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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 |
FFH
1976
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| $1.1B | -$83.4M | -7% | 0.13% | 70.7% | 40 | 27.5% | 4.3 |
|
| 1977 |
BCM
1977
Bares Capital Management
Austin,
Texas
| $1.1B | -$981M | -47% | 8.65% | 138% | 31 | 35.48% | 4.7 |
|
| 1978 |
1978
Technology Crossover Management X
Menlo Park,
California
| $1.09B | +$81.5M | +8% | 8.77% | 73.1% | 6 | 0% | 3.3 |
|
| 1979 |
1979
TritonPoint Wealth
Chevy Chase,
Maryland
| $1.09B | +$55.5M | +5% | 6.29% | 92.7% | 343 | 11.08% | 0.6 |
|
| 1980 |
1980
Leo Wealth LLC
Hurst,
Texas
| $1.09B | +$114M | +12% | 7.48% | – | 371 | 16.71% | 0.6 |
|
| 1981 |
1981
Ledyard National Bank
| $1.09B | +$63.7M | +6% | 7.02% | 80.7% | 224 | 8.48% | 6.7 |
|
| 1982 |
1982
1607 Capital Partners
Richmond,
Virginia
| $1.09B | -$23M | -2% | 5.38% | 28.5% | 147 | 16.33% | 4.2 |
|
| 1983 |
1983
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.09B | +$59M | +6% | 6.13% | – | 199 | 10.05% | 6.6 |
|
| 1984 |
1984
First Financial Bank - Trust Division
Hamilton,
Ohio
| $1.09B | +$76.6M | +8% | 7.35% | 68.6% | 212 | 4.72% | 6.7 |
|
| 1985 |
1985
Mark Asset Management
New York
| $1.09B | +$88.7M | +9% | 6.86% | 325% | 63 | 26.98% | 2.8 |
|
| 1986 |
1986
Main Street Financial Solutions
Newtown,
Pennsylvania
| $1.09B | +$28.3M | +3% | 7.31% | 75.4% | 588 | 15.99% | 2.3 |
|
| 1987 |
1987
Kintegral Advisory
New York
| $1.09B | +$47.3M | +5% | 7.26% | 143% | 238 | 0% | 4 |
|
| 1988 |
1988
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.09B | +$126M | +13% | 11.9% | 397% | 250 | 36.4% | 1.2 |
|
| 1989 |
SL
1989
Sonnipe Ltd
Douglas,
Isle Of Man
| $1.09B | +$134M | +14% | 15.2% | 57.8% | 3 | 0% | 1.8 |
|
| 1990 |
1990
Penn Capital Management
Philadelphia,
Pennsylvania
| $1.09B | +$35M | +3% | 10.1% | 181% | 166 | 24.7% | 2 |
|
| 1991 |
1991
Fusion Family Wealth
Woodbury,
New York
| $1.09B | +$104M | +11% | 6.62% | 58.2% | 43 | 0% | 4.8 |
|
| 1992 |
1992
Founders Financial Securities
Towson,
Maryland
| $1.08B | +$26.5M | +3% | 6.12% | 64.3% | 477 | 21.59% | 2.2 |
|
| 1993 |
1993
RWWM Inc
Rocklin,
California
| $1.08B | +$162M | +18% | 18.3% | 40.6% | 21 | 4.76% | 4.8 |
|
| 1994 |
1994
Arrow Financial
Glens Falls,
New York
| $1.08B | +$56.4M | +5% | 5.89% | 71.1% | 350 | 6.86% | 7.3 |
|
| 1995 |
1995
Hartford Funds Management
Wayne,
Pennsylvania
| $1.08B | +$13.5M | +1% | 5.36% | 26.8% | 99 | 11.11% | 1.6 |
|
| 1996 |
1996
Simplicity Wealth
Summit,
New Jersey
| $1.08B | -$3.35B | -76% | 7.07% | 82.2% | 1,268 | 63.25% | 0.7 |
|
| 1997 |
1997
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| $1.08B | +$129M | +14% | 28.1% | 484% | 15 | 6.67% | 2.4 |
|
| 1998 |
1998
Madison Avenue Partners
New York
| $1.08B | +$287M | +36% | 17.8% | 284% | 27 | 33.33% | 1 |
|
| 1999 |
1999
XML Financial
Bethesda,
Maryland
| $1.08B | +$83.8M | +8% | 6.54% | 69.5% | 359 | 9.19% | 2.9 |
|
| 2000 |
2000
BIT Capital
Berlin,
Germany
| $1.08B | -$201M | -16% | 0.37% | 1,162% | 135 | 43.7% | 0.9 |
|