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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
Deer VII & Co
Larchmont,
New York
| $437M | +$331M | +314% | 14.4% | 241% | 7 | 14.29% | 1.4 |
|
| 1952 |
1952
Vision Capital Management
Portland,
Oregon
| $436M | -$10.7M | -2% | 7.13% | 78.4% | 87 | 28.74% | 1.1 |
|
| 1953 |
PGCM
1953
Prescott Group Capital Management
Tulsa,
Oklahoma
| $436M | +$21.3M | +5% | 4.37% | 148% | 181 | 21.55% | 1.6 |
|
| 1954 |
1954
Howe & Rusling
Rochester,
New York
| $436M | +$33M | +8% | 6.58% | 82% | 1,158 | 20.64% | 1.4 |
|
| 1955 |
1955
Beacon Financial Group
Dallas,
Texas
| $435M | +$26.1M | +6% | 4.26% | 66.6% | 178 | 15.17% | 1.5 |
|
| 1956 |
1956
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $434M | +$99.5M | +30% | 1.87% | 34.1% | 15 | 26.67% | 1 |
|
| 1957 |
HSC
1957
Harbor Spring Capital
New York
| $434M | – | – | 1.87% | – | 12 | – | 0 |
|
| 1958 |
TP
1958
Thunderbird Partners
London,
United Kingdom
| $434M | – | – | 17.7% | 38% | 5 | – | 0 |
|
| 1959 |
1959
Chemung Canal Trust
Elmira,
New York
| $433M | +$22.4M | +5% | 7.99% | 80.9% | 139 | 14.39% | 2.1 |
|
| 1960 |
1960
Halsey Associates
New Haven,
Connecticut
| $432M | +$6.7M | +2% | 4.92% | 63.8% | 109 | 8.26% | 2.1 |
|
| 1961 |
1961
Mather Group
Chicago,
Illinois
| $431M | +$52.1M | +14% | 1.99% | 54.1% | 38 | 39.47% | 1.1 |
|
| 1962 |
CA
1962
Cornerstone Advisors
Asheville,
North Carolina
| $431M | +$5.7M | +1% | 5.36% | 108% | 270 | 30% | 1.3 |
|
| 1963 |
GWI
1963
Grace & White Inc
Ny,
New York
| $431M | -$2.76M | -0.6% | 4.86% | 59.6% | 145 | 4.83% | 2.1 |
|
| 1964 |
JMH
1964
J.M. Hartwell
New York
| $430M | -$7.25M | -2% | 7.93% | 72.2% | 108 | 28.7% | 1.9 |
|
| 1965 |
1965
Tyrus Capital S.A.M.
Monaco
| $430M | -$171M | -28% | 8.51% | – | 40 | 87.5% | 0.1 |
|
| 1966 |
1966
Planning Alternatives
Birmingham,
Michigan
| $430M | +$22.8M | +6% | 3.94% | 69.6% | 56 | 17.86% | 1.6 |
|
| 1967 |
1967
Tilden Park Management I
New York
| $430M | – | – | 7.18% | 29.6% | 3 | – | 0 |
|
| 1968 |
SC
1968
Seawolf Capital
New York
| $430M | +$29.2M | +7% | 2.4% | 25.7% | 63 | 61.9% | 0.6 |
|
| 1969 |
1969
Formula Growth
Montreal,
Quebec, Canada
| $429M | – | – | 1.49% | 118% | 166 | – | 0 |
|
| 1970 |
1970
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| $429M | -$157M | -27% | 3.7% | 58.1% | 177 | 11.3% | 0.5 |
|
| 1971 |
1971
Daiwa SB Investments
Tokyo,
Japan
| $428M | -$9.28M | -2% | 7.01% | 60.6% | 183 | 36.61% | 1.1 |
|
| 1972 |
1972
Pictet North America Advisors
Geneva 73,
Switzerland
| $428M | +$67.9M | +19% | 5.24% | 67.7% | 105 | 37.14% | 0.6 |
|
| 1973 |
1973
Private Wealth Partners
Mill Valley,
California
| $428M | +$30.5M | +8% | 6.68% | 132% | 141 | 17.73% | 1.8 |
|
| 1974 |
1974
BTC Capital Management
Des Moines,
Iowa
| $427M | +$11.9M | +3% | 4.72% | – | 180 | 13.33% | 0.9 |
|
| 1975 |
TAM
1975
Telemark Asset Management
Boston,
Massachusetts
| $427M | +$100M | +31% | 16.1% | 329% | 31 | 45.16% | 0.9 |
|