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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 |
1951
Rehmann Capital Advisory Group
Lansing,
Michigan
| $422M | +$3.46M | +0.8% | 0.8% | 64.6% | 355 | 13.24% | 0.9 |
|
| 1952 |
MRCM
1952
M&R Capital Management
Summit,
New Jersey
| $422M | -$3.92M | -0.9% | 0.36% | 52.6% | 215 | 5.58% | 1.1 |
|
| 1953 |
1953
Cypress Capital Group
Palm Beach,
Florida
| $421M | -$5.77M | -1% | 1.61% | 97.8% | 215 | 9.77% | 1.1 |
|
| 1954 |
1954
Cortland Associates
St Louis,
Missouri
| $420M | -$81.2M | -16% | 0.87% | 57.1% | 42 | 9.52% | 1 |
|
| 1955 |
GIM
1955
Greylin Investment Management
Orange,
Virginia
| $419M | +$4.02M | +1% | 1.17% | 52.1% | 73 | 17.81% | 0.9 |
|
| 1956 |
1956
McDaniel Terry & Co
Austin,
Texas
| $418M | -$1.8M | -0.4% | 1.82% | 57.9% | 50 | 6% | 1.1 |
|
| 1957 |
KCA
1957
KR Capital Advisors
New York
| $418M | -$23.1M | -5% | 3.06% | – | 47 | 8.51% | 1.1 |
|
| 1958 |
1958
Covalent Partners
Concord,
Massachusetts
| $417M | +$24.7M | +6% | 9.08% | 36.6% | 37 | 24.32% | 0.7 |
|
| 1959 |
1959
Encompass Capital Advisors
New York
| $417M | +$68.4M | +20% | 11% | 364% | 39 | 76.92% | 0.1 |
|
| 1960 |
1960
YHB Investment Advisors
West Hartford,
Connecticut
| $417M | +$2.05M | +0.5% | 1.12% | 96.2% | 154 | 2.6% | 1.1 |
|
| 1961 |
SC
1961
Salzman & Co
Pittsford,
New York
| $416M | +$108M | +35% | 7.12% | 15.7% | 22 | 50% | 0.2 |
|
| 1962 |
1962
Trinity Street Asset Management
London,
United Kingdom
| $416M | +$70M | +20% | 2.06% | 76.9% | 17 | 17.65% | 0.6 |
|
| 1963 |
1963
Summit Partners
Boston,
Massachusetts
| $416M | -$7.74M | -2% | 2.45% | 13.7% | 6 | 16.67% | 0.7 |
|
| 1964 |
1964
Blum Capital Partners
San Francisco,
California
| $415M | -$177M | -30% | 7.8% | 47.9% | 5 | 20% | 1.3 |
|
| 1965 |
1965
Reilly Financial Advisors
La Mesa,
California
| $414M | -$7.08M | -2% | 0.9% | 99% | 893 | 15.01% | 0.9 |
|
| 1966 |
DS
1966
Dalal Street
West Lake Hills,
Texas
| $414M | -$66.8M | -14% | 2.83% | 92.7% | 11 | 36.36% | 0.7 |
|
| 1967 |
1967
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $414M | -$8.79M | -2% | 0.03% | 66.7% | 145 | 4.14% | 1.2 |
|
| 1968 |
1968
Professional Advisory Services
Vero Beach,
Florida
| $414M | +$1.58M | +0.4% | 0.66% | 69.3% | 63 | 11.11% | 0.9 |
|
| 1969 |
1969
Empirical Wealth Management
Seattle,
Washington
| $413M | +$10.1M | +3% | 1.63% | 78.8% | 110 | 13.64% | 1 |
|
| 1970 |
1970
Tegean Capital Management
New York
| $413M | +$9.36M | +2% | 0.85% | – | 20 | 45% | 0.6 |
|
| 1971 |
1971
LBMC Investment Advisors
Brentwood,
Tennessee
| $412M | +$42.3M | +11% | 2.97% | 52.8% | 56 | 21.43% | 1 |
|
| 1972 |
1972
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $412M | -$6.26M | -1% | 0.12% | 34% | 93 | 7.53% | 1.1 |
|
| 1973 |
1973
Connors Investor Services
Wyomissing,
Pennsylvania
| $412M | -$7.38M | -2% | 1% | 125% | 164 | 18.29% | 1 |
|
| 1974 |
1974
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $412M | -$52.2M | -11% | 7.44% | 96% | 127 | 28.35% | 0.8 |
|
| 1975 |
1975
SC XII Management
Menlo Park,
California
| $412M | -$53.7M | -12% | 6.78% | 73.4% | 4 | 50% | 0.5 |
|