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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 |
SGCIA
1951
Smith Graham & Co Investment Advisors
Houston,
Texas
| $752M | -$57.8M | -7% | 3.26% | 56.9% | 142 | 5.63% | 6.1 |
|
| 1952 |
1952
Edgemoor Investment Advisors
Bethesda,
Maryland
| $752M | -$41.7M | -5% | 4.11% | 109% | 158 | 12.03% | 4.7 |
|
| 1953 |
1953
Caxton Associates (New York)
New York
| $751M | -$279M | -27% | 7.5% | 73.9% | 734 | 62.94% | 0.3 |
|
| 1954 |
1954
Paradigm Biocapital Advisors
New York
| $750M | +$249M | +50% | 36.1% | 803% | 33 | 45.45% | 0.4 |
|
| 1955 |
1955
Nalanda India Equity Fund
Mauritius
| $749M | +$33.2M | +5% | 4.8% | 30.2% | 2 | 0% | 3.1 |
|
| 1956 |
1956
Ghisallo Capital Management
Boston,
Massachusetts
| $749M | -$61M | -8% | 2.69% | 122% | 303 | 29.04% | 0.9 |
|
| 1957 |
1957
E-L Financial Corp
Toronto,
Ontario, Canada
| $748M | +$10M | +1% | 5.36% | 68.6% | 1 | 0% | 5.8 |
|
| 1958 |
1958
Lisanti Capital Growth
New York
| $748M | +$11.5M | +2% | 18.5% | 1,490% | 143 | 53.15% | 0.5 |
|
| 1959 |
1959
Taurus Asset Management
New York
| $747M | -$63.5M | -8% | 4.08% | 26.9% | 87 | 0% | 6.2 |
|
| 1960 |
1960
MMBG Investment Advisors
Miami,
Florida
| $747M | -$59.1M | -7% | 5.26% | 118% | 166 | 9.64% | 0.7 |
|
| 1961 |
1961
Distillate Capital Partners
Chicago,
Illinois
| $747M | +$47.2M | +7% | 3.36% | 9.94% | 126 | 33.33% | 0.9 |
|
| 1962 |
SM
1962
SG3 Management
Dorado,
Puerto Rico
| $746M | -$116M | -13% | 2.7% | 38.7% | 510 | 70.59% | 0.5 |
|
| 1963 |
1963
Ironvine Capital Partners
Omaha,
Nebraska
| $745M | -$69.5M | -9% | 4.8% | 58.8% | 55 | 7.27% | 3.7 |
|
| 1964 |
AL
1964
Arnhold LLC
New York
| $745M | -$93.5M | -11% | 10.3% | 156% | 148 | 14.19% | 2.8 |
|
| 1965 |
1965
Redwood Investments
Boston,
Massachusetts
| $744M | -$156M | -17% | 4.3% | 74.1% | 132 | 18.94% | 2.3 |
|
| 1966 |
1966
Beese Fulmer Investment Management
Canton,
Ohio
| $744M | -$37.7M | -5% | 4.4% | 124% | 227 | 9.69% | 5.6 |
|
| 1967 |
1967
AH Equity Partners III
Menlo Park,
California
| $744M | +$186M | +33% | 34.8% | 42.6% | 13 | 0% | 1.1 |
|
| 1968 |
WDA
1968
Wendell David Associates
Portsmouth,
New Hampshire
| $743M | -$43.2M | -5% | 3.78% | 46% | 151 | 5.3% | 6.9 |
|
| 1969 |
1969
Journey Strategic Wealth
Summit,
New Jersey
| $741M | -$5.97M | -0.8% | 4.11% | 62.2% | 199 | 45.23% | 0.3 |
|
| 1970 |
1970
Elm Partners Management
Philadelphia,
Pennsylvania
| $741M | -$26M | -3% | 6.1% | 46.9% | 35 | 8.57% | 3.1 |
|
| 1971 |
1971
Kryger Capital
London,
United Kingdom
| $740M | -$740M | -50% | 32.8% | 421% | 219 | 89.5% | 0.4 |
|
| 1972 |
1972
Oribel Capital Management
New York
| $740M | -$182M | -20% | 1.18% | 337% | 135 | 60% | 0.7 |
|
| 1973 |
1973
Twin Capital Management
Mcmurray,
Pennsylvania
| $740M | -$43.3M | -6% | 4.08% | 132% | 315 | 16.19% | 3.1 |
|
| 1974 |
1974
Crestline Management
Fort Worth,
Texas
| $740M | -$26.6M | -3% | 0.07% | 80.2% | 310 | 63.87% | 0.4 |
|
| 1975 |
1975
NEPC LLC
Boston,
Massachusetts
| $739M | +$40.4M | +6% | 3.06% | 21.3% | 32 | 18.75% | 2.2 |
|