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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
Harvest Fund Management
Beijing,
China
| $587M | +$110M | +23% | 26.1% | 327% | 413 | 33.17% | 0.8 |
|
| 1952 |
1952
Jacobs & Co
San Francisco,
California
| $587M | +$79.8M | +16% | 13.1% | 105% | 135 | 17.04% | 4.1 |
|
| 1953 |
1953
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $586M | +$71M | +14% | 10.8% | 65.6% | 1,329 | 8.28% | 1.3 |
|
| 1954 |
1954
Symmetry Partners
Glastonbury,
Connecticut
| $586M | +$193M | +49% | 10% | 61.4% | 445 | 20.9% | 0.4 |
|
| 1955 |
1955
Aptus Capital Advisors
Fairhope,
Alabama
| $585M | +$206M | +54% | 10.5% | 67% | 332 | 55.12% | 0.1 |
|
| 1956 |
1956
Matrix Asset Advisors
White Plains,
New York
| $585M | +$46.8M | +9% | 11.3% | 84.9% | 73 | 12.33% | 4.2 |
|
| 1957 |
1957
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $585M | +$95M | +19% | 15.1% | 119% | 165 | 27.27% | 2.2 |
|
| 1958 |
1958
Capstone Financial Advisors
Downers Grove,
Illinois
| $585M | +$87M | +17% | 9.97% | 54.5% | 105 | 20.95% | 2.3 |
|
| 1959 |
1959
Centaurus Financial
Anaheim,
California
| $585M | +$132M | +29% | 14% | 83.5% | 592 | 27.36% | 0.8 |
|
| 1960 |
1960
Vista Equity Partners Management
San Francisco,
California
| $585M | -$259M | -31% | 35.5% | 3.45% | 34 | 55.88% | 0.6 |
|
| 1961 |
1961
Silverback Asset Management
Chapel Hill,
North Carolina
| $584M | +$43.7M | +8% | 0.88% | 92.1% | 52 | 23.08% | 0.7 |
|
| 1962 |
1962
McDaniel Terry & Co
Austin,
Texas
| $584M | +$67.7M | +13% | 13.4% | 57.9% | 64 | 6.25% | 4.1 |
|
| 1963 |
1963
Trigran Investments
Northbrook,
Illinois
| $584M | +$45.1M | +8% | 12.4% | 30.2% | 24 | 20.83% | 2.5 |
|
| 1964 |
MGM
1964
Miura Global Management
New York
| $584M | +$192M | +49% | 32.6% | 375% | 24 | 45.83% | 0.5 |
|
| 1965 |
1965
Estate Counselors
Thiensville,
Wisconsin
| $584M | +$88.7M | +18% | 8.87% | 60% | 73 | 26.03% | 2.3 |
|
| 1966 |
1966
BRR OpCo
Columbus,
Ohio
| $583M | +$101M | +21% | 7.82% | 23.6% | 174 | 39.08% | 2.2 |
|
| 1967 |
1967
INCA Investments
Miami,
Florida
| $583M | -$9.9M | -2% | 9.1% | 128% | 13 | 7.69% | 2.6 |
|
| 1968 |
1968
Blackhill Capital
Morristown,
New Jersey
| $583M | +$61.1M | +12% | 10.4% | 212% | 69 | 4.35% | 4.5 |
|
| 1969 |
1969
SeaCrest Wealth Management
Purchase,
New York
| $583M | +$97.9M | +20% | 13.8% | 153% | 2,332 | 8.66% | 1.1 |
|
| 1970 |
1970
Summit Financial
Parsippany,
New Jersey
| $583M | +$67.8M | +13% | 11.9% | 81.8% | 53 | 15.09% | 0.2 |
|
| 1971 |
1971
Harvey Investment Company
Louisville,
Kentucky
| $582M | +$63.6M | +12% | 14.9% | 56.4% | 85 | 8.24% | 4.3 |
|
| 1972 |
1972
Bell Asset Management
Melbourne,
Australia
| $582M | +$106M | +22% | 14.5% | 45.3% | 64 | 7.81% | 1.1 |
|
| 1973 |
1973
Citizens Business Bank
Ontario,
California
| $580M | +$60.3M | +12% | 12.3% | 108% | 267 | 10.49% | 3.7 |
|
| 1974 |
1974
Periscope Capital
Toronto,
Ontario, Canada
| $580M | +$43.7M | +8% | 1.27% | 28.8% | 211 | 31.75% | 0.6 |
|
| 1975 |
1975
Garde Capital
Seattle,
Washington
| $579M | +$14.6M | +3% | 10.2% | 67.6% | 170 | 24.71% | 3 |
|