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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
CFS Investment Advisory Services
Totowa,
New Jersey
| $1.12B | +$8.6M | +0.8% | 0.62% | 59.7% | 320 | 12.19% | 1.4 |
|
| 1952 |
1952
Landscape Capital Management
Englewood,
New Jersey
| $1.12B | +$180M | +19% | 3.58% | 92.5% | 919 | 56.04% | 0.6 |
|
| 1953 |
1953
Narwhal Capital Management
Marietta,
Georgia
| $1.12B | -$9.14M | -0.8% | 3.46% | 109% | 166 | 6.02% | 5.8 |
|
| 1954 |
SA
1954
SoftVest Advisors
Abilene,
Texas
| $1.12B | +$128M | +13% | 17.4% | 178% | 10 | 40% | 2 |
|
| 1955 |
1955
Deer Park Road Corp
Steamboat Springs,
Colorado
| $1.12B | +$523M | +87% | 4.44% | 55.9% | 5 | 40% | 3.1 |
|
| 1956 |
1956
Tetrad Corporation
Omaha,
Nebraska
| $1.12B | +$148M | +15% | 15.7% | 45.6% | 3 | 0% | 11.8 |
|
| 1957 |
1957
Sunbelt Securities
Houston,
Texas
| $1.12B | -$15.2M | -1% | 0.47% | 83.5% | 1,928 | 12.97% | 2.3 |
|
| 1958 |
1958
Soltis Investment Advisors
St. George,
Utah
| $1.12B | +$39.5M | +4% | 1.96% | 95.1% | 403 | 16.63% | 2.6 |
|
| 1959 |
1959
Galvin Gaustad & Stein
Scottsdale,
Arizona
| $1.12B | +$1.88M | +0.2% | 1.92% | 60.7% | 191 | 9.95% | 2.9 |
|
| 1960 |
ACM
1960
Ashe Capital Management
Englewood Cliffs,
New Jersey
| $1.12B | -$97.4M | -8% | 7.79% | 70.7% | 7 | 0% | 6 |
|
| 1961 |
1961
Austin Private Wealth
Austin,
Texas
| $1.12B | +$38.3M | +4% | 1.49% | 62.3% | 321 | 16.51% | 2 |
|
| 1962 |
1962
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1.12B | +$78.9M | +8% | 1.07% | 75.7% | 1,047 | 15.38% | 3.6 |
|
| 1963 |
1963
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| $1.12B | -$118M | -10% | 5.86% | 90.5% | 11 | 0% | 3.8 |
|
| 1964 |
1964
Weatherly Asset Management
Del Mar,
California
| $1.12B | -$11.6M | -1% | 0.07% | 116% | 186 | 6.45% | 7.6 |
|
| 1965 |
1965
FJ Investments
Salt Lake City,
Utah
| $1.11B | +$63.7M | +6% | 5.14% | – | 4 | 0% | 1.3 |
|
| 1966 |
1966
LGT Fund Management
Vaduz,
Liechtenstein
| $1.11B | -$34M | -3% | 0.25% | 121% | 268 | 19.4% | 1.2 |
|
| 1967 |
1967
Bouchey Financial Group
Troy,
New York
| $1.11B | -$35.7M | -3% | 3.53% | 66.7% | 153 | 13.07% | 3.9 |
|
| 1968 |
1968
Hartford Funds Management
Wayne,
Pennsylvania
| $1.11B | +$15.1M | +1% | 0.73% | 26.8% | 104 | 15.38% | 1.8 |
|
| 1969 |
1969
NAYA Capital Management (UK)
London,
United Kingdom
| $1.11B | +$162M | +17% | 2.92% | 121% | 6 | 50% | 1.3 |
|
| 1970 |
1970
GSA Capital Partners
London,
United Kingdom
| $1.11B | -$244M | -18% | 6.95% | 94.7% | 2,176 | 55.06% | 0.5 |
|
| 1971 |
1971
ARS Investment Partners
New York
| $1.11B | -$4.75M | -0.4% | 5.36% | 266% | 175 | 0.57% | 3.7 |
|
| 1972 |
1972
Coastal Bridge Advisors
Westport,
Connecticut
| $1.1B | +$708M | +178% | 1.42% | 88.1% | 425 | 62.35% | 1.8 |
|
| 1973 |
1973
Trust Point Inc
La Crosse,
Wisconsin
| $1.1B | -$346M | -24% | 3.01% | 82.6% | 572 | 22.2% | 1.1 |
|
| 1974 |
1974
Van Hulzen Asset Management
El Dorado Hills,
California
| $1.1B | -$273M | -20% | 0.86% | 86.3% | 1,171 | 73.44% | 3.7 |
|
| 1975 |
1975
Kingswood Wealth Advisors
San Diego,
California
| $1.09B | -$237M | -18% | 3.05% | 134% | 855 | 22.34% | 0.9 |
|