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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
First Long Island Investors
Jericho,
New York
| $1.34B | +$70.7M | +6% | 6.94% | 85.5% | 72 | 13.89% | 5.4 |
|
| 1927 |
1927
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.34B | +$41M | +3% | 6.24% | 94.2% | 161 | 10.56% | 6.7 |
|
| 1928 |
KCM
1928
Kynam Capital Management
Princeton,
New Jersey
| $1.34B | +$414M | +45% | 40.9% | 320% | 36 | 16.67% | 1.7 |
|
| 1929 |
1929
WGI DM
Boston,
Massachusetts
| $1.34B | +$372M | +38% | 2.34% | – | 7 | 28.57% | 0.4 |
|
| 1930 |
1930
Strategic Wealth Partners
Independence,
Ohio
| $1.34B | +$68.8M | +5% | 7.93% | – | 1,393 | 22.9% | 1 |
|
| 1931 |
1931
Blue Chip Partners
Farmington Hills,
Michigan
| $1.34B | +$110M | +9% | 8.29% | 81.2% | 171 | 9.36% | 5.2 |
|
| 1932 |
ET
1932
Entropy Technologies
New York
| $1.34B | +$78.2M | +6% | 6.93% | – | 1,142 | 65.76% | 0.3 |
|
| 1933 |
1933
Silver Oak Securities
Jackson,
Tennessee
| $1.34B | +$105M | +8% | 7.54% | 73.4% | 833 | 26.05% | 1.5 |
|
| 1934 |
1934
Fusion Family Wealth
Woodbury,
New York
| $1.33B | +$152M | +13% | 7.2% | 58.2% | 49 | 8.16% | 5 |
|
| 1935 |
PWMAG
1935
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| $1.33B | +$128M | +11% | 8.34% | 90.7% | 413 | 11.38% | 4.1 |
|
| 1936 |
1936
YCG LLC
Austin,
Texas
| $1.33B | +$37.8M | +3% | 0.07% | 27% | 38 | 7.89% | 6.8 |
|
| 1937 |
1937
Sozo Ventures GP II
Redwood City,
California
| $1.33B | +$471M | +55% | 60.1% | 8.44% | 1 | 0% | 1.5 |
|
| 1938 |
1938
1607 Capital Partners
Richmond,
Virginia
| $1.33B | +$93.4M | +8% | 3.67% | 28.5% | 129 | 13.18% | 4.7 |
|
| 1939 |
1939
Lakewood Capital Management
New York
| $1.33B | -$14.5M | -1% | 3.87% | 45.4% | 60 | 25% | 2.3 |
|
| 1940 |
1940
Campbell & Co Investment Adviser
Baltimore,
Maryland
| $1.32B | -$263M | -17% | 6.04% | 31% | 1,434 | 50.07% | 0.5 |
|
| 1941 |
1941
J. Stern & Co
London,
United Kingdom
| $1.32B | +$151M | +13% | 7.59% | – | 44 | 20.45% | 1.3 |
|
| 1942 |
1942
Coastal Bridge Advisors
Westport,
Connecticut
| $1.32B | +$107M | +9% | 9.36% | 88.1% | 490 | 15.51% | 2 |
|
| 1943 |
1943
Atom Investors
Austin,
Texas
| $1.32B | +$191M | +17% | 6.76% | 83.4% | 871 | 65.56% | 0.4 |
|
| 1944 |
1944
Austin Private Wealth
Austin,
Texas
| $1.32B | +$49.2M | +4% | 7.44% | 62.3% | 332 | 12.95% | 2.3 |
|
| 1945 |
1945
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.31B | +$82.3M | +7% | 7.3% | 106% | 715 | 14.97% | 2.7 |
|
| 1946 |
1946
Generali Investments CEE
Prague,
Czech Republic
| $1.31B | +$97.7M | +8% | 7.46% | – | 400 | 8.5% | 0.7 |
|
| 1947 |
1947
Novare Capital Management
Charlotte,
North Carolina
| $1.31B | +$82.6M | +7% | 8.12% | 76.5% | 206 | 11.17% | 4.8 |
|
| 1948 |
1948
WBH Advisory
Baltimore,
Maryland
| $1.31B | +$136M | +12% | 6.33% | 57.6% | 353 | 8.22% | 6.2 |
|
| 1949 |
1949
Vicus Capital
State College,
Pennsylvania
| $1.31B | +$106M | +9% | 6.99% | 59.6% | 300 | 22.67% | 3.5 |
|
| 1950 |
1950
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| $1.31B | +$200M | +18% | 11.6% | 116% | 483 | 23.19% | 2.2 |
|