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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 |
1976
Old Mutual Customised Solutions
Pinelands,
South Africa
| $414M | +$15.6M | +4% | 6.16% | 49.7% | 770 | 6.1% | 1 |
|
| 1977 |
1977
Lloyds Banking Group
London,
United Kingdom
| $413M | -$10.8B | -96% | 5.3% | 46.6% | 619 | 21.81% | 0.9 |
|
| 1978 |
1978
Partners Group Holding
Baar-Zug,
Switzerland
| $413M | +$8.06M | +2% | 6.92% | 23.3% | 45 | 24.44% | 0.8 |
|
| 1979 |
1979
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $413M | +$24.9M | +6% | 3.81% | 68% | 132 | 5.3% | 0.9 |
|
| 1980 |
HCM
1980
Hawkeye Capital Management
Miami Beach,
Florida
| $412M | +$55M | +15% | 8.28% | – | 15 | 33.33% | 0.5 |
|
| 1981 |
1981
Professional Advisory Services
Vero Beach,
Florida
| $412M | +$11.1M | +3% | 1.86% | 69.3% | 61 | 19.67% | 0.7 |
|
| 1982 |
1982
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| $412M | -$6.24M | -1% | 5.89% | 26.9% | 212 | 30.19% | 0.7 |
|
| 1983 |
1983
Corsair Capital
New York
| $411M | +$78.8M | +24% | 3.64% | 17.1% | 5 | 80% | 0.3 |
|
| 1984 |
1984
Obermeyer Wealth Partners
Aspen,
Colorado
| $411M | +$10.6M | +3% | 3.62% | 91.3% | 72 | 23.61% | 0.8 |
|
| 1985 |
1985
Novare Capital Management
Charlotte,
North Carolina
| $411M | +$36M | +10% | 7.46% | 76.5% | 126 | 11.9% | 0.9 |
|
| 1986 |
1986
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $410M | +$28.1M | +7% | 3.92% | 51.3% | 391 | 12.28% | 0.8 |
|
| 1987 |
MTIP
1987
Magee Thomson Investment Partners
San Diego,
California
| $409M | -$30.9M | -7% | 4.71% | 94.3% | 176 | 30.68% | 0.6 |
|
| 1988 |
PH
1988
Pinnacle Holdings
Tulsa,
Oklahoma
| $409M | +$47.8M | +13% | 10.3% | 79.6% | 219 | 15.07% | 0.8 |
|
| 1989 |
OCM
1989
Oskie Capital Management
New York
| $409M | +$60.7M | +17% | 6.56% | 69.3% | 43 | 67.44% | 0.4 |
|
| 1990 |
1990
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $407M | +$4.01M | +1% | 5.54% | 132% | 515 | 3.3% | 1 |
|
| 1991 |
PCM
1991
Prime Capital Management
Hong Kong
| $407M | +$194M | +91% | 14% | 579% | 11 | 54.55% | 0.3 |
|
| 1992 |
1992
Bank Hapoalim BM
Tel Aviv,
Israel
| $407M | +$40.4M | +11% | 1.95% | 76.6% | 171 | 16.96% | 0.4 |
|
| 1993 |
1993
Jacobs Asset Management
New York
| $406M | +$29.8M | +8% | 0.43% | 114% | 51 | 37.25% | 0.7 |
|
| 1994 |
1994
300 North Capital
Pasadena,
California
| $406M | +$20.6M | +5% | 3.83% | – | 118 | 17.8% | 0.7 |
|
| 1995 |
1995
Sphera Funds Management
Tel Aviv,
Israel
| $406M | -$32.3M | -7% | 5.63% | 245% | 151 | 59.6% | 0.2 |
|
| 1996 |
1996
Oberweis Asset Management
Lisle,
Illinois
| $406M | -$70.7M | -15% | 4.47% | 485% | 167 | 28.14% | 0.6 |
|
| 1997 |
1997
Capital Investment Services of America
Milwaukee,
Wisconsin
| $405M | +$7.23M | +2% | 2.31% | 50.7% | 57 | 7.02% | 0.9 |
|
| 1998 |
1998
Planning Alternatives
Birmingham,
Michigan
| $405M | +$63M | +18% | 4.26% | 69.6% | 47 | 6.38% | 0.7 |
|
| 1999 |
1999
Tompkins Financial
Ithaca,
New York
| $405M | +$9.4M | +2% | 3.37% | 84.4% | 561 | 12.48% | 0.8 |
|
| 2000 |
2000
Tegean Capital Management
New York
| $404M | +$227M | +128% | 1.45% | – | 19 | 47.37% | 0.6 |
|