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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%
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 | |
|---|---|---|---|---|---|---|---|---|---|
| 1976 |
MC
1976
MSF Capital
New York
| $389M | -$25.9M | -6% | 6.38% | – | 46 | 6.52% |
|
| 1977 |
BC
1977
Bruce & Co
Chicago,
Illinois
| $389M | +$2.23M | +0.6% | 5.18% | 65.7% | 55 | 1.82% |
|
| 1978 |
JAM
1978
Jacobs Asset Management
New York
| $389M | -$29M | -7% | 1.84% | 79.5% | 42 | 4.76% |
|
| 1979 |
ERIM
1979
Eagle Ridge Investment Management
Stamford,
Connecticut
| $388M | +$167M | +75% | 5.3% | 28.2% | 118 | 61.02% |
|
| 1980 |
BI
1980
BlueSpruce Investments
Chicago,
Illinois
| $388M | +$145M | +60% | 9.94% | 47.7% | 30 | 40% |
|
| 1981 |
RCM
1981
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| $388M | +$61.2M | +19% | 0.11% | 4.93% | 29 | 3.45% |
|
| 1982 |
NM
1982
Newtyn Management
New York
| $387M | -$29.9M | -7% | 11.6% | 52% | 19 | 52.63% |
|
| 1983 |
GIA
1983
GHP Investment Advisors
Denver,
Colorado
| $387M | -$18M | -4% | 7.39% | 75.2% | 293 | 10.58% |
|
| 1984 |
CB
1984
Community Bank
Dewitt,
New York
| $387M | -$35.3M | -8% | 6.74% | 58.7% | 390 | 6.92% |
|
| 1985 |
DG
1985
Davidson & Garrard
Lynchburg,
Virginia
| $386M | -$44.9M | -10% | 8.08% | 25.2% | 202 | 11.88% |
|
| 1986 |
RIA
1986
Regal Investment Advisors
Kentwood,
Michigan
| $385M | +$15.5M | +4% | 6.89% | 53.9% | 1,192 | 24.24% |
|
| 1987 |
ECM
1987
Evergreen Capital Management
Bellevue,
Washington
| $385M | -$22.2M | -5% | 7.26% | 77.2% | 101 | 22.77% |
|
| 1988 |
MSU
1988
Mizuho Securities USA
New York
| $385M | -$454M | -54% | 3.07% | 80% | 228 | 64.91% |
|
| 1989 |
EFS
1989
Essex Financial Services
Essex,
Connecticut
| $385M | -$3.44M | -0.9% | 6.65% | 73.2% | 349 | 13.75% |
|
| 1990 |
ACA
1990
Avoro Capital Advisors
New York
| $385M | +$21.5M | +6% | 11% | 425% | 41 | 43.9% |
|
| 1991 |
1991
Verition Fund Management
Greenwich,
Connecticut
| $384M | -$187M | -33% | 4.79% | 85.7% | 906 | 78.7% |
|
| 1992 |
TC
1992
Telemus Capital
Southfield,
Michigan
| $384M | -$13.9M | -4% | 5.04% | 27.9% | 141 | 12.77% |
|
| 1993 |
ACM
1993
Anandar Capital Management
New York
| $383M | -$65M | -14% | 8.98% | – | 77 | 53.25% |
|
| 1994 |
MCG
1994
Meru Capital Group
New York
| $383M | -$80.7M | -17% | 3.52% | – | 54 | 53.7% |
|
| 1995 |
BWM
1995
Baystate Wealth Management
Boston,
Massachusetts
| $383M | +$10.6M | +3% | 9.03% | 14.6% | 63 | 15.87% |
|
| 1996 |
CCM
1996
Condor Capital Management
Martinsville,
New Jersey
| $383M | -$33.9M | -8% | 8.65% | 47.3% | 202 | 8.42% |
|
| 1997 |
CL
1997
Choreo LLC
Rockford,
Illinois
| $382M | -$19M | -5% | 7.94% | 59.7% | 163 | 14.11% |
|
| 1998 |
ACI
1998
Alpha Cubed Investments
Irvine,
California
| $382M | +$8.66M | +2% | 7.75% | 126% | 218 | 29.82% |
|
| 1999 |
FNB
1999
First Niagara Bank
Lockport,
New York
| $381M | -$64.9M | -15% | 7.03% | 38.1% | 242 | 14.05% |
|
| 2000 |
CS
2000
Central Securities
New York
| $381M | -$64.3M | -14% | 6.83% | 84.7% | 35 | 20% |
|