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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
Central Securities
New York
| $944M | -$27.1M | -3% | 0.03% | 90.2% | 34 | 11.76% | 5.4 |
|
| 1952 |
1952
Northcape Capital
Sydney,
Australia
| $943M | -$18.5M | -2% | 2.85% | – | 26 | 7.69% | 2.4 |
|
| 1953 |
1953
Ironvine Capital Partners
Omaha,
Nebraska
| $942M | +$28.7M | +3% | 2.68% | 58.8% | 55 | 1.82% | 2.8 |
|
| 1954 |
1954
MHR Fund Management
New York
| $941M | -$162M | -15% | 12.1% | 332% | 36 | 22.22% | 1.5 |
|
| 1955 |
1955
Crescent Grove Advisors
Lake Forest,
Illinois
| $941M | -$9.8M | -1% | 3.52% | 64.1% | 298 | 22.15% | 1.8 |
|
| 1956 |
1956
Carlson Capital Management
Northfield,
Minnesota
| $940M | +$231M | +33% | 0.86% | 9.85% | 170 | 9.41% | 3.4 |
|
| 1957 |
1957
Jaffetilchin Investment Partners
Tampa,
Florida
| $940M | -$508M | -35% | 0.34% | 88.1% | 414 | 23.19% | 1.5 |
|
| 1958 |
CWM
1958
Cornerstone Wealth Management
St. Peters,
Missouri
| $940M | -$10.2M | -1% | 0.42% | 69.8% | 498 | 13.86% | 2.7 |
|
| 1959 |
1959
Condor Capital Management
Martinsville,
New Jersey
| $939M | +$33.5M | +4% | 0.71% | 58.2% | 355 | 14.93% | 2.7 |
|
| 1960 |
1960
Forward Management
San Francisco,
California
| $936M | +$28.5M | +3% | 0.11% | 36.9% | 28 | 50% | 2 |
|
| 1961 |
1961
Accenture
Dublin,
Ireland
| $936M | +$19.4M | +2% | 1.7% | – | 2 | 50% | 0.4 |
|
| 1962 |
NTCM
1962
Nine Ten Capital Management
Chicago,
Illinois
| $935M | +$5.28M | +0.6% | 5.85% | 166% | 11 | 9.09% | 2.6 |
|
| 1963 |
1963
Alpine Woods Capital Investors
Purchase,
New York
| $935M | -$30.2M | -3% | 1.91% | 105% | 236 | 11.44% | 3.6 |
|
| 1964 |
1964
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| $935M | -$216M | -19% | 1.2% | 25.1% | 7 | 14.29% | 4.2 |
|
| 1965 |
1965
Middleton & Co
Boston,
Massachusetts
| $934M | +$11.6M | +1% | 1.72% | 81.8% | 164 | 9.15% | 5.3 |
|
| 1966 |
1966
Lake Street Advisors Group
Portsmouth,
New Hampshire
| $934M | -$420M | -31% | 1.51% | 16% | 442 | 73.98% | 1.3 |
|
| 1967 |
1967
Oldfield Partners
London,
United Kingdom
| $934M | -$45.7M | -5% | 2.86% | 90.3% | 22 | 0% | 5.1 |
|
| 1968 |
1968
Cassaday & Co
Mclean,
Virginia
| $933M | +$59.2M | +7% | 0.04% | 62.7% | 35 | 0% | 4.9 |
|
| 1969 |
1969
Gratus Capital
Atlanta,
Georgia
| $931M | +$30.1M | +3% | 0.89% | 51.4% | 195 | 8.21% | 3.4 |
|
| 1970 |
1970
Bowie Capital Management
Richardson,
Texas
| $931M | +$129M | +16% | 2.18% | 31.6% | 45 | 24.44% | 2.1 |
|
| 1971 |
1971
Flagship Harbor Advisors
Boston,
Massachusetts
| $931M | -$1.52M | -0.2% | 1.63% | 75.7% | 633 | 1.58% | 3 |
|
| 1972 |
1972
Main Management
San Francisco,
California
| $930M | -$1.24M | -0.1% | 1.71% | 64.1% | 138 | 5.8% | 2.9 |
|
| 1973 |
1973
Great Mountain Partners
New Haven,
Connecticut
| $929M | -$339M | -27% | 26.7% | 95.3% | 1 | 0% | 1.3 |
|
| 1974 |
1974
IFG Advisory
Atlanta,
Georgia
| $928M | +$28.9M | +3% | 1% | 70.1% | 492 | 6.91% | 2.1 |
|
| 1975 |
1975
Mark Asset Management
New York
| $927M | +$114M | +14% | 6.75% | 325% | 60 | 35% | 1.9 |
|