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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Jacobs & Co
San Francisco,
California
| $614M | +$96.3M | +19% | 21.6% | 105% | 123 | 9.76% | 5.3 |
|
| 1952 |
1952
First Midwest Bank Trust Division
Joliet,
Illinois
| $613M | +$65.6M | +12% | 22.9% | 107% | 374 | 17.91% | 4.2 |
|
| 1953 |
1953
ACG Wealth
Atlanta,
Georgia
| $613M | +$76.2M | +14% | 23.2% | 45.5% | 315 | 23.81% | 3.4 |
|
| 1954 |
CCMD
1954
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $613M | +$104M | +20% | 17.8% | 25.6% | 168 | 13.1% | 2.9 |
|
| 1955 |
1955
Black-and-white Capital
Los Angeles,
California
| $612M | -$579M | -49% | 56.8% | 265% | 89 | 82.02% | 0.3 |
|
| 1956 |
1956
Cantor Fitzgerald Investment Advisors
New York
| $612M | +$67.8M | +12% | 14.4% | 73.4% | 63 | 14.29% | 2 |
|
| 1957 |
1957
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| $612M | +$61.7M | +11% | 22.8% | 50.4% | 13 | 15.38% | 4.4 |
|
| 1958 |
1958
Azora Capital LP
Miami,
Florida
| $612M | +$354M | +137% | 36.1% | 175% | 64 | 82.81% | 0.2 |
|
| 1959 |
1959
Great Valley Advisor Group
Wilmington,
Delaware
| $611M | +$233M | +62% | 22.1% | 73.9% | 443 | 34.99% | 0.8 |
|
| 1960 |
1960
Phillips Financial Management
Fort Wayne,
Indiana
| $611M | +$107M | +21% | 13.2% | 45.6% | 84 | 3.57% | 4.6 |
|
| 1961 |
1961
Indus Capital Partners
New York
| $611M | +$20.2M | +3% | 38.2% | 117% | 56 | 58.93% | 1.1 |
|
| 1962 |
1962
Essex Investment Management
Boston,
Massachusetts
| $610M | +$116M | +24% | 43.2% | 370% | 468 | 26.07% | 2 |
|
| 1963 |
1963
Fiduciary Trust International
Lincoln,
Massachusetts
| $610M | +$73.7M | +14% | 23.2% | 36.8% | 162 | 29.63% | 2.1 |
|
| 1964 |
1964
Lingotto Investment Management
London,
United Kingdom
| $610M | +$270M | +79% | 57.4% | 362% | 8 | 0% | 1.9 |
|
| 1965 |
1965
Endurance Wealth Management
Providence,
Rhode Island
| $610M | +$89.4M | +17% | 19.9% | 59% | 648 | 10.65% | 3.5 |
|
| 1966 |
1966
TD Capital Management
Memphis,
Tennessee
| $609M | +$64.7M | +12% | 13.3% | 40.5% | 298 | 15.77% | 3.1 |
|
| 1967 |
ALAM
1967
Asahi Life Asset Management
Tokyo,
Japan
| $608M | +$50.5M | +9% | 21.2% | 122% | 285 | 55.44% | 0.6 |
|
| 1968 |
1968
Ally Financial
Detroit,
Michigan
| $608M | -$329M | -35% | 14.1% | 9.35% | 132 | 20.45% | 1.7 |
|
| 1969 |
1969
Waterfront Capital Partners
New York
| $607M | -$208M | -26% | 22.3% | 88.3% | 71 | 67.61% | 0.7 |
|
| 1970 |
MGAI
1970
MP Global Advisers III
New York
| $606M | +$198M | +48% | 48.4% | 16.5% | 1 | 0% | 7 |
|
| 1971 |
1971
Nachman Norwood & Parrott
Greenville,
South Carolina
| $604M | +$109M | +22% | 17% | – | 246 | 13.41% | 1.2 |
|
| 1972 |
1972
Landscape Capital Management
Englewood,
New Jersey
| $604M | -$328M | -35% | 35.1% | 92.5% | 690 | 70.58% | 0.6 |
|
| 1973 |
1973
Third Security
Radford,
Virginia
| $604M | +$138M | +30% | 49.4% | 28.2% | 12 | 8.33% | 4.5 |
|
| 1974 |
1974
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| $603M | +$418M | +226% | 24.6% | 168% | 891 | 53.76% | 0.3 |
|
| 1975 |
1975
Argent Wealth Management
Waltham,
Massachusetts
| $602M | +$110M | +22% | 18% | – | 184 | 18.48% | 0.4 |
|