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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
ThornTree Capital Partners
Boston,
Massachusetts
| $801M | +$95.8M | +14% | 28.9% | 217% | 32 | 37.5% | 1 |
|
| 1952 |
1952
Mirabella Financial Services
London,
United Kingdom
| $801M | +$71.8M | +10% | 29.4% | 86.2% | 540 | 79.26% | 0.2 |
|
| 1953 |
1953
Ironvine Capital Partners
Omaha,
Nebraska
| $801M | +$2.52M | +0.3% | 12% | 58.8% | 70 | 14.29% | 2.4 |
|
| 1954 |
1954
InterWest Venture Management
San Francisco,
California
| $801M | +$454M | +131% | 60.5% | 57.6% | 13 | 7.69% | 2.8 |
|
| 1955 |
1955
Global Retirement Partners
San Rafael,
California
| $798M | +$115M | +17% | 13.3% | – | 1,855 | 14.61% | 2.4 |
|
| 1956 |
1956
Oracle Investment Management
Greenwich,
Connecticut
| $798M | +$39.2M | +5% | 23.7% | 865% | 24 | 25% | 3.5 |
|
| 1957 |
1957
Kayak Investment Partners
San Francisco,
California
| $798M | +$65.7M | +9% | 14.8% | 27% | 35 | 31.43% | 0.9 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| $797M | +$122M | +18% | 11.5% | 77.5% | 440 | 15.68% | 2.4 |
|
| 1959 |
1959
Wildcat Capital Management
New York
| $796M | +$483M | +154% | 39.3% | 77.7% | 31 | 38.71% | 1.2 |
|
| 1960 |
1960
Baldwin Wealth Partners
Marion,
Massachusetts
| $795M | +$64.2M | +9% | 11.8% | 94.5% | 579 | 9.84% | 3.5 |
|
| 1961 |
1961
Horan Capital Management
Hunt Valley,
Maryland
| $794M | +$115M | +17% | 13.3% | 69.2% | 37 | 10.81% | 2.7 |
|
| 1962 |
1962
Zions Bancorporation
Salt Lake City,
Utah
| $794M | +$89.8M | +13% | 13.6% | 22.9% | 1,069 | 11.88% | 1.9 |
|
| 1963 |
1963
Granger Management
New York
| $794M | – | – | 13.3% | 69.9% | 39 | – | 0 |
|
| 1964 |
SCP
1964
Syntal Capital Partners
Midland,
Texas
| $793M | +$571M | +257% | 95% | 102% | 137 | 40.15% | 1.7 |
|
| 1965 |
1965
Summit Trail Advisors
New York
| $793M | +$276M | +53% | 17.1% | 74.8% | 259 | 46.33% | 0.7 |
|
| 1966 |
1966
Endurance Wealth Management
Providence,
Rhode Island
| $792M | +$112M | +17% | 15.8% | 59% | 658 | 5.62% | 3.8 |
|
| 1967 |
1967
Fidelity National Financial
Jacksonville,
Florida
| $791M | +$104M | +15% | 16.3% | 21.4% | 32 | 6.25% | 2.8 |
|
| 1968 |
1968
Eagle Ridge Investment Management
Stamford,
Connecticut
| $791M | +$76M | +11% | 13.1% | 28.2% | 150 | 14.67% | 3.8 |
|
| 1969 |
1969
III Capital Management
Boca Raton,
Florida
| $791M | +$237M | +43% | 2.77% | 28.7% | 108 | 31.48% | 0.3 |
|
| 1970 |
1970
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| $791M | +$133M | +20% | 23.2% | 138% | 31 | 6.45% | 3.1 |
|
| 1971 |
1971
Penn Capital Management
Philadelphia,
Pennsylvania
| $791M | -$605K | -0.1% | 39.2% | 170% | 229 | 33.19% | 1.6 |
|
| 1972 |
1972
Scopia Capital Management
New York
| $791M | -$55.8M | -7% | 51.6% | 58.7% | 22 | 50% | 1.4 |
|
| 1973 |
PCR
1973
Potrero Capital Research
San Francisco,
California
| $790M | +$484M | +158% | 25.2% | 226% | 85 | 50.59% | 0.6 |
|
| 1974 |
1974
Condor Capital Management
Martinsville,
New Jersey
| $790M | +$103M | +15% | 12.8% | 64.8% | 198 | 13.13% | 4.1 |
|
| 1975 |
1975
Koshinski Asset Management
Decatur,
Illinois
| $789M | +$45M | +6% | 13.3% | 82.9% | 591 | 22% | 1.4 |
|