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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
CQS (US)
New York
| $999M | -$1.26M | -0.1% | 8.07% | 15% | 76 | 14.47% | 1.9 |
|
| 1927 |
1927
Abrams Bison Investments
Bethesda,
Maryland
| $998M | +$87.8M | +10% | 13.1% | 170% | 11 | 0% | 2 |
|
| 1928 |
1928
Stonebridge Capital Advisors
St Paul,
Minnesota
| $997M | +$88.1M | +10% | 11.7% | 80.1% | 925 | 76.43% | 6 |
|
| 1929 |
1929
FJ Capital Management
Mclean,
Virginia
| $996M | +$113M | +13% | 24.8% | 97.9% | 129 | 37.21% | 2.2 |
|
| 1930 |
1930
Governors Lane
New York
| $994M | +$367M | +58% | 21% | 133% | 71 | 60.56% | 0.4 |
|
| 1931 |
1931
NBC Securities
Birmingham,
Alabama
| $992M | +$81.5M | +9% | 11% | 93.1% | 2,278 | 11.11% | 0.2 |
|
| 1932 |
1932
Stairway Partners
Chicago,
Illinois
| $992M | +$61.1M | +7% | 8.68% | 48.1% | 15 | 0% | 6.7 |
|
| 1933 |
1933
TCV Trust & Wealth Management
Richmond,
Virginia
| $991M | +$84.3M | +9% | 11% | 75.3% | 198 | 10.1% | 6.4 |
|
| 1934 |
GPCM
1934
Greenbrier Partners Capital Management
Dallas,
Texas
| $990M | +$104M | +12% | 12.8% | 96.1% | 13 | 0% | 9 |
|
| 1935 |
1935
Bristlecone Advisors
Bellevue,
Washington
| $990M | +$100M | +11% | 11.8% | 103% | 279 | 9.32% | 3.8 |
|
| 1936 |
1936
Certuity
North Palm Beach,
Florida
| $988M | +$139M | +16% | 10.6% | 190% | 373 | 35.39% | 1.6 |
|
| 1937 |
1937
Vicus Capital
State College,
Pennsylvania
| $988M | +$33.6M | +4% | 10.5% | 59.6% | 267 | 28.46% | 3.2 |
|
| 1938 |
1938
Girard Partners
King Of Prussia,
Pennsylvania
| $985M | +$99.1M | +11% | 11.6% | 25.7% | 252 | 5.95% | 4.8 |
|
| 1939 |
1939
Longbow Finance
Lutry,
Switzerland
| $985M | +$154M | +18% | 12.5% | 162% | 68 | 19.12% | 0.7 |
|
| 1940 |
1940
Creative Financial Designs
Kokomo,
Indiana
| $985M | +$127M | +15% | 8.88% | 56.2% | 1,658 | 12.85% | 2.6 |
|
| 1941 |
1941
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $984M | -$861M | -47% | 9.3% | – | 248 | 26.21% | 6.1 |
|
| 1942 |
1942
Novare Capital Management
Charlotte,
North Carolina
| $983M | +$95.8M | +11% | 11% | 76.5% | 175 | 8.57% | 4.6 |
|
| 1943 |
1943
Rational Advisors
Huntington,
New York
| $982M | -$122M | -11% | 7.79% | 37.7% | 299 | 44.15% | 1.4 |
|
| 1944 |
1944
Maple-Brown Abbott
Barangaroo,
Australia
| $982M | +$110M | +13% | 9.16% | 7.92% | 17 | 17.65% | 4.2 |
|
| 1945 |
1945
First Financial Bank - Trust Division
Hamilton,
Ohio
| $981M | +$70.6M | +8% | 10.2% | 68.6% | 201 | 5.97% | 6.7 |
|
| 1946 |
1946
SPC Financial Inc
Rockville,
Maryland
| $981M | +$90.1M | +10% | 10.6% | 65.1% | 229 | 12.23% | 3.8 |
|
| 1947 |
1947
Globeflex Capital
San Diego,
California
| $980M | +$125M | +15% | 15.1% | 186% | 519 | 20.04% | 2.2 |
|
| 1948 |
KL
1948
KIM LLC
Wichita,
Kansas
| $979M | -$12M | -1% | 21.8% | 51.1% | 448 | 31.25% | 1 |
|
| 1949 |
1949
BBR Partners
New York
| $978M | +$89.2M | +10% | 10.6% | 63.4% | 232 | 32.76% | 2.6 |
|
| 1950 |
SCM
1950
SIR Capital Management
New York
| $977M | +$135M | +16% | 3.99% | 71.1% | 83 | 45.78% | 0.8 |
|