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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 |
AL
1976
Agran Libbie
Santa Monica,
California
| $380M | +$35.4M | +10% | 8.43% | 27.5% | 118 | 10.17% | 0.4 |
|
| 1977 |
1977
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $379M | +$27.5M | +8% | 8.99% | 66.7% | 138 | 5.8% | 0.5 |
|
| 1978 |
1978
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $379M | +$7.36M | +2% | 6.57% | 68% | 139 | 7.91% | 0.5 |
|
| 1979 |
1979
Shelter Mutual Insurance
Columbia,
Missouri
| $378M | +$28M | +8% | 8.41% | 51.2% | 49 | 0% | 0.5 |
|
| 1980 |
1980
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| $377M | +$16M | +4% | 15.3% | 307% | 150 | 36.67% | 0.3 |
|
| 1981 |
1981
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $377M | +$15.5M | +4% | 5.62% | 34.2% | 42 | 7.14% | 0.5 |
|
| 1982 |
1982
Harvey Investment Company
Louisville,
Kentucky
| $377M | +$23.7M | +7% | 8.55% | 56.4% | 92 | 11.96% | 0.5 |
|
| 1983 |
1983
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $376M | +$31.5M | +9% | 8.43% | 34% | 94 | 9.57% | 0.4 |
|
| 1984 |
VAM
1984
Visionary Asset Management
Houston,
Texas
| $376M | +$63.6M | +20% | 10.5% | 31.9% | 127 | 69.29% | 0.2 |
|
| 1985 |
1985
Gradient Investments
Arden Hills,
Minnesota
| $376M | +$58.6M | +18% | 3.93% | 67.6% | 735 | 45.58% | 0.3 |
|
| 1986 |
PAM
1986
Premier Asset Management
Chicago,
Illinois
| $376M | +$29M | +8% | 13.9% | 104% | 97 | 10.31% | 0.2 |
|
| 1987 |
1987
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $375M | +$15.2M | +4% | 10.9% | 96% | 150 | 31.33% | 0.4 |
|
| 1988 |
1988
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $375M | +$24M | +7% | 13.3% | 26.9% | 210 | 28.57% | 0.4 |
|
| 1989 |
1989
Algert Global
San Francisco,
California
| $374M | +$26.2M | +8% | 14% | 194% | 420 | 38.1% | 0.3 |
|
| 1990 |
1990
Knightsbridge Asset Management
Newport Beach,
California
| $373M | -$25.4M | -6% | 10.8% | 150% | 48 | 14.58% | 0.4 |
|
| 1991 |
1991
Carnegie Investment Counsel
Pepper Pike,
Ohio
| $373M | +$48.4M | +15% | 8.89% | 112% | 215 | 9.3% | 0.4 |
|
| 1992 |
1992
YHB Investment Advisors
West Hartford,
Connecticut
| $373M | +$34.6M | +10% | 9.87% | 96.2% | 148 | 4.73% | 0.5 |
|
| 1993 |
1993
Solus Alternative Asset Management
Summit,
New Jersey
| $373M | +$54.7M | +17% | 10.3% | 79.3% | 11 | 27.27% | 0.4 |
|
| 1994 |
LCM
1994
Lomas Capital Management
New York
| $372M | +$38.8M | +12% | 16.6% | 66.3% | 52 | 61.54% | 0.3 |
|
| 1995 |
GPCM
1995
Greenbrier Partners Capital Management
Dallas,
Texas
| $371M | +$45M | +14% | 11.4% | 96.1% | 24 | 8.33% | 0.5 |
|
| 1996 |
1996
FSI Group
Cincinnati,
Ohio
| $371M | +$104M | +39% | 10.8% | 44.1% | 74 | 31.08% | 0.4 |
|
| 1997 |
1997
Altai Capital Management
West Hollywood,
California
| $371M | +$69.2M | +23% | 44.8% | 24.9% | 11 | 63.64% | 0.3 |
|
| 1998 |
1998
Sector Gamma AS
Oslo,
Norway
| $371M | -$19.1M | -5% | 9.41% | 35.3% | 41 | 39.02% | 0.4 |
|
| 1999 |
OIM
1999
Opus Investment Management
Worcester,
Massachusetts
| $370M | -$71M | -16% | 5.36% | 52.8% | 76 | 1.32% | 0.5 |
|
| 2000 |
2000
Aureus Asset Management
Boston,
Massachusetts
| $369M | +$76.9M | +26% | 11.9% | 93.9% | 150 | 35.33% | 0.3 |
|