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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
Petrus Trust Company
Dallas,
Texas
| $825M | +$37.5M | +5% | 11% | 36.9% | 732 | 64.48% | 0.3 |
|
| 1977 |
1977
Foster Victor Wealth Advisors
Greenville,
South Carolina
| $825M | +$39.1M | +5% | 5.76% | 78.2% | 176 | 16.48% | 2.3 |
|
| 1978 |
1978
Great Mountain Partners
New Haven,
Connecticut
| $824M | -$307M | -27% | 22.5% | 95.3% | 3 | 33.33% | 1.8 |
|
| 1979 |
1979
Advocacy Wealth Management Services
Atlanta,
Georgia
| $823M | +$66.4M | +9% | 1.56% | 48.3% | 44 | 29.55% | 2 |
|
| 1980 |
SGCIA
1980
Smith Graham & Co Investment Advisors
Houston,
Texas
| $823M | +$5.57M | +0.7% | 3.4% | 56.9% | 145 | 6.9% | 6.2 |
|
| 1981 |
1981
Edgemoor Investment Advisors
Bethesda,
Maryland
| $823M | +$24.2M | +3% | 6.88% | 109% | 173 | 16.18% | 4.7 |
|
| 1982 |
1982
Stack Financial Management
Whitefish,
Montana
| $822M | -$172M | -17% | 2.72% | 70% | 39 | 17.95% | 5.5 |
|
| 1983 |
1983
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| $821M | +$14.7M | +2% | 6.07% | 70% | 63 | 7.94% | 6.4 |
|
| 1984 |
1984
XML Financial
Bethesda,
Maryland
| $821M | +$25.2M | +3% | 3.94% | 77.9% | 347 | 8.65% | 1.8 |
|
| 1985 |
1985
Cartenna Capital
Stamford,
Connecticut
| $821M | +$240M | +41% | 9.09% | 162% | 49 | 71.43% | 0.3 |
|
| 1986 |
1986
Wealthcare Capital Management
Richmond,
Virginia
| $820M | +$38.1M | +5% | 5.3% | 46.2% | 79 | 22.78% | 4.9 |
|
| 1987 |
1987
Globeflex Capital
San Diego,
California
| $819M | +$29.5M | +4% | 5.28% | 186% | 524 | 19.47% | 2 |
|
| 1988 |
1988
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| $819M | +$51.7M | +7% | 5.05% | 44.7% | 164 | 9.15% | 4.1 |
|
| 1989 |
1989
Maple Capital Management
Montpelier,
Vermont
| $818M | +$63.2M | +8% | 11.9% | 114% | 103 | 12.62% | 5.6 |
|
| 1990 |
1990
Taurus Asset Management
New York
| $818M | +$30.9M | +4% | 8.41% | 26.9% | 92 | 3.26% | 6.3 |
|
| 1991 |
1991
Palisade Asset Management
Minneapolis,
Minnesota
| $816M | -$57M | -7% | 2.2% | 61.8% | 186 | 5.91% | 6.7 |
|
| 1992 |
1992
SP Asset Management
Cupertino,
California
| $815M | +$68.4M | +9% | 16.7% | 92.4% | 118 | 10.17% | 3.1 |
|
| 1993 |
1993
BDO Wealth Advisors
Jacksonville,
Florida
| $815M | +$10.9M | +1% | 6.68% | 38.3% | 1,110 | 13.51% | 2.9 |
|
| 1994 |
MAM
1994
Mastrapasqua Asset Management
Nashville,
Tennessee
| $815M | +$56.1M | +7% | 11.5% | 54.9% | 160 | 13.75% | 3.8 |
|
| 1995 |
1995
Perella Weinberg Partners Capital Management
New York
| $814M | +$195M | +31% | 3.15% | 1.52% | 24 | 16.67% | 3 |
|
| 1996 |
1996
Brahman Capital
New York
| $814M | +$92.5M | +13% | 12.2% | 16.6% | 25 | 32% | 1.8 |
|
| 1997 |
1997
Northcape Capital
Sydney,
Australia
| $813M | +$1.43M | +0.2% | 20.7% | – | 31 | 22.58% | 2.9 |
|
| 1998 |
SC
1998
Sasco Capital
Fairfield,
Connecticut
| $813M | +$26.4M | +3% | 2.18% | 15.5% | 54 | 11.11% | 3.4 |
|
| 1999 |
GPCM
1999
Greenbrier Partners Capital Management
Dallas,
Texas
| $813M | +$119M | +17% | 23.5% | 96.1% | 14 | 0% | 8.4 |
|
| 2000 |
2000
Bath Savings Trust
Bath,
Maine
| $812M | +$37.2M | +5% | 6.31% | 57.8% | 160 | 5.63% | 5.8 |
|