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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
Davidson & Garrard
Lynchburg,
Virginia
| $411M | -$5.17M | -1% | 0.41% | 25.2% | 191 | 8.38% | 1.1 |
|
| 1977 |
1977
Dean Investment Associates
Beavercreek,
Ohio
| $411M | -$22.6M | -5% | 1.18% | 63.5% | 244 | 19.26% | 0.9 |
|
| 1978 |
ECM
1978
Empire Capital Management
Westport,
Connecticut
| $410M | -$149M | -27% | 5.4% | 17.2% | 87 | 83.91% | 0.1 |
|
| 1979 |
1979
Tensile Capital Management
Larkspur,
California
| $409M | +$14.4M | +4% | 2.2% | 47.7% | 20 | 20% | 0.6 |
|
| 1980 |
1980
E. Ohman J:or Asset Management
Stockholm,
Sweden
| $409M | +$1.86M | +0.5% | 2.15% | 132% | 516 | 1.74% | 1.2 |
|
| 1981 |
AL
1981
Agran Libbie
Santa Monica,
California
| $409M | +$17.5M | +4% | 1.5% | 27.5% | 128 | 14.84% | 1 |
|
| 1982 |
1982
Novare Capital Management
Charlotte,
North Carolina
| $409M | -$2.15M | -0.5% | 1.13% | 76.5% | 128 | 10.16% | 1.1 |
|
| 1983 |
1983
Longfellow Investment Management
Boston,
Massachusetts
| $407M | -$125M | -23% | 6.77% | 45.9% | 74 | 52.7% | 0.5 |
|
| 1984 |
1984
Obermeyer Wealth Partners
Aspen,
Colorado
| $407M | -$4.06M | -1% | 1.13% | 91.3% | 69 | 11.59% | 0.9 |
|
| 1985 |
1985
Planning Alternatives
Birmingham,
Michigan
| $407M | +$2.15M | +0.5% | 1.62% | 69.6% | 48 | 4.17% | 0.9 |
|
| 1986 |
1986
Neumeier Poma Investment Counsel
Carmel,
California
| $406M | -$13.5M | -3% | 1.33% | 229% | 42 | 14.29% | 1 |
|
| 1987 |
MTIP
1987
Magee Thomson Investment Partners
San Diego,
California
| $406M | -$3.49M | -0.9% | 7% | 94.3% | 171 | 27.49% | 0.7 |
|
| 1988 |
1988
Petrus Trust Company
Dallas,
Texas
| $406M | +$31M | +8% | 1.75% | 36.9% | 56 | 23.21% | 0.9 |
|
| 1989 |
PWM
1989
Patriot Wealth Management
Houston,
Texas
| $405M | +$9.8M | +2% | 0.14% | 24.3% | 65 | 15.38% | 1 |
|
| 1990 |
MG
1990
MDE Group
Morristown,
New Jersey
| $404M | -$30.7M | -7% | 0.22% | – | 69 | 18.84% | 1.2 |
|
| 1991 |
1991
Arrowgrass Capital Partners
London,
United Kingdom
| $403M | -$63.2M | -14% | 1.33% | – | 16 | 62.5% | 0.5 |
|
| 1992 |
OCMI
1992
Oaktop Capital Management II
Chatham,
New Jersey
| $403M | -$31.4M | -7% | 3.92% | 451% | 23 | 17.39% | 1.1 |
|
| 1993 |
1993
Highmount Capital
New York
| $401M | -$15.2M | -4% | 1.06% | – | 146 | 7.53% | 1.1 |
|
| 1994 |
1994
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $401M | +$7.29M | +2% | 1.23% | 19.7% | 1,031 | 13.58% | 1 |
|
| 1995 |
ABI
1995
Adamant Biomedical Investments
Zurich,
Switzerland
| $401M | – | – | 5.6% | – | 96 | – | 0 |
|
| 1996 |
1996
Bainco International Investors
Boston,
Massachusetts
| $401M | -$207K | -0.1% | 0.31% | 69.4% | 91 | 6.59% | 1 |
|
| 1997 |
1997
Quantitative Advantage
Minnetonka,
Minnesota
| $400M | -$29.6M | -7% | 0.37% | 45.9% | 60 | 51.67% | 0.4 |
|
| 1998 |
OH
1998
Overlook Holdings
Tortola,
British Virgin Islands
| $399M | -$67.4M | -14% | 2.39% | – | 3 | 33.33% | 1.3 |
|
| 1999 |
1999
Aureus Asset Management
Boston,
Massachusetts
| $399M | -$1.5M | -0.4% | 0.26% | 93.9% | 148 | 20.27% | 0.9 |
|
| 2000 |
KCP
2000
KDI Capital Partners
Raleigh,
North Carolina
| $398M | +$11.4M | +3% | 1.74% | 77.1% | 43 | 20.93% | 1 |
|