We are live on !
Find out more
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
Howe & Rusling
Rochester,
New York
| $894M | +$54.4M | +6% | 5.63% | 82% | 350 | 18.57% | 4.4 |
|
| 1952 |
1952
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $893M | +$36.7M | +4% | 4.1% | 62.2% | 254 | 6.69% | 3.3 |
|
| 1953 |
1953
Permian Investment Partners
Dallas,
Texas
| $892M | +$132M | +17% | 10.9% | 78.6% | 20 | 40% | 1.3 |
|
| 1954 |
1954
Freedom Investment Management
Hartford,
Connecticut
| $891M | +$6.41M | +0.7% | 4.4% | 68.5% | 799 | 25.28% | 3.3 |
|
| 1955 |
1955
E-L Financial Corp
Toronto,
Ontario, Canada
| $891M | +$50M | +6% | 8.3% | 68.6% | 1 | 0% | 6.5 |
|
| 1956 |
1956
Commodore Capital
New York
| $890M | +$233M | +35% | 36.3% | 2,121% | 34 | 29.41% | 1 |
|
| 1957 |
1957
Petrus Trust Company
Dallas,
Texas
| $890M | +$64.8M | +8% | 4.11% | 36.9% | 776 | 59.66% | 0.4 |
|
| 1958 |
MAM
1958
Mastrapasqua Asset Management
Nashville,
Tennessee
| $889M | +$74.3M | +9% | 13.7% | 54.9% | 161 | 13.66% | 3.9 |
|
| 1959 |
1959
Good Life Advisors
Reading,
Pennsylvania
| $889M | +$106M | +14% | 5.75% | 60% | 441 | 16.55% | 3 |
|
| 1960 |
1960
Primavera Capital Management
George Town,
Cayman Islands
| $888M | -$137M | -13% | 1.11% | 1.21% | 4 | 0% | 4.1 |
|
| 1961 |
1961
AlphaStar Capital Management
Cornelius,
North Carolina
| $886M | -$291M | -25% | 5.68% | 69.5% | 307 | 32.9% | 2.2 |
|
| 1962 |
1962
Front Barnett Associates
Chicago,
Illinois
| $886M | +$35.7M | +4% | 7.6% | 40.5% | 123 | 7.32% | 6.8 |
|
| 1963 |
1963
Edgemoor Investment Advisors
Bethesda,
Maryland
| $886M | +$62.9M | +8% | 8.98% | 109% | 160 | 4.38% | 4.8 |
|
| 1964 |
WDA
1964
Wendell David Associates
Portsmouth,
New Hampshire
| $885M | +$41.9M | +5% | 6.46% | 46% | 148 | 2.03% | 7.5 |
|
| 1965 |
1965
Amica Mutual Insurance
Providence,
Rhode Island
| $884M | -$12.3M | -1% | 7.57% | 80.4% | 106 | 15.09% | 4.8 |
|
| 1966 |
1966
Connors Investor Services
Wyomissing,
Pennsylvania
| $884M | +$32.7M | +4% | 9.69% | 125% | 166 | 8.43% | 4.6 |
|
| 1967 |
1967
Applied Finance Capital Management
San Juan,
Puerto Rico
| $883M | +$78.6M | +10% | 5.68% | 90.4% | 79 | 16.46% | 0.4 |
|
| 1968 |
AL
1968
Arnhold LLC
New York
| $882M | +$2.03M | +0.2% | 5.05% | 156% | 133 | 9.02% | 3.3 |
|
| 1969 |
1969
Bangor Savings Bank
Bangor,
Maine
| $882M | +$35.4M | +4% | 3.81% | 54.6% | 562 | 8.54% | 2.7 |
|
| 1970 |
1970
Advance Capital Management
Southfield,
Michigan
| $882M | +$320M | +57% | 5.66% | 54.4% | 128 | 24.22% | 1 |
|
| 1971 |
1971
Berger Financial Group
Plymouth,
Minnesota
| $882M | +$50.6M | +6% | 4.82% | 59.9% | 291 | 8.93% | 1.5 |
|
| 1972 |
1972
Godsey & Gibb Inc
Richmond,
Virginia
| $881M | +$27.9M | +3% | 3.52% | 87.5% | 389 | 19.28% | 0.4 |
|
| 1973 |
1973
Levin Capital Strategies
New York
| $881M | +$74.2M | +9% | 7.15% | 88.6% | 310 | 34.52% | 3.1 |
|
| 1974 |
VS
1974
VK Services
Menlo Park,
California
| $880M | +$204M | +30% | 36.4% | 1,605% | 10 | 0% | 1.4 |
|
| 1975 |
1975
Blue Chip Partners
Farmington Hills,
Michigan
| $880M | +$36.9M | +4% | 3.73% | 81.2% | 189 | 10.05% | 4.1 |
|