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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
Global Retirement Partners
San Rafael,
California
| $653M | +$44.6M | +7% | 6.94% | – | 1,764 | 12.41% | 1.9 |
|
| 1927 |
CCMD
1927
Cypress Capital Management (Delaware)
Greenville,
Delaware
| $652M | +$40.8M | +7% | 7.22% | 25.6% | 174 | 8.62% | 2.6 |
|
| 1928 |
1928
1834 Investment Advisors
Milwaukee,
Wisconsin
| $652M | -$36.7M | -5% | 7.22% | 68.7% | 511 | 20.16% | 2.4 |
|
| 1929 |
1929
TRUE Private Wealth Advisors
Salem,
Oregon
| $652M | +$73.3M | +13% | 5.93% | 89.2% | 836 | 74.88% | 0.6 |
|
| 1930 |
1930
One Capital Management
Westlake Village,
California
| $651M | +$50.4M | +8% | 6.86% | 50.5% | 176 | 9.66% | 3.9 |
|
| 1931 |
1931
Wellington Shields Capital Management
New York
| $651M | +$36.2M | +6% | 5.69% | 137% | 278 | 10.43% | 4 |
|
| 1932 |
1932
Tairen Capital
Hong Kong
| $650M | -$29.5M | -4% | 18.6% | 462% | 47 | 61.7% | 0.6 |
|
| 1933 |
1933
Wexford Capital
West Palm Beach,
Florida
| $649M | -$69.3M | -10% | 6.44% | 128% | 175 | 72% | 0.5 |
|
| 1934 |
1934
Randolph Company
Cincinnati,
Ohio
| $648M | +$94.7M | +17% | 5.91% | 127% | 41 | 14.63% | 1.7 |
|
| 1935 |
1935
Harvey Investment Company
Louisville,
Kentucky
| $648M | +$44.8M | +7% | 7.03% | 56.4% | 89 | 3.37% | 4.7 |
|
| 1936 |
1936
Thomasville National Bank
Thomasville,
Georgia
| $648M | +$48.2M | +8% | 8.68% | – | 206 | 7.28% | 3.1 |
|
| 1937 |
1937
Six Columns Capital
Dallas,
Texas
| $648M | – | – | 15.8% | – | 57 | – | 0 |
|
| 1938 |
1938
Angelo Gordon & Co
New York
| $647M | -$136M | -17% | 2.94% | 90.1% | 92 | 42.39% | 0.8 |
|
| 1939 |
1939
Regis Management Company
Menlo Park,
California
| $647M | +$56M | +9% | 13.5% | 5.33% | 70 | 7.14% | 3.7 |
|
| 1940 |
JC
1940
JBF Capital
Aspen,
Colorado
| $647M | +$86.2M | +15% | 10% | 93.6% | 98 | 37.76% | 1.3 |
|
| 1941 |
1941
Olstein Capital Management
Purchase,
New York
| $645M | +$5.84M | +0.9% | 8.85% | 16.6% | 114 | 5.26% | 3.5 |
|
| 1942 |
1942
Donoghue Forlines
Boston,
Massachusetts
| $645M | -$57.6M | -8% | 7.29% | 199% | 217 | 58.99% | 0.4 |
|
| 1943 |
1943
Capital International Sarl
Los Angeles,
California
| $645M | +$64M | +11% | 13.5% | 149% | 185 | 29.19% | 2.3 |
|
| 1944 |
MIM
1944
Marco Investment Management
Atlanta,
Georgia
| $644M | +$58.5M | +10% | 9.69% | 127% | 182 | 9.34% | 4.6 |
|
| 1945 |
1945
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $644M | +$39.7M | +7% | 10.5% | 26.9% | 140 | 25% | 1 |
|
| 1946 |
1946
Barton Investment Management
West Conshohocken,
Pennsylvania
| $644M | +$47.2M | +8% | 14.8% | 124% | 44 | 18.18% | 4.9 |
|
| 1947 |
1947
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $643M | +$54.5M | +9% | 8.08% | 98.1% | 51 | 66.67% | 0.5 |
|
| 1948 |
1948
Lenox Wealth Advisors
New York
| $643M | +$42.7M | +7% | 6.1% | 35.7% | 867 | 29.64% | 1 |
|
| 1949 |
1949
CCM Investment Advisers
Columbia,
South Carolina
| $642M | +$33.4M | +5% | 8.99% | 170% | 72 | 12.5% | 3.3 |
|
| 1950 |
OHM
1950
Ordinal Holdings ManageCo
New York
| $641M | -$14.8M | -2% | 2.26% | 19.5% | 1 | 0% | 2 |
|