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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 |
1926
Kelly Lawrence W & Associates
Pasadens,
California
| $463M | -$16.4M | -3% | 3.69% | 123% | 140 | 11.43% | 1 |
|
| 1927 |
1927
Randolph Company
Cincinnati,
Ohio
| $461M | -$56.4M | -11% | 0.99% | 127% | 51 | 47.06% | 0.7 |
|
| 1928 |
AAM
1928
AO Asset Management
New York
| $460M | +$81.2M | +21% | 15.5% | 127% | 40 | 67.5% | 0.1 |
|
| 1929 |
1929
Sylebra Capital (HK)
Hong Kong
| $459M | +$176M | +62% | 20.9% | 16.6% | 16 | 62.5% | 0.1 |
|
| 1930 |
1930
Deltec Asset Management
New York
| $459M | +$3.19M | +0.7% | 3.96% | 128% | 166 | 28.31% | 1 |
|
| 1931 |
1931
Halsey Associates
New Haven,
Connecticut
| $458M | +$3.56M | +0.8% | 3.85% | 63.8% | 107 | 5.61% | 1.6 |
|
| 1932 |
1932
Richard C. Young & Co
Newport,
Rhode Island
| $458M | -$15.1M | -3% | 0.71% | 137% | 80 | 22.5% | 1.3 |
|
| 1933 |
1933
Strategy Asset Managers
Pasadena,
California
| $458M | -$17.7M | -4% | 1.78% | 115% | 165 | 37.58% | 1.1 |
|
| 1934 |
1934
Arosa Capital Management
Miami Beach,
Florida
| $458M | +$158M | +53% | 4.26% | 536% | 54 | 51.85% | 0.2 |
|
| 1935 |
1935
Middleton & Co
Boston,
Massachusetts
| $458M | +$10.8M | +2% | 2.28% | 81.8% | 159 | 4.4% | 1.4 |
|
| 1936 |
1936
Segantii Capital Management
Hong Kong
| $457M | $0 | 0% | 3.77% | 33.1% | 20 | 0% | 0.7 |
|
| 1937 |
QCMC
1937
Quantum Capital Management (California)
San Francisco,
California
| $457M | +$17.9M | +4% | 5.07% | 53.7% | 196 | 21.94% | 1.2 |
|
| 1938 |
OFM
1938
Okumus Fund Management
Grand Cayman,
Cayman Islands
| $457M | -$22.8M | -5% | 9.11% | 8.26% | 18 | 66.67% | 0.3 |
|
| 1939 |
1939
Giverny Capital
Montreal,
Quebec, Canada
| $457M | – | – | 3.04% | 69.2% | 23 | – | 0 |
|
| 1940 |
1940
Neumeier Poma Investment Counsel
Carmel,
California
| $457M | +$34M | +8% | 14.3% | 229% | 45 | 20% | 1.2 |
|
| 1941 |
1941
L. Roy Papp & Associates
Phoenix,
Arizona
| $456M | -$1.57M | -0.3% | 1.83% | 80.1% | 146 | 2.74% | 1.5 |
|
| 1942 |
1942
Foster & Motley
Cincinnati,
Ohio
| $455M | +$14M | +3% | 0.66% | 68.8% | 185 | 11.89% | 1.3 |
|
| 1943 |
MFM
1943
Marianas Fund Management
New York
| $455M | +$105M | +30% | 4.48% | 26% | 33 | 57.58% | 0.2 |
|
| 1944 |
OCMI
1944
Oaktop Capital Management II
Chatham,
New Jersey
| $455M | +$3.18M | +0.7% | 0.62% | 451% | 20 | 5% | 1.6 |
|
| 1945 |
BPM
1945
Bowling Portfolio Management
Cincinnati,
Ohio
| $455M | -$40.2M | -8% | 3.03% | 45.7% | 146 | 6.85% | 1.1 |
|
| 1946 |
1946
First Niagara Bank
Lockport,
New York
| $455M | -$13.5M | -3% | 0.96% | 38.1% | 252 | 9.92% | 1.5 |
|
| 1947 |
1947
300 North Capital
Pasadena,
California
| $455M | +$20.2M | +5% | 9.3% | – | 137 | 27.01% | 0.9 |
|
| 1948 |
1948
Evergreen Capital Management
Bellevue,
Washington
| $454M | -$54.1M | -11% | 1.12% | 82.9% | 114 | 22.81% | 1.3 |
|
| 1949 |
CA
1949
Continental Advisors
Park City,
Utah
| $453M | -$41.8M | -8% | 0.92% | 73.6% | 175 | 31.43% | 0.9 |
|
| 1950 |
DLG
1950
Daniel L. Goodwin
| $453M | -$108M | -19% | 2.06% | 72.6% | 158 | 36.08% | 1 |
|