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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
Highline Capital Management
New York
| $631M | -$54M | -8% | 18.7% | 198% | 31 | 48.39% | 0.8 |
|
| 1977 |
1977
Transform Wealth
Greenwood Village,
Colorado
| $631M | +$67.2M | +12% | 9.95% | 48.4% | 235 | 14.04% | 1.5 |
|
| 1978 |
1978
HoyleCohen
San Diego,
California
| $629M | +$43M | +7% | 10.3% | 46.1% | 200 | 7.5% | 1.6 |
|
| 1979 |
1979
Petrus Trust Company
Dallas,
Texas
| $628M | +$62.8M | +11% | 9.79% | 36.9% | 386 | 57.51% | 0.8 |
|
| 1980 |
1980
Fiduciary Group
Savannah,
Georgia
| $627M | +$55.4M | +10% | 7% | 67.1% | 202 | 7.92% | 3.5 |
|
| 1981 |
1981
Ardsley Advisory Partners
Stamford,
Connecticut
| $627M | +$181M | +41% | 15% | 555% | 210 | 64.76% | 0.7 |
|
| 1982 |
1982
Alaska Wealth Advisors
Anchorage,
Alaska
| $626M | -$203M | -24% | 4.78% | 44.3% | 75 | 68% | 0.5 |
|
| 1983 |
1983
Northcape Capital
Sydney,
Australia
| $625M | +$57.8M | +10% | 13.3% | – | 18 | 11.11% | 2.1 |
|
| 1984 |
1984
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| $625M | +$53.7M | +9% | 9.62% | 115% | 456 | 5.04% | 4.6 |
|
| 1985 |
1985
Sector Gamma AS
Oslo,
Norway
| $624M | +$32.5M | +5% | 15.8% | 35.3% | 39 | 17.95% | 1.8 |
|
| 1986 |
DTL
1986
Dynamic Technology Lab
Singapore
| $624M | +$54.5M | +10% | 7.24% | 30.8% | 1,469 | 75.02% | 0.2 |
|
| 1987 |
1987
Dakota Wealth Management
Palm Beach Gardens,
Florida
| $624M | +$42.8M | +7% | 5.42% | 112% | 324 | 11.11% | 1.6 |
|
| 1988 |
1988
Callahan Advisors
Houston,
Texas
| $624M | +$51.2M | +9% | 9.27% | 87.7% | 142 | 9.86% | 4.1 |
|
| 1989 |
1989
Avior Wealth Management
Omaha,
Nebraska
| $624M | +$53M | +9% | 7.37% | 71.4% | 919 | 15.23% | 2.4 |
|
| 1990 |
FWM
1990
Frontier Wealth Management
Kansas City,
Missouri
| $624M | -$53.3M | -8% | 11.3% | 42.8% | 332 | 15.66% | 3 |
|
| 1991 |
1991
BTS Asset Management
Lincoln,
Massachusetts
| $624M | -$108M | -15% | 0.77% | 8.8% | 20 | 10% | 0.7 |
|
| 1992 |
1992
Alpha Omega Wealth Management
Richmond,
Virginia
| $623M | +$6.82M | +1% | 8.93% | 65.9% | 221 | 5.43% | 2.7 |
|
| 1993 |
1993
Fiduciary Trust International
Lincoln,
Massachusetts
| $623M | +$137M | +28% | 9.61% | 36.8% | 155 | 22.58% | 2.1 |
|
| 1994 |
1994
Resource Management
Metairie,
Louisiana
| $622M | +$48.9M | +9% | 8.1% | 82.7% | 155 | 11.61% | 1.6 |
|
| 1995 |
1995
London & Capital Asset Management
London,
United Kingdom
| $622M | +$36.3M | +6% | 5.28% | 88.8% | 99 | 22.22% | 0.8 |
|
| 1996 |
TP
1996
Thunderbird Partners
London,
United Kingdom
| $622M | -$117M | -16% | 11.8% | 38% | 8 | 25% | 1.5 |
|
| 1997 |
KC
1997
KCL Capital
New York
| $621M | -$22M | -3% | 18% | 106% | 47 | 76.6% | 0.3 |
|
| 1998 |
1998
Navellier & Associates
Reno,
Nevada
| $621M | +$16.7M | +3% | 9.81% | 361% | 329 | 32.52% | 1.4 |
|
| 1999 |
1999
Beryl Capital Management
Redondo Beach,
California
| $620M | +$233M | +60% | 39.2% | 3,932% | 70 | 90% | 0 |
|
| 2000 |
2000
Dividend Assets Capital
Ridgeland,
South Carolina
| $620M | -$882K | -0.1% | 1.81% | 67.4% | 197 | 8.12% | 3.4 |
|