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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)
Old Mutual Customised Solutions
1976
Old Mutual Customised Solutions
South Africa
$414M +$15.6M +4% 6.16% 49.7% 770 6.1% 1
Lloyds Banking Group
1977
Lloyds Banking Group
United Kingdom
$413M -$10.8B -96% 5.3% 46.6% 619 21.81% 0.9
Partners Group Holding
1978
Partners Group Holding
Switzerland
$413M +$8.06M +2% 6.92% 23.3% 45 24.44% 0.8
Fulton Breakefield Broenniman
1979
Fulton Breakefield Broenniman
Maryland
$413M +$24.9M +6% 3.81% 68% 132 5.3% 0.9
HCM
1980
Hawkeye Capital Management
Florida
$412M +$55M +15% 8.28% – 15 33.33% 0.5
Professional Advisory Services
1981
Professional Advisory Services
Florida
$412M +$11.1M +3% 1.86% 69.3% 61 19.67% 0.7
Mesirow Financial Investment Management - Fixed Income
1982
Mesirow Financial Investment Management - Fixed Income
Illinois
$412M -$6.24M -1% 5.89% 26.9% 212 30.19% 0.7
Corsair Capital
1983
Corsair Capital
New York
$411M +$78.8M +24% 3.64% 17.1% 5 80% 0.3
Obermeyer Wealth Partners
1984
Obermeyer Wealth Partners
Colorado
$411M +$10.6M +3% 3.62% 91.3% 72 23.61% 0.8
Novare Capital Management
1985
Novare Capital Management
North Carolina
$411M +$36M +10% 7.46% 76.5% 126 11.9% 0.9
Capital Analysts LLC
1986
Capital Analysts LLC
Pennsylvania
$410M +$28.1M +7% 3.92% 51.3% 391 12.28% 0.8
MTIP
1987
Magee Thomson Investment Partners
California
$409M -$30.9M -7% 4.71% 94.3% 176 30.68% 0.6
PH
1988
Pinnacle Holdings
Oklahoma
$409M +$47.8M +13% 10.3% 79.6% 219 15.07% 0.8
OCM
1989
Oskie Capital Management
New York
$409M +$60.7M +17% 6.56% 69.3% 43 67.44% 0.4
E. Ohman J:or Asset Management
1990
E. Ohman J:or Asset Management
Sweden
$407M +$4.65M +1% 5.54% 110% 515 3.3% 1
PCM
1991
Prime Capital Management
Hong Kong
$407M +$194M +91% 14% 579% 11 54.55% 0.3
Bank Hapoalim BM
1992
Bank Hapoalim BM
Israel
$407M +$40.4M +11% 1.95% 76.6% 171 16.96% 0.4
Jacobs Asset Management
1993
Jacobs Asset Management
New York
$406M +$29.8M +8% 0.43% 114% 51 37.25% 0.7
300 North Capital
1994
300 North Capital
California
$406M +$20.6M +5% 3.83% – 118 17.8% 0.7
Sphera Funds Management
1995
Sphera Funds Management
Israel
$406M -$32.3M -7% 5.63% 245% 151 59.6% 0.2
Oberweis Asset Management
1996
Oberweis Asset Management
Illinois
$406M -$70.7M -15% 4.47% 485% 167 28.14% 0.6
Capital Investment Services of America
1997
Capital Investment Services of America
Wisconsin
$405M +$7.23M +2% 2.31% 50.7% 57 7.02% 0.9
Planning Alternatives
1998
Planning Alternatives
Michigan
$405M +$63M +18% 4.26% 69.6% 47 6.38% 0.7
Tompkins Financial
1999
Tompkins Financial
New York
$405M +$9.4M +2% 3.37% 84.4% 561 12.48% 0.8
Tegean Capital Management
2000
Tegean Capital Management
New York
$404M +$227M +128% 1.45% – 19 47.37% 0.6