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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 Avg Holding
Period (Yrs)
AL
1976
Agran Libbie
California
$380M +$35.4M +10% 8.43% 27.5% 118 10.17% 0.4
Marble Harbor Investment Counsel
1977
Marble Harbor Investment Counsel
Massachusetts
$379M +$27.5M +8% 8.99% 66.7% 138 5.8% 0.5
Fulton Breakefield Broenniman
1978
Fulton Breakefield Broenniman
Maryland
$379M +$7.36M +2% 6.57% 68% 139 7.91% 0.5
Shelter Mutual Insurance
1979
Shelter Mutual Insurance
Missouri
$378M +$28M +8% 8.41% 51.2% 49 0% 0.5
Cookson Peirce & Co
1980
Cookson Peirce & Co
Pennsylvania
$377M +$16M +4% 15.3% 307% 150 36.67% 0.3
Speece Thorson Capital Group
1981
Speece Thorson Capital Group
Minnesota
$377M +$15.5M +4% 5.62% 34.2% 42 7.14% 0.5
Harvey Investment Company
1982
Harvey Investment Company
Kentucky
$377M +$23.7M +7% 8.55% 56.4% 92 11.96% 0.5
Foster Dykema Cabot & Co
1983
Foster Dykema Cabot & Co
Massachusetts
$376M +$31.5M +9% 8.43% 34% 94 9.57% 0.4
VAM
1984
Visionary Asset Management
Texas
$376M +$63.6M +20% 10.5% 31.9% 127 69.29% 0.2
Gradient Investments
1985
Gradient Investments
Minnesota
$376M +$58.6M +18% 3.93% 67.6% 735 45.58% 0.3
PAM
1986
Premier Asset Management
Illinois
$376M +$29M +8% 13.9% 104% 97 10.31% 0.2
Grandeur Peak Global Advisors
1987
Grandeur Peak Global Advisors
Utah
$375M +$15.2M +4% 10.9% 96% 150 31.33% 0.4
Mesirow Financial Investment Management - Fixed Income
1988
Mesirow Financial Investment Management - Fixed Income
Illinois
$375M +$24M +7% 13.3% 26.9% 210 28.57% 0.4
Algert Global
1989
Algert Global
California
$374M +$26.2M +8% 14% 194% 420 38.1% 0.3
Knightsbridge Asset Management
1990
Knightsbridge Asset Management
California
$373M -$25.4M -6% 10.8% 150% 48 14.58% 0.4
Carnegie Investment Counsel
1991
Carnegie Investment Counsel
Ohio
$373M +$48.4M +15% 8.89% 112% 215 9.3% 0.4
YHB Investment Advisors
1992
YHB Investment Advisors
Connecticut
$373M +$34.6M +10% 9.87% 96.2% 148 4.73% 0.5
Solus Alternative Asset Management
1993
Solus Alternative Asset Management
New Jersey
$373M +$54.7M +17% 10.3% 79.3% 11 27.27% 0.4
LCM
1994
Lomas Capital Management
New York
$372M +$38.8M +12% 16.6% 66.3% 52 61.54% 0.3
GPCM
1995
Greenbrier Partners Capital Management
Texas
$371M +$45M +14% 11.4% 96.1% 24 8.33% 0.5
FSI Group
1996
FSI Group
Ohio
$371M +$104M +39% 10.8% 44.1% 74 31.08% 0.4
Altai Capital Management
1997
Altai Capital Management
California
$371M +$69.2M +23% 44.8% 24.9% 11 63.64% 0.3
Sector Gamma AS
1998
Sector Gamma AS
Norway
$371M -$19.1M -5% 9.41% 35.3% 41 39.02% 0.4
OIM
1999
Opus Investment Management
Massachusetts
$370M -$71M -16% 5.36% 52.8% 76 1.32% 0.5
Aureus Asset Management
2000
Aureus Asset Management
Massachusetts
$369M +$76.9M +26% 11.9% 93.9% 150 35.33% 0.3