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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
Jag Capital Management
St Louis,
Missouri
| $483M | -$10.4M | -2% | 14.6% | 230% | 127 | 25.2% | 1.9 |
|
| 1977 |
KM
1977
Kylin Management
New York
| $483M | +$73.9M | +18% | 29.5% | 126% | 8 | 50% | 1 |
|
| 1978 |
1978
JW Asset Management
Miami Beach,
Florida
| $480M | +$330M | +220% | 7.19% | 251% | 52 | 42.31% | 0.9 |
|
| 1979 |
1979
Dai-ichi Life Holdings
Tokyo,
Japan
| $480M | -$2.55M | -0.5% | 0.53% | – | 1 | 0% | 3.8 |
|
| 1980 |
1980
Evergreen Capital Management
Bellevue,
Washington
| $480M | -$37.5M | -7% | 3.37% | 77.2% | 118 | 18.64% | 2.3 |
|
| 1981 |
CHA
1981
Cedar Hill Associates
Chicago,
Illinois
| $480M | -$115M | -19% | 5.19% | 21% | 83 | 15.66% | 2.6 |
|
| 1982 |
1982
Cypress Funds
Los Angeles,
California
| $480M | -$114M | -19% | 8.15% | 100% | 36 | 47.22% | 0.7 |
|
| 1983 |
1983
Dudley & Shanley
Palm Beach,
Florida
| $480M | +$10.3M | +2% | 6.48% | 67.9% | 34 | 17.65% | 2.3 |
|
| 1984 |
1984
Formula Growth
Montreal,
Quebec, Canada
| $480M | +$49.6M | +12% | 5.39% | 118% | 163 | 33.13% | 0.8 |
|
| 1985 |
1985
Cardan Capital Partners
Denver,
Colorado
| $479M | +$30.2M | +7% | 3.46% | 64% | 133 | 26.32% | 0.8 |
|
| 1986 |
1986
BTR Capital Management
Oakland,
California
| $478M | +$32.3M | +7% | 6.13% | 35% | 175 | 17.71% | 2.8 |
|
| 1987 |
GC
1987
Gratia Capital
Los Angeles,
California
| $478M | +$176M | +59% | 2.85% | 42.4% | 52 | 57.69% | 0.5 |
|
| 1988 |
1988
Auxier Asset Management
Aurora,
Oregon
| $477M | +$17.4M | +4% | 7.07% | 71.7% | 159 | 7.55% | 3 |
|
| 1989 |
AAM
1989
Autus Asset Management
Scottsdale,
Arizona
| $477M | +$23.4M | +5% | 5.33% | 26.3% | 154 | 5.19% | 2.7 |
|
| 1990 |
1990
MCF Advisors
Covington,
Kentucky
| $477M | +$20M | +4% | 4.11% | 50.2% | 528 | 28.79% | 2.2 |
|
| 1991 |
1991
Summit Creek Advisors
Minneapolis,
Minnesota
| $476M | -$108M | -18% | 9.17% | 68.8% | 56 | 16.07% | 2.2 |
|
| 1992 |
1992
Community Bank
Dewitt,
New York
| $475M | +$19.4M | +4% | 4.45% | 73.5% | 478 | 7.95% | 1.7 |
|
| 1993 |
1993
Greywolf Capital Management
Purchase,
New York
| $475M | +$74.9M | +19% | 0.15% | 174% | 7 | 0% | 2.3 |
|
| 1994 |
1994
First Business Financial Services
Madison,
Wisconsin
| $474M | +$42.9M | +10% | 4.14% | 74% | 88 | 34.09% | 1.5 |
|
| 1995 |
1995
3EDGE Asset Management
Naples,
Florida
| $474M | +$30.9M | +7% | 4.85% | 44.1% | 28 | 42.86% | 0.2 |
|
| 1996 |
1996
Orbis World
Road Town, Tortola,
British Virgin Islands
| $473M | +$52.6M | +13% | 8.85% | – | 4 | 25% | 0.9 |
|
| 1997 |
AH
1997
Allen Holding
New York
| $473M | +$17.1M | +4% | 4% | 135% | 8 | 12.5% | 3.3 |
|
| 1998 |
KFS
1998
Kurt F. Somerville
| $473M | +$21.8M | +5% | 6.22% | 92.9% | 112 | 8.04% | 3 |
|
| 1999 |
1999
Speece Thorson Capital Group
Minnetonka,
Minnesota
| $473M | +$25.8M | +6% | 3.34% | 34.2% | 40 | 2.5% | 3.2 |
|
| 2000 |
2000
Halsey Associates
New Haven,
Connecticut
| $472M | +$22.7M | +5% | 8.67% | 63.8% | 102 | 7.84% | 3 |
|