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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
GMCM
1976
Gruber & McBaine Capital Management
San Francisco,
California
| $332M | +$38.2M | +13% | 24.1% | – | 183 | 37.16% | 0.2 |
|
| 1977 |
BPCM
1977
Beach Point Capital Management
Santa Monica,
California
| $331M | +$65.1M | +25% | 10.8% | 110% | 19 | 15.79% | 0.2 |
|
| 1978 |
FBC
1978
Fairfield, Bush & Co
Darien,
Connecticut
| $331M | +$135M | +69% | 5.52% | 112% | 327 | 7.65% | 0.2 |
|
| 1979 |
AP
1979
Archon Partners
Princeton Junction,
New Jersey
| $330M | +$37.2M | +13% | 9.89% | 86% | 73 | 35.62% | 0.2 |
|
| 1980 |
AIM
1980
ADAR Investment Management
Englewood,
New Jersey
| $330M | -$102M | -24% | 10.5% | – | 53 | 43.4% | 0.2 |
|
| 1981 |
GAM
1981
Goldentree Asset Management
New York
| $330M | +$11.2M | +4% | 5.39% | 27.7% | 35 | 48.57% | 0.2 |
|
| 1982 |
BSB
1982
Bangor Savings Bank
Bangor,
Maine
| $330M | +$17.9M | +6% | 4.29% | 54.6% | 133 | 13.53% | 0.2 |
|
| 1983 |
JFGIW
1983
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $330M | -$29.6M | -8% | 5.68% | 58.1% | 750 | 14.53% | 0.2 |
|
| 1984 |
CC
1984
Corsair Capital
New York
| $330M | +$74.4M | +29% | 29.4% | 17.1% | 3 | 0% | 0.3 |
|
| 1985 |
CIM
1985
CenturyLink Investment Management
Denver,
Colorado
| $329M | -$16.3M | -5% | 7.31% | – | 298 | 29.53% | 0.2 |
|
| 1986 |
CG
1986
Clinton Group
New York
| $328M | +$21.1M | +7% | 0.82% | 10.2% | 470 | 75.53% | 0.1 |
|
| 1987 |
TFP
1987
Triple Frond Partners
San Francisco,
California
| $328M | -$28.8M | -8% | 0.52% | 92.9% | 9 | 11.11% | 0.2 |
|
| 1988 |
CC
1988
Cornerstone Capital
Palo Alto,
California
| $328M | +$22.9M | +8% | 3.96% | 91.2% | 69 | 14.49% | 0.2 |
|
| 1989 |
AF
1989
Aegis Financial
Mc Lean,
Virginia
| $328M | +$37.7M | +13% | 7.73% | 266% | 74 | 13.51% | 0.2 |
|
| 1990 |
TA
1990
TA Associates
Boston,
Massachusetts
| $327M | +$27.6M | +9% | 22.6% | – | 2 | 0% | 0.3 |
|
| 1991 |
DVI
1991
Deccan Value Investors
Greenwich,
Connecticut
| $327M | +$44.6M | +16% | 4.94% | 66.5% | 9 | 22.22% | 0.2 |
|
| 1992 |
ZAM
1992
Zevin Asset Management
Boston,
Massachusetts
| $327M | +$37.9M | +13% | 4.48% | 71.7% | 125 | 7.2% | 0.2 |
|
| 1993 |
HCM
1993
Heathbridge Capital Management
Toronto,
Ontario, Canada
| $326M | +$42.2M | +15% | 10.3% | 58.7% | 26 | 0% | 0.3 |
|
| 1994 |
GPCM
1994
Greenbrier Partners Capital Management
Dallas,
Texas
| $326M | +$49.4M | +18% | 18.9% | 96.1% | 25 | 8% | 0.2 |
|
| 1995 |
AF
1995
Arrow Financial
Glens Falls,
New York
| $326M | +$13.7M | +4% | 5.65% | 66.5% | 378 | 16.14% | 0.2 |
|
| 1996 |
CI
1996
Constellation Investments
Montgomery,
Ohio
| $326M | +$37.2M | +13% | 7.51% | – | 355 | 9.01% | 0.2 |
|
| 1997 |
1997
New York Life Investment Management
New York
| $326M | +$12.2M | +4% | 1.76% | 100% | 160 | 15.63% | 0.2 |
|
| 1998 |
1998
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $324M | +$20.3M | +7% | 4.58% | 101% | 207 | 11.59% | 0.2 |
|
| 1999 |
CCM
1999
Cohen Capital Management
Corte Madera,
California
| $324M | +$11.1M | +4% | 3.15% | 91.5% | 122 | 3.28% | 0.2 |
|
| 2000 |
LOM
2000
Loeb Offshore Management
New York
| $324M | +$128M | +66% | 16.4% | – | 287 | 68.99% | 0.1 |
|