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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 |
MIM
1951
Marco Investment Management
Atlanta,
Georgia
| $1.06B | +$84.6M | +9% | 10.3% | 127% | 214 | 6.54% | 6.8 |
|
| 1952 |
1952
PDT Partners
New York
| $1.06B | +$153M | +17% | 11.6% | 211% | 708 | 38.28% | 0.7 |
|
| 1953 |
1953
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.06B | +$102M | +11% | 11.5% | 117% | 170 | 8.82% | 4.9 |
|
| 1954 |
1954
Syon Capital
San Francisco,
California
| $1.06B | +$80.5M | +8% | 6.51% | 74% | 481 | 13.31% | 0.4 |
|
| 1955 |
1955
Creative Financial Designs
Kokomo,
Indiana
| $1.06B | +$72.6M | +7% | 6.44% | 58.8% | 1,750 | 13.54% | 2.7 |
|
| 1956 |
1956
Charles Schwab Trust
Henderson,
Nevada
| $1.06B | +$41.5M | +4% | 5.48% | 52.7% | 178 | 21.91% | 2.9 |
|
| 1957 |
1957
Cardiff Park Advisors
Carlsbad,
California
| $1.06B | +$152M | +17% | 12.6% | 88.6% | 365 | 13.42% | 1.7 |
|
| 1958 |
1958
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.06B | +$54.1M | +5% | 18.5% | 131% | 95 | 22.11% | 2.9 |
|
| 1959 |
1959
GE Investment Management
Norwalk,
Connecticut
| $1.05B | +$705M | +202% | 8.31% | – | 5 | 40% | 0.2 |
|
| 1960 |
1960
Transform Wealth
Greenwood Village,
Colorado
| $1.05B | +$27.5M | +3% | 11.2% | 48.4% | 258 | 22.48% | 3.1 |
|
| 1961 |
1961
Gillson Capital
Chicago,
Illinois
| $1.05B | +$103M | +11% | 8.8% | 84.9% | 81 | 67.9% | 0.3 |
|
| 1962 |
1962
American Assets Investment Management
San Diego,
California
| $1.05B | +$81.6M | +8% | 9.58% | 520% | 175 | 6.29% | 5.4 |
|
| 1963 |
1963
Redwood Investment Management
Scottsdale,
Arizona
| $1.05B | -$44.1M | -4% | 8.95% | 62.5% | 416 | 44.23% | 1 |
|
| 1964 |
1964
Washington Trust Bank
Spokane,
Washington
| $1.05B | -$79.4M | -7% | 12% | 89.9% | 238 | 13.45% | 5.3 |
|
| 1965 |
1965
Hartford Funds Management
Wayne,
Pennsylvania
| $1.05B | +$27.8M | +3% | 2.82% | 26.8% | 95 | 9.47% | 1.3 |
|
| 1966 |
BCM
1966
Bayesian Capital Management
Brooklyn,
New York
| $1.05B | +$104M | +11% | 10.9% | 107% | 1,199 | 78.98% | 0.2 |
|
| 1967 |
1967
Howe & Rusling
Rochester,
New York
| $1.04B | +$101M | +11% | 9.02% | 82% | 425 | 21.65% | 4.2 |
|
| 1968 |
1968
TCV Trust & Wealth Management
Richmond,
Virginia
| $1.04B | +$52.2M | +5% | 6.8% | 75.3% | 201 | 7.46% | 6.4 |
|
| 1969 |
1969
True Link Financial Advisors
San Francisco,
California
| $1.04B | +$119M | +13% | 3.27% | 27.3% | 77 | 38.96% | 1.6 |
|
| 1970 |
1970
Permian Investment Partners
Dallas,
Texas
| $1.04B | +$155M | +17% | 13.2% | 78.6% | 24 | 41.67% | 1.1 |
|
| 1971 |
1971
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.04B | +$59.1M | +6% | 7.4% | 68.6% | 209 | 8.13% | 6.7 |
|
| 1972 |
1972
Advisornet Financial
Minnetonka,
Minnesota
| $1.04B | -$44.5M | -4% | 7.97% | 71.2% | 2,572 | 26.28% | 3.2 |
|
| 1973 |
TFS
1973
Thoroughbred Financial Services
Brentwood,
Tennessee
| $1.04B | -$199M | -16% | 16% | 166% | 623 | 30.5% | 2.5 |
|
| 1974 |
1974
Maren Capital
Chicago,
Illinois
| $1.04B | +$258M | +33% | 11.6% | – | 27 | 0% | 0.3 |
|
| 1975 |
1975
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.04B | +$84.5M | +9% | 10.5% | 74.2% | 74 | 2.7% | 6.8 |
|