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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
Aisling Capital
New York
| $423M | -$75.9M | -15% | 7.5% | 386% | 23 | 8.7% | 1.5 |
|
| 1977 |
1977
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $423M | +$43.7M | +11% | 1.68% | 39.9% | 42 | 0% | 1.2 |
|
| 1978 |
1978
Chemung Canal Trust
Elmira,
New York
| $421M | -$12.4M | -3% | 3.91% | 80.9% | 126 | 12.7% | 2.5 |
|
| 1979 |
1979
NewSquare Capital
Newtown Square,
Pennsylvania
| $420M | +$71.3M | +20% | 3.06% | 76.5% | 436 | 32.11% | 1.6 |
|
| 1980 |
1980
SCF Partners
Houston,
Texas
| $420M | +$100M | +31% | 31.1% | 2.1% | 1 | 0% | 3 |
|
| 1981 |
KM
1981
Kylin Management
New York
| $419M | -$335M | -44% | 9% | 126% | 9 | 44.44% | 1.3 |
|
| 1982 |
1982
Condor Capital Management
Martinsville,
New Jersey
| $418M | +$5.18M | +1% | 1.82% | 58.2% | 193 | 7.77% | 2 |
|
| 1983 |
1983
Rail-Splitter Capital Management
Chicago,
Illinois
| $417M | +$14.9M | +4% | 4.15% | 64.1% | 54 | 44.44% | 0.7 |
|
| 1984 |
1984
Private Wealth Partners
Mill Valley,
California
| $416M | +$7K | +0% | 1.29% | 132% | 136 | 13.24% | 2.1 |
|
| 1985 |
1985
Elm Ridge Management
Briarcliff Manor,
New York
| $415M | -$153M | -27% | 14.3% | 93.6% | 37 | 21.62% | 1.3 |
|
| 1986 |
1986
Nine Masts Capital
Central,
Hong Kong
| $415M | -$119M | -22% | 0.68% | 88.1% | 106 | 66.98% | 0.4 |
|
| 1987 |
PGCM
1987
Prescott Group Capital Management
Tulsa,
Oklahoma
| $415M | -$4.95M | -1% | 6.74% | 148% | 157 | 21.66% | 1.9 |
|
| 1988 |
1988
GAM Systematic
Cambridge,
United Kingdom
| $415M | +$36M | +9% | 2.83% | 67.3% | 726 | 30.44% | 0.7 |
|
| 1989 |
GA
1989
GFS Advisors
Houston,
Texas
| $414M | +$32.4M | +8% | 0.3% | 97.9% | 148 | 24.32% | 2 |
|
| 1990 |
1990
Greenwich Wealth Management
Greenwich,
Connecticut
| $414M | +$27.4M | +7% | 0.37% | 198% | 209 | 11.96% | 1.7 |
|
| 1991 |
1991
De Burlo Group
Boston,
Massachusetts
| $414M | +$68M | +20% | 6.4% | 147% | 102 | 19.61% | 1.7 |
|
| 1992 |
1992
Essex Financial Services
Essex,
Connecticut
| $413M | +$9.5M | +2% | 3.52% | 87.7% | 327 | 12.23% | 2.3 |
|
| 1993 |
KCM
1993
KSA Capital Management
Morristown,
New Jersey
| $413M | -$117M | -22% | 17.3% | 109% | 51 | 64.71% | 0.9 |
|
| 1994 |
1994
Vicus Capital
State College,
Pennsylvania
| $412M | -$30.9M | -7% | 3.16% | 59.6% | 209 | 14.83% | 1.6 |
|
| 1995 |
OCMI
1995
Oaktop Capital Management II
Chatham,
New Jersey
| $412M | -$364K | -0.1% | 0.16% | 451% | 20 | 15% | 2.4 |
|
| 1996 |
1996
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $412M | +$7.63M | +2% | 3.97% | 66.7% | 139 | 7.91% | 2.3 |
|
| 1997 |
1997
Foundation Capital
Palo Alto,
California
| $412M | -$241M | -37% | 20% | – | 9 | 11.11% | 1.6 |
|
| 1998 |
1998
InterOcean Capital
Chicago,
Illinois
| $412M | +$37M | +10% | 1.84% | 32.1% | 164 | 12.8% | 1.7 |
|
| 1999 |
1999
Catawba Capital Management
Roanoke,
Virginia
| $412M | +$18.8M | +5% | 4.06% | 33.1% | 246 | 10.98% | 2.3 |
|
| 2000 |
NAP
2000
New Amsterdam Partners
New York
| $412M | -$541M | -57% | 0.5% | 73.9% | 152 | 46.05% | 0.9 |
|