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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
RP Management
New York
| $667M | +$150M | +29% | 74.6% | 208% | 6 | 0% | 1.4 |
|
| 1952 |
1952
Cardano Risk Management
Rotterdam,
Netherlands
| $667M | +$42M | +7% | 13% | 200% | 5 | 0% | 1.6 |
|
| 1953 |
1953
First Interstate Bank
Billings,
Montana
| $666M | -$57M | -8% | 6.65% | 49.7% | 166 | 40.96% | 4.5 |
|
| 1954 |
1954
Dai-ichi Life Holdings
Tokyo,
Japan
| $666M | +$17.2M | +3% | 2.65% | – | 1 | 0% | 3.3 |
|
| 1955 |
1955
Lenox Wealth Advisors
New York
| $665M | +$34.4M | +5% | 5.89% | 35.7% | 693 | 24.39% | 1.8 |
|
| 1956 |
1956
Coastline Trust
Providence,
Rhode Island
| $665M | +$31.9M | +5% | 7.71% | 106% | 320 | 6.88% | 4.9 |
|
| 1957 |
1957
Prospector Partners
Guilford,
Connecticut
| $665M | +$90.2M | +16% | 5.48% | 53.6% | 114 | 14.04% | 3.7 |
|
| 1958 |
1958
Thomasville National Bank
Thomasville,
Georgia
| $665M | +$20.4M | +3% | 6.72% | – | 200 | 8% | 3.7 |
|
| 1959 |
1959
Garde Capital
Seattle,
Washington
| $664M | -$27.1M | -4% | 7.73% | 67.6% | 198 | 39.9% | 2.6 |
|
| 1960 |
1960
Godsey & Gibb Inc
Richmond,
Virginia
| $664M | +$38.9M | +6% | 7.2% | 87.5% | 87 | 12.64% | 4 |
|
| 1961 |
1961
Van Hulzen Asset Management
El Dorado Hills,
California
| $664M | -$1.24M | -0.2% | 9.01% | 86.3% | 286 | 18.18% | 2.1 |
|
| 1962 |
1962
Palisade Asset Management
Minneapolis,
Minnesota
| $664M | +$36.9M | +6% | 8.02% | 72.9% | 170 | 3.53% | 5 |
|
| 1963 |
1963
TD Capital Management
Memphis,
Tennessee
| $664M | +$54.3M | +9% | 5.17% | 40.5% | 301 | 11.96% | 3.3 |
|
| 1964 |
1964
Arete Wealth Advisors
Chicago,
Illinois
| $664M | +$86.4M | +15% | 7.52% | 94.6% | 422 | 22.27% | 2.1 |
|
| 1965 |
1965
ACG Wealth
Atlanta,
Georgia
| $663M | +$50.4M | +8% | 10.8% | 45.5% | 308 | 16.56% | 3.2 |
|
| 1966 |
1966
Asset Advisors Investment Management
Augusta,
Georgia
| $662M | +$35.6M | +6% | 9.73% | 67.5% | 193 | 55.96% | 1.8 |
|
| 1967 |
1967
Fiduciary Group
Savannah,
Georgia
| $662M | +$62.7M | +10% | 7.78% | 67.1% | 215 | 11.63% | 3.7 |
|
| 1968 |
1968
Alpine Woods Capital Investors
Purchase,
New York
| $662M | +$142M | +27% | 10% | 105% | 265 | 16.23% | 3.2 |
|
| 1969 |
1969
Community Bank
Dewitt,
New York
| $662M | +$66.3M | +11% | 7.41% | 86.3% | 498 | 12.85% | 3.8 |
|
| 1970 |
1970
Carret Asset Management
New York
| $661M | +$44.9M | +7% | 9.15% | 106% | 268 | 8.58% | 5 |
|
| 1971 |
1971
Nexus Investment Management
Toronto,
Ontario, Canada
| $660M | +$10.1M | +2% | 5.18% | 93.5% | 67 | 7.46% | 5.4 |
|
| 1972 |
1972
Kintegral Advisory
New York
| $660M | +$38M | +6% | 11.7% | 143% | 266 | 0% | 1.7 |
|
| 1973 |
1973
Arcus Capital Partners
Atlanta,
Georgia
| $659M | +$298M | +83% | 72.5% | 69.2% | 87 | 50.57% | 3.2 |
|
| 1974 |
1974
TrustCore Financial Services
Brentwood,
Tennessee
| $658M | +$80M | +14% | 9.92% | 28.3% | 969 | 17.54% | 1.6 |
|
| 1975 |
1975
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $658M | +$22M | +3% | 14.9% | 138% | 30 | 10% | 3.1 |
|