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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
Griffin Asset Management
New York
| $562M | +$8.16M | +1% | 6.75% | 88.9% | 218 | 10.09% | 1.8 |
|
| 1977 |
OIM
1977
Opus Investment Management
Worcester,
Massachusetts
| $561M | +$10.1M | +2% | 4.9% | 52.8% | 95 | 8.42% | 3 |
|
| 1978 |
AB
1978
Atlas Brown
Louisville,
Kentucky
| $560M | +$89.3M | +19% | 16.5% | 115% | 145 | 9.66% | 3 |
|
| 1979 |
1979
Planning Alternatives
Birmingham,
Michigan
| $560M | +$22.3M | +4% | 4.89% | 69.6% | 56 | 8.93% | 3.3 |
|
| 1980 |
1980
Corsair Capital Management
New York
| $560M | -$36.4M | -6% | 6.73% | 435% | 82 | 35.37% | 1.7 |
|
| 1981 |
1981
Advisor Partners
Walnut Creek,
California
| $560M | +$50.5M | +10% | 7.53% | 63.8% | 585 | 20% | 2 |
|
| 1982 |
1982
Stewart & Patten Company
Lafayette,
California
| $560M | +$11.7M | +2% | 6.48% | 27.5% | 105 | 6.67% | 3.3 |
|
| 1983 |
1983
GenTrust
Miami,
Florida
| $558M | +$29.3M | +6% | 3.35% | 53% | 90 | 12.22% | 0.8 |
|
| 1984 |
1984
EAM Investors
Solana Beach,
California
| $558M | -$194M | -26% | 22.6% | 6,012% | 398 | 52.76% | 0.4 |
|
| 1985 |
1985
Smith Salley Wealth Management
Greensboro,
North Carolina
| $558M | +$36.2M | +7% | 6.01% | 106% | 190 | 15.26% | 2.6 |
|
| 1986 |
1986
Ithaka Group
Arlington,
Virginia
| $558M | +$13.7M | +3% | 6.81% | 143% | 43 | 13.95% | 2.6 |
|
| 1987 |
1987
PM Capital
Sydney,
Australia
| $557M | +$39.8M | +8% | 9.45% | 105% | 27 | 11.11% | 2.5 |
|
| 1988 |
1988
Astor Investment Management
Chicago,
Illinois
| $556M | +$15.3M | +3% | 5.42% | 23.3% | 43 | 13.95% | 1.6 |
|
| 1989 |
GPCM
1989
Greenbrier Partners Capital Management
Dallas,
Texas
| $556M | +$59.9M | +12% | 12% | 96.1% | 17 | 11.76% | 3.5 |
|
| 1990 |
1990
Foundation Resource Management
Little Rock,
Arkansas
| $556M | -$48M | -8% | 5.42% | 84.5% | 62 | 6.45% | 3.8 |
|
| 1991 |
1991
CapWealth Advisors
Franklin,
Tennessee
| $556M | +$35M | +7% | 6.34% | 152% | 106 | 8.49% | 3 |
|
| 1992 |
1992
TRV GP II
Boston,
Massachusetts
| $555M | – | – | 24.9% | 20.8% | 5 | – | 0 |
|
| 1993 |
1993
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $555M | +$13.7M | +3% | 4.91% | 120% | 115 | 43.48% | 0.8 |
|
| 1994 |
BPIH
1994
Broad Peak Investment Holdings
Singapore
| $555M | – | – | 1.43% | 52.2% | 7 | – | 0 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| $554M | +$21.2M | +4% | 3.92% | 212% | 79 | 7.59% | 3.6 |
|
| 1996 |
1996
Canandaigua National Bank & Trust
Canandaigua,
New York
| $554M | +$28.5M | +5% | 6.15% | – | 251 | 5.58% | 2.8 |
|
| 1997 |
1997
Northstar Investment Advisors
Denver,
Colorado
| $554M | +$41.5M | +8% | 6.43% | 85.8% | 128 | 12.5% | 2.8 |
|
| 1998 |
1998
Dorsey Wright & Associates
Pasadena,
California
| $553M | +$119M | +28% | 10% | 311% | 152 | 21.71% | 0.8 |
|
| 1999 |
1999
Jacobs & Co
San Francisco,
California
| $553M | +$21.4M | +4% | 6.36% | 105% | 124 | 2.42% | 3.8 |
|
| 2000 |
2000
Essex Woodlands Management
The Woodlands,
Texas
| $553M | -$10.4M | -2% | 21.8% | 55% | 9 | 0% | 3.6 |
|