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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
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $518M | -$106M | -17% | 14.6% | 146% | 38 | 18.42% | 3.9 |
|
| 1952 |
1952
Stieven Capital Advisors
St. Louis,
Missouri
| $517M | -$123M | -19% | 19.7% | 117% | 73 | 24.66% | 2.3 |
|
| 1953 |
1953
Stephens Group Asset Management
Little Rock,
Arkansas
| $517M | -$17.6M | -3% | 13.3% | 51.4% | 32 | 56.25% | 0.6 |
|
| 1954 |
1954
Private Wealth Partners
Mill Valley,
California
| $517M | -$139M | -21% | 12.6% | 132% | 119 | 22.69% | 3.5 |
|
| 1955 |
1955
McDaniel Terry & Co
Austin,
Texas
| $516M | -$76.2M | -13% | 11% | 57.9% | 63 | 4.76% | 4.1 |
|
| 1956 |
1956
Incline Global Management
New York
| $516M | -$882M | -63% | 17% | 40.1% | 36 | 41.67% | 1.1 |
|
| 1957 |
1957
Alaska Permanent Capital Management
Anchorage,
Alaska
| $516M | -$81.2M | -14% | 9.6% | 42.8% | 26 | 11.54% | 2.5 |
|
| 1958 |
1958
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $515M | -$29.3M | -5% | 10.5% | 65.6% | 1,340 | 9.1% | 1.1 |
|
| 1959 |
PAM
1959
Private Asset Management
San Diego,
California
| $515M | -$120M | -19% | 13% | 38.2% | 154 | 20.13% | 3.7 |
|
| 1960 |
1960
Summit Financial
Parsippany,
New Jersey
| $515M | – | – | 14.2% | 81.8% | 47 | – | 0 |
|
| 1961 |
1961
Honeycomb Asset Management
New York
| $513M | -$511M | -50% | 15.2% | 49% | 47 | 72.34% | 0.2 |
|
| 1962 |
1962
GuardCap Asset Management
London,
United Kingdom
| $512M | +$79.6M | +18% | 9.77% | 21.9% | 25 | 20% | 0.8 |
|
| 1963 |
1963
La Financiere de L'Echiquier
Paris,
France
| $512M | -$32.2M | -6% | 17.3% | 28.1% | 56 | 35.71% | 0.7 |
|
| 1964 |
1964
Sand Grove Capital Management
London,
United Kingdom
| $512M | -$447M | -47% | 3.75% | 410% | 17 | 76.47% | 0.2 |
|
| 1965 |
1965
Bardin Hill Management Partners
New York
| $512M | -$291M | -36% | 10.1% | 214% | 44 | 77.27% | 0.3 |
|
| 1966 |
1966
Jacobs Asset Management
New York
| $512M | -$30.7M | -6% | 21.4% | 114% | 57 | 21.05% | 2.1 |
|
| 1967 |
1967
Heritage Wealth Advisors
Richmond,
Virginia
| $512M | +$1.23M | +0.2% | 13.4% | 65% | 440 | 13.18% | 1 |
|
| 1968 |
NM
1968
Newtyn Management
New York
| $511M | -$72.9M | -12% | 23.7% | 52% | 45 | 51.11% | 0.6 |
|
| 1969 |
PGCM
1969
Prescott Group Capital Management
Tulsa,
Oklahoma
| $511M | +$554K | +0.1% | 27.7% | 148% | 282 | 52.13% | 1.7 |
|
| 1970 |
1970
J.V. Bruni & Co
Colorado Springs,
Colorado
| $510M | -$107M | -17% | 16% | 97.9% | 29 | 6.9% | 3.2 |
|
| 1971 |
FBP
1971
Flippin Bruce & Porter
Lynchburg,
Virginia
| $509M | -$29.4M | -5% | 13.1% | 44.4% | 78 | 5.13% | 4.1 |
|
| 1972 |
LM
1972
Lasry Marc
| $508M | +$38.7M | +8% | 12.5% | 14.8% | 10 | 40% | 0.9 |
|
| 1973 |
1973
Modera Wealth Management
Westwood,
New Jersey
| $508M | +$13.7M | +3% | 8.81% | 68.2% | 147 | 10.88% | 3.2 |
|
| 1974 |
MA
1974
Mutual Advisors
Omaha,
Nebraska
| $507M | -$151M | -23% | 12.1% | 68.1% | 510 | 22.94% | 0.8 |
|
| 1975 |
1975
Jacobs & Co
San Francisco,
California
| $507M | -$84M | -14% | 9.7% | 105% | 124 | 7.26% | 4.5 |
|