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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 |
MAM
1951
Mastrapasqua Asset Management
Nashville,
Tennessee
| $1.02B | +$105M | +11% | 15% | 54.9% | 149 | 14.09% | 3.7 |
|
| 1952 |
1952
Atalaya Capital Management
New York
| $1.02B | +$365M | +56% | 0.24% | 7.46% | 481 | 38.25% | 0.4 |
|
| 1953 |
1953
Merit Financial Group
Alpharetta,
Georgia
| $1.02B | +$64M | +7% | 7.15% | 67.3% | 293 | 16.04% | 1.8 |
|
| 1954 |
1954
Connors Investor Services
Wyomissing,
Pennsylvania
| $1.02B | +$73.8M | +8% | 9.03% | 125% | 173 | 11.56% | 3.9 |
|
| 1955 |
MIM
1955
Marco Investment Management
Atlanta,
Georgia
| $1.02B | +$110M | +12% | 14.2% | 127% | 228 | 9.65% | 4.8 |
|
| 1956 |
1956
Pictet North America Advisors
Geneva 73,
Switzerland
| $1.02B | +$5.12M | +0.5% | 5.66% | 67.7% | 133 | 9.77% | 3.6 |
|
| 1957 |
1957
PFG Advisors
Phoenix,
Arizona
| $1.02B | +$111M | +12% | 8.99% | 82.7% | 552 | 13.77% | 1.8 |
|
| 1958 |
1958
McAdam LLC
Philadelphia,
Pennsylvania
| $1.01B | +$114M | +13% | 5.34% | 65.4% | 199 | 12.56% | 2 |
|
| 1959 |
1959
Alpine Woods Capital Investors
Purchase,
New York
| $1.01B | +$78.1M | +8% | 11.2% | 105% | 233 | 16.74% | 3.7 |
|
| 1960 |
1960
Western Wealth Management
Golden,
Colorado
| $1.01B | – | – | 9.8% | 82.6% | 594 | – | 1.7 |
|
| 1961 |
SIMS
1961
SPT Invest Management Sarl
Contern,
Luxembourg
| $1.01B | -$337M | -25% | 18.2% | – | 2 | 0% | 0.9 |
|
| 1962 |
1962
American Assets Capital Advisers
San Diego,
California
| $1.01B | +$177M | +21% | 10.7% | 73.5% | 33 | 18.18% | 2.7 |
|
| 1963 |
1963
BTC Capital Management
Des Moines,
Iowa
| $1.01B | +$120M | +14% | 10.1% | – | 262 | 24.43% | 2.5 |
|
| 1964 |
1964
Essex Financial Services
Essex,
Connecticut
| $1.01B | +$137M | +16% | 10.9% | 87.7% | 520 | 15.96% | 2.9 |
|
| 1965 |
1965
SB Management
Abu Dhabi,
United Arab Emirates
| $1.01B | +$35.5M | +4% | 21.1% | – | 35 | 40% | 0.5 |
|
| 1966 |
1966
Central Securities
New York
| $1.01B | +$62.9M | +7% | 7.29% | 90.2% | 32 | 3.13% | 5.5 |
|
| 1967 |
SGCIA
1967
Smith Graham & Co Investment Advisors
Houston,
Texas
| $1.01B | +$10.5M | +1% | 7.75% | 56.9% | 143 | 2.8% | 5.6 |
|
| 1968 |
1968
Executive Wealth Management
Brighton,
Michigan
| $1B | +$98.7M | +11% | 8.54% | 18.4% | 208 | 15.87% | 1.7 |
|
| 1969 |
1969
TCV Trust & Wealth Management
Richmond,
Virginia
| $1B | +$101M | +11% | 10.3% | 75.3% | 223 | 20.18% | 4.8 |
|
| 1970 |
1970
Fernbridge Capital Management
Los Angeles,
California
| $1B | +$182M | +22% | 1.24% | 12.4% | 24 | 45.83% | 0.5 |
|
| 1971 |
1971
MIG Capital
Newport Beach,
California
| $1B | -$37.9M | -4% | 1.47% | 118% | 28 | 32.14% | 2.1 |
|
| 1972 |
1972
Ashford Capital Management
Wilmington,
Delaware
| $1B | -$97.7M | -9% | 2.43% | 150% | 118 | 15.25% | 3.6 |
|
| 1973 |
1973
Roundview Capital
Princeton,
New Jersey
| $1B | +$95.5M | +11% | 8.47% | 77.7% | 309 | 11.97% | 3.9 |
|
| 1974 |
1974
Grassi Investment Management
Santa Clara,
California
| $1B | +$112M | +13% | 14.9% | 170% | 155 | 14.19% | 4.2 |
|
| 1975 |
1975
Southernsun Asset Management
Memphis,
Tennessee
| $1B | +$53.4M | +6% | 8.86% | 54.7% | 35 | 11.43% | 4.7 |
|