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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
Crestline Management
Fort Worth,
Texas
| $842M | +$160M | +23% | 2.53% | 80.2% | 254 | 73.23% | 0.4 |
|
| 1952 |
1952
E-L Financial Corp
Toronto,
Ontario, Canada
| $841M | +$54.9M | +7% | 7.04% | 68.6% | 1 | 0% | 6.3 |
|
| 1953 |
1953
Arkadios Wealth Advisors
Atlanta,
Georgia
| $840M | +$85.4M | +11% | 7.73% | 91.1% | 639 | 17.21% | 1.9 |
|
| 1954 |
1954
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| $840M | +$97.8M | +13% | 21.8% | 34.1% | 18 | 22.22% | 1.8 |
|
| 1955 |
1955
Howe & Rusling
Rochester,
New York
| $839M | +$42.1M | +5% | 2.91% | 82% | 348 | 22.41% | 4.7 |
|
| 1956 |
1956
Poplar Forest Capital
Pasadena,
California
| $839M | +$9.48M | +1% | 1.16% | 30% | 65 | 10.77% | 3.7 |
|
| 1957 |
1957
Broad Run Investment Management
Arlington,
Virginia
| $839M | +$8.79M | +1% | 5.81% | 202% | 28 | 7.14% | 5 |
|
| 1958 |
HEC
1958
Hudson Executive Capital
New York
| $839M | -$101M | -11% | 8.3% | 127% | 7 | 14.29% | 2.8 |
|
| 1959 |
1959
Salomon & Ludwin
Richmond,
Virginia
| $839M | +$49.7M | +6% | 5.89% | 58.7% | 169 | 5.92% | 2.1 |
|
| 1960 |
1960
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $839M | +$50.8M | +6% | 5.65% | 58.6% | 103 | 13.59% | 0.2 |
|
| 1961 |
1961
XN LP
New York
| $838M | +$309M | +58% | 18.8% | 172% | 18 | 38.89% | 0.7 |
|
| 1962 |
1962
Bramshill Investments
Naples,
Florida
| $836M | -$16M | -2% | 0.98% | 3.6% | 159 | 19.5% | 1.7 |
|
| 1963 |
1963
1834 Investment Advisors
Milwaukee,
Wisconsin
| $835M | +$135M | +19% | 4.29% | 68.7% | 246 | 28.05% | 4.2 |
|
| 1964 |
1964
GYL Financial Synergies
West Hartford,
Connecticut
| $835M | +$373M | +81% | 4.72% | 36% | 291 | 28.87% | 1.9 |
|
| 1965 |
CM
1965
Conifer Management
New York
| $833M | +$11.2M | +1% | 14.9% | 22.7% | 11 | 0% | 2.1 |
|
| 1966 |
1966
ARS Investment Partners
New York
| $833M | +$81.1M | +11% | 11.1% | 260% | 168 | 16.07% | 2.7 |
|
| 1967 |
1967
AltraVue Capital
Bellevue,
Washington
| $832M | +$118M | +17% | 13.7% | 221% | 30 | 3.33% | 3.1 |
|
| 1968 |
1968
Wellington Shields Capital Management
New York
| $831M | +$7.15M | +0.9% | 2.55% | 137% | 334 | 10.48% | 4 |
|
| 1969 |
1969
Berger Financial Group
Plymouth,
Minnesota
| $831M | +$73M | +10% | 5.56% | 59.9% | 288 | 16.67% | 1.4 |
|
| 1970 |
1970
Yaupon Capital Management
New York
| $829M | +$194M | +31% | 1.26% | 122% | 135 | 55.56% | 0.5 |
|
| 1971 |
CC
1971
Cornerstone Capital
Palo Alto,
California
| $829M | +$47.9M | +6% | 7.59% | 91.2% | 92 | 8.7% | 5.5 |
|
| 1972 |
1972
Charles Schwab Trust
Henderson,
Nevada
| $828M | +$68.6M | +9% | 5.09% | 52.7% | 154 | 16.23% | 2.5 |
|
| 1973 |
1973
Capital Investment Services of America
Milwaukee,
Wisconsin
| $828M | +$73.8M | +10% | 13.8% | 74.2% | 70 | 2.86% | 6.4 |
|
| 1974 |
1974
Verdence Capital Advisors
Hunt Valley,
Maryland
| $827M | +$14M | +2% | 5.25% | 104% | 566 | 17.31% | 2.4 |
|
| 1975 |
1975
DT Investment Partners
Chadds Ford,
Pennsylvania
| $825M | +$62.9M | +8% | 5.08% | 64.3% | 512 | 12.3% | 1.3 |
|