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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
Nvidia Corp
Santa Clara,
California
| $1.15B | +$843M | +277% | 9.47% | – | 6 | 16.67% | 0.6 |
|
| 1927 |
1927
Lakewood Capital Management
New York
| $1.15B | +$31.9M | +3% | 2.89% | 45.4% | 53 | 26.42% | 2.4 |
|
| 1928 |
1928
American Express
New York
| $1.15B | -$955M | -45% | 21.8% | – | 3 | 0% | 1.3 |
|
| 1929 |
1929
Novare Capital Management
Charlotte,
North Carolina
| $1.14B | -$43M | -4% | 2.2% | 76.5% | 195 | 8.21% | 4.8 |
|
| 1930 |
1930
Tributary Capital Management
Omaha,
Nebraska
| $1.14B | -$147M | -11% | 7.06% | 82.6% | 220 | 29.55% | 5.1 |
|
| 1931 |
1931
Y.D. More Investments
Ramat Gan,
Israel
| $1.14B | +$31.8M | +3% | 5.41% | 309% | 497 | 13.88% | 1.4 |
|
| 1932 |
1932
McDaniel Terry & Co
Austin,
Texas
| $1.14B | -$76.8M | -6% | 2.65% | 76.6% | 106 | 11.32% | 5.7 |
|
| 1933 |
1933
American Assets Investment Management
San Diego,
California
| $1.14B | -$85.2M | -7% | 0.22% | 520% | 160 | 11.88% | 6.7 |
|
| 1934 |
IAIM
1934
International Assets Investment Management
Orlando,
Florida
| $1.14B | -$54.5M | -5% | 3.56% | 101% | 890 | 21.12% | 2 |
|
| 1935 |
1935
Nexpoint Asset Management
Dallas,
Texas
| $1.14B | +$250M | +28% | 9.13% | 253% | 114 | 46.49% | 1.7 |
|
| 1936 |
SCM
1936
SIR Capital Management
New York
| $1.14B | +$169M | +17% | 1.87% | 71.1% | 97 | 46.39% | 0.8 |
|
| 1937 |
1937
Verity & Verity
Beaufort,
South Carolina
| $1.14B | +$42.8M | +4% | 2.67% | 90.4% | 138 | 12.32% | 4.6 |
|
| 1938 |
1938
SPC Financial Inc
Rockville,
Maryland
| $1.14B | -$9.6M | -0.8% | 1.23% | 65.1% | 270 | 7.41% | 4.1 |
|
| 1939 |
1939
Tradition Wealth Management
Edina,
Minnesota
| $1.14B | +$1.37M | +0.1% | 2.42% | 69.6% | 457 | 11.38% | 2.8 |
|
| 1940 |
1940
M.D. Sass LLC
New York
| $1.14B | -$193M | -15% | 0.47% | 80.1% | 40 | 35% | 2 |
|
| 1941 |
1941
Main Management
San Francisco,
California
| $1.14B | -$87.7M | -7% | 3.62% | 64.1% | 140 | 22.86% | 4.3 |
|
| 1942 |
1942
SP Asset Management
Cupertino,
California
| $1.13B | -$58.2M | -5% | 0.46% | 112% | 131 | 9.92% | 4.3 |
|
| 1943 |
1943
Hardy Reed
Tupelo,
Mississippi
| $1.13B | -$1.13M | -0.1% | 1.14% | 69.7% | 256 | 11.72% | 2 |
|
| 1944 |
BPI
1944
BFC Planning, Inc.
Cedar Rapids,
Iowa
| $1.13B | -$69.1M | -6% | 1.75% | – | 2,766 | 9.8% | 0.2 |
|
| 1945 |
1945
Harvard Management Company
Boston,
Massachusetts
| $1.13B | -$563M | -33% | 7.47% | 123% | 19 | 42.11% | 2.3 |
|
| 1946 |
1946
Tweedy, Browne Co
Stamford,
Connecticut
| $1.13B | -$355M | -24% | 3.48% | 68% | 59 | 27.12% | 5.3 |
|
| 1947 |
1947
Washington Trust Advisors
Wellesley,
Massachusetts
| $1.13B | -$69.4M | -6% | 3.06% | 106% | 674 | 9.2% | 2.6 |
|
| 1948 |
1948
Liberty 77 Capital
Washington,
District of Columbia
| $1.13B | +$194M | +21% | 21.2% | – | 4 | 0% | 0.3 |
|
| 1949 |
1949
Next Century Growth Investors
Plymouth,
Minnesota
| $1.12B | -$210M | -16% | 6.08% | 447% | 147 | 27.89% | 1.8 |
|
| 1950 |
1950
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.12B | -$4.18M | -0.4% | 1.68% | 80% | 728 | 14.29% | 3.3 |
|