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America's Largest High Networth/Wealth Builders In Stock Market


Ticker: or Name:

The high networth listing is derived from 18 months of data. Since the wealth does not change that often, this time frame should be satisfactory.

This is our best effort to determine America's high networth group programmatically. Duplicate counting is possible, therefore, the net may be exaggerated, but the order of magnitude should be right.

Sometimes, you may see some institutional management firms mixed into the listing. This is the kind of noise you have to take out. Your best bet is to focus on the entries with high concentration (small count on that column).

No Name Est. Asset
(mil)
Concen-
tration
Top Holdings 12 mo
Entries
Date
Calc'ed
1 WALTON JIM C 102689  1 WMT 3 2008-11-16
2 WALTON HELEN R WALTON S ROBSON WALT
ON JOHN T WALTON JIM ETAL
78685  1 WMT 9 2008-11-16
3 BUFFETT WARREN E 71037  1 BRK.A KO 81 2008-11-18
4 NEUBERGER BERMAN LLC 62303  72 APC IBM OXY NWS.A SU 28 2008-11-17
5 DELAWARE MGMT BUSINESS TRUST 36218  53 QCOM EBAY UNH DNA GOOG 16 2008-11-17
6 GATES WILLIAM H III 29455  1 MSFT 21 2008-11-18
7 LANNUM COLEMAN N III 27000  1 COV 2 2008-11-11
8 YAMADA TADATAKA 22551  1 COV 1 2008-11-12
9 ARONSON & JOHNSON & ORTIZ, LP 22112  51 XOM C JPM PFE MER 31 2008-11-18
10 ELLISON LAWRENCE JOSEPH 21950  1 ORCL 25 2008-11-17
11 CREDIT SUISSE 18743  44 GE MSFT PFE CSCO KO 3 2008-11-18
12 GREENBERG MAURICE R 18685  1 AIG 17 2008-11-15
13 HELU CARLOS SLIM 18378  2 AMX TV TMX 104 2008-11-15
14 ROSS WILBUR L JR 16478  1 ISG 24 2008-11-10
15 SCOTT ROBERT A 15534  1 TEL 3 2008-11-10
16 RENAISSANCE TECHNOLOGIES LLC 15199  83 BAC UST WMT BRK.A CL 83 2008-11-20
17 APG ALL PENSIONS GROUP 14864  58 XOM CSCO IBM T BAC 0 2008-11-18
18 CURTIN TERRENCE R 14359  1 TEL 2 2008-11-10
19 PAGE LAWRENCE 14045  1 GOOG 15 2008-11-14
20 BRIN SERGEY 14026  1 GOOG 17 2008-11-20
21 KBC GROUP NV 13645  51 HMY XOM MSFT USB SPWR 0 2008-11-14
22 SHELDON G. ADELSON 2005 FAMILY TRUS
T U/D/T DATED APRIL 25, 2005
13287  1 LVS 1 2008-11-20
23 ARGYLL RESEARCH, LLC 13160  63 TXU COP GE JNJ AIG 0 2008-11-20
24 ESL PARTNERS LP 11945  2 S AZO AN 99 2008-11-20
25 FRIESS ASSOCIATES LLC 11511  44 PCP HPQ CMCSA TJX ATI 33 2008-11-18
26 MERRILL LYNCH INVMT MANAGERS LP 11438  1 BLK 0 2008-11-09
27 MURDOCH KEITH RUPERT 10982  1 DTV 8 2008-11-11
28 DOUGHERTY CHARLES P 10131  1 TEL 2 2008-11-09
29 MAGNETAR FINANCIAL LLC 9821  1 UST 0 2008-11-18
30 ROBERT WOOD JOHNSON FOUNDATION 9507  1 JNJ 16 2008-11-15
31 ZANDER EDWARD J 9464  1 STX 9 2008-11-13
32 ING CLARION REAL ESTATE SECURITIES/
N L.P.
9348  21 SPG EOP ASN BXP EQR 77 2008-11-14
33 ARISON MICKY MEIR 9219  2 CUK CCL 21 2008-11-16
34 CHICAGO EQUITY PARTNERS LLC 9200  70 BAC JNJ BLS MSFT XOM 11 2008-11-17
35 VIVENDI 9150  1 VE DISH 23 2008-11-11
36 HAMM HAROLD 8736  1 CLR 17 2008-11-17
37 MACKAY SHIELDS LLC 7908  64 C UCOMA UNH FSH SYMC 134 2008-11-17
38 CASSA DEPOSITI E PRESTITI SOCIETA P
ER AZIONI
7760  1 E 0 2008-11-15
39 COOKE & BIELER LP 7397  31 APCC DOV MBI MCD XOM 35 2008-11-15
40 EDENS WESLEY R 7387  2 BKD AYR GSL 14 2008-11-11
41 SAUD H R H PRINCE ALWALEED BIN TALA
L BIN ABDULAZIZ AL
7364  2 AAPL NWS FS 17 2008-11-11
42 PLATTNER HASSO 7227  1 SAP 2 2008-10-30
43 ERGEN CHARLES W 7097  1 DISH 8 2008-11-17
44 CITADEL L P 7065  2 GOOG KBH 70 2008-11-18
45 TISCH JOAN H 6857  1 LTR CG 0 2008-11-13
46 CAMBIAR INVESTORS LLC 6838  22 DTV TGT INTC HD AMGN 15 2008-11-15
47 INDEPENDENCE INVMTS LLC 6778  75 XOM C GE BAC HPQ 0 2008-10-30
48 GENDELL JEFFREY L 6731  28 X CTX AMR KBH PHM 12 2008-11-20
49 CAXTON ASSOCIATES LLC 6730  83 LEH CNO CMX APC FDX 60 2008-11-18
50 PEAK6 INVMTS, L.P. 6674  80 SEPR PD GOOG IBM NEM 0 2008-11-18
51 BRITISH AMERICAN TOBACCO P.L.C. 6503  1 RAI 0 2008-11-11
52 WENTWORTH HAUSER & VIOLICH 6455  57 TS SLB RIG GSF WFT 38 2008-11-15
53 BEZOS JEFFREY P 6446  1 AMZN 25 2008-11-17
54 ESTATE OF JOHN T. WALTON 6256  1 FSLR 2 2008-11-16
55 HOPP DIETMAR 6251  1 SAP 1 2008-11-13
56 ATTICUS MGMT LLC 6050  2 PD SHLD NYX 42 2008-11-13
57 NEW AMSTERDAM PARTNERS LLC/NY 5883  42 CFC BEN SLM WCC PG 12 2008-11-17
58 MASTERCARD FOUNDATION 5878  1 MA 0 2008-11-13
59 SYSTEMATIC FINANCIAL MGMT LP 5791  67 BAC XOM CHK C PFE 137 2008-11-18
60 OMIDYAR PIERRE M 5690  1 EBAY 18 2008-11-16
61 DELL MICHAEL S 5646  1 DELL 18 2008-11-17
62 FIRST QUADRANT L P/CA 5479  60 BAC C GS GE GOOG 11 2008-11-17
63 WYNN STEPHEN A 5458  1 WYNN 9 2008-10-30
64 SCRIVNER DOUGLAS G 5331  1 ACN 6 2008-11-15
65 TD SECURITIES (USA) LLC 5299  58 XOM GE C MSFT BAC 1 2008-11-12
66 PARAMETRIC PORTFOLIO ASSOCIATES 5220  16 XOM GE MSFT C BAC 15 2008-11-15
67 KNIGHT PHILIP H 5193  1 NKE 11 2008-11-04
68 KELLOGG W K FOUNDATION 5146  1 K 1 2008-11-15
69 ANSCHUTZ PHILIP F 4932  2 Q RGC 46 2008-11-13
70 KELLOGG W K FOUNDATION TRUST 4724  1 K 5 2008-11-15
71 NUMERIC INVESTORS LLC 4649  58 NSC C AMR RIG TEX 0 2008-11-14
72 BILL & MELINDA GATES FOUNDATION TRU
ST
4593  17 MRK SGP XOM CNI COST 22 2008-11-18
73 JOHNSON RUPERT H JR 4563  1 BEN 8 2008-11-15
74 DFI DELAWARE GENERAL, LLC 4486  1 EPD 17 2008-11-18
75 WATKINS WILLIAM D 4396  1 STX 10 2008-10-23
76 THRIVENT FINANCIAL FOR LUTHERANS 4368  68 MSFT GE PFE C CSCO 16 2008-11-15
77 CS MCKEE LP 4314  27 MRO CVX COP JPM BAC 13 2008-11-10
78 DFI DELAWARE HOLDINGS L.P. 4271  1 EPD 12 2008-11-09
79 RENAISSANCE GROUP LLC 4222  38 JWN CSCO BEN IBM MSFT 12 2008-11-17
80 DILLER BARRY 4213  2 IACI EXPE 22 2008-11-11
81 ROBECO USA, L.L.C. 4109  12 AAPL PD CMI SRA BBBY 199 2008-11-15
82 BURLINGAME JOHN H 4090  1 SSP 3 2008-11-15
83 JOBS STEVEN P 4065  1 DIS 7 2008-11-10
84 TD DISCOUNT BROKERAGE HOLDINGS LLC 4019  1 AMTD 4 2008-10-31
85 DAVIDSON JAMES 3995  1 STX 0 2008-10-30
86 VALUEACT HOLDINGS, L.P. 3986  6 IT SLE MCO EFX OCR 0 2008-11-18
87 WARBURG PINCUS PARTNERS LLC 3963  3 ACGL TDG JAH AV KNL 16 2008-11-11
88 ASHCROFT MICHAEL A 3908  1 TYC 5 2008-11-08
89 ARTSFARE 2005 TRUST NO. 2 3873  2 CCL CUK 0 2008-10-25
90 SCHULZE RICHARD M 3822  1 BBY 16 2008-11-15
91 LAMPERT EDWARD S 3747  1 AZO AN 29 2008-11-18
92 JOHNSON CHARLES B 3682  1 BEN 14 2008-11-18
93 OAK RIDGE INVMTS LLC 3675  41 CTSH GE GOOG SPLS FDX 18 2008-11-15
94 SOON SHIONG PATRICK 3585  1 ABBI 5 2008-11-18
95 PETERSON PETER G 3509  3 TRW CE AXS CYCL 25 2008-11-07
96 SCRIPPS EDWARD W 3474  1 SSP 5 2008-11-10
97 SCAGLIOTTI NACKEY E 3474  1 SSP 5 2008-11-10
98 GOUGER WILLIAM R 3409  1 DISH 0 2008-11-16
99 SECURITY INVESTORS LLC 3378  61 FMD SGR MDR AIG WMB 33 2008-11-20
100 IRISH LIFE INVMT MANAGERS 3355  50 XOM JPM T JNJ PG 0 2008-11-18