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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
Hilltop Holdings
Dallas,
Texas
| $739M | -$16.5M | -2% | 4.16% | 96.7% | 569 | 19.68% | 3.2 |
|
| 1977 |
1977
Levin Capital Strategies
New York
| $738M | -$107M | -13% | 0.34% | 88.6% | 312 | 34.62% | 3.5 |
|
| 1978 |
1978
Colonial Trust Advisors
Spartanburg,
South Carolina
| $738M | +$27.1M | +4% | 4.59% | 80% | 256 | 37.11% | 3.7 |
|
| 1979 |
1979
Ally Invest Advisors
Charlotte,
North Carolina
| $738M | -$30.3M | -4% | 6.42% | 41.1% | 26 | 19.23% | 2.2 |
|
| 1980 |
1980
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $738M | -$54.9M | -7% | 6.98% | 70% | 63 | 6.35% | 6.3 |
|
| 1981 |
MCM
1981
McKinley Capital Management
Anchorage,
Alaska
| $737M | -$28.5M | -4% | 3.9% | 63.3% | 179 | 13.41% | 3.6 |
|
| 1982 |
1982
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| $737M | -$44.8M | -6% | 5.92% | 62.2% | 327 | 13.15% | 2.5 |
|
| 1983 |
1983
Atalaya Capital Management
New York
| $737M | -$110M | -13% | 0.45% | 7.46% | 478 | 41% | 0.8 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| $736M | -$33.8M | -4% | 3.62% | 50.7% | 72 | 4.17% | 5.8 |
|
| 1985 |
1985
Mizuho Securities USA
New York
| $736M | +$85M | +13% | 0.16% | 99% | 311 | 85.53% | 0.2 |
|
| 1986 |
1986
WMS Partners
Towson,
Maryland
| $736M | +$93.6M | +15% | 5.12% | 10.8% | 290 | 20% | 3.4 |
|
| 1987 |
1987
Soleus Capital Management
Greenwich,
Connecticut
| $736M | +$94.9M | +15% | 14.2% | 508% | 93 | 40.86% | 0.7 |
|
| 1988 |
1988
Alpine Woods Capital Investors
Purchase,
New York
| $735M | -$64.3M | -8% | 4.38% | 105% | 205 | 9.76% | 4.1 |
|
| 1989 |
1989
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| $735M | -$27.8M | -4% | 5.78% | 77.5% | 152 | 4.61% | 7.3 |
|
| 1990 |
1990
Baker Tilly Wealth Management
Madison,
Wisconsin
| $734M | -$28.4M | -4% | 3.42% | 96.9% | 538 | 14.31% | 1.3 |
|
| 1991 |
1991
Trust Asset Management
Houston,
Texas
| $733M | +$17.9M | +3% | 4.88% | 91.1% | 197 | 7.61% | 2 |
|
| 1992 |
1992
Hackensack Meridian Health
Edison,
New Jersey
| $732M | -$167M | -19% | 5.51% | 53.4% | 13 | 7.69% | 0.5 |
|
| 1993 |
1993
Lutz Financial Services
Omaha,
Nebraska
| $732M | -$22.1M | -3% | 4.87% | 35.3% | 75 | 16% | 3 |
|
| 1994 |
1994
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| $731M | +$239M | +48% | 4.53% | 58.7% | 55 | 20% | 1.6 |
|
| 1995 |
1995
SP Asset Management
Cupertino,
California
| $731M | -$53.7M | -7% | 5.67% | 92.4% | 114 | 7.02% | 3 |
|
| 1996 |
1996
Jacobi Capital Management
Pittston,
Pennsylvania
| $730M | -$21.3M | -3% | 5.15% | 76.6% | 424 | 9.67% | 4.7 |
|
| 1997 |
1997
Keeley-Teton Advisors
Chicago,
Illinois
| $730M | -$62.7M | -8% | 4.32% | 28.6% | 391 | 6.91% | 2.4 |
|
| 1998 |
1998
Sage Financial Group
W. Conshohocken,
Pennsylvania
| $730M | -$27M | -4% | 5.29% | 62% | 91 | 6.59% | 2.9 |
|
| 1999 |
1999
Blue Chip Partners
Farmington Hills,
Michigan
| $730M | -$54.8M | -7% | 6.44% | 81.2% | 170 | 10% | 4.3 |
|
| 2000 |
2000
Fernbridge Capital Management
Los Angeles,
California
| $730M | +$35.7M | +5% | 0.86% | 12.4% | 24 | 41.67% | 0.7 |
|