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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
Newfoundland Capital Management
Sao Paulo,
Brazil
| $601M | +$339M | +130% | 3.9% | 49.5% | 61 | 57.38% | 0.6 |
|
| 1927 |
NAM
1927
North American Management
Boston,
Massachusetts
| $600M | +$60.2M | +11% | 13.1% | 61.7% | 126 | 8.73% | 3.8 |
|
| 1928 |
1928
IHT Wealth Management
Chicago,
Illinois
| $600M | +$80.7M | +16% | 11.9% | 74.8% | 554 | 21.3% | 1.4 |
|
| 1929 |
1929
Athanor Capital
New York
| $599M | +$301M | +101% | 18.5% | 171% | 93 | 72.04% | 0.3 |
|
| 1930 |
1930
Barton Investment Management
West Conshohocken,
Pennsylvania
| $599M | +$98.5M | +20% | 25.3% | 124% | 41 | 2.44% | 4.9 |
|
| 1931 |
1931
Old Mission Capital
Chicago,
Illinois
| $598M | -$381M | -39% | 9.9% | 55.3% | 391 | 75.7% | 0.4 |
|
| 1932 |
1932
Windham Capital Management
Boston,
Massachusetts
| $597M | +$154M | +35% | 9.2% | 8.3% | 67 | 61.19% | 1 |
|
| 1933 |
1933
Gratus Capital
Atlanta,
Georgia
| $597M | +$109M | +22% | 13.6% | 51.4% | 183 | 9.29% | 2.4 |
|
| 1934 |
1934
CCM Investment Advisers
Columbia,
South Carolina
| $596M | +$93.6M | +19% | 12.5% | 170% | 89 | 17.98% | 3.1 |
|
| 1935 |
1935
Darrell & King
Charlottesville,
Virginia
| $595M | +$48.8M | +9% | 12.8% | – | 53 | 13.21% | 2 |
|
| 1936 |
1936
RWC Asset Advisors
Miami,
Florida
| $595M | +$224M | +60% | 29.6% | 267% | 18 | 27.78% | 2 |
|
| 1937 |
PFMOSF
1937
Philadelphia Financial Management of San Francisco
San Francisco,
California
| $594M | +$58.9M | +11% | 10.7% | 209% | 61 | 63.93% | 0.5 |
|
| 1938 |
JC
1938
Joho Capital
New York
| $593M | +$147M | +33% | 39.8% | 80.2% | 10 | 30% | 1.6 |
|
| 1939 |
1939
Integrated Wealth Concepts
Waltham,
Massachusetts
| $591M | +$223M | +60% | 10% | 69.4% | 341 | 25.22% | 0.7 |
|
| 1940 |
1940
Intrinsic Edge Capital Management
Chicago,
Illinois
| $591M | -$4.2M | -0.7% | 25.9% | 283% | 172 | 66.28% | 0.3 |
|
| 1941 |
1941
Tran Capital Management
San Rafael,
California
| $590M | +$14.6M | +3% | 22.6% | 173% | 45 | 28.89% | 2 |
|
| 1942 |
CPP
1942
Crow Point Partners
Boston,
Massachusetts
| $590M | +$52.3M | +10% | 12.3% | 56.9% | 132 | 19.7% | 1.6 |
|
| 1943 |
1943
Adams Natural Resources Fund
Baltimore,
Maryland
| $590M | +$69.9M | +13% | 14.6% | 50.6% | 59 | 5.08% | 2.5 |
|
| 1944 |
1944
Nicolet Advisory Services
Green Bay,
Wisconsin
| $589M | – | – | 9.38% | 62.7% | 151 | – | 0 |
|
| 1945 |
1945
O'Shares Investment Advisers
Boston,
Massachusetts
| $589M | +$66.3M | +13% | 14.2% | 71.8% | 348 | 8.91% | 0.2 |
|
| 1946 |
IR
1946
IAT Reinsurance
New York
| $589M | +$62.5M | +12% | 18.6% | 60.2% | 147 | 23.13% | 2.1 |
|
| 1947 |
SAM
1947
Skyline Asset Management
Chicago,
Illinois
| $588M | -$190M | -24% | 14.3% | 26.1% | 65 | 13.85% | 3 |
|
| 1948 |
1948
Wellington Shields Capital Management
New York
| $588M | +$58.6M | +11% | 14.5% | 137% | 297 | 11.78% | 3.6 |
|
| 1949 |
1949
Guinness Asset Management
London,
United Kingdom
| $588M | +$98.2M | +20% | 16% | 73.9% | 112 | 12.5% | 3.2 |
|
| 1950 |
1950
Financial Architects (New Jersey)
Marlton,
New Jersey
| $588M | +$65.7M | +13% | 10.5% | 31.3% | 1,605 | 25.05% | 2.1 |
|