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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
O'Shares Investment Advisers
Boston,
Massachusetts
| $625M | +$35.7M | +6% | 2.7% | 71.8% | 344 | 3.78% | 0.5 |
|
| 1927 |
CMG
1927
Cavalry Management Group
San Francisco,
California
| $624M | +$284M | +84% | 6.2% | 59.6% | 31 | 61.29% | 0.4 |
|
| 1928 |
1928
Dynamic Advisor Solutions
Phoenix,
Arizona
| $623M | +$92.5M | +17% | 2.95% | 70.9% | 559 | 29.34% | 1.6 |
|
| 1929 |
1929
GenTrust
Miami,
Florida
| $622M | +$10M | +2% | 2.08% | 53% | 101 | 15.84% | 1.6 |
|
| 1930 |
CPP
1930
Crow Point Partners
Boston,
Massachusetts
| $622M | +$32M | +5% | 4.31% | 56.9% | 135 | 22.22% | 1.7 |
|
| 1931 |
1931
Sector Gamma AS
Oslo,
Norway
| $622M | -$1.43M | -0.2% | 1.07% | 35.3% | 37 | 18.92% | 1.8 |
|
| 1932 |
1932
First Reserve GP XI
Stamford,
Connecticut
| $622M | +$10.1M | +2% | 1.65% | 26.4% | 1 | 0% | 5.5 |
|
| 1933 |
1933
Blackhill Capital
Morristown,
New Jersey
| $621M | +$38.3M | +7% | 8.79% | 212% | 69 | 2.9% | 4.7 |
|
| 1934 |
1934
BRR OpCo
Columbus,
Ohio
| $620M | +$36.6M | +6% | 3.45% | 23.6% | 212 | 28.3% | 2.1 |
|
| 1935 |
1935
Jacobs & Co
San Francisco,
California
| $620M | +$32.4M | +6% | 3.49% | 105% | 140 | 7.86% | 4.1 |
|
| 1936 |
1936
Dubuque Bank & Trust
Dubuque,
Iowa
| $620M | -$333K | -0.1% | 4.01% | 24% | 698 | 76.65% | 3.9 |
|
| 1937 |
1937
Capstone Financial Advisors
Downers Grove,
Illinois
| $618M | +$33M | +6% | 3.67% | 54.5% | 101 | 9.9% | 2.6 |
|
| 1938 |
1938
BTC Capital Management
Des Moines,
Iowa
| $618M | -$8.68M | -1% | 3.96% | – | 198 | 11.11% | 2.1 |
|
| 1939 |
MGM
1939
Miura Global Management
New York
| $618M | +$34M | +6% | 13.2% | 375% | 32 | 59.38% | 0.4 |
|
| 1940 |
1940
Olstein Capital Management
Purchase,
New York
| $617M | +$11.3M | +2% | 4.27% | 16.6% | 116 | 9.48% | 3.1 |
|
| 1941 |
1941
Bell Asset Management
Melbourne,
Australia
| $617M | +$35M | +6% | 5.25% | 45.3% | 63 | 3.17% | 1.3 |
|
| 1942 |
VS
1942
VK Services
Menlo Park,
California
| $617M | +$68.8M | +13% | 12.6% | 1,605% | 1 | 0% | 0.5 |
|
| 1943 |
1943
Guinness Asset Management
London,
United Kingdom
| $616M | +$28.8M | +5% | 3.22% | 73.9% | 110 | 10.91% | 3.3 |
|
| 1944 |
1944
Astor Investment Management
Chicago,
Illinois
| $616M | +$10.8M | +2% | 2.17% | 23.3% | 61 | 22.95% | 1.6 |
|
| 1945 |
1945
Washington Trust Bank
Spokane,
Washington
| $615M | -$12.6M | -2% | 4.43% | 80.5% | 603 | 68.49% | 4.7 |
|
| 1946 |
1946
Gratus Capital
Atlanta,
Georgia
| $613M | +$16.7M | +3% | 3.61% | 51.4% | 182 | 8.79% | 2.6 |
|
| 1947 |
1947
Indus Capital Partners
New York
| $612M | -$154M | -20% | 2.57% | 117% | 45 | 42.22% | 1.2 |
|
| 1948 |
1948
Ironvine Capital Partners
Omaha,
Nebraska
| $612M | +$82.6M | +16% | 7.19% | 58.8% | 62 | 6.45% | 1.3 |
|
| 1949 |
BPM
1949
Bowling Portfolio Management
Cincinnati,
Ohio
| $611M | -$18.5M | -3% | 2.82% | 45.7% | 440 | 49.77% | 1.8 |
|
| 1950 |
1950
Garde Capital
Seattle,
Washington
| $611M | +$31.9M | +6% | 2.68% | 57.6% | 150 | 13.33% | 3 |
|