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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
Vestor Capital
Chicago,
Illinois
| $592M | +$25M | +4% | 2.53% | 188% | 151 | 21.85% | 2.5 |
|
| 1952 |
1952
Regis Management Company
Menlo Park,
California
| $591M | -$69.1M | -10% | 1.04% | 5.33% | 67 | 8.96% | 3.6 |
|
| 1953 |
1953
Kings Point Capital Management
Great Neck,
New York
| $591M | +$43.2M | +8% | 2.26% | 80.1% | 502 | 19.92% | 2.8 |
|
| 1954 |
1954
Pier Capital
Stamford,
Connecticut
| $590M | -$56.5M | -9% | 2.64% | 223% | 121 | 23.97% | 1 |
|
| 1955 |
1955
Summit Financial
Parsippany,
New Jersey
| $590M | -$2.44M | -0.4% | 0.47% | 81.8% | 44 | 43.18% | 0.8 |
|
| 1956 |
AL
1956
Arnhold LLC
New York
| $589M | +$18.8M | +3% | 0.45% | 156% | 135 | 5.19% | 1.3 |
|
| 1957 |
1957
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| $588M | -$68.3M | -10% | 3.23% | 98.1% | 50 | 64% | 0.5 |
|
| 1958 |
1958
Bangor Savings Bank
Bangor,
Maine
| $588M | +$21M | +4% | 0.69% | 54.6% | 190 | 15.79% | 3.6 |
|
| 1959 |
1959
ECP ControlCo
Summit,
New Jersey
| $587M | +$557M | +1,860% | 15.1% | 42.5% | 3 | 66.67% | 0.7 |
|
| 1960 |
1960
Beacon Financial Group
Dallas,
Texas
| $587M | +$786K | +0.1% | 1.64% | 66.6% | 192 | 7.81% | 3.3 |
|
| 1961 |
1961
HoyleCohen
San Diego,
California
| $586M | +$10.2M | +2% | 2.86% | 46.1% | 192 | 5.73% | 1.4 |
|
| 1962 |
1962
Newfoundland Capital Management
Sao Paulo,
Brazil
| $586M | +$183M | +45% | 14.6% | 49.5% | 84 | 63.1% | 0.3 |
|
| 1963 |
MIM
1963
Marco Investment Management
Atlanta,
Georgia
| $586M | +$25.2M | +4% | 2.62% | 127% | 181 | 6.63% | 4.6 |
|
| 1964 |
1964
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| $586M | +$5.6M | +1% | 0.47% | 119% | 172 | 9.88% | 2.4 |
|
| 1965 |
1965
London & Capital Asset Management
London,
United Kingdom
| $586M | +$109M | +23% | 4.64% | 88.8% | 93 | 12.9% | 0.6 |
|
| 1966 |
1966
Pura Vida Investments
New York
| $585M | -$73.1M | -11% | 9.64% | 38.3% | 141 | 66.67% | 0.5 |
|
| 1967 |
1967
First Business Financial Services
Madison,
Wisconsin
| $585M | +$9.4M | +2% | 1.32% | 74% | 123 | 8.94% | 2.3 |
|
| 1968 |
1968
Laurel Wealth Advisors (California)
Solana Beach,
California
| $585M | +$129M | +28% | 1.66% | 33% | 465 | 22.15% | 1.9 |
|
| 1969 |
1969
Tang Capital Management
San Diego,
California
| $584M | -$155M | -21% | 20.7% | 493% | 12 | 16.67% | 1.5 |
|
| 1970 |
1970
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| $584M | -$50.1M | -8% | 2.8% | 146% | 37 | 8.11% | 4.1 |
|
| 1971 |
1971
Novo Holdings A/S
Hellerup,
Denmark
| $584M | -$130M | -18% | 15.8% | 205% | 33 | 24.24% | 1.1 |
|
| 1972 |
1972
H2O AM
London,
United Kingdom
| $584M | -$611M | -51% | 1.78% | – | 100 | 28% | 0.4 |
|
| 1973 |
IR
1973
IAT Reinsurance
New York
| $582M | -$50.7M | -8% | 7.96% | 60.2% | 132 | 17.42% | 2.5 |
|
| 1974 |
1974
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $581M | +$58.3M | +11% | 2.37% | 112% | 335 | 23.88% | 1.3 |
|
| 1975 |
1975
Capital International Sarl
Los Angeles,
California
| $581M | -$137M | -19% | 1.47% | 149% | 150 | 17.33% | 2.8 |
|