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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 |
PIM
1951
Provident Investment Management
Novi,
Michigan
| $423M | +$20M | +5% | 6.79% | 69.5% | 54 | 12.96% | 0.8 |
|
| 1952 |
SGA
1952
Sector Gamma AS
Oslo,
Norway
| $423M | +$5.68M | +1% | 3.9% | 35.3% | 37 | 32.43% | 0.6 |
|
| 1953 |
MHIC
1953
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $422M | +$36.3M | +9% | 4.79% | 66.7% | 147 | 8.84% | 0.9 |
|
| 1954 |
BPM
1954
Bowling Portfolio Management
Cincinnati,
Ohio
| $422M | +$2.86M | +0.7% | 5.19% | 45.7% | 140 | 45.71% | 0.7 |
|
| 1955 |
RFA
1955
Reilly Financial Advisors
La Mesa,
California
| $422M | +$2.24M | +0.5% | 4.64% | 99% | 942 | 27.92% | 0.7 |
|
| 1956 |
FAM
1956
Foxhaven Asset Management
Charlottesville,
Virginia
| $421M | +$54.1M | +15% | 6.81% | 88.2% | 29 | 37.93% | 0.3 |
|
| 1957 |
PCM
1957
Panning Capital Management
New York
| $421M | +$177M | +73% | 17.4% | 349% | 16 | 56.25% | 0.4 |
|
| 1958 |
ICM
1958
Intrepid Capital Management
Jacksonville Beach,
Florida
| $421M | -$50.3M | -11% | 0.49% | 70.2% | 45 | 15.56% | 0.7 |
|
| 1959 |
MTC
1959
McDaniel Terry & Co
Austin,
Texas
| $420M | +$26.4M | +7% | 6.81% | 57.9% | 50 | 8% | 0.9 |
|
| 1960 |
NPIC
1960
Neumeier Poma Investment Counsel
Carmel,
California
| $419M | -$20.8M | -5% | 2.71% | 229% | 40 | 7.5% | 0.9 |
|
| 1961 |
HHAA
1961
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $419M | +$15.2M | +4% | 4.23% | 70% | 39 | 0% | 0.9 |
|
| 1962 |
T
1962
Tahithromos
New York
| $419M | +$3.33M | +0.8% | 2.4% | 16.4% | 49 | 38.78% | 0.6 |
|
| 1963 |
CIS
1963
Connors Investor Services
Wyomissing,
Pennsylvania
| $419M | +$5.94M | +1% | 3.88% | 125% | 156 | 12.82% | 0.9 |
|
| 1964 |
RCAG
1964
Rehmann Capital Advisory Group
Lansing,
Michigan
| $419M | +$48.8M | +13% | 4.1% | 64.6% | 353 | 16.15% | 0.8 |
|
| 1965 |
FDCC
1965
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $418M | +$17.7M | +4% | 4.15% | 34% | 91 | 9.89% | 0.9 |
|
| 1966 |
1966
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $417M | +$18.1M | +5% | 8.2% | 307% | 180 | 54.44% | 0.4 |
|
| 1967 |
1967
Bragg Financial Advisors
Charlotte,
North Carolina
| $417M | +$8.1M | +2% | 3.87% | 101% | 232 | 1.72% | 0.9 |
|
| 1968 |
DG
1968
Davidson & Garrard
Lynchburg,
Virginia
| $417M | +$14.5M | +4% | 4.22% | 25.2% | 196 | 8.67% | 0.9 |
|
| 1969 |
OIM
1969
Oceanic Investment Management
Douglas,
Isle Of Man
| $416M | +$132M | +47% | 7.73% | – | 25 | 64% | 0.3 |
|
| 1970 |
HC
1970
Highmount Capital
New York
| $416M | -$13.7M | -3% | 4.47% | – | 149 | 8.05% | 0.9 |
|
| 1971 |
1971
RBF Capital
San Francisco,
California
| $416M | +$6.23M | +2% | 2.46% | 147% | 300 | 10.33% | 0.9 |
|
| 1972 |
BCM
1972
Brookmont Capital Management
Dallas,
Texas
| $415M | +$51.1M | +14% | 3.38% | 36.6% | 43 | 0% | 1 |
|
| 1973 |
SIM
1973
Strategic Investment Management
Arlington,
Virginia
| $415M | -$231M | -36% | 5.2% | 53.3% | 131 | 67.18% | 0.2 |
|
| 1974 |
GIM
1974
Greylin Investment Management
Orange,
Virginia
| $415M | +$2.15M | +0.5% | 0.8% | 52.1% | 75 | 20% | 0.7 |
|
| 1975 |
YIA
1975
YHB Investment Advisors
West Hartford,
Connecticut
| $414M | +$20.8M | +5% | 4.75% | 96.2% | 158 | 8.86% | 0.9 |
|