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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
Oxbow Advisors
Austin,
Texas
| $525M | -$40.6M | -7% | 1.99% | 66.3% | 264 | 19.7% | 2.2 |
|
| 1977 |
1977
Ally Financial
Detroit,
Michigan
| $525M | +$20.7M | +4% | 2.58% | 9.35% | 126 | 29.37% | 1.3 |
|
| 1978 |
1978
Kelly Lawrence W & Associates
Pasadens,
California
| $525M | +$19.3M | +4% | 6.6% | 123% | 141 | 9.93% | 2.5 |
|
| 1979 |
1979
Woodstock Corp
Boston,
Massachusetts
| $525M | +$14.4M | +3% | 4.16% | 115% | 166 | 6.02% | 3.3 |
|
| 1980 |
1980
J.V. Bruni & Co
Colorado Springs,
Colorado
| $525M | -$149K | -0% | 3.43% | 97.9% | 25 | 8% | 2.7 |
|
| 1981 |
1981
Jacobs Asset Management
New York
| $524M | +$29.4M | +6% | 4.12% | 114% | 50 | 20% | 1.8 |
|
| 1982 |
1982
Steel Partners Holdings
New York
| $524M | +$73.7M | +16% | 22.1% | – | 10 | 0% | 2.5 |
|
| 1983 |
1983
Harvest Capital Strategies
San Francisco,
California
| $524M | -$317M | -38% | 11.6% | 87.9% | 57 | 33.33% | 1.7 |
|
| 1984 |
1984
Glovista Investments
Jersey City,
New Jersey
| $523M | +$67.6M | +15% | 7.01% | 2.48% | 130 | 35.38% | 1.5 |
|
| 1985 |
FPCM
1985
Financial Partners Capital Management
New York
| $523M | +$44.2M | +9% | 5.15% | 34.2% | 121 | 7.44% | 2.6 |
|
| 1986 |
1986
Smith Salley Wealth Management
Greensboro,
North Carolina
| $522M | +$24.8M | +5% | 4.82% | 106% | 183 | 13.11% | 2.6 |
|
| 1987 |
3C
1987
361 Capital
Denver,
Colorado
| $522M | -$70.8M | -12% | 11.5% | 118% | 318 | 72.01% | 0.2 |
|
| 1988 |
1988
Decatur Capital Management
Decatur,
Georgia
| $522M | +$45.9M | +10% | 6.42% | 135% | 52 | 21.15% | 1.2 |
|
| 1989 |
1989
CapWealth Advisors
Franklin,
Tennessee
| $521M | +$21.8M | +4% | 3.4% | 152% | 105 | 8.57% | 3 |
|
| 1990 |
AAM
1990
Autus Asset Management
Scottsdale,
Arizona
| $520M | +$24M | +5% | 4.18% | 26.3% | 154 | 7.14% | 3.1 |
|
| 1991 |
1991
CCM Investment Advisers
Columbia,
South Carolina
| $520M | +$8.23M | +2% | 6.32% | 170% | 96 | 10.42% | 2.6 |
|
| 1992 |
1992
Aegon USA Investment Management
Cedar Rapids,
Iowa
| $518M | +$4.16M | +0.8% | 1.56% | 39.9% | 45 | 2.22% | 1.6 |
|
| 1993 |
1993
Vicus Capital
State College,
Pennsylvania
| $518M | +$28.4M | +6% | 3.47% | 59.6% | 243 | 12.35% | 2.2 |
|
| 1994 |
1994
PM Capital
Sydney,
Australia
| $517M | +$30.3M | +6% | 5.93% | 105% | 28 | 10.71% | 2.2 |
|
| 1995 |
1995
Brouwer & Janachowski
Mill Valley,
California
| $516M | +$27.3M | +6% | 3.38% | 41.8% | 54 | 11.11% | 2.4 |
|
| 1996 |
1996
Winslow Asset Management
Beachwood,
Ohio
| $516M | +$24.2M | +5% | 8.45% | 89.9% | 96 | 5.21% | 3.5 |
|
| 1997 |
1997
South Street Advisors
New York
| $516M | +$211M | +69% | 3.96% | 169% | 70 | 18.57% | 2.3 |
|
| 1998 |
1998
Navellier & Associates
Reno,
Nevada
| $515M | -$154M | -23% | 11.9% | 361% | 350 | 46% | 1 |
|
| 1999 |
1999
Baskin Financial Services
Toronto,
Ontario, Canada
| $515M | +$35M | +7% | 6.1% | 69.1% | 49 | 4.08% | 2.7 |
|
| 2000 |
2000
Jabre Capital Partners
Geneva,
Switzerland
| $514M | -$603M | -54% | 3.8% | 62.9% | 154 | 57.79% | 0.6 |
|