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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
Novare Capital Management
Charlotte,
North Carolina
| $887M | -$43.9M | -5% | 2.97% | 76.5% | 179 | 10.61% | 4.5 |
|
| 1927 |
1927
Intrinsic Edge Capital Management
Chicago,
Illinois
| $887M | -$506M | -36% | 0.45% | 283% | 215 | 63.72% | 0.6 |
|
| 1928 |
1928
Girard Partners
King Of Prussia,
Pennsylvania
| $886M | -$60.3M | -6% | 4.15% | 25.7% | 260 | 9.62% | 4.7 |
|
| 1929 |
1929
Nexus Investment Management
Toronto,
Ontario, Canada
| $886M | -$32.5M | -4% | 3.29% | 77.5% | 73 | 8.22% | 6.9 |
|
| 1930 |
GPCM
1930
Greenbrier Partners Capital Management
Dallas,
Texas
| $886M | -$28.1M | -3% | 2.16% | 96.1% | 13 | 0% | 8.8 |
|
| 1931 |
1931
Harvard Management Company
Boston,
Massachusetts
| $886M | -$133M | -13% | 4.45% | 123% | 34 | 38.24% | 2 |
|
| 1932 |
1932
Flat Footed LLC
Wilson,
Wyoming
| $885M | +$183M | +26% | 0.83% | 152% | 33 | 33.33% | 0.7 |
|
| 1933 |
1933
Jacobi Capital Management
Pittston,
Pennsylvania
| $885M | -$9.33M | -1% | 2.58% | 76.6% | 453 | 8.17% | 5 |
|
| 1934 |
1934
Periscope Capital
Toronto,
Ontario, Canada
| $884M | -$402M | -31% | 1.99% | 28.8% | 730 | 22.05% | 1.3 |
|
| 1935 |
1935
FJ Capital Management
Mclean,
Virginia
| $884M | +$99.4M | +13% | 5.22% | 97.9% | 137 | 45.26% | 2 |
|
| 1936 |
1936
Hollencrest Capital Management
Newport Beach,
California
| $883M | -$79.9M | -8% | 3.3% | 85.6% | 1,166 | 12.44% | 1.9 |
|
| 1937 |
1937
GeoWealth Management
Chicago,
Illinois
| $882M | -$43.7M | -5% | 2.79% | 58% | 527 | 24.48% | 1.3 |
|
| 1938 |
1938
Icon Wealth Partners
Houston,
Texas
| $880M | -$65M | -7% | 2.39% | – | 427 | 12.65% | 2.6 |
|
| 1939 |
1939
E-L Financial Corp
Toronto,
Ontario, Canada
| $880M | -$11.4M | -1% | 3.58% | 68.6% | 1 | 0% | 6.8 |
|
| 1940 |
1940
Ledyard National Bank
| $878M | -$39.6M | -4% | 3.26% | 80.7% | 206 | 8.25% | 6.8 |
|
| 1941 |
1941
Maple Capital Management
Montpelier,
Vermont
| $877M | -$41.2M | -4% | 2.49% | 100% | 99 | 6.06% | 5.8 |
|
| 1942 |
BCM
1942
Bayesian Capital Management
Brooklyn,
New York
| $876M | -$55.2M | -6% | 0.98% | 107% | 1,097 | 71.47% | 0.2 |
|
| 1943 |
1943
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $875M | -$30M | -3% | 2.55% | 70% | 58 | 3.45% | 7 |
|
| 1944 |
1944
First Trust Direct Indexing
Boston,
Massachusetts
| $875M | -$23.4M | -3% | 1.88% | 69% | 745 | 11.14% | 2 |
|
| 1945 |
1945
Simplify Asset Management
Las Vegas,
Nevada
| $875M | +$115M | +15% | 1.88% | 45% | 137 | 28.47% | 0.7 |
|
| 1946 |
1946
H&F Corporate Investors VIII
San Francisco,
California
| $874M | -$226M | -21% | 20.6% | 33.8% | 2 | 0% | 2.4 |
|
| 1947 |
1947
Infrastructure Capital Advisors
New York
| $874M | -$175M | -17% | 4.28% | 52% | 120 | 49.17% | 1.5 |
|
| 1948 |
1948
Good Life Advisors
Reading,
Pennsylvania
| $873M | -$15.5M | -2% | 3.28% | 60% | 443 | 13.32% | 3.1 |
|
| 1949 |
1949
Colonial Trust Advisors
Spartanburg,
South Carolina
| $873M | -$26.7M | -3% | 2.91% | 80% | 939 | 4.69% | 1.8 |
|
| 1950 |
1950
Maple-Brown Abbott
Barangaroo,
Australia
| $872M | -$28.2M | -3% | 8.18% | 7.92% | 18 | 22.22% | 4.6 |
|