We are live on !
Find out more
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 |
1951
Steel Grove Capital Advisors
Memphis,
Tennessee
| $403M | +$7.28M | +2% | 1.89% | 106% | 149 | 20.13% | 0.6 |
|
| 1952 |
1952
Meritech Capital Associates III
Palo Alto,
California
| $403M | -$165M | -29% | 5.67% | 135% | 7 | 0% | 0.6 |
|
| 1953 |
1953
Davidson & Garrard
Lynchburg,
Virginia
| $402M | +$7.78M | +2% | 2.51% | 25.2% | 202 | 9.41% | 0.7 |
|
| 1954 |
1954
Professional Advisory Services
Vero Beach,
Florida
| $401M | +$16.1M | +4% | 0.74% | 69.3% | 53 | 16.98% | 0.6 |
|
| 1955 |
1955
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $401M | +$24.3M | +6% | 4.1% | 34% | 93 | 10.75% | 0.7 |
|
| 1956 |
1956
Steinberg Global Asset Management
Boca Raton,
Florida
| $401M | -$70.2M | -15% | 1.19% | 32.8% | 231 | 22.51% | 0.7 |
|
| 1957 |
TCM
1957
Tamarack Capital Management
Carlsbad,
California
| $401M | -$21.7M | -5% | 7.12% | – | 31 | 29.03% | 0.5 |
|
| 1958 |
1958
Obermeyer Wealth Partners
Aspen,
Colorado
| $400M | +$8.59M | +2% | 5.48% | 91.3% | 71 | 25.35% | 0.6 |
|
| 1959 |
1959
Schonfeld Group Holdings
Jericho,
New York
| $400M | +$135M | +51% | 6.94% | – | 709 | 74.75% | 0.1 |
|
| 1960 |
JA
1960
JVL Advisors
Houston,
Texas
| $400M | +$160M | +67% | 27.2% | 89.4% | 25 | 44% | 0.2 |
|
| 1961 |
1961
Segantii Capital Management
Hong Kong
| $399M | -$147M | -27% | 11.5% | 33.1% | 22 | 54.55% | 0.1 |
|
| 1962 |
1962
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $399M | +$22M | +6% | 7.78% | 307% | 161 | 35.4% | 0.4 |
|
| 1963 |
1963
Old Mutual Customised Solutions
Pinelands,
South Africa
| $399M | +$15.9M | +4% | 3.62% | 49.7% | 777 | 2.45% | 0.7 |
|
| 1964 |
SIG
1964
Schooner Investment Group
Wayne,
Pennsylvania
| $399M | +$74.8M | +23% | 0.73% | 24.3% | 142 | 19.01% | 0.5 |
|
| 1965 |
TP
1965
TB Partners
Shanghai,
China
| $398M | +$35.1M | +10% | 17.7% | – | 3 | 0% | 0.8 |
|
| 1966 |
SC
1966
Selz Capital
New York
| $398M | -$463K | -0.1% | 6.46% | 10.2% | 60 | 18.33% | 0.5 |
|
| 1967 |
1967
White Mountains Insurance Group
Hanover,
New Hampshire
| $398M | +$17.2M | +5% | 4.53% | 105% | 2 | 0% | 0.8 |
|
| 1968 |
1968
Capital Investment Services of America
Milwaukee,
Wisconsin
| $397M | +$1.51M | +0.4% | 2.37% | 50.7% | 57 | 5.26% | 0.7 |
|
| 1969 |
1969
LBMC Investment Advisors
Brentwood,
Tennessee
| $397M | +$15.4M | +4% | 1.44% | 52.8% | 53 | 13.21% | 0.7 |
|
| 1970 |
TAM
1970
Telemark Asset Management
Boston,
Massachusetts
| $397M | -$7.12M | -2% | 9.68% | 329% | 68 | 51.47% | 0.4 |
|
| 1971 |
1971
Moors & Cabot
Boston,
Massachusetts
| $395M | – | – | 1.84% | 124% | 382 | – | 0 |
|
| 1972 |
1972
Tompkins Financial
Ithaca,
New York
| $395M | +$8.99M | +2% | 1.15% | 84.4% | 569 | 16.52% | 0.6 |
|
| 1973 |
CC
1973
Cambrian Capital
San Francisco,
California
| $395M | -$3.26M | -0.8% | 2.6% | 17.3% | 63 | 33.33% | 0.5 |
|
| 1974 |
1974
Brookstone Capital Management
Wheaton,
Illinois
| $394M | +$46.7M | +13% | 2.15% | 72.1% | 124 | 20.97% | 0.2 |
|
| 1975 |
1975
McDaniel Terry & Co
Austin,
Texas
| $394M | -$2.05M | -0.5% | 0.11% | 57.9% | 50 | 6% | 0.7 |
|