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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
LCM
1976
Lomas Capital Management
New York
$301M 4.33% 66.3% 34
TCOTO
1977
Trust Company of the Ozarks
Missouri
$301M 2.33% 149
WIC
1978
Woodmont Investment Counsel
Tennessee
$300M 0.61% 66.8% 194
OAMA
1979
Oslo Asset Management AS
Norway
$300M 3.55% 82.7% 9
FFSOTS
1980
Fiduciary Financial Services of The Southwest
Texas
$300M 0.5% 39.8% 155
EWM
1981
Empirical Wealth Management
Washington
$300M 2.63% 78.8% 82
TA
1982
TA Associates
Massachusetts
$300M 33.9% 2
MCM
1983
Mast Capital Management
Massachusetts
$300M 12.3% 8
HCM
1984
Hutchinson Capital Management
California
$299M 3.44% 52.6% 58
6CM
1985
683 Capital Management
New York
$299M 2.26% 311% 56
RMC
1986
Regis Management Company
California
$299M 4.35% 5.33% 49
BC
1987
Bruce & Co
Illinois
$299M 2.08% 94.5% 56
AC
1988
Amiya Capital
United Kingdom
$298M 3.25% 26
PL
1989
Parthenon LLC
Kentucky
$298M 3.35% 80.8% 83
K
1990
Kemper
Illinois
$298M 1.79% 28.6% 50
NCM
1991
Novare Capital Management
North Carolina
$298M 1.88% 76.5% 110
CFM
1992
Country Fund Management
Illinois
$297M 2.81% 73
3AM
1993
3D Asset Management
Connecticut
$297M 1.04% 0.82% 39
HPBT
1994
High Point Bank & Trust
North Carolina
$296M 0.89% 16.5% 424
CCM
1995
Coldstream Capital Management
Washington
$296M 4.12% 71% 180
AGCJ
1996
Alden Global Capital (Jersey)
Jersey
$296M 5.91% 9
JFG
1997
JMG Financial Group
Illinois
$295M 0.23% 58.7% 48
BIM
1998
Bridgecreek Investment Management
Oklahoma
$295M 2.11% 48.4% 184
OCM
1999
OMT Capital Management
California
$295M 8.89% 33
BRWA
2000
B. Riley Wealth Advisors
Florida
$295M 1.38% 105% 691