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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
Dorsey Asset Management
Chicago,
Illinois
| $801M | -$237M | -23% | 29.1% | 122% | 11 | 9.09% | 2.5 |
|
| 1927 |
1927
Fiduciary Group
Savannah,
Georgia
| $801M | +$43M | +6% | 13.1% | 67.1% | 232 | 3.45% | 4.8 |
|
| 1928 |
1928
Berry Street Capital Management
London,
United Kingdom
| $800M | -$82.9M | -9% | 0.79% | 331% | 103 | 79.61% | 0.2 |
|
| 1929 |
1929
Alpine Woods Capital Investors
Purchase,
New York
| $799M | -$151M | -16% | 15.2% | 105% | 221 | 14.48% | 3.9 |
|
| 1930 |
1930
Northcape Capital
Sydney,
Australia
| $799M | -$179M | -18% | 16.1% | – | 25 | 8% | 3.1 |
|
| 1931 |
BIC
1931
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| $798M | -$148M | -16% | 10% | 36% | 166 | 6.63% | 4.7 |
|
| 1932 |
1932
Bayview Asset Management
Coral Gables,
Florida
| $797M | -$259M | -25% | 11.6% | 55.4% | 12 | 16.67% | 1.2 |
|
| 1933 |
WMC
1933
Westwood Management Corporation
Chicago,
Illinois
| $795M | -$260M | -25% | 20.9% | 44.3% | 78 | 10.26% | 4.5 |
|
| 1934 |
1934
SeaCrest Wealth Management
Purchase,
New York
| $794M | -$76.2M | -9% | 13.7% | 153% | 1,636 | 57.4% | 1.2 |
|
| 1935 |
1935
Connors Investor Services
Wyomissing,
Pennsylvania
| $794M | -$168M | -17% | 13.8% | 125% | 166 | 6.63% | 4.2 |
|
| 1936 |
1936
Mount Yale Investment Advisors
Denver,
Colorado
| $794M | -$126M | -14% | 14.5% | 81.9% | 512 | 21.29% | 2 |
|
| 1937 |
1937
Philosophy Capital Management
Alamo,
California
| $793M | -$407M | -34% | 20.2% | 77.5% | 45 | 51.11% | 0.3 |
|
| 1938 |
1938
Edgemoor Investment Advisors
Bethesda,
Maryland
| $793M | -$155M | -16% | 15% | 109% | 158 | 6.96% | 4.6 |
|
| 1939 |
1939
Keeley-Teton Advisors
Chicago,
Illinois
| $793M | -$163M | -17% | 12.4% | 28.6% | 409 | 8.8% | 2.1 |
|
| 1940 |
1940
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $793M | -$155M | -16% | 15.8% | 70% | 62 | 1.61% | 6 |
|
| 1941 |
1941
Laird Norton Wetherby Trust Company
Seattle,
Washington
| $790M | -$307M | -28% | 14.4% | 88.1% | 202 | 43.07% | 1.3 |
|
| 1942 |
1942
Bank of the West
Monterey Park,
California
| $789M | -$178M | -18% | 14.9% | 35.4% | 226 | 10.18% | 5.8 |
|
| 1943 |
1943
Howe & Rusling
Rochester,
New York
| $789M | -$76.5M | -9% | 10.7% | 82% | 1,208 | 21.52% | 3.1 |
|
| 1944 |
1944
LTS One Management
New York
| $788M | -$103M | -12% | 15.7% | 67.9% | 4 | 25% | 0.5 |
|
| 1945 |
1945
Amica Mutual Insurance
Providence,
Rhode Island
| $788M | -$63.2M | -7% | 15.1% | 80.4% | 108 | 5.56% | 4.3 |
|
| 1946 |
HEC
1946
Hudson Executive Capital
New York
| $788M | -$462M | -37% | 26.4% | 127% | 10 | 10% | 1.9 |
|
| 1947 |
1947
Segment Wealth Management
Houston,
Texas
| $788M | -$183M | -19% | 13.3% | 102% | 266 | 22.18% | 4.3 |
|
| 1948 |
WDA
1948
Wendell David Associates
Portsmouth,
New Hampshire
| $786M | -$112M | -12% | 10.7% | 46% | 154 | 3.9% | 6.6 |
|
| 1949 |
1949
Summit Creek Advisors
Minneapolis,
Minnesota
| $785M | -$98.6M | -11% | 11% | 68.8% | 77 | 10.39% | 3 |
|
| 1950 |
1950
Empirical Finance
Havertown,
Pennsylvania
| $785M | -$108M | -12% | 14.6% | 124% | 509 | 14.34% | 1.8 |
|