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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 |
HT
1976
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| $426M | +$208M | +95% | 2.15% | 40% | 75 | 70.67% |
|
| 1977 |
3I
1977
3I Investments
London Swie 5jd,
United Kingdom
| $426M | -$5.65M | -1% | 1.31% | 64.3% | 1 | 0% |
|
| 1978 |
LH
1978
Lebenthal Holdings
New York
| $426M | -$8.57M | -2% | 7.12% | – | 333 | 23.42% |
|
| 1979 |
AIP
1979
ARS Investment Partners
New York
| $426M | -$10.6M | -2% | 8.01% | 260% | 89 | 10.11% |
|
| 1980 |
1IA
1980
1834 Investment Advisors
Milwaukee,
Wisconsin
| $426M | +$22.6M | +6% | 5.2% | 61.8% | 199 | 15.58% |
|
| 1981 |
1981
Pacer Advisors
Malvern,
Pennsylvania
| $426M | +$385M | +936% | 7.3% | 58.4% | 854 | 88.29% |
|
| 1982 |
ACM
1982
Ashford Capital Management
Wilmington,
Delaware
| $425M | -$845K | -0.2% | 8.64% | 150% | 123 | 21.95% |
|
| 1983 |
DBG
1983
De Burlo Group
Boston,
Massachusetts
| $425M | -$1.04M | -0.2% | 8.98% | 147% | 111 | 18.92% |
|
| 1984 |
WC
1984
Wexford Capital
West Palm Beach,
Florida
| $425M | -$92.1M | -18% | 4.78% | 128% | 106 | 65.09% |
|
| 1985 |
CL
1985
Choreo LLC
Rockford,
Illinois
| $424M | +$42.7M | +11% | 5.03% | 74.7% | 169 | 14.79% |
|
| 1986 |
ASA
1986
Armstrong Shaw Associates
New Canaan,
Connecticut
| $424M | +$11.2M | +3% | 5.82% | 51.2% | 44 | 11.36% |
|
| 1987 |
RSCM
1987
Rail-Splitter Capital Management
Chicago,
Illinois
| $423M | +$61.5M | +17% | 9.59% | 64.1% | 50 | 38% |
|
| 1988 |
ZIG
1988
Zuckerman Investment Group
Chicago,
Illinois
| $423M | -$2.36M | -0.6% | 6% | 111% | 49 | 12.24% |
|
| 1989 |
CW
1989
Cobiz Wealth
Denver,
Colorado
| $423M | +$11.5M | +3% | 5.94% | 54% | 150 | 13.33% |
|
| 1990 |
TA
1990
Tiptree Advisors
New York
| $423M | -$226M | -35% | 2.51% | – | 54 | 44.44% |
|
| 1991 |
GX
1991
Greylock XIII
Menlo Park,
California
| $422M | – | – | 2.97% | – | 2 | – |
|
| 1992 |
CC
1992
Cadinha & Co
Honolulu,
Hawaii
| $422M | +$9.71M | +2% | 6.05% | 123% | 114 | 14.04% |
|
| 1993 |
JCM
1993
JS Capital Management
New York
| $421M | -$179M | -30% | 9.03% | 52.4% | 64 | 28.13% |
|
| 1994 |
PEP
1994
Providence Equity Partners
Providence,
Rhode Island
| $421M | +$10.1M | +2% | 1.59% | 12.4% | 4 | 25% |
|
| 1995 |
CMBA
1995
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $421M | +$14.2M | +3% | 6.21% | 70.6% | 314 | 56.05% |
|
| 1996 |
FPCM
1996
Financial Partners Capital Management
New York
| $420M | +$21.9M | +5% | 6.91% | 34.2% | 130 | 19.23% |
|
| 1997 |
GAM
1997
Goldentree Asset Management
New York
| $419M | -$192M | -31% | 0.93% | 27.7% | 25 | 36% |
|
| 1998 |
PAS
1998
Professional Advisory Services
Vero Beach,
Florida
| $419M | +$20.7M | +5% | 5.88% | 61.8% | 61 | 14.75% |
|
| 1999 |
IAM
1999
Integre Asset Management
New York
| $418M | -$2.4M | -0.6% | 7.11% | 74.1% | 180 | 35.56% |
|
| 2000 |
SAM
2000
Silverback Asset Management
Chapel Hill,
North Carolina
| $418M | -$541M | -56% | 5.7% | 92.1% | 49 | 22.45% |
|