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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
Freshford Capital Management
Rye Brook,
New York
| $594M | +$72.5M | +14% | 8.09% | 97.3% | 21 | 23.81% | 1.1 |
|
| 1977 |
DTL
1977
Dynamic Technology Lab
Singapore
| $594M | -$16M | -3% | 1.57% | 30.8% | 1,468 | 74.39% | 0.2 |
|
| 1978 |
1978
Asset Advisors Investment Management
Augusta,
Georgia
| $594M | +$31.8M | +6% | 4.47% | 67.5% | 97 | 5.15% | 0.7 |
|
| 1979 |
1979
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| $594M | +$22.4M | +4% | 4.72% | 80.6% | 109 | 9.17% | 2.6 |
|
| 1980 |
1980
Harvey Investment Company
Louisville,
Kentucky
| $594M | +$11.5M | +2% | 3.82% | 56.4% | 88 | 10.23% | 4.4 |
|
| 1981 |
1981
Fund Evaluation Group
Cincinnati,
Ohio
| $593M | +$65.6M | +12% | 3.04% | 51.6% | 21 | 9.52% | 2.3 |
|
| 1982 |
1982
Summit Financial
Parsippany,
New Jersey
| $593M | +$9.9M | +2% | 2.54% | 81.8% | 52 | 17.31% | 0.5 |
|
| 1983 |
1983
Arden Trust
Wilmington,
Delaware
| $592M | -$29.1M | -5% | 3.74% | 22.5% | 390 | 15.9% | 3.5 |
|
| 1984 |
1984
Raging Capital Management
Rocky Hill,
New Jersey
| $592M | -$97.7M | -14% | 3.79% | 6.41% | 53 | 39.62% | 1.1 |
|
| 1985 |
1985
Woodford Investment Management
London,
United Kingdom
| $591M | -$648M | -52% | 14.4% | 27.1% | 8 | 37.5% | 2.4 |
|
| 1986 |
1986
Mount Lucas Management
Newtown,
Pennsylvania
| $591M | -$13.4M | -2% | 1.73% | 109% | 98 | 20.41% | 0.8 |
|
| 1987 |
1987
Tygh Capital Management
Portland,
Oregon
| $589M | +$19.8M | +3% | 9.37% | 251% | 89 | 21.35% | 1.2 |
|
| 1988 |
1988
One Capital Management
Westlake Village,
California
| $588M | +$25.4M | +5% | 2.39% | 50.5% | 178 | 5.62% | 3.3 |
|
| 1989 |
PAM
1989
Private Asset Management
San Diego,
California
| $587M | +$25.6M | +5% | 5.77% | 38.2% | 140 | 8.57% | 3.9 |
|
| 1990 |
HLC
1990
Hunt Lane Capital
New York
| $587M | -$148M | -20% | 6.4% | 3.59% | 29 | 51.72% | 0.7 |
|
| 1991 |
1991
TRUE Private Wealth Advisors
Salem,
Oregon
| $587M | +$62.3M | +12% | 2.9% | 89.2% | 823 | 75.21% | 0.5 |
|
| 1992 |
1992
Baskin Financial Services
Toronto,
Ontario, Canada
| $587M | +$48M | +9% | 6.49% | 69.1% | 47 | 19.15% | 3.3 |
|
| 1993 |
1993
Beacon Financial Group
Dallas,
Texas
| $586M | -$24.7M | -4% | 2.31% | 66.6% | 189 | 12.7% | 3.2 |
|
| 1994 |
1994
Kelly Lawrence W & Associates
Pasadens,
California
| $586M | +$32.3M | +6% | 7.52% | 123% | 135 | 5.93% | 3.7 |
|
| 1995 |
1995
Kopernik Global Investors
Tampa,
Florida
| $586M | +$13.2M | +2% | 7.11% | 128% | 30 | 13.33% | 2.7 |
|
| 1996 |
1996
Glynn Capital Management
Menlo Park,
California
| $586M | +$44.7M | +8% | 10.6% | 252% | 50 | 28% | 3.5 |
|
| 1997 |
1997
Ritholtz Wealth Management
New York
| $586M | +$39.6M | +7% | 2.41% | 93% | 148 | 16.89% | 1.3 |
|
| 1998 |
1998
Ellington Management Group
Old Greenwich,
Connecticut
| $585M | +$36.8M | +7% | 1.37% | 16.1% | 897 | 76.59% | 0.2 |
|
| 1999 |
WCM
1999
Woodson Capital Management
Greenwich,
Connecticut
| $585M | +$103M | +21% | 0.57% | 235% | 32 | 43.75% | 1.1 |
|
| 2000 |
2000
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| $584M | +$23.6M | +4% | 4.56% | 74.8% | 581 | 16.35% | 0.2 |
|