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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
Scopia Capital Management
New York
| $926M | +$189M | +26% | 0.89% | 58.7% | 19 | 36.84% | 1.2 |
|
| 1977 |
1977
L & S Advisors
Los Angeles,
California
| $926M | -$3.44M | -0.4% | 3.35% | 231% | 400 | 34.25% | 1.8 |
|
| 1978 |
1978
Nexus Investment Management
Toronto,
Ontario, Canada
| $926M | -$41.6M | -4% | 1.66% | 93.5% | 68 | 4.41% | 6 |
|
| 1979 |
TC
1979
Teilinger Capital
Houston,
Texas
| $926M | +$621M | +204% | 1.54% | 30.2% | 46 | 56.52% | 0.2 |
|
| 1980 |
1980
Accredited Investors
Edina,
Minnesota
| $926M | -$51.9M | -5% | 3.08% | 74% | 177 | 10.17% | 3.7 |
|
| 1981 |
1981
Kerrisdale Advisers
Miami,
Florida
| $922M | -$191M | -17% | 4.92% | 78.8% | 66 | 33.33% | 0.8 |
|
| 1982 |
1982
Kovack Advisors
Ft. Lauderdale,
Florida
| $920M | +$41.6M | +5% | 0.13% | 118% | 787 | 20.71% | 2.1 |
|
| 1983 |
1983
Charles-Lim Capital
Central,
Hong Kong
| $920M | -$22.5M | -2% | 4.11% | 4.44% | 10 | 60% | 1.8 |
|
| 1984 |
1984
Sandbar Asset Management
London,
United Kingdom
| $920M | -$5.32M | -0.6% | 1.75% | 128% | 71 | 46.48% | 0.6 |
|
| 1985 |
1985
Keeley-Teton Advisors
Chicago,
Illinois
| $918M | -$31.4M | -3% | 1.68% | 28.6% | 329 | 22.8% | 2 |
|
| 1986 |
1986
Bayview Asset Management
Coral Gables,
Florida
| $918M | +$548M | +148% | 5.27% | 55.4% | 14 | 14.29% | 1.3 |
|
| 1987 |
TFP
1987
Triple Frond Partners
San Francisco,
California
| $917M | -$4.98M | -0.5% | 0.19% | 92.9% | 12 | 25% | 3 |
|
| 1988 |
HI
1988
Handelsinvest Investeringsforvaltning
Herning,
Denmark
| $917M | +$17.4M | +2% | 0.83% | 37.9% | 126 | 8.73% | 2.9 |
|
| 1989 |
1989
Inclusive Capital Partners
San Francisco,
California
| $916M | -$164M | -15% | 10.5% | 14.3% | 10 | 10% | 0.6 |
|
| 1990 |
1990
Standard General
New York
| $916M | -$89.6M | -9% | 4.16% | 259% | 6 | 0% | 2.7 |
|
| 1991 |
MAM
1991
Mastrapasqua Asset Management
Nashville,
Tennessee
| $915M | -$30.2M | -3% | 0.56% | 54.9% | 149 | 11.41% | 3.5 |
|
| 1992 |
AAM
1992
Autus Asset Management
Scottsdale,
Arizona
| $914M | +$1M | +0.1% | 0.55% | 26.3% | 175 | 5.71% | 5 |
|
| 1993 |
1993
CapWealth Advisors
Franklin,
Tennessee
| $913M | -$8.41M | -0.9% | 1.95% | 152% | 111 | 4.5% | 4.3 |
|
| 1994 |
1994
First Financial Bank - Trust Division
Hamilton,
Ohio
| $912M | -$3.72M | -0.4% | 0.42% | 68.6% | 184 | 5.43% | 5.8 |
|
| 1995 |
1995
Hilltop Holdings
Dallas,
Texas
| $912M | +$24.8M | +3% | 0.68% | 96.7% | 637 | 19.47% | 2.4 |
|
| 1996 |
1996
Pallas Capital Advisors
Braintree,
Massachusetts
| $911M | +$193M | +27% | 0.56% | 71.8% | 436 | 25.92% | 0.3 |
|
| 1997 |
1997
Regal Partners
Sydney, NSW,
Australia
| $910M | -$353M | -28% | 10.2% | 146% | 18 | 22.22% | 2.1 |
|
| 1998 |
1998
Growth Interface Management
Orlando,
Florida
| $909M | -$78.5M | -8% | 4.44% | 12% | 11 | 18.18% | 1.4 |
|
| 1999 |
1999
Verde Servicos Internacionais
Sao Paulo,
Brazil
| $909M | -$31M | -3% | 2.15% | 130% | 58 | 41.38% | 0.3 |
|
| 2000 |
2000
Cortland Associates
St Louis,
Missouri
| $908M | -$47.5M | -5% | 2.16% | 57.1% | 65 | 4.62% | 4.1 |
|