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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
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| $959M | +$65.4M | +7% | 10.1% | 26.1% | 179 | 12.85% | 6 |
|
| 1977 |
1977
Blue Chip Partners
Farmington Hills,
Michigan
| $959M | +$120M | +14% | 11.5% | 81.2% | 191 | 15.71% | 4.5 |
|
| 1978 |
1978
Nexus Investment Management
Toronto,
Ontario, Canada
| $959M | +$72.4M | +8% | 8.87% | 93.5% | 74 | 5.41% | 6.8 |
|
| 1979 |
1979
Salomon & Ludwin
Richmond,
Virginia
| $958M | +$31.4K | +0% | 10.1% | 58.7% | 766 | 0.39% | 0.8 |
|
| 1980 |
1980
Plante Moran Financial Advisors
Southfield,
Michigan
| $957M | +$124M | +15% | 9.68% | 62.8% | 911 | 26.23% | 4.5 |
|
| 1981 |
1981
Edgemoor Investment Advisors
Bethesda,
Maryland
| $956M | +$110M | +13% | 13.9% | 109% | 166 | 9.64% | 5 |
|
| 1982 |
1982
Tradition Wealth Management
Edina,
Minnesota
| $956M | +$116M | +14% | 10.3% | 69.6% | 1,410 | 14.18% | 2.1 |
|
| 1983 |
1983
E-L Financial Corp
Toronto,
Ontario, Canada
| $954M | +$74.4M | +8% | 11.2% | 68.6% | 1 | 0% | 7 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| $954M | +$91.7M | +11% | 12.7% | 50.7% | 73 | 2.74% | 6.7 |
|
| 1985 |
1985
Grassi Investment Management
Santa Clara,
California
| $954M | +$84.2M | +10% | 15.4% | 170% | 130 | 11.54% | 6 |
|
| 1986 |
1986
Beaird Harris Wealth Management
Dallas,
Texas
| $953M | +$118M | +14% | 7.81% | 41.3% | 631 | 32.81% | 1.1 |
|
| 1987 |
1987
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| $953M | +$25.9M | +3% | 11.4% | 56.1% | 121 | 14.88% | 2.2 |
|
| 1988 |
1988
Capital Group Investment Management
Raffles Quay,
Singapore
| $953M | -$583M | -38% | 15.1% | 145% | 205 | 10.73% | 0.9 |
|
| 1989 |
1989
North Peak Capital Management
New York
| $952M | +$140M | +17% | 16.6% | 301% | 10 | 30% | 1.1 |
|
| 1990 |
1990
HITE Hedge Asset Management
Braintree,
Massachusetts
| $951M | +$20.1M | +2% | 2.77% | 54.4% | 125 | 46.4% | 1 |
|
| 1991 |
1991
Gillson Capital
Chicago,
Illinois
| $949M | -$400M | -30% | 13.5% | 84.9% | 114 | 72.81% | 0.3 |
|
| 1992 |
1992
XML Financial
Bethesda,
Maryland
| $948M | +$114M | +14% | 10.3% | 77.9% | 342 | 10.53% | 2.4 |
|
| 1993 |
1993
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| $946M | +$115M | +14% | 45.8% | 2,136% | 20 | 20% | 1.7 |
|
| 1994 |
CCM
1994
CAAS Capital Management
New York
| $946M | -$594M | -39% | 9.98% | 11% | 795 | 60.88% | 0.7 |
|
| 1995 |
1995
Duality Advisers
Miami,
Florida
| $946M | +$119M | +14% | 12.4% | 18.3% | 780 | 60.77% | 0.3 |
|
| 1996 |
DTL
1996
Dynamic Technology Lab
Singapore
| $946M | -$54.5M | -5% | 10.5% | 30.8% | 1,491 | 72.84% | 0.2 |
|
| 1997 |
1997
Vestal Point Capital
New York
| $944M | – | – | 30.1% | – | 48 | – | 0 |
|
| 1998 |
1998
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| $944M | – | – | 10.5% | 81.1% | 317 | – | 0 |
|
| 1999 |
1999
Howe & Rusling
Rochester,
New York
| $943M | +$95.9M | +11% | 10.7% | 82% | 394 | 25.63% | 4.1 |
|
| 2000 |
2000
Unison Advisors
Washington,
District of Columbia
| $943M | +$92.5M | +11% | 10.4% | 57.8% | 189 | 10.05% | 2.8 |
|