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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
LGT Fund Management
Vaduz,
Liechtenstein
| $1.14B | +$179M | +19% | 2.58% | 121% | 268 | 26.12% | 1 |
|
| 1977 |
1977
General Catalyst Group Management
Cambridge,
Massachusetts
| $1.14B | -$290M | -20% | 0.73% | 161% | 12 | 16.67% | 2.6 |
|
| 1978 |
1978
Koss-Olinger Consulting
Gainesville,
Florida
| $1.14B | -$11.1M | -1% | 0.55% | 57.9% | 302 | 47.35% | 0.5 |
|
| 1979 |
1979
Shenkman Capital Management
New York
| $1.14B | -$150M | -12% | 0.4% | 3.15% | 100 | 1% | 1.5 |
|
| 1980 |
1980
Nicholas Investment Partners
Rancho Santa Fe,
California
| $1.14B | +$47.3M | +4% | 10.8% | 397% | 253 | 25.69% | 1.2 |
|
| 1981 |
1981
Meridiem Capital Partners
Dallas,
Texas
| $1.14B | – | – | 2.38% | – | 69 | – | 0 |
|
| 1982 |
1982
Edgemoor Investment Advisors
Bethesda,
Maryland
| $1.14B | -$15M | -1% | 1.44% | 109% | 171 | 5.26% | 5.3 |
|
| 1983 |
1983
Tradition Wealth Management
Edina,
Minnesota
| $1.14B | +$13.1M | +1% | 1.06% | 69.6% | 447 | 13.87% | 2.7 |
|
| 1984 |
1984
Sunbelt Securities
Houston,
Texas
| $1.14B | +$115M | +11% | 2.36% | 83.5% | 1,957 | 12.88% | 2.1 |
|
| 1985 |
1985
Hardy Reed
Tupelo,
Mississippi
| $1.13B | +$18.4M | +2% | 0.99% | 69.7% | 264 | 14.77% | 1.7 |
|
| 1986 |
1986
Condor Capital Management
Martinsville,
New Jersey
| $1.13B | +$23.4M | +2% | 1.38% | 58.2% | 201 | 10.95% | 5.1 |
|
| 1987 |
1987
Narwhal Capital Management
Marietta,
Georgia
| $1.13B | +$19.9M | +2% | 1.98% | 93.8% | 170 | 11.18% | 5.7 |
|
| 1988 |
1988
PDT Partners
New York
| $1.13B | +$687K | +0.1% | 11% | 211% | 867 | 37.37% | 0.8 |
|
| 1989 |
1989
Colonial Trust Advisors
Spartanburg,
South Carolina
| $1.13B | -$28M | -2% | 0.68% | 80% | 802 | 22.19% | 3.1 |
|
| 1990 |
TC
1990
Torno Capital
Cohasset,
Massachusetts
| $1.13B | +$472M | +72% | 3.6% | – | 271 | 70.85% | 0.2 |
|
| 1991 |
1991
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| $1.13B | -$78.6M | -7% | 7.19% | 96% | 146 | 22.6% | 2.5 |
|
| 1992 |
1992
Weatherly Asset Management
Del Mar,
California
| $1.13B | -$13.9M | -1% | 0.18% | 116% | 190 | 10.53% | 7.3 |
|
| 1993 |
1993
Eversept Partners
New York
| $1.13B | -$333M | -23% | 2.95% | 321% | 82 | 39.02% | 1.7 |
|
| 1994 |
1994
Vicus Capital
State College,
Pennsylvania
| $1.13B | -$3.72M | -0.3% | 1.01% | 59.6% | 257 | 23.35% | 3.6 |
|
| 1995 |
1995
PDS Planning
Dublin,
Ohio
| $1.13B | +$9.9M | +0.9% | 0.94% | 62.7% | 469 | 10.87% | 2.7 |
|
| 1996 |
1996
Pine Ridge Advisers
New York
| $1.12B | +$120M | +12% | 9.88% | 90.1% | 35 | 0% | 2.6 |
|
| 1997 |
1997
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| $1.12B | +$32.3M | +3% | 1.92% | – | 189 | 0% | 6.9 |
|
| 1998 |
1998
RKL Wealth Management
Lancaster,
Pennsylvania
| $1.12B | +$18.5M | +2% | 0.05% | 76.8% | 182 | 17.03% | 4.8 |
|
| 1999 |
1999
QVT Financial
New York
| $1.12B | -$39.9M | -3% | 1.81% | 267% | 37 | 16.22% | 3.6 |
|
| 2000 |
2000
Delta Asset Management
Memphis,
Tennessee
| $1.12B | -$42.9M | -4% | 0.1% | 53.8% | 628 | 2.55% | 3.5 |
|