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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
MCTIC
1926
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $413M | -$2.02M | -0.5% | 2.06% | 38.8% | 97 | 7.22% | 0.6 |
|
| 1927 |
GIM
1927
Greylin Investment Management
Orange,
Virginia
| $412M | +$8.05M | +2% | 3.91% | 52.1% | 74 | 12.16% | 0.5 |
|
| 1928 |
1928
Alaska Permanent Capital Management
Anchorage,
Alaska
| $412M | +$12.4M | +3% | 1.65% | 42.8% | 26 | 3.85% | 0.7 |
|
| 1929 |
1929
Main Street Research
Lakeville,
Connecticut
| $412M | +$11.2M | +3% | 1.91% | 232% | 149 | 10.74% | 0.7 |
|
| 1930 |
ACM
1930
Argentus Capital Management
Dallas,
Texas
| $411M | -$58.9M | -13% | 1.87% | 30.8% | 247 | 35.63% | 0.5 |
|
| 1931 |
1931
Constellation Investments
Montgomery,
Ohio
| $411M | +$18M | +5% | 1.68% | – | 392 | 3.06% | 0.7 |
|
| 1932 |
1932
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $411M | +$66.5M | +19% | 1.38% | 17.2% | 338 | 19.23% | 0.6 |
|
| 1933 |
1933
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $410M | +$7.49M | +2% | 1.37% | 69.3% | 704 | 16.9% | 0.6 |
|
| 1934 |
RCM
1934
Ratan Capital Management
Miami Beach,
Florida
| $410M | -$1.43M | -0.3% | 11.7% | 616% | 23 | 43.48% | 0.5 |
|
| 1935 |
1935
RBF Capital
San Francisco,
California
| $410M | -$13.1M | -3% | 2.01% | 147% | 299 | 9.03% | 0.7 |
|
| 1936 |
1936
Bragg Financial Advisors
Charlotte,
North Carolina
| $409M | -$3.08M | -0.7% | 2.34% | 101% | 239 | 4.6% | 0.7 |
|
| 1937 |
1937
Howe & Rusling
Rochester,
New York
| $408M | +$10.7M | +3% | 0.71% | 82% | 987 | 31.41% | 0.5 |
|
| 1938 |
1938
Cypress Capital Group
Palm Beach,
Florida
| $408M | +$479K | +0.1% | 0.58% | 97.8% | 225 | 16.44% | 0.6 |
|
| 1939 |
1939
Foster & Motley
Cincinnati,
Ohio
| $407M | +$10.5M | +3% | 2.4% | 68.8% | 171 | 11.7% | 0.6 |
|
| 1940 |
1940
Corda Investment Management
Houston,
Texas
| $407M | -$9.24M | -2% | 3.17% | 85% | 53 | 13.21% | 0.6 |
|
| 1941 |
1941
Kelso & Company
New York
| $406M | -$77.4M | -16% | 15.3% | – | 2 | 0% | 0.3 |
|
| 1942 |
1942
RRJ Capital II
Grand Cayman,
Cayman Islands
| $405M | +$75.6M | +23% | 3.19% | – | 1 | 0% | 0.3 |
|
| 1943 |
1943
Partners Group Holding
Baar-Zug,
Switzerland
| $405M | +$15M | +4% | 4.24% | 23.3% | 43 | 27.91% | 0.6 |
|
| 1944 |
CC
1944
ClearArc Capital
Cincinnati,
Ohio
| $405M | +$18.9M | +5% | 2.21% | 63.4% | 394 | 8.88% | 0.7 |
|
| 1945 |
1945
First Long Island Investors
Jericho,
New York
| $405M | +$9.13M | +2% | 0.14% | 85.5% | 56 | 8.93% | 0.7 |
|
| 1946 |
1946
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $404M | -$79.2M | -16% | 4.62% | 70% | 40 | 10% | 0.7 |
|
| 1947 |
1947
Smith Hayes Advisers
Lincoln,
Nebraska
| $404M | +$100M | +33% | 1.76% | 35.2% | 292 | 17.81% | 0.6 |
|
| 1948 |
1948
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $404M | +$82.6M | +26% | 2.47% | 52.1% | 180 | 10.56% | 0.7 |
|
| 1949 |
1949
Provident Investment Management
Novi,
Michigan
| $403M | +$8.98M | +2% | 1.81% | 90.8% | 51 | 9.8% | 0.7 |
|
| 1950 |
1950
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $403M | -$21.1M | -5% | 1.7% | 132% | 506 | 0.79% | 0.7 |
|