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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
Charles-Lim Capital
Central,
Hong Kong
| $875M | -$34.3M | -4% | 5.45% | 4.44% | 8 | 50% | 1.8 |
|
| 1952 |
1952
Merriman Wealth Management
Seattle,
Washington
| $874M | -$57.6M | -6% | 10% | 18.3% | 217 | 25.81% | 1.8 |
|
| 1953 |
1953
First Mercantile Trust
Cordova,
Tennessee
| $873M | -$8.82M | -1% | 4.54% | 51.2% | 913 | 15.12% | 2.6 |
|
| 1954 |
1954
Vector Capital Management
San Francisco,
California
| $873M | +$332M | +62% | 78% | 42.7% | 6 | 33.33% | 0.5 |
|
| 1955 |
1955
Lingotto Investment Management
London,
United Kingdom
| $872M | +$44.9M | +5% | 15.3% | 362% | 11 | 18.18% | 1.8 |
|
| 1956 |
1956
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $871M | +$36.8M | +4% | 4.8% | 66.1% | 80 | 8.75% | 2.9 |
|
| 1957 |
1957
Ion Asset Management
Herzliya,
Israel
| $869M | -$6.05M | -0.7% | 3.83% | 125% | 54 | 62.96% | 0.6 |
|
| 1958 |
1958
W.R. Berkley Corp
Greenwich,
Connecticut
| $868M | +$265M | +44% | 4.28% | 38.7% | 435 | 83.22% | 0.1 |
|
| 1959 |
1959
Taurus Asset Management
New York
| $866M | +$29.8M | +4% | 4.23% | 26.9% | 85 | 5.88% | 5.6 |
|
| 1960 |
1960
Garde Capital
Seattle,
Washington
| $865M | +$44M | +5% | 5.28% | 67.6% | 278 | 16.19% | 2 |
|
| 1961 |
1961
Providence Equity Partners
Providence,
Rhode Island
| $865M | +$721M | +504% | 11% | 12.4% | 7 | 28.57% | 0.2 |
|
| 1962 |
1962
HighPoint Advisor Group
Downers Grove,
Illinois
| $864M | +$43M | +5% | 7.36% | 110% | 550 | 14.18% | 2.2 |
|
| 1963 |
1963
TCV Trust & Wealth Management
Richmond,
Virginia
| $863M | +$38.6M | +5% | 5.25% | 75.3% | 202 | 18.32% | 4.8 |
|
| 1964 |
1964
TrustCore Financial Services
Brentwood,
Tennessee
| $863M | +$79.7M | +10% | 6.94% | 28.3% | 1,033 | 20.33% | 1.7 |
|
| 1965 |
1965
ORIX Corp
Tokyo,
Japan
| $863M | -$129M | -13% | 13% | 11.7% | 1 | 0% | 3.3 |
|
| 1966 |
1966
SFMG Wealth Advisors
Plano,
Texas
| $862M | +$73.9M | +9% | 4.97% | 76.1% | 257 | 17.51% | 2.2 |
|
| 1967 |
1967
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $862M | +$115M | +15% | 18.2% | 26.9% | 152 | 26.97% | 1 |
|
| 1968 |
1968
ARS Investment Partners
New York
| $861M | +$48.5M | +6% | 7.21% | 266% | 153 | 30.72% | 1.8 |
|
| 1969 |
1969
KG Funds Management
New York
| $860M | +$26.3M | +3% | 2.79% | 45.8% | 15 | 33.33% | 1.8 |
|
| 1970 |
1970
Ironvine Capital Partners
Omaha,
Nebraska
| $859M | +$58.5M | +7% | 4.96% | 58.8% | 64 | 9.38% | 2.5 |
|
| 1971 |
SFG
1971
Sather Financial Group
Victoria,
Texas
| $859M | +$84.9M | +11% | 6.29% | 82.3% | 49 | 10.2% | 3 |
|
| 1972 |
1972
Money Design
Tokyo,
Japan
| $858M | -$16M | -2% | 1.15% | 26.4% | 66 | 27.27% | 1.6 |
|
| 1973 |
1973
Shenkman Capital Management
New York
| $858M | -$101M | -11% | 0.21% | 3.15% | 85 | 2.35% | 1.4 |
|
| 1974 |
HAM
1974
Hillcrest Asset Management
Plano,
Texas
| $857M | +$121M | +17% | 17.9% | 97.2% | 65 | 16.92% | 1.8 |
|
| 1975 |
1975
Asset Advisors Investment Management
Augusta,
Georgia
| $856M | +$84.2M | +11% | 5.77% | 67.5% | 93 | 6.45% | 2.1 |
|