We are live on !
Find out more
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
Asset Advisors Corp
Augusta,
Georgia
| $575M | -$19.7M | -3% | 2.29% | 41.4% | 176 | 13.64% | 3.6 |
|
| 1977 |
1977
First Merchants Corp
Muncie,
Indiana
| $575M | -$21M | -4% | 3.51% | 55.6% | 214 | 9.81% | 2.9 |
|
| 1978 |
1978
Summit Equities
Parsippany,
New Jersey
| $575M | -$681K | -0.1% | 1.71% | 40.7% | 41 | 12.2% | 1.9 |
|
| 1979 |
1979
AIP LLC
New York
| $575M | -$127M | -18% | 18.1% | 54.9% | 1 | 0% | 0.5 |
|
| 1980 |
1980
Corient Capital Partners
Newport Beach,
California
| $573M | +$31M | +6% | 2.3% | 39.2% | 267 | 9.36% | 1.5 |
|
| 1981 |
1981
Bain Capital Credit
Boston,
Massachusetts
| $573M | +$507M | +764% | 50.8% | 14.4% | 19 | 63.16% | 0.6 |
|
| 1982 |
1982
American Assets Investment Management
San Diego,
California
| $572M | +$45.9M | +9% | 5.04% | 507% | 180 | 7.22% | 2.8 |
|
| 1983 |
CLCM
1983
Crawford Lake Capital Management
Lakewood,
New Jersey
| $572M | +$103M | +22% | 14% | 571% | 133 | 88.72% | 0.1 |
|
| 1984 |
1984
Capital International
Los Angeles,
California
| $572M | +$13.6M | +2% | 4.95% | 147% | 181 | 7.73% | 2.1 |
|
| 1985 |
AAM
1985
Autus Asset Management
Scottsdale,
Arizona
| $571M | +$18.1M | +3% | 3.41% | 26.3% | 157 | 7.01% | 3.5 |
|
| 1986 |
1986
Evensky & Katz
Coral Gables,
Florida
| $571M | -$8.97M | -2% | 3% | 57.1% | 66 | 9.09% | 3.2 |
|
| 1987 |
1987
Cetera Investment Advisers
Schaumburg,
Illinois
| $569M | +$34.9M | +7% | 2.63% | 73.4% | 450 | 20% | 1.5 |
|
| 1988 |
AL
1988
Arnhold LLC
New York
| $568M | +$38.9M | +7% | 0.82% | 156% | 157 | 20.38% | 0.2 |
|
| 1989 |
1989
Park Avenue Securities
New York
| $568M | +$117M | +26% | 0.34% | 71% | 203 | 19.7% | 0.7 |
|
| 1990 |
1990
Pensionfund DSM Netherlands
Sittard,
Netherlands
| $567M | +$10.9M | +2% | 5.16% | 36.9% | 231 | 22.08% | 2.1 |
|
| 1991 |
1991
Signet Financial Management
Parsippany,
New Jersey
| $567M | +$11M | +2% | 0.86% | 65.2% | 1,189 | 34.99% | 0.6 |
|
| 1992 |
1992
Greenwich Wealth Management
Greenwich,
Connecticut
| $565M | -$70.1M | -11% | 0.3% | 198% | 191 | 14.66% | 3.1 |
|
| 1993 |
1993
Mariner Independent Advisor Network
Overland Park,
Kansas
| $565M | -$1.06B | -65% | 2.06% | 39.5% | 345 | 64.35% | 0.9 |
|
| 1994 |
1994
Planning Alternatives
Birmingham,
Michigan
| $562M | +$12.3M | +2% | 0.91% | 69.6% | 51 | 29.41% | 3.1 |
|
| 1995 |
1995
Blackhill Capital
Morristown,
New Jersey
| $562M | +$25.5M | +5% | 8.46% | 212% | 76 | 5.26% | 4 |
|
| 1996 |
1996
Acuta Capital Partners
Redwood City,
California
| $562M | -$50.5M | -8% | 24.8% | 7,269% | 88 | 67.05% | 0.7 |
|
| 1997 |
1997
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| $560M | -$1.32M | -0.2% | 3.65% | 127% | 543 | 21.55% | 2.7 |
|
| 1998 |
1998
Financial Architects (New Jersey)
Marlton,
New Jersey
| $560M | +$47.8M | +9% | 1.25% | 31.3% | 1,619 | 28.6% | 1.8 |
|
| 1999 |
1999
White Mountains Advisors
Guilford,
Connecticut
| $559M | -$33.3M | -6% | 3.07% | 33.4% | 3 | 0% | 3.3 |
|
| 2000 |
2000
NBT Bank
Norwich,
New York
| $559M | -$52.4M | -9% | 2.54% | 77% | 197 | 9.64% | 4.3 |
|