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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
WFM Asia
Road Town, Tortola,
British Virgin Islands
| $553M | +$106M | +24% | 33.1% | 89.9% | 6 | 0% | 1.8 |
|
| 1927 |
TM
1927
Tiger Management
New York
| $553M | +$44.1M | +9% | 7.97% | – | 48 | 18.75% | 1.4 |
|
| 1928 |
HAM
1928
Hillcrest Asset Management
Plano,
Texas
| $552M | +$10.6M | +2% | 4.67% | 97.2% | 64 | 23.44% | 1.2 |
|
| 1929 |
1929
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $552M | +$21.9M | +4% | 4.83% | 127% | 492 | 24.39% | 2.8 |
|
| 1930 |
OIM
1930
Opus Investment Management
Worcester,
Massachusetts
| $551M | -$37.9M | -6% | 3.29% | 52.8% | 97 | 9.28% | 2.8 |
|
| 1931 |
1931
Granite Investment Advisors
Concord,
New Hampshire
| $551M | -$74K | -0% | 4.3% | 55.6% | 128 | 9.38% | 2.8 |
|
| 1932 |
1932
Palisade Asset Management
Minneapolis,
Minnesota
| $550M | +$40.5M | +8% | 3.49% | 61.8% | 141 | 5.67% | 3.6 |
|
| 1933 |
1933
Stewart & Patten Company
Lafayette,
California
| $548M | +$10.9M | +2% | 3.71% | 27.5% | 105 | 8.57% | 3.2 |
|
| 1934 |
1934
First Fiduciary Investment Counsel
Cleveland,
Ohio
| $547M | +$24M | +5% | 2.52% | 48.1% | 43 | 25.58% | 2.5 |
|
| 1935 |
1935
Joel Isaacson & Co
New York
| $547M | +$17.6M | +3% | 3.85% | 72.5% | 189 | 7.41% | 3.1 |
|
| 1936 |
1936
Crescent Park Management
East Palo Alto,
California
| $546M | +$13.9M | +3% | 8.89% | 87% | 25 | 20% | 1.1 |
|
| 1937 |
1937
Acorns Advisers
Irvine,
California
| $545M | +$81.2M | +17% | 2.37% | 49.7% | 7 | 0% | 0.5 |
|
| 1938 |
1938
FrontFour Capital Group
Greenwich,
Connecticut
| $545M | +$42.5M | +8% | 5.96% | 8.55% | 54 | 51.85% | 0.4 |
|
| 1939 |
1939
Mission Wealth Management
Santa Barbara,
California
| $545M | +$18.4M | +3% | 3.83% | 92.1% | 215 | 13.95% | 1.4 |
|
| 1940 |
1940
IBM Retirement Fund
Armonk,
New York
| $544M | +$6.46M | +1% | 4.93% | 54.4% | 372 | 11.56% | 3.6 |
|
| 1941 |
1941
Gramercy Funds Management
Greenwich,
Connecticut
| $544M | +$11.1M | +2% | 3.73% | 87.6% | 31 | 25.81% | 2.3 |
|
| 1942 |
1942
Ithaka Group
Arlington,
Virginia
| $544M | -$6.84M | -1% | 5.93% | 143% | 44 | 18.18% | 2.6 |
|
| 1943 |
1943
Summit Equities
Parsippany,
New Jersey
| $543M | +$55.2M | +11% | 4.42% | 40.7% | 35 | 11.43% | 1.8 |
|
| 1944 |
1944
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $542M | +$6.4M | +1% | 3.99% | 15.7% | 374 | 25.67% | 1 |
|
| 1945 |
1945
NAYA Capital Management (UK)
London,
United Kingdom
| $542M | -$14M | -3% | 9.97% | 121% | 13 | 53.85% | 0.4 |
|
| 1946 |
1946
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $541M | +$84M | +18% | 7.3% | 120% | 100 | 34% | 0.8 |
|
| 1947 |
AH
1947
Allen Holding
New York
| $541M | +$23.4M | +5% | 4.81% | 135% | 9 | 0% | 3.4 |
|
| 1948 |
1948
Astor Investment Management
Chicago,
Illinois
| $541M | +$10.5M | +2% | 4.21% | 23.3% | 41 | 19.51% | 1.6 |
|
| 1949 |
1949
Howe & Rusling
Rochester,
New York
| $540M | +$48.6M | +10% | 4.33% | 82% | 1,029 | 20.12% | 2.4 |
|
| 1950 |
GES
1950
GO ETF Solutions
London,
United Kingdom
| $540M | +$108M | +25% | 6.19% | – | 64 | 4.69% | 0.7 |
|