We are live on !
Find out more
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Arrow Investment Advisors
Laurel,
Maryland
| $427M | -$33.4M | -7% | 3.53% | 36.3% | 84 | 29.76% | 1.3 |
|
| 2002 |
NM
2002
Newtyn Management
New York
| $427M | -$92.7M | -18% | 8.66% | 52% | 23 | 52.17% | 0.6 |
|
| 2003 |
2003
Alambic Investment Management
Belvedere,
California
| $425M | +$26.4M | +7% | 11.2% | 47.6% | 606 | 29.21% | 0.5 |
|
| 2004 |
2004
Marble Harbor Investment Counsel
Boston,
Massachusetts
| $425M | +$12.8M | +3% | 3.17% | 66.7% | 147 | 9.52% | 2.4 |
|
| 2005 |
2005
Signet Financial Management
Parsippany,
New Jersey
| $425M | -$6.95M | -2% | 3.02% | 65.2% | 187 | 14.97% | 1.2 |
|
| 2006 |
2006
Tairen Capital
Hong Kong
| $424M | -$43M | -9% | 17.2% | 462% | 45 | 62.22% | 0.3 |
|
| 2007 |
2007
Elm Ridge Management
Briarcliff Manor,
New York
| $424M | +$8.77M | +2% | 9.43% | 93.6% | 34 | 17.65% | 1.5 |
|
| 2008 |
2008
Bank Hapoalim BM
Tel Aviv,
Israel
| $424M | -$4.24M | -1% | 4.52% | 76.6% | 205 | 15.61% | 1.5 |
|
| 2009 |
2009
NatWest Group
Edinburgh, Scotland,
United Kingdom
| $424M | +$28.6M | +7% | 5.61% | 207% | 146 | 39.04% | 2 |
|
| 2010 |
TM
2010
Tiger Management
New York
| $423M | +$113M | +37% | 6.96% | – | 37 | 16.22% | 1.1 |
|
| 2011 |
PCM
2011
Piermont Capital Management
St. Louis,
Missouri
| $422M | +$36M | +9% | 7.52% | 33.2% | 310 | 44.84% | 0.6 |
|
| 2012 |
2012
MCF Advisors
Covington,
Kentucky
| $422M | +$13.9M | +3% | 3.59% | 50.2% | 577 | 24.78% | 2.1 |
|
| 2013 |
2013
Chemung Canal Trust
Elmira,
New York
| $422M | +$1.07M | +0.3% | 2.75% | 80.9% | 124 | 11.29% | 2.6 |
|
| 2014 |
2014
Goodnow Investment Group
Darien,
Connecticut
| $422M | -$7.27M | -2% | 7.85% | 131% | 27 | 22.22% | 2.2 |
|
| 2015 |
2015
Catawba Capital Management
Roanoke,
Virginia
| $422M | +$9.9M | +2% | 1.92% | 33.1% | 255 | 12.16% | 2.4 |
|
| 2016 |
2016
Essex Financial Services
Essex,
Connecticut
| $420M | +$6.9M | +2% | 2.22% | 87.7% | 329 | 14.59% | 2.4 |
|
| 2017 |
2017
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $419M | +$16.4M | +4% | 9.91% | 70.6% | 361 | 66.2% | 0.3 |
|
| 2018 |
2018
Pictet North America Advisors
Geneva 73,
Switzerland
| $419M | -$9.3M | -2% | 6.35% | 65.9% | 117 | 29.91% | 1 |
|
| 2019 |
2019
Connable Office Inc
Kalamazoo,
Michigan
| $419M | +$61.1M | +17% | 5.96% | 68.3% | 221 | 24.89% | 1.7 |
|
| 2020 |
2020
Cypress Capital Group
Palm Beach,
Florida
| $419M | -$8.26M | -2% | 0.16% | 97.8% | 192 | 17.19% | 2.4 |
|
| 2021 |
2021
Bangor Savings Bank
Bangor,
Maine
| $419M | +$12.6M | +3% | 2.32% | 54.6% | 139 | 2.88% | 2.5 |
|
| 2022 |
2022
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| $419M | -$317M | -43% | 3.62% | 135% | 314 | 75.48% | 0.5 |
|
| 2023 |
2023
Emery Howard Portfolio Management
Burlingame,
California
| $419M | +$17.2M | +4% | 4.26% | 66.5% | 32 | 3.13% | 2.8 |
|
| 2024 |
TC
2024
TFS Capital
West Chester,
Pennsylvania
| $418M | -$126M | -23% | 11.3% | 53.8% | 1,247 | 66.08% | 0.5 |
|
| 2025 |
JMH
2025
J.M. Hartwell
New York
| $418M | +$25.5M | +6% | 6.82% | 72.2% | 83 | 10.84% | 2.3 |
|