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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
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $448M | -$4.6M | -1% | 1.73% | 70.6% | 284 | 51.76% | 0.6 |
|
| 1952 |
1952
Asset Advisors Corp
Augusta,
Georgia
| $448M | +$2.14M | +0.5% | 1.41% | 41.4% | 169 | 8.28% | 1.6 |
|
| 1953 |
1953
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $448M | -$159M | -26% | 0.75% | 90.4% | 889 | 33.86% | 0.9 |
|
| 1954 |
1954
Signature Estate & Investment Advisors
Los Angeles,
California
| $448M | +$68.6M | +18% | 0.42% | 84.4% | 99 | 22.22% | 1.1 |
|
| 1955 |
1955
Cobiz Wealth
Denver,
Colorado
| $448M | -$275K | -0.1% | 0.54% | 54% | 140 | 11.43% | 1.5 |
|
| 1956 |
MCTIC
1956
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| $447M | +$4.3M | +1% | 1.87% | 38.8% | 99 | 7.07% | 1.6 |
|
| 1957 |
1957
Bainco International Investors
Boston,
Massachusetts
| $447M | +$3.31M | +0.7% | 0.57% | 69.4% | 88 | 5.68% | 1.7 |
|
| 1958 |
1958
Zuckerman Investment Group
Chicago,
Illinois
| $447M | -$22.7M | -5% | 1.86% | 111% | 55 | 25.45% | 1.3 |
|
| 1959 |
1959
Goldentree Asset Management
New York
| $447M | -$144M | -24% | 0.67% | 27.7% | 21 | 23.81% | 0.7 |
|
| 1960 |
JDR
1960
Jay D. Rosenbaum
| $447M | -$19.9M | -4% | 4.04% | 12.9% | 41 | 2.44% | 0.5 |
|
| 1961 |
1961
SFMG Wealth Advisors
Plano,
Texas
| $447M | -$791M | -64% | 0.69% | 76.1% | 188 | 42.02% | 1.1 |
|
| 1962 |
1962
Carroll Financial Associates
Charlotte,
North Carolina
| $447M | +$219M | +96% | 1.6% | 79.9% | 1,188 | 31.99% | 1 |
|
| 1963 |
GII
1963
Gryphon International Investment
Toronto,
Ontario, Canada
| $447M | -$61.7M | -12% | 0% | 5.67% | 23 | 4.35% | 1.6 |
|
| 1964 |
CCC
1964
Chelsea Counsel Company
Los Angeles,
California
| $447M | -$17.7M | -4% | 2.59% | 106% | 174 | 26.44% | 1.3 |
|
| 1965 |
1965
Appleton Partners
Boston,
Massachusetts
| $446M | +$3.05M | +0.7% | 1.02% | 101% | 195 | 11.28% | 1.5 |
|
| 1966 |
1966
First Niagara Bank
Lockport,
New York
| $446M | -$8.49M | -2% | 0.59% | 38.1% | 252 | 12.7% | 1.6 |
|
| 1967 |
CCP
1967
Caymus Capital Partners
The Woodlands,
Texas
| $446M | +$133M | +43% | 1.35% | 57.3% | 21 | 14.29% | 0.9 |
|
| 1968 |
1968
Central Securities
New York
| $445M | +$26.6M | +6% | 0.8% | 90.2% | 35 | 14.29% | 1.5 |
|
| 1969 |
1969
First Wilshire Securities Management
Pasadena,
California
| $445M | -$44.4M | -9% | 3.25% | 135% | 129 | 11.63% | 1.7 |
|
| 1970 |
1970
13D Management
New York
| $444M | +$50.9M | +13% | 0.31% | 157% | 36 | 27.78% | 0.9 |
|
| 1971 |
1971
Richard C. Young & Co
Newport,
Rhode Island
| $444M | -$14.5M | -3% | 1.56% | 137% | 73 | 9.59% | 1.4 |
|
| 1972 |
1972
Waratah Capital Advisors
Toronto,
Ontario, Canada
| $443M | +$77.2M | +21% | 0.87% | 192% | 124 | 54.84% | 0.4 |
|
| 1973 |
1973
Private Wealth Partners
Mill Valley,
California
| $443M | +$8.31M | +2% | 0.67% | 132% | 154 | 17.53% | 1.5 |
|
| 1974 |
1974
Randolph Company
Cincinnati,
Ohio
| $443M | -$18.1M | -4% | 2.83% | 120% | 50 | 12% | 0.9 |
|
| 1975 |
1975
Dean Investment Associates
Beavercreek,
Ohio
| $441M | +$9.5M | +2% | 0.61% | 63.5% | 258 | 27.13% | 1.2 |
|