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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
Certuity
North Palm Beach,
Florida
| $880M | +$203M | +30% | 8.69% | 190% | 274 | 20.44% | 1.8 |
|
| 1977 |
1977
Essex Financial Services
Essex,
Connecticut
| $879M | -$70.5M | -7% | 6.48% | 87.7% | 507 | 11.24% | 4 |
|
| 1978 |
1978
Security Benefit Life Insurance Company
Topeka,
Kansas
| $879M | +$12.3M | +1% | 9.91% | 60.6% | 68 | 19.12% | 1.3 |
|
| 1979 |
1979
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $879M | +$11M | +1% | 2.55% | 26.1% | 170 | 12.94% | 6 |
|
| 1980 |
1980
DT Investment Partners
Chadds Ford,
Pennsylvania
| $879M | +$54.2M | +7% | 4.29% | 58% | 477 | 3.14% | 1.5 |
|
| 1981 |
1981
StrategIQ Financial Group
Merrillville,
Indiana
| $876M | +$10M | +1% | 4.19% | 12.6% | 309 | 10.03% | 3.8 |
|
| 1982 |
1982
Leo Brokerage
Hurst,
Texas
| $876M | +$206M | +31% | 6.71% | – | 319 | 11.6% | 1.2 |
|
| 1983 |
1983
59 North Capital Management
Houston,
Texas
| $876M | +$193M | +28% | 13.9% | 81.4% | 13 | 7.69% | 1.1 |
|
| 1984 |
1984
Ally Invest Advisors
Charlotte,
North Carolina
| $876M | +$28.9M | +3% | 3% | 41.1% | 52 | 7.69% | 1.7 |
|
| 1985 |
1985
Advocacy Wealth Management Services
Atlanta,
Georgia
| $875M | +$51.8M | +6% | 1.85% | 48.3% | 39 | 12.82% | 2.1 |
|
| 1986 |
SHIM
1986
Spruce House Investment Management
New York
| $875M | +$364M | +71% | 87.4% | 863% | 6 | 16.67% | 5.1 |
|
| 1987 |
1987
HSG Holding
Na,
Hong Kong
| $874M | -$77.5M | -8% | 11.3% | 2.94% | 21 | 14.29% | 3.4 |
|
| 1988 |
1988
North Peak Capital Management
New York
| $872M | +$92M | +12% | 0.74% | 301% | 7 | 42.86% | 1.3 |
|
| 1989 |
1989
BDO Wealth Advisors
Jacksonville,
Florida
| $872M | +$56.5M | +7% | 5.04% | 38.3% | 1,086 | 12.43% | 3.3 |
|
| 1990 |
1990
Lincluden Management
Mississauga,
Ontario, Canada
| $868M | -$12.2M | -1% | 1.78% | 56.6% | 76 | 3.95% | 5.5 |
|
| 1991 |
1991
One River Asset Management
Stamford,
Connecticut
| $868M | -$1.42B | -62% | 10.7% | 27% | 336 | 21.13% | 0.4 |
|
| 1992 |
1992
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| $867M | +$73M | +9% | 8.69% | – | 658 | 9.42% | 1.1 |
|
| 1993 |
1993
HITE Hedge Asset Management
Braintree,
Massachusetts
| $866M | -$471M | -35% | 0.51% | 54.4% | 115 | 40.87% | 1 |
|
| 1994 |
1994
Stokes Family Office
New Orleans,
Louisiana
| $865M | +$62.8M | +8% | 5.8% | 68.1% | 340 | 14.41% | 1.8 |
|
| 1995 |
1995
Jag Capital Management
St Louis,
Missouri
| $865M | +$91.7M | +12% | 16.1% | 230% | 199 | 20.1% | 3.2 |
|
| 1996 |
CC
1996
Cornerstone Capital
Palo Alto,
California
| $865M | +$36M | +4% | 7.1% | 91.2% | 94 | 10.64% | 5.5 |
|
| 1997 |
1997
XML Financial
Bethesda,
Maryland
| $864M | +$43.2M | +5% | 4.07% | 69.5% | 355 | 9.86% | 2 |
|
| 1998 |
1998
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| $864M | +$24.9M | +3% | 5.43% | 58.6% | 106 | 8.49% | 0.5 |
|
| 1999 |
1999
Palisade Asset Management
Minneapolis,
Minnesota
| $862M | +$46.1M | +6% | 4.73% | 61.8% | 184 | 5.98% | 6.7 |
|
| 2000 |
2000
Verdence Capital Advisors
Hunt Valley,
Maryland
| $861M | +$34.1M | +4% | 6.56% | 97.1% | 564 | 9.93% | 2.6 |
|