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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
IBM Retirement Fund
Armonk,
New York
| $590M | +$45.6M | +8% | 7.05% | 54.4% | 388 | 11.08% | 3.6 |
|
| 1927 |
CC
1927
Cornerstone Capital
Palo Alto,
California
| $589M | +$17.6M | +3% | 5.17% | 91.2% | 91 | 15.38% | 2.9 |
|
| 1928 |
1928
Tensile Capital Management
Larkspur,
California
| $589M | +$63.5M | +12% | 2.1% | 47.7% | 21 | 14.29% | 1.7 |
|
| 1929 |
SC
1929
Stralem & Co
New York
| $589M | -$106M | -15% | 2.85% | 25.5% | 47 | 4.26% | 3.5 |
|
| 1930 |
1930
Investure LLC
Charlottesville,
Virginia
| $589M | +$104M | +21% | 4.72% | 55.4% | 13 | 15.38% | 1.9 |
|
| 1931 |
1931
Capula Management
Grand Cayman,
Cayman Islands
| $589M | +$108M | +22% | 5.16% | 90.7% | 6 | 33.33% | 0.7 |
|
| 1932 |
1932
Randolph Company
Cincinnati,
Ohio
| $588M | +$48.1M | +9% | 8.11% | 127% | 43 | 20.93% | 1.3 |
|
| 1933 |
1933
Corient Capital Partners
Newport Beach,
California
| $588M | +$58.9M | +11% | 6.56% | 39.2% | 292 | 12.33% | 1 |
|
| 1934 |
1934
Novare Capital Management
Charlotte,
North Carolina
| $587M | +$19.2M | +3% | 5.67% | 76.5% | 163 | 12.88% | 2.1 |
|
| 1935 |
VOAM
1935
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| $587M | -$26.1M | -4% | 10.2% | 107% | 145 | 37.93% | 1.1 |
|
| 1936 |
1936
YHB Investment Advisors
West Hartford,
Connecticut
| $587M | +$27.7M | +5% | 6.66% | 96.2% | 189 | 7.94% | 3.2 |
|
| 1937 |
1937
Summit Equities
Parsippany,
New Jersey
| $587M | +$43.4M | +8% | 5.25% | 40.7% | 37 | 8.11% | 1.9 |
|
| 1938 |
1938
First Merchants Corp
Muncie,
Indiana
| $587M | +$7.73M | +1% | 6.48% | 55.6% | 220 | 6.36% | 2.4 |
|
| 1939 |
1939
Great Point Partners
Greenwich,
Connecticut
| $586M | +$72M | +14% | 23.1% | 710% | 53 | 56.6% | 0.7 |
|
| 1940 |
1940
Halsey Associates
New Haven,
Connecticut
| $585M | +$78M | +15% | 6.19% | 63.8% | 107 | 16.82% | 3.2 |
|
| 1941 |
1941
Pier Capital
Stamford,
Connecticut
| $585M | +$8.52M | +1% | 11.9% | 223% | 133 | 36.09% | 0.7 |
|
| 1942 |
MG
1942
Mitchell Group
Houston,
Texas
| $585M | -$48.3M | -8% | 6.18% | 0.96% | 29 | 6.9% | 2.8 |
|
| 1943 |
1943
Mission Wealth Management
Santa Barbara,
California
| $584M | +$38.9M | +7% | 3.72% | 92.1% | 243 | 18.52% | 1.4 |
|
| 1944 |
1944
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $584M | +$29.2M | +5% | 6.62% | 23.7% | 231 | 4.76% | 3.4 |
|
| 1945 |
WDA
1945
Wendell David Associates
Portsmouth,
New Hampshire
| $584M | +$17.8M | +3% | 6.95% | 46% | 158 | 2.53% | 3.5 |
|
| 1946 |
1946
Zions Bancorporation
Salt Lake City,
Utah
| $583M | -$112M | -16% | 4.61% | 22.9% | 1,092 | 47.8% | 1.4 |
|
| 1947 |
1947
QVR
San Francisco,
California
| $582M | – | – | 6.28% | – | 57 | – | 0 |
|
| 1948 |
1948
BTC Capital Management
Des Moines,
Iowa
| $581M | +$22M | +4% | 6.34% | – | 185 | 18.38% | 2 |
|
| 1949 |
1949
Exane Derivatives
Paris,
France
| $581M | +$45.7M | +9% | 6.01% | 42.7% | 652 | 20.09% | 1.4 |
|
| 1950 |
ALS
1950
Andrew L. Share
| $580M | -$282M | -33% | 12.7% | 14.8% | 2 | 100% | 0 |
|