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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
Community Bank
Dewitt,
New York
| $438M | +$14.3M | +3% | 2.24% | 73.5% | 501 | 15.17% | 1.3 |
|
| 1977 |
1977
Sageworth Trust
Lancaster,
Pennsylvania
| $438M | +$26.3M | +6% | 4.87% | 64.5% | 43 | 18.6% | 2 |
|
| 1978 |
1978
Cisco Systems
San Jose,
California
| $437M | -$48.7M | -10% | 21.2% | 210% | 5 | 40% | 1.5 |
|
| 1979 |
1979
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| $437M | -$135K | -0% | 2.18% | 86% | 325 | 20% | 2 |
|
| 1980 |
1980
Northstar Investment Advisors
Denver,
Colorado
| $436M | +$1.89M | +0.4% | 0.84% | 85.8% | 115 | 14.78% | 2.2 |
|
| 1981 |
NAP
1981
New Amsterdam Partners
New York
| $435M | +$23.6M | +6% | 12.5% | 73.9% | 140 | 35% | 0.9 |
|
| 1982 |
1982
NewSquare Capital
Newtown Square,
Pennsylvania
| $435M | +$15M | +4% | 1.25% | 76.5% | 485 | 33.61% | 1.3 |
|
| 1983 |
1983
Dudley & Shanley
Palm Beach,
Florida
| $435M | -$3.2M | -0.7% | 2.41% | 67.9% | 34 | 14.71% | 1.9 |
|
| 1984 |
1984
American Assets Investment Management
San Diego,
California
| $435M | +$24.1M | +6% | 2.46% | 507% | 139 | 11.51% | 2 |
|
| 1985 |
1985
Sarissa Capital Management
Greenwich,
Connecticut
| $434M | +$81.9M | +23% | 49.8% | 80% | 16 | 18.75% | 1.6 |
|
| 1986 |
1986
Overbrook Management Corp
New York
| $434M | -$42.9M | -9% | 8.22% | 157% | 85 | 16.47% | 2.1 |
|
| 1987 |
1987
CNA Financial
Chicago,
Illinois
| $433M | +$31.2M | +8% | 7.02% | 48.6% | 189 | 11.64% | 2.2 |
|
| 1988 |
SAS
1988
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| $433M | -$75.4M | -15% | 6.28% | 29.3% | 18 | 33.33% | 1.2 |
|
| 1989 |
OH
1989
Overlook Holdings
Tortola,
British Virgin Islands
| $433M | +$163M | +60% | 19.7% | – | 2 | 0% | 1.8 |
|
| 1990 |
1990
Ativo Capital Management
Chicago,
Illinois
| $433M | +$22.8M | +6% | 7.81% | 63.8% | 235 | 19.57% | 1.5 |
|
| 1991 |
1991
Fidelity National Financial
Jacksonville,
Florida
| $432M | +$46.5M | +12% | 0.91% | 2.54% | 25 | 12% | 1.7 |
|
| 1992 |
1992
PT Asset Management
Chicago,
Illinois
| $431M | -$192M | -31% | 9.28% | 7.94% | 253 | 30.43% | 0.8 |
|
| 1993 |
1993
L. Roy Papp & Associates
Phoenix,
Arizona
| $431M | +$7.55M | +2% | 5.58% | 64.3% | 158 | 8.86% | 2.5 |
|
| 1994 |
SC
1994
Selz Capital
New York
| $429M | +$77.7M | +22% | 12.9% | 10.2% | 62 | 27.42% | 1.4 |
|
| 1995 |
1995
Riverpark Capital Management
New York
| $429M | +$223M | +108% | 9.95% | 152% | 38 | 2.63% | 1.7 |
|
| 1996 |
1996
FrontFour Capital Group
Greenwich,
Connecticut
| $429M | +$66.6M | +18% | 14.7% | 8.55% | 48 | 64.58% | 0.6 |
|
| 1997 |
1997
InterOcean Capital
Chicago,
Illinois
| $429M | +$16.6M | +4% | 4.15% | 32.1% | 170 | 10.59% | 1.9 |
|
| 1998 |
1998
Condor Capital Management
Martinsville,
New Jersey
| $428M | +$10.1M | +2% | 3.64% | 58.2% | 196 | 10.2% | 2.2 |
|
| 1999 |
1999
Mangrove Partners
Greenwich,
Connecticut
| $428M | +$26.7M | +7% | 11.2% | 185% | 33 | 42.42% | 1.4 |
|
| 2000 |
OCMI
2000
Oaktop Capital Management II
Chatham,
New Jersey
| $428M | +$15.7M | +4% | 8.99% | 451% | 22 | 18.18% | 2.2 |
|