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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
BIM
1951
Bridgecreek Investment Management
Tulsa,
Oklahoma
| $340M | +$45M | +15% | 5.92% | 48.4% | 207 | 15.94% | 0.2 |
|
| 1952 |
KCCIP
1952
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| $340M | -$23.4M | -6% | 6.44% | – | 1 | 0% | 0.3 |
|
| 1953 |
FOAM
1953
Five Oceans Asset Management
Sydney,
Australia
| $339M | +$6.32M | +2% | 7.83% | – | 50 | 14% | 0.2 |
|
| 1954 |
GI
1954
Gavea Investimentos
Rj,
Brazil
| $339M | – | – | 4.84% | 60.3% | 2 | – | 0 |
|
| 1955 |
NBC
1955
Neuberger Berman Canada
Toronto,
Ontario, Canada
| $339M | -$183M | -35% | 6.27% | 15.7% | 360 | 60.56% | 0.2 |
|
| 1956 |
RBA
1956
Richard Bernstein Advisors
New York
| $339M | +$35.7M | +12% | 5.51% | 33.9% | 243 | 2.47% | 0.2 |
|
| 1957 |
LIA
1957
LBMC Investment Advisors
Brentwood,
Tennessee
| $339M | +$50.4M | +17% | 6.53% | 52.8% | 51 | 9.8% | 0.2 |
|
| 1958 |
YIA
1958
YHB Investment Advisors
West Hartford,
Connecticut
| $338M | +$17M | +5% | 6.73% | 96.2% | 147 | 7.48% | 0.2 |
|
| 1959 |
PWM
1959
Patriot Wealth Management
Houston,
Texas
| $338M | +$21.1M | +7% | 7.06% | 24.3% | 55 | 74.55% | 0.2 |
|
| 1960 |
TC
1960
Telemus Capital
Southfield,
Michigan
| $338M | – | – | 3.69% | 27.9% | 174 | – | 0 |
|
| 1961 |
RCM
1961
Ratan Capital Management
Miami Beach,
Florida
| $337M | +$136M | +68% | 8.43% | 616% | 38 | 52.63% | 0.2 |
|
| 1962 |
1962
Glazer Capital LLC
New York
| $337M | +$91.3M | +37% | 28.3% | 323% | 69 | 73.91% | 0.1 |
|
| 1963 |
IMS
1963
Index Management Solutions
Philadelphia,
Pennsylvania
| $336M | – | – | 1.43% | – | 686 | – | 0 |
|
| 1964 |
TAM
1964
Telemark Asset Management
Boston,
Massachusetts
| $336M | +$72.9M | +28% | 15.6% | 329% | 58 | 46.55% | 0.2 |
|
| 1965 |
1965
Hillsdale Investment Management
Toronto,
Ontario, Canada
| $336M | +$30.4M | +10% | 13.4% | 271% | 619 | 33.28% | 0.2 |
|
| 1966 |
MFAM
1966
Motley Fool Asset Management
Alexandria,
Virginia
| $336M | +$60.6M | +22% | 8.92% | 117% | 85 | 14.12% | 0.2 |
|
| 1967 |
BCM
1967
Beddow Capital Management
Jackson,
Wyoming
| $336M | +$27.4M | +9% | 11% | 50.7% | 50 | 14% | 0.2 |
|
| 1968 |
DWT
1968
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $335M | +$33.6M | +11% | 5.44% | 86% | 281 | 22.42% | 0.2 |
|
| 1969 |
ST
1969
Sentinel Trust
Houston,
Texas
| $335M | +$1.87M | +0.6% | 4.43% | 79.2% | 213 | 20.66% | 0.2 |
|
| 1970 |
SC
1970
Sageview Capital
Greenwich,
Connecticut
| $334M | -$33.8M | -9% | 0.96% | 335% | 9 | 22.22% | 0.2 |
|
| 1971 |
1971
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $334M | +$17.3M | +5% | 5.01% | 51.3% | 323 | 15.17% | 0.2 |
|
| 1972 |
NIA
1972
Northstar Investment Advisors
Denver,
Colorado
| $334M | +$14.4M | +4% | 2.95% | 85.8% | 108 | 10.19% | 0.2 |
|
| 1973 |
CWM
1973
Cabot Wealth Management
Salem,
Massachusetts
| $334M | +$43.1M | +15% | 11.6% | 69.3% | 191 | 30.89% | 0.2 |
|
| 1974 |
LCM
1974
Lomas Capital Management
New York
| $334M | +$32.3M | +11% | 8.76% | 66.3% | 40 | 27.5% | 0.2 |
|
| 1975 |
CCM
1975
Calypso Capital Management
New York
| $333M | +$126M | +61% | 9.53% | – | 33 | 48.48% | 0.1 |
|