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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Murphy Capital Management
Bedminster,
New Jersey
| $750M | +$61.8M | +9% | 11.6% | 41.6% | 219 | 10.05% | 5.4 |
|
| 2052 |
2052
1834 Investment Advisors
Milwaukee,
Wisconsin
| $750M | +$64.6M | +9% | 12.1% | 68.7% | 487 | 18.28% | 3 |
|
| 2053 |
2053
Sapphire Ventures
Austin,
Texas
| $749M | -$79.1M | -10% | 7.17% | 7.75% | 5 | 20% | 1 |
|
| 2054 |
2054
Wellington Shields Capital Management
New York
| $748M | +$117M | +19% | 12.9% | 157% | 269 | 20.82% | 3.7 |
|
| 2055 |
2055
Gratus Capital
Atlanta,
Georgia
| $747M | +$108M | +17% | 13.2% | 51.4% | 196 | 20.92% | 3 |
|
| 2056 |
2056
Keeley-Teton Advisors
Chicago,
Illinois
| $747M | +$136M | +22% | 29.4% | 28.6% | 268 | 11.57% | 2.6 |
|
| 2057 |
2057
Woodstock Corp
Boston,
Massachusetts
| $747M | +$128M | +21% | 12.9% | 115% | 209 | 26.79% | 4.3 |
|
| 2058 |
2058
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $747M | +$158M | +27% | 32.7% | 26.9% | 157 | 31.85% | 1 |
|
| 2059 |
2059
GM Advisory Group
Melville,
New York
| $747M | +$92.9M | +14% | 13% | 53.6% | 197 | 27.41% | 1.6 |
|
| 2060 |
AP
2060
Archon Partners
Princeton Junction,
New Jersey
| $745M | +$109M | +17% | 16.9% | 99.5% | 56 | 14.29% | 3.5 |
|
| 2061 |
2061
Godsey & Gibb Inc
Richmond,
Virginia
| $743M | +$78.7M | +12% | 12.8% | 87.5% | 103 | 24.27% | 3.3 |
|
| 2062 |
2062
Carret Asset Management
New York
| $743M | +$81.2M | +12% | 13.2% | 106% | 279 | 8.24% | 4.9 |
|
| 2063 |
7IH
2063
72 Investment Holdings
Stamford,
Connecticut
| $742M | – | – | 144% | 1,556% | 2 | – | 0 |
|
| 2064 |
2064
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $742M | +$90.2M | +14% | 15.1% | 26.1% | 177 | 8.47% | 4.4 |
|
| 2065 |
2065
Madrona Venture Group
Seattle,
Washington
| $741M | – | – | 12.1% | 233% | 2 | – | 0 |
|
| 2066 |
GJL
2066
Gendell Jeffrey L
| $740M | +$265M | +56% | 41.7% | 748% | 48 | 18.75% | 3.6 |
|
| 2067 |
DBC
2067
Deep Basin Capital
Stamford,
Connecticut
| $739M | -$77.6M | -10% | 44.5% | – | 69 | 53.62% | 0.5 |
|
| 2068 |
2068
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| $738M | +$109M | +17% | 14.2% | 29.9% | 34 | 2.94% | 4.4 |
|
| 2069 |
2069
Kintegral Advisory
New York
| $737M | +$77.1M | +12% | 13.6% | 143% | 269 | 1.86% | 1.9 |
|
| 2070 |
2070
Technology Crossover Management IX
Menlo Park,
California
| $736M | +$201M | +38% | 38.5% | 6.24% | 4 | 0% | 2.1 |
|
| 2071 |
2071
Community Bank
Dewitt,
New York
| $736M | +$74M | +11% | 11.8% | 86.3% | 511 | 15.66% | 3.8 |
|
| 2072 |
HAM
2072
Hillcrest Asset Management
Plano,
Texas
| $736M | +$170M | +30% | 32.9% | 97.2% | 63 | 14.29% | 1.9 |
|
| 2073 |
2073
Palisade Asset Management
Minneapolis,
Minnesota
| $734M | +$70.4M | +11% | 11.1% | 72.9% | 178 | 5.62% | 5 |
|
| 2074 |
CCMD
2074
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $734M | +$81.9M | +13% | 12.6% | 25.6% | 174 | 6.32% | 3.2 |
|
| 2075 |
2075
Donor Advised Charitable Giving
San Francisco,
California
| $734M | +$390M | +113% | 9.79% | 418% | 114 | 40.35% | 0.8 |
|