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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
AI
1976
Alphabet Inc
California
$381M +$16.1M +4% 19.9% 350% 4 25%
CWM
1977
Cabot Wealth Management
Massachusetts
$380M -$1.98M -0.5% 5% 55.6% 159 15.72%
EWM
1978
Empirical Wealth Management
Washington
$380M +$26.1M +7% 1.49% 78.8% 103 14.56%
TA
1979
Tiptree Advisors
New York
$380M +$43.2M +13% 3.68% 36 47.22%
STCG
1980
Speece Thorson Capital Group
Minnesota
$380M +$2.4M +0.6% 0.51% 26.4% 40 2.5%
CIC
1981
Carnegie Investment Counsel
Ohio
$379M +$6.6M +2% 1.59% 93.6% 217 5.53%
GPCM
1982
Greenbrier Partners Capital Management
Texas
$379M +$7.21M +2% 2.55% 111% 22 0%
ECA
1983
Encompass Capital Advisors
New York
$378M -$182M -32% 13.4% 266% 38 81.58%
IP
1984
Interval Partners
New York
$377M +$115M +44% 3.03% 102% 100 82%
JAM
1985
Jacobs Asset Management
New York
$377M -$5.08M -1% 3.3% 79.5% 48 20.83%
CT
1986
Coastline Trust
Rhode Island
$376M +$7.93M +2% 2.22% 79.1% 208 1.92%
NIA
1987
Northstar Investment Advisors
Colorado
$376M +$10.8M +3% 0.89% 85.8% 122 12.3%
EMA
1988
Efficient Market Advisors
California
$376M +$37.6M +11% 1.31% 5.97% 164 20.12%
KA
1989
KLCM Advisors
Wisconsin
$375M +$9.27M +3% 3.06% 97.4% 80 21.25%
NCM
1990
Novare Capital Management
North Carolina
$375M +$13.3M +4% 2.95% 65.7% 125 10.4%
PWM
1991
Patriot Wealth Management
Texas
$375M +$12.3M +3% 1.92% 24.3% 59 5.08%
BC
1992
Bruce & Co
Illinois
$372M +$20.7M +6% 5.03% 65.7% 53 1.89%
CA
1993
CapWealth Advisors
Tennessee
$372M -$24.8M -6% 1.64% 128% 411 11.68%
CCM
1994
Cohen Capital Management
California
$371M +$16.3M +5% 3.34% 83.9% 133 5.26%
RCAG
1995
Rehmann Capital Advisory Group
Michigan
$370M +$39.4M +12% 1.56% 51.4% 354 22.6%
RCM
1996
Rockshelter Capital Management
Pennsylvania
$370M 0.96% 31.2% 31
FAM
1997
Foundation Asset Management
New York
$368M -$16.1M -4% 0.33% 126% 24 45.83%
COI
1998
Connable Office Inc
Michigan
$368M -$1.35M -0.4% 2.25% 54.5% 249 11.65%
GCIA
1999
Gabelli & Co Investment Advisers
New York
$368M +$90.7M +33% 13.5% 233% 169 53.25%
FAM
2000
Foxhaven Asset Management
Virginia
$367M +$154M +72% 5.13% 85.1% 27 59.26%