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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
Rhenman & Partners Asset Management
Stockholm,
Sweden
| $1.04B | -$13.5M | -1% | 2.78% | 131% | 98 | 19.39% | 2.7 |
|
| 1977 |
1977
Ally Invest Advisors
Charlotte,
North Carolina
| $1.04B | +$32.8M | +3% | 0.29% | 41.1% | 66 | 9.09% | 2.1 |
|
| 1978 |
1978
BDF Gestion
Paris,
France
| $1.04B | – | – | 7.12% | – | 154 | – | 0 |
|
| 1979 |
1979
Maren Capital
Chicago,
Illinois
| $1.04B | +$372K | +0% | 5.15% | – | 28 | 10.71% | 0.5 |
|
| 1980 |
1980
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.04B | +$82.1M | +9% | 3.52% | 92.7% | 341 | 17.6% | 0.4 |
|
| 1981 |
1981
Penobscot Investment Management
Boston,
Massachusetts
| $1.04B | +$91.1M | +10% | 5.21% | 103% | 312 | 7.05% | 5.3 |
|
| 1982 |
1982
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.04B | +$28.2M | +3% | 2.54% | 76.8% | 161 | 11.8% | 5.4 |
|
| 1983 |
1983
Gillson Capital
Chicago,
Illinois
| $1.04B | -$16.4M | -2% | 0.71% | 84.9% | 74 | 55.41% | 0.3 |
|
| 1984 |
1984
Capital Investment Services of America
Milwaukee,
Wisconsin
| $1.04B | -$2.05M | -0.2% | 3.19% | 50.7% | 77 | 3.9% | 6.7 |
|
| 1985 |
8KM
1985
8 Knots Management
Dallas,
Texas
| $1.04B | $0 | 0% | 2.75% | – | 18 | 0% | 0.4 |
|
| 1986 |
1986
Tradition Wealth Management
Edina,
Minnesota
| $1.03B | +$47M | +5% | 2.06% | 69.6% | 419 | 10.02% | 2.6 |
|
| 1987 |
1987
AIP LLC
New York
| $1.03B | -$45.2M | -4% | 0.74% | 54.9% | 6 | 33.33% | 1.8 |
|
| 1988 |
1988
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.03B | -$4.7M | -0.5% | 1.97% | – | 203 | 12.81% | 6.5 |
|
| 1989 |
KNB
1989
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| $1.03B | +$160M | +18% | 3.53% | 73.6% | 31 | 54.84% | 0.4 |
|
| 1990 |
1990
Ledyard National Bank
| $1.03B | -$3.43M | -0.3% | 2.4% | 80.7% | 222 | 9.01% | 6.9 |
|
| 1991 |
1991
Avenir Corporation
Alexandria,
Virginia
| $1.03B | -$139M | -12% | 0.75% | 34.4% | 68 | 4.41% | 6 |
|
| 1992 |
WAM
1992
WT Asset Management
Hong Kong
| $1.03B | +$33.8M | +3% | 12.4% | 2,788% | 40 | 60% | 0.5 |
|
| 1993 |
1993
FJ Investments
Salt Lake City,
Utah
| $1.03B | -$120M | -10% | 5.34% | – | 5 | 20% | 0.5 |
|
| 1994 |
1994
Arax Advisory Partners
Denver,
Colorado
| $1.03B | +$77.4M | +8% | 0.61% | 64.7% | 2,587 | 51.06% | 1.7 |
|
| 1995 |
1995
Rational Advisors
Huntington,
New York
| $1.03B | -$53.2M | -5% | 1.58% | 37.7% | 234 | 30.34% | 1.5 |
|
| 1996 |
1996
Arrow Financial
Glens Falls,
New York
| $1.03B | +$17.8M | +2% | 2.42% | 66.5% | 346 | 6.36% | 7.2 |
|
| 1997 |
1997
MSD Partners
New York
| $1.02B | -$226M | -18% | 17.9% | 3.5% | 19 | 10.53% | 3.2 |
|
| 1998 |
1998
HITE Hedge Asset Management
Braintree,
Massachusetts
| $1.02B | +$23.8M | +2% | 4.7% | 54.4% | 122 | 50% | 0.9 |
|
| 1999 |
1999
Atika Capital Management
New York
| $1.02B | +$5.4M | +0.5% | 9.1% | 811% | 122 | 53.28% | 0.8 |
|
| 2000 |
2000
Troluce Capital Advisors
Dorado,
Puerto Rico
| $1.02B | +$193M | +23% | 1.06% | 61.1% | 120 | 71.67% | 0.2 |
|