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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%
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250
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2,500
5,000
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1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover | |
|---|---|---|---|---|---|---|---|---|---|
| 1926 |
CS
1926
Central Securities
New York
| $430M | +$20.6M | +5% | 2.94% | 84.7% | 38 | 5.26% |
|
| 1927 |
AHB
1927
Abner Herrman & Brock
Jersey City,
New Jersey
| $430M | +$32M | +8% | 2.47% | 139% | 123 | 7.32% |
|
| 1928 |
OIM
1928
Oracle Investment Management
Greenwich,
Connecticut
| $430M | +$45M | +12% | 22.4% | 865% | 20 | 5% |
|
| 1929 |
GIG
1929
Goodnow Investment Group
Darien,
Connecticut
| $429M | -$31.5M | -7% | 1.62% | 138% | 30 | 16.67% |
|
| 1930 |
SSWM
1930
Smith Salley Wealth Management
Greensboro,
North Carolina
| $429M | +$30.1M | +8% | 1.5% | 106% | 169 | 11.83% |
|
| 1931 |
PNAA
1931
Pictet North America Advisors
Geneva 73,
Switzerland
| $429M | -$48.5M | -10% | 1.25% | 65.9% | 112 | 27.68% |
|
| 1932 |
CA
1932
Cambridge Associates
Boston,
Massachusetts
| $429M | +$218M | +104% | 2.23% | 41.5% | 30 | 30% |
|
| 1933 |
FDCC
1933
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $428M | +$17.9M | +4% | 1.94% | 34% | 96 | 15.63% |
|
| 1934 |
BHB
1934
Bank Hapoalim BM
Tel Aviv,
Israel
| $428M | +$6.46M | +2% | 0.17% | 58.6% | 193 | 22.28% |
|
| 1935 |
CCG
1935
Cypress Capital Group
Palm Beach,
Florida
| $427M | +$19.3M | +5% | 3.75% | 83.9% | 179 | 12.85% |
|
| 1936 |
LM
1936
Lasry Marc
| $427M | -$25.7M | -6% | 3.42% | 14.8% | 19 | 10.53% |
|
| 1937 |
JC
1937
Jacobs & Co
San Francisco,
California
| $426M | +$10.1M | +2% | 2.32% | 92.2% | 125 | 3.2% |
|
| 1938 |
CB
1938
Community Bank
Dewitt,
New York
| $424M | +$9.74M | +2% | 2.98% | 58.7% | 482 | 10.79% |
|
| 1939 |
LRPA
1939
L. Roy Papp & Associates
Phoenix,
Arizona
| $424M | +$1.77M | +0.4% | 1.42% | 64.3% | 159 | 10.06% |
|
| 1940 |
CF
1940
Cypress Funds
Los Angeles,
California
| $423M | +$24.7M | +6% | 0.84% | 114% | 33 | 51.52% |
|
| 1941 |
AC
1941
Aisling Capital
New York
| $423M | -$75.9M | -15% | 7.5% | 386% | 23 | 8.7% |
|
| 1942 |
AUIM
1942
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $423M | +$43.7M | +11% | 1.68% | 39.9% | 42 | 0% |
|
| 1943 |
CCT
1943
Chemung Canal Trust
Elmira,
New York
| $421M | -$12.4M | -3% | 3.91% | 80.9% | 126 | 12.7% |
|
| 1944 |
NC
1944
NewSquare Capital
Newtown Square,
Pennsylvania
| $420M | +$71.3M | +20% | 3.06% | 56.3% | 436 | 32.11% |
|
| 1945 |
SP
1945
SCF Partners
Houston,
Texas
| $420M | +$99.7M | +31% | 31.1% | 2.1% | 1 | 0% |
|
| 1946 |
KM
1946
Kylin Management
New York
| $419M | -$335M | -44% | 9% | 126% | 9 | 44.44% |
|
| 1947 |
CCM
1947
Condor Capital Management
Martinsville,
New Jersey
| $418M | +$5.17M | +1% | 1.82% | 47.3% | 193 | 7.77% |
|
| 1948 |
RSCM
1948
Rail-Splitter Capital Management
Chicago,
Illinois
| $417M | +$14.9M | +4% | 4.15% | 64.1% | 54 | 44.44% |
|
| 1949 |
PWP
1949
Private Wealth Partners
Mill Valley,
California
| $416M | +$7K | +0% | 1.29% | 92.8% | 136 | 13.24% |
|
| 1950 |
ERM
1950
Elm Ridge Management
Briarcliff Manor,
New York
| $415M | -$153M | -27% | 14.3% | 93.6% | 37 | 21.62% |
|