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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
Mantle Ridge LP
New York
| $1.33B | -$1.18B | -47% | 11% | 44.2% | 2 | 50% | 4.3 |
|
| 1977 |
MIM
1977
Marco Investment Management
Atlanta,
Georgia
| $1.33B | -$6.95M | -0.5% | 2.04% | 127% | 238 | 6.72% | 7.4 |
|
| 1978 |
1978
Turtle Creek Wealth Advisors
Dallas,
Texas
| $1.32B | +$54.3M | +4% | 1.17% | 112% | 514 | 31.71% | 0.7 |
|
| 1979 |
1979
Titleist Asset Management
San Antonio,
Texas
| $1.32B | +$84.2M | +7% | 2.53% | 101% | 428 | 19.16% | 1.5 |
|
| 1980 |
1980
Hilton Capital Management
Garden City,
New York
| $1.32B | -$4.11M | -0.3% | 0.11% | 58.2% | 179 | 34.64% | 2.6 |
|
| 1981 |
1981
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| $1.32B | -$61M | -4% | 1.93% | 89.9% | 52 | 7.69% | 3.7 |
|
| 1982 |
1982
Golden State Equity Partners
South Coast Metro,
California
| $1.32B | +$702M | +113% | 0.42% | – | 2,081 | 76.02% | 0.5 |
|
| 1983 |
1983
MBL Wealth
Charlotte,
North Carolina
| $1.32B | +$73.6M | +6% | 0.43% | 52.7% | 353 | 20.68% | 1.9 |
|
| 1984 |
1984
China Universal Asset Management Company
Shanghai,
China
| $1.32B | +$18.4M | +1% | 1.75% | 292% | 527 | 11.2% | 2.2 |
|
| 1985 |
1985
Casdin Capital
New York
| $1.32B | -$289M | -18% | 6.36% | 370% | 47 | 34.04% | 2.4 |
|
| 1986 |
1986
M.D. Sass LLC
New York
| $1.32B | +$50.4M | +4% | 1.22% | 80.1% | 41 | 26.83% | 1.9 |
|
| 1987 |
1987
Levin Capital Strategies
New York
| $1.32B | +$160M | +14% | 0.71% | 91.9% | 279 | 39.78% | 3.9 |
|
| 1988 |
1988
Unison Advisors
Washington,
District of Columbia
| $1.32B | +$174M | +15% | 3.37% | 57.8% | 177 | 1.13% | 3.6 |
|
| 1989 |
1989
Cumberland Partners
Toronto,
Ontario, Canada
| $1.32B | -$315M | -19% | 0.08% | 101% | 194 | 30.41% | 2.6 |
|
| 1990 |
1990
IQ EQ Fund Management
Dublin 2,
Ireland
| $1.32B | -$132M | -9% | 4.15% | 109% | 324 | 19.14% | 3.4 |
|
| 1991 |
1991
Mill Capital Management
Concord,
North Carolina
| $1.31B | -$70.8M | -5% | 2.65% | 119% | 133 | 5.26% | 3.4 |
|
| 1992 |
1992
BloombergSen
Toronto,
Ontario, Canada
| $1.31B | -$56.4M | -4% | 13.7% | 46.9% | 33 | 24.24% | 3.3 |
|
| 1993 |
1993
Wilkinson Global Asset Management
New York
| $1.31B | -$151M | -10% | 0.44% | 86.5% | 63 | 4.76% | 4 |
|
| 1994 |
1994
Value Partners Investments
Winnipeg,
Manitoba, Canada
| $1.31B | +$6.86M | +0.5% | 7.54% | 50.7% | 108 | 10.19% | 2.8 |
|
| 1995 |
1995
Clarkston Capital Partners
Rochester,
Michigan
| $1.31B | -$3.01B | -70% | 8.52% | 8.43% | 188 | 53.19% | 5.2 |
|
| 1996 |
QCM
1996
Qsemble Capital Management
New York
| $1.31B | +$100M | +8% | 1.23% | 39.9% | 663 | 65.01% | 0.3 |
|
| 1997 |
1997
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| $1.31B | -$75.2M | -5% | 4.29% | 94.2% | 162 | 7.41% | 6.9 |
|
| 1998 |
1998
Prelude Capital Management
New York
| $1.31B | -$51.4M | -4% | 6.89% | 198% | 1,682 | 55.17% | 0.7 |
|
| 1999 |
1999
Easterly Investment Partners
Beverly,
Massachusetts
| $1.31B | -$322M | -20% | 1.1% | 57.6% | 230 | 36.09% | 2.3 |
|
| 2000 |
2000
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.31B | -$14.1M | -1% | 1.27% | 59.2% | 579 | 17.62% | 3.5 |
|