1940
Grassi Investment Management
Santa Clara,
California
| $957M | -$44.3M | -4% | 2.37% | 170% | 149 | 10.74% | 4.6 |
|
| 1941 |
1941
Keeley-Teton Advisors
Chicago,
Illinois
| $956M | +$11.7M | +1% | 0.81% | 28.6% | 403 | 21.59% | 1.9 |
|
| 1942 |
1942
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| $955M | -$89.2M | -9% | 3.8% | 96.6% | 325 | 100% | 0 |
|
| 1943 |
1943
James Investment Research
Alpha,
Ohio
| $953M | -$139M | -13% | 3.52% | 110% | 562 | 20.64% | 3.3 |
|
| 1944 |
1944
Nexus Investment Management
Toronto,
Ontario, Canada
| $952M | -$31.6M | -3% | 0.99% | 93.5% | 66 | 1.52% | 6.4 |
|
| 1945 |
1945
Principle Wealth Partners
Madison,
Connecticut
| $951M | -$1.45M | -0.2% | 2.77% | 79.9% | 335 | 10.75% | 1.8 |
|
| 1946 |
1946
Alpine Woods Capital Investors
Purchase,
New York
| $950M | -$62.7M | -6% | 3.83% | 105% | 228 | 14.91% | 3.7 |
|
| 1947 |
1947
Bangor Savings Bank
Bangor,
Maine
| $950M | -$100M | -9% | 4.47% | 54.6% | 204 | 14.22% | 5.1 |
|
| 1948 |
1948
Edgemoor Investment Advisors
Bethesda,
Maryland
| $948M | -$26.1M | -3% | 2.52% | 109% | 158 | 11.39% | 4.4 |
|
| 1949 |
1949
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $948M | -$5.41M | -0.6% | 1.89% | 70% | 62 | 4.84% | 5.9 |
|
| 1950 |
BIC
1950
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $947M | +$190M | +25% | 4.46% | 36% | 179 | 29.61% | 4.3 |
|