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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
Cypress Funds
Los Angeles,
California
| $509M | +$28.7M | +6% | 9.36% | 100% | 34 | 64.71% | 0.9 |
|
| 1952 |
TM
1952
Tiger Management
New York
| $509M | -$21.6M | -4% | 7.95% | – | 63 | 44.44% | 1.3 |
|
| 1953 |
1953
Jacobs & Co
San Francisco,
California
| $508M | +$21.2M | +4% | 2.77% | 105% | 124 | 3.23% | 3.3 |
|
| 1954 |
1954
Electron Capital Partners
New York
| $508M | +$167M | +49% | 0.08% | 333% | 42 | 45.24% | 0.7 |
|
| 1955 |
1955
Kelly Lawrence W & Associates
Pasadens,
California
| $505M | +$21.2M | +4% | 3.95% | 123% | 232 | 43.97% | 2.4 |
|
| 1956 |
REMS
1956
Real Estate Management Services
| $505M | +$3.52M | +0.7% | 0.23% | 67.2% | 39 | 10.26% | 2.1 |
|
| 1957 |
1957
Ally Financial
Detroit,
Michigan
| $505M | +$61M | +14% | 0.03% | 9.35% | 126 | 34.13% | 1.3 |
|
| 1958 |
1958
Sageworth Trust
Lancaster,
Pennsylvania
| $504M | +$15.3M | +3% | 3.77% | 64.5% | 134 | 49.25% | 1 |
|
| 1959 |
1959
Marathon Asset Management (New York)
New York
| $504M | -$423M | -46% | 4.8% | 490% | 17 | 52.94% | 0.6 |
|
| 1960 |
1960
John G. Ullman & Associates
Corning,
New York
| $504M | +$20.3M | +4% | 2.36% | 156% | 122 | 10.66% | 2.6 |
|
| 1961 |
1961
MCF Advisors
Covington,
Kentucky
| $503M | +$26.2M | +5% | 2.17% | 50.2% | 548 | 22.99% | 2.2 |
|
| 1962 |
1962
Rainier Investment Management
Seattle,
Washington
| $503M | -$421M | -46% | 4.44% | 64.8% | 157 | 11.46% | 1.7 |
|
| 1963 |
1963
AIA Group
Hong Kong
| $503M | +$84.3M | +20% | 16.6% | 82.6% | 23 | 17.39% | 1.1 |
|
| 1964 |
1964
Nitorum Capital
New York
| $503M | +$120M | +31% | 7.19% | 87.1% | 30 | 16.67% | 1.1 |
|
| 1965 |
1965
FrontFour Capital Group
Greenwich,
Connecticut
| $503M | +$126M | +33% | 6.97% | 8.55% | 55 | 60% | 0.4 |
|
| 1966 |
1966
JHL Capital Group
Chicago,
Illinois
| $502M | +$37.4M | +8% | 8.39% | – | 23 | 73.91% | 0.4 |
|
| 1967 |
1967
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $502M | +$10.3M | +2% | 2.25% | 86% | 358 | 11.45% | 2.2 |
|
| 1968 |
1968
Jag Capital Management
St Louis,
Missouri
| $500M | +$17M | +4% | 7.97% | 230% | 122 | 19.67% | 2 |
|
| 1969 |
1969
XL Group Investments
Hamilton,
Bermuda
| $499M | +$27.8M | +6% | 4.79% | – | 29 | 37.93% | 0.5 |
|
| 1970 |
1970
CapWealth Advisors
Franklin,
Tennessee
| $499M | +$10.4M | +2% | 3.57% | 152% | 103 | 4.85% | 2.7 |
|
| 1971 |
1971
Keel Point
Huntsville,
Alabama
| $498M | +$2.87M | +0.6% | 2.73% | 76.4% | 176 | 14.2% | 1.4 |
|
| 1972 |
1972
Smith Salley Wealth Management
Greensboro,
North Carolina
| $497M | +$9.6M | +2% | 2.06% | 106% | 178 | 6.74% | 2.5 |
|
| 1973 |
1973
RK Capital Management (Colorado)
Denver,
Colorado
| $497M | -$19.9M | -4% | 3.84% | 89% | 57 | 21.05% | 1.7 |
|
| 1974 |
AAM
1974
Autus Asset Management
Scottsdale,
Arizona
| $496M | +$19.1M | +4% | 4.01% | 26.3% | 153 | 3.27% | 3 |
|
| 1975 |
1975
GVO Asset Management
Zug,
Switzerland
| $496M | -$84.1M | -14% | 6.73% | 71.2% | 22 | 31.82% | 1.2 |
|