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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
Berger Financial Group
Plymouth,
Minnesota
| $871M | -$11M | -1% | 3.18% | 59.9% | 298 | 10.74% | 1.7 |
|
| 1952 |
1952
Riposte Capital
New York
| $870M | +$627M | +257% | 5.9% | 370% | 31 | 58.06% | 0.4 |
|
| 1953 |
1953
Koshinski Asset Management
Decatur,
Illinois
| $870M | -$63.2M | -7% | 2.99% | 76.5% | 637 | 15.86% | 2.7 |
|
| 1954 |
MIM
1954
Marco Investment Management
Atlanta,
Georgia
| $870M | -$56M | -6% | 2.2% | 127% | 208 | 8.17% | 6.9 |
|
| 1955 |
1955
Grassi Investment Management
Santa Clara,
California
| $869M | -$39.6M | -4% | 1.94% | 170% | 131 | 10.69% | 5.8 |
|
| 1956 |
KCM
1956
Kingdon Capital Management
New York
| $868M | -$190M | -18% | 1.09% | 217% | 110 | 62.73% | 0.7 |
|
| 1957 |
1957
BTC Capital Management
Des Moines,
Iowa
| $866M | -$58.7M | -6% | 2.75% | – | 245 | 4.49% | 3.8 |
|
| 1958 |
1958
Kryger Capital
London,
United Kingdom
| $866M | -$111M | -11% | 10.9% | 421% | 22 | 77.27% | 0.3 |
|
| 1959 |
1959
StrategIQ Financial Group
Merrillville,
Indiana
| $864M | -$12.4M | -1% | 3.15% | 12.6% | 313 | 6.39% | 4 |
|
| 1960 |
1960
DigitalBridge Group
Boca Raton,
Florida
| $864M | +$29.8M | +4% | 5.25% | 161% | 75 | 36% | 1 |
|
| 1961 |
1961
Essex Financial Services
Essex,
Connecticut
| $864M | -$15.7M | -2% | 2.11% | 87.7% | 495 | 9.29% | 4.2 |
|
| 1962 |
1962
59 North Capital Management
Houston,
Texas
| $864M | -$12.4M | -1% | 4.53% | 81.4% | 14 | 28.57% | 1.2 |
|
| 1963 |
1963
Capital Investment Services of America
Milwaukee,
Wisconsin
| $862M | -$54.3M | -6% | 4.51% | 50.7% | 73 | 4.11% | 6.5 |
|
| 1964 |
1964
Poplar Forest Capital
Pasadena,
California
| $862M | +$97.6M | +13% | 2.4% | 30% | 55 | 9.09% | 4.6 |
|
| 1965 |
1965
Kopernik Global Investors
Tampa,
Florida
| $861M | -$115M | -12% | 0.23% | 128% | 35 | 17.14% | 3.1 |
|
| 1966 |
1966
Hills Bank & Trust
North Liberty,
Iowa
| $861M | +$83.3M | +11% | 3.26% | 52.8% | 277 | 13% | 4.7 |
|
| 1967 |
1967
WealthPLAN Partners
Omaha,
Nebraska
| $861M | +$154M | +22% | 3.57% | 71.6% | 1,264 | 75.32% | 3.9 |
|
| 1968 |
1968
Geller Advisors
New York
| $860M | +$58.6M | +7% | 3.29% | 20.4% | 270 | 17.41% | 1.7 |
|
| 1969 |
1969
Bramshill Investments
Naples,
Florida
| $860M | -$240M | -22% | 7.54% | 3.6% | 167 | 29.34% | 1.8 |
|
| 1970 |
1970
Permian Investment Partners
Dallas,
Texas
| $860M | -$32.2M | -4% | 0.56% | 78.6% | 21 | 33.33% | 1.3 |
|
| 1971 |
1971
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $859M | -$59.7M | -7% | 5.03% | 77.5% | 169 | 5.33% | 7.5 |
|
| 1972 |
1972
Crestline Management
Fort Worth,
Texas
| $858M | -$99.2M | -10% | 6.93% | 80.2% | 200 | 54.5% | 0.5 |
|
| 1973 |
1973
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $858M | -$41.5M | -5% | 2.46% | 78.2% | 174 | 16.67% | 2.7 |
|
| 1974 |
1974
Stack Financial Management
Whitefish,
Montana
| $858M | -$35.5M | -4% | 2.02% | 58.4% | 45 | 22.22% | 4.8 |
|
| 1975 |
1975
MainStreet Investment Advisors
Chicago,
Illinois
| $858M | -$63.2M | -7% | 3.97% | 61% | 180 | 2.22% | 3.5 |
|