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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
Estabrook Capital Management
New York
| $611M | +$7.41M | +1% | 3.32% | 87.2% | 340 | 5.88% | 4.9 |
|
| 1952 |
1952
Waterfront Capital Partners
New York
| $608M | -$78.9M | -11% | 2.91% | 88.3% | 57 | 47.37% | 0.8 |
|
| 1953 |
LLL
1953
Lynrock Lake LP
Rye Brook,
New York
| $607M | +$222M | +58% | 1.9% | 21.2% | 25 | 36% | 0.3 |
|
| 1954 |
1954
Credential Qtrade Securities
Vancouver,
| $607M | +$66.9M | +12% | 6.05% | 27.7% | 307 | 16.29% | 0.6 |
|
| 1955 |
1955
Everence Capital Management
Goshen,
Indiana
| $605M | +$32.7M | +6% | 5.15% | 108% | 679 | 13.99% | 2.3 |
|
| 1956 |
1956
MCF Advisors
Covington,
Kentucky
| $605M | +$26.7M | +5% | 2.61% | 50.2% | 493 | 14.2% | 3.3 |
|
| 1957 |
1957
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| $604M | +$264M | +77% | 1.82% | 602% | 17 | 29.41% | 1 |
|
| 1958 |
1958
Citizens Business Bank
Ontario,
California
| $604M | +$24.2M | +4% | 2.71% | 108% | 258 | 6.98% | 3.7 |
|
| 1959 |
1959
AH Equity Partners III (Parallel)
Menlo Park,
California
| $604M | -$101M | -14% | 15.4% | 33.1% | 2 | 50% | 0.1 |
|
| 1960 |
1960
Wellington Shields Capital Management
New York
| $603M | +$15.7M | +3% | 6.02% | 137% | 298 | 11.07% | 3.7 |
|
| 1961 |
1961
Hunting Hill Global Capital
New York
| $603M | +$59.5M | +11% | 4.15% | 132% | 27 | 51.85% | 0.4 |
|
| 1962 |
1962
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $603M | -$66.3M | -10% | 2.39% | 56.1% | 107 | 22.43% | 1 |
|
| 1963 |
1963
McDaniel Terry & Co
Austin,
Texas
| $603M | +$18.7M | +3% | 2.67% | 57.9% | 70 | 17.14% | 4.1 |
|
| 1964 |
1964
Windham Capital Management
Boston,
Massachusetts
| $602M | +$4.47M | +0.7% | 1.29% | 8.3% | 66 | 7.58% | 1.2 |
|
| 1965 |
1965
Mason Investment Advisory Services
Reston,
Virginia
| $601M | +$240M | +66% | 1.52% | 76.1% | 84 | 4.76% | 0.2 |
|
| 1966 |
1966
Trigran Investments
Northbrook,
Illinois
| $600M | +$16.2M | +3% | 1.91% | 30.2% | 22 | 18.18% | 2.9 |
|
| 1967 |
1967
United Bank (Virginia)
Vienna,
Virginia
| $598M | +$43.3M | +8% | 2% | 76.1% | 148 | 12.84% | 1.9 |
|
| 1968 |
GPCM
1968
Greenbrier Partners Capital Management
Dallas,
Texas
| $597M | +$34.1M | +6% | 6.99% | 96.1% | 18 | 22.22% | 4.7 |
|
| 1969 |
1969
Front Barnett Associates
Chicago,
Illinois
| $596M | -$24.8M | -4% | 2.9% | 40.5% | 123 | 5.69% | 4.9 |
|
| 1970 |
1970
Kingsview Wealth Management
Grants Pass,
Oregon
| $596M | -$61.6M | -9% | 4.18% | 71.5% | 543 | 26.89% | 1.1 |
|
| 1971 |
1971
Summit Creek Advisors
Minneapolis,
Minnesota
| $596M | +$34.6M | +6% | 6.29% | 68.8% | 61 | 13.11% | 2.4 |
|
| 1972 |
1972
PM Capital
Sydney,
Australia
| $595M | +$33.8M | +6% | 7.34% | 105% | 26 | 7.69% | 2.8 |
|
| 1973 |
1973
Index Venture Associates V
St. Helier, Channel Islands,
Jersey
| $595M | -$176M | -23% | 22.7% | 61.2% | 3 | 0% | 1.2 |
|
| 1974 |
1974
ARS Investment Partners
New York
| $595M | +$42.4M | +8% | 3.49% | 260% | 143 | 26.57% | 2.5 |
|
| 1975 |
1975
CCM Investment Advisers
Columbia,
South Carolina
| $595M | -$1.46M | -0.2% | 4.09% | 170% | 83 | 21.69% | 3.2 |
|