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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
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $977M | +$119M | +14% | 9.45% | 78.2% | 178 | 14.04% | 2.7 |
|
| 1952 |
1952
Syon Capital
San Francisco,
California
| $977M | +$173M | +22% | 8.33% | 74% | 469 | 26.44% | 0.2 |
|
| 1953 |
MIM
1953
Marco Investment Management
Atlanta,
Georgia
| $976M | +$107M | +12% | 13% | 127% | 210 | 10.48% | 6.7 |
|
| 1954 |
1954
SP Asset Management
Cupertino,
California
| $976M | +$85.8M | +10% | 12.9% | 92.4% | 122 | 10.66% | 3.5 |
|
| 1955 |
1955
Jacobi Capital Management
Pittston,
Pennsylvania
| $975M | +$90.4M | +10% | 9.96% | 76.6% | 474 | 10.97% | 4.8 |
|
| 1956 |
1956
Traynor Capital Management
Malvern,
Pennsylvania
| $973M | +$175M | +22% | 16.5% | 244% | 269 | 24.91% | 3 |
|
| 1957 |
1957
WealthPLAN Partners
Omaha,
Nebraska
| $973M | +$112M | +13% | 9.19% | 71.6% | 348 | 17.53% | 3.8 |
|
| 1958 |
1958
Alta Park Capital
San Francisco,
California
| $973M | +$165M | +20% | 26.9% | 1,071% | 45 | 46.67% | 0.8 |
|
| 1959 |
1959
Ledyard National Bank
| $972M | +$93.3M | +11% | 10.2% | 80.7% | 211 | 9.48% | 6.5 |
|
| 1960 |
1960
Glazer Capital LLC
New York
| $971M | -$565M | -37% | 14.3% | 323% | 218 | 56.42% | 0.8 |
|
| 1961 |
1961
American Assets Investment Management
San Diego,
California
| $969M | +$73.2M | +8% | 9.93% | 520% | 177 | 7.34% | 5.2 |
|
| 1962 |
1962
Essex Financial Services
Essex,
Connecticut
| $967M | +$104M | +12% | 9.57% | 87.7% | 526 | 13.69% | 4.1 |
|
| 1963 |
1963
Ghisallo Capital Management
Boston,
Massachusetts
| $967M | -$11.3M | -1% | 13.2% | 122% | 180 | 68.33% | 0.3 |
|
| 1964 |
1964
Silicon Valley Community Foundation
Mountain View,
California
| $967M | +$142M | +17% | 21.1% | 309% | 19 | 5.26% | 2.4 |
|
| 1965 |
1965
Fifth Third Securities
Cincinnati,
Ohio
| $966M | +$71.4M | +8% | 9.91% | 62.7% | 228 | 10.09% | 1.4 |
|
| 1966 |
1966
Kopernik Global Investors
Tampa,
Florida
| $966M | +$104M | +12% | 14.3% | 128% | 37 | 16.22% | 2.9 |
|
| 1967 |
1967
Beese Fulmer Investment Management
Canton,
Ohio
| $966M | +$78.5M | +9% | 10.3% | 124% | 227 | 4.85% | 6.2 |
|
| 1968 |
1968
Berger Financial Group
Plymouth,
Minnesota
| $965M | +$94.7M | +11% | 9.49% | 59.9% | 312 | 13.14% | 1.8 |
|
| 1969 |
1969
Leo Wealth LLC
Hurst,
Texas
| $965M | – | – | 15.6% | – | 327 | – | 0 |
|
| 1970 |
1970
Power Corp of Canada
Montreal, Quebec,
Canada
| $964M | -$618M | -39% | 9.75% | 14.4% | 200 | 35.5% | 0.9 |
|
| 1971 |
1971
Arrow Financial
Glens Falls,
New York
| $964M | +$111M | +13% | 13.1% | 71.1% | 367 | 11.44% | 6.7 |
|
| 1972 |
1972
Goldentree Asset Management
New York
| $963M | +$15.3M | +2% | 12% | 27.7% | 35 | 40% | 1 |
|
| 1973 |
1973
Quinn Opportunity Partners
Charlottesville,
Virginia
| $962M | +$185M | +24% | 12% | 77.6% | 277 | 31.77% | 1.5 |
|
| 1974 |
1974
Icon Wealth Advisors
Houston,
Texas
| $961M | – | – | 9.84% | – | 431 | – | 0.8 |
|
| 1975 |
HEC
1975
Hudson Executive Capital
New York
| $960M | +$114M | +13% | 22.9% | 127% | 4 | 0% | 3.8 |
|