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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
Munro Partners
Melbourne,
Australia
| $606M | +$22.7M | +4% | 1.67% | 350% | 34 | 35.29% | 0.6 |
|
| 1927 |
1927
Front Barnett Associates
Chicago,
Illinois
| $604M | +$8.19M | +1% | 2.13% | 40.5% | 122 | 5.74% | 5 |
|
| 1928 |
1928
Navellier & Associates
Reno,
Nevada
| $604M | -$42.7M | -7% | 0.59% | 361% | 309 | 24.92% | 1.4 |
|
| 1929 |
1929
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $604M | -$41.3M | -6% | 1.44% | 26.9% | 142 | 30.28% | 1 |
|
| 1930 |
1930
Harvey Investment Company
Louisville,
Kentucky
| $604M | +$10M | +2% | 1.27% | 56.4% | 89 | 7.87% | 4.4 |
|
| 1931 |
AA
1931
Ancient Art
Austin,
Texas
| $603M | -$27.4M | -4% | 1.93% | 168% | 19 | 21.05% | 1.6 |
|
| 1932 |
1932
Endurance Wealth Management
Providence,
Rhode Island
| $603M | -$33.3M | -5% | 1.02% | 59% | 557 | 15.62% | 3.5 |
|
| 1933 |
1933
Modera Wealth Management
Westwood,
New Jersey
| $602M | +$54M | +10% | 0.14% | 68.2% | 150 | 8% | 3.4 |
|
| 1934 |
1934
First Nebraska Trust
Lincoln,
Nebraska
| $601M | +$29.1M | +5% | 5.29% | 67.9% | 148 | 2.7% | 4.1 |
|
| 1935 |
1935
W.R. Berkley Corp
Greenwich,
Connecticut
| $601M | +$17.6M | +3% | 1.53% | 38.7% | 142 | 46.48% | 0.6 |
|
| 1936 |
1936
One Capital Management
Westlake Village,
California
| $600M | +$12.8M | +2% | 0.22% | 50.5% | 177 | 4.52% | 3.5 |
|
| 1937 |
1937
Tokio Marine Asset Management
Tokyo,
Japan
| $600M | +$27.7M | +5% | 1.14% | 129% | 248 | 20.56% | 3.2 |
|
| 1938 |
1938
Indus Capital Partners
New York
| $600M | -$12.1M | -2% | 2.67% | 117% | 45 | 37.78% | 1.2 |
|
| 1939 |
1939
Lenox Wealth Advisors
New York
| $600M | +$27.1M | +5% | 0.4% | 35.7% | 670 | 40.75% | 1.1 |
|
| 1940 |
1940
Northstar Investment Advisors
Denver,
Colorado
| $600M | +$58.4M | +11% | 2.86% | 85.8% | 149 | 30.87% | 3 |
|
| 1941 |
1941
Kelly Lawrence W & Associates
Pasadens,
California
| $600M | +$13.6M | +2% | 2.25% | 123% | 138 | 5.8% | 3.9 |
|
| 1942 |
1942
Estabrook Capital Management
New York
| $600M | -$11.1M | -2% | 1.14% | 87.2% | 348 | 10.92% | 4.8 |
|
| 1943 |
1943
Thomasville National Bank
Thomasville,
Georgia
| $600M | +$22.2M | +4% | 2.49% | – | 207 | 10.14% | 2.9 |
|
| 1944 |
1944
Discovery Capital Management
South Norwalk,
Connecticut
| $598M | -$450M | -43% | 0.59% | 871% | 53 | 77.36% | 0.3 |
|
| 1945 |
BPM
1945
Bowling Portfolio Management
Cincinnati,
Ohio
| $597M | -$14.4M | -2% | 1.57% | 45.7% | 405 | 42.72% | 1.8 |
|
| 1946 |
1946
Barton Investment Management
West Conshohocken,
Pennsylvania
| $597M | -$72.5M | -11% | 8.59% | 80.3% | 40 | 5% | 5.4 |
|
| 1947 |
1947
Summit Creek Advisors
Minneapolis,
Minnesota
| $596M | +$525K | +0.1% | 4.6% | 68.8% | 69 | 23.19% | 2 |
|
| 1948 |
1948
KG Funds Management
New York
| $595M | +$65.5M | +12% | 0.75% | 45.8% | 8 | 0% | 2.2 |
|
| 1949 |
1949
Mendon Capital Advisors
Key Largo,
Florida
| $593M | -$45.1M | -7% | 0.96% | – | 84 | 35.71% | 2.1 |
|
| 1950 |
1950
Sector Gamma AS
Oslo,
Norway
| $592M | -$30.3M | -5% | 2.29% | 35.3% | 37 | 16.22% | 2 |
|