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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
Cypress Capital Group
Palm Beach,
Florida
| $431M | +$10.6M | +3% | 5.59% | 97.8% | 228 | 17.11% | 1.2 |
|
| 1977 |
1977
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $431M | +$47.6M | +12% | 8.24% | 58.1% | 846 | 13.12% | 1.1 |
|
| 1978 |
1978
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $431M | +$30.3M | +8% | 4.74% | 19.7% | 1,086 | 14.46% | 1.1 |
|
| 1979 |
1979
Capital Investment Services of America
Milwaukee,
Wisconsin
| $431M | +$36.9M | +9% | 8.17% | 50.7% | 62 | 8.06% | 1.3 |
|
| 1980 |
1980
LBMC Investment Advisors
Brentwood,
Tennessee
| $431M | +$18.3M | +4% | 3.99% | 52.8% | 62 | 17.74% | 1.1 |
|
| 1981 |
1981
Harvey Investment Company
Louisville,
Kentucky
| $430M | +$34.1M | +9% | 9.26% | 56.4% | 89 | 3.37% | 1.4 |
|
| 1982 |
1982
Vestar Capital Partners
New York
| $430M | +$35.6M | +9% | 9.03% | – | 1 | 0% | 0.3 |
|
| 1983 |
1983
CNA Financial
Chicago,
Illinois
| $430M | -$91.5M | -18% | 3.28% | 48.6% | 216 | 24.54% | 1.1 |
|
| 1984 |
1984
Professional Advisory Services
Vero Beach,
Florida
| $429M | +$15.6M | +4% | 4.84% | 69.3% | 62 | 11.29% | 1.1 |
|
| 1985 |
JMH
1985
J.M. Hartwell
New York
| $428M | +$1.36M | +0.3% | 4.29% | 72.2% | 110 | 23.64% | 1 |
|
| 1986 |
PWM
1986
Patriot Wealth Management
Houston,
Texas
| $428M | +$22.7M | +6% | 3.54% | 24.3% | 65 | 15.38% | 1.2 |
|
| 1987 |
ACP
1987
Andalusian Capital Partners
Greenwich,
Connecticut
| $427M | +$94.8M | +29% | 8.2% | – | 59 | 62.71% | 0.4 |
|
| 1988 |
1988
Corsair Capital
New York
| $427M | +$52.3M | +14% | 14% | 17.1% | 3 | 0% | 0.8 |
|
| 1989 |
KPF
1989
K2 Principal Fund
Toronto,
Ontario, Canada
| $426M | – | – | 9.26% | 76.5% | 160 | – | 0 |
|
| 1990 |
1990
CapWealth Advisors
Franklin,
Tennessee
| $426M | -$14.5M | -3% | 4.84% | 152% | 385 | 77.14% | 1.3 |
|
| 1991 |
1991
Private Wealth Partners
Mill Valley,
California
| $425M | -$30M | -7% | 2.91% | 132% | 185 | 29.19% | 1.2 |
|
| 1992 |
1992
Travelers Companies
Saint Paul,
Minnesota
| $425M | -$17M | -4% | 4.66% | – | 38 | 34.21% | 1 |
|
| 1993 |
DMK
1993
David M. Knott
| $424M | -$101M | -19% | 9.75% | 81% | 87 | 25.29% | 1.1 |
|
| 1994 |
GIM
1994
Greylin Investment Management
Orange,
Virginia
| $424M | +$5.43M | +1% | 2.46% | 52.1% | 67 | 10.45% | 1.2 |
|
| 1995 |
1995
McDaniel Terry & Co
Austin,
Texas
| $423M | +$4.9M | +1% | 2.13% | 57.9% | 50 | 2% | 1.4 |
|
| 1996 |
1996
Neumeier Poma Investment Counsel
Carmel,
California
| $423M | +$16.6M | +4% | 8.49% | 229% | 44 | 18.18% | 1.2 |
|
| 1997 |
1997
Gratus Capital
Atlanta,
Georgia
| $422M | – | – | 1.92% | 51.4% | 79 | – | 0 |
|
| 1998 |
1998
Granite Investment Advisors
Concord,
New Hampshire
| $422M | -$9.44M | -2% | 2.9% | 55.6% | 108 | 15.74% | 1.3 |
|
| 1999 |
1999
Bainco International Investors
Boston,
Massachusetts
| $422M | +$21.6M | +5% | 8.47% | 69.4% | 92 | 10.87% | 1.2 |
|
| 2000 |
2000
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| $422M | +$9.7M | +2% | 2.9% | 34% | 98 | 14.29% | 1.3 |
|