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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
Sector Gamma AS
Oslo,
Norway
| $602M | +$46.8M | +8% | 6.19% | 35.3% | 35 | 22.86% | 1.9 |
|
| 1927 |
1927
Yiheng Capital Management
San Francisco,
California
| $599M | +$111M | +23% | 12.8% | 82% | 16 | 6.25% | 1.8 |
|
| 1928 |
1928
Exane Derivatives
Paris,
France
| $599M | +$99.2M | +20% | 2.85% | 42.7% | 710 | 15.07% | 1.5 |
|
| 1929 |
AIC
1929
AWM Investment Company
New York
| $599M | +$80.4M | +16% | 32.6% | 778% | 102 | 21.57% | 1.8 |
|
| 1930 |
1930
Joel Isaacson & Co
New York
| $597M | +$23.9M | +4% | 3.09% | 72.5% | 203 | 7.39% | 3.5 |
|
| 1931 |
1931
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $597M | +$9.7M | +2% | 1.23% | 34% | 101 | 6.93% | 3.4 |
|
| 1932 |
1932
Citizens Business Bank
Ontario,
California
| $596M | +$7.68M | +1% | 2.16% | 108% | 280 | 7.5% | 3.2 |
|
| 1933 |
1933
GenTrust
Miami,
Florida
| $596M | +$17.7M | +3% | 0.12% | 53% | 84 | 7.14% | 1.3 |
|
| 1934 |
1934
Private Wealth Partners
Mill Valley,
California
| $595M | +$20.4M | +4% | 5.85% | 132% | 129 | 17.83% | 2.8 |
|
| 1935 |
1935
BBR Partners
New York
| $595M | +$35.5M | +6% | 1.29% | 63.4% | 107 | 28.04% | 1.6 |
|
| 1936 |
1936
Salient Private Client
Houston,
Texas
| $594M | +$24.6M | +4% | 6.61% | – | 130 | 10.77% | 0.4 |
|
| 1937 |
1937
L & S Advisors
Los Angeles,
California
| $594M | +$69.4M | +13% | 5.19% | 231% | 355 | 23.66% | 1 |
|
| 1938 |
1938
Axar Capital Management
New York
| $594M | +$273M | +85% | 0.78% | 680% | 7 | 28.57% | 0.9 |
|
| 1939 |
1939
McGowan Group Asset Management
Dallas,
Texas
| $592M | +$9.3M | +2% | 1.22% | 69.8% | 110 | 14.55% | 2 |
|
| 1940 |
1940
Beacon Financial Group
Dallas,
Texas
| $592M | +$5.22M | +0.9% | 1.71% | 66.6% | 209 | 11% | 2.7 |
|
| 1941 |
CCM
1941
Cerrano Capital Management
New York
| $591M | +$93.9M | +19% | 5.94% | – | 88 | 77.27% | 0.2 |
|
| 1942 |
1942
Advisor Partners
Walnut Creek,
California
| $591M | +$51.1M | +9% | 3.83% | 63.8% | 622 | 15.43% | 2.3 |
|
| 1943 |
1943
Osborn Williams & Donohoe
Cincinnati,
Ohio
| $591M | +$12.9M | +2% | 2.53% | 23.7% | 237 | 7.17% | 3.7 |
|
| 1944 |
1944
Guardian Life Insurance
New York
| $591M | +$48.9M | +9% | 0.49% | – | 536 | 5.22% | 4.1 |
|
| 1945 |
1945
Tygh Capital Management
Portland,
Oregon
| $591M | +$64.3M | +12% | 11.6% | 251% | 103 | 28.16% | 1 |
|
| 1946 |
1946
KLS Diversified Asset Management
New York
| $590M | +$78.1M | +15% | 121% | 156% | 20 | 45% | 0.3 |
|
| 1947 |
1947
Astor Investment Management
Chicago,
Illinois
| $590M | +$36.3M | +7% | 2.49% | 23.3% | 47 | 19.15% | 1.7 |
|
| 1948 |
1948
Hengistbury Investment Partners
London,
United Kingdom
| $589M | +$9.04M | +2% | 3.79% | 108% | 6 | 66.67% | 2.2 |
|
| 1949 |
1949
Novare Capital Management
Charlotte,
North Carolina
| $589M | +$17.7M | +3% | 2.59% | 76.5% | 159 | 11.32% | 2.5 |
|
| 1950 |
CC
1950
Cornerstone Capital
Palo Alto,
California
| $589M | -$18.7M | -3% | 3.22% | 91.2% | 84 | 8.33% | 3.6 |
|