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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)
Davidson & Garrard
1976
Davidson & Garrard
Virginia
$411M -$5.17M -1% 0.41% 25.2% 191 8.38% 1.1
Dean Investment Associates
1977
Dean Investment Associates
Ohio
$411M -$22.6M -5% 1.18% 63.5% 244 19.26% 0.9
ECM
1978
Empire Capital Management
Connecticut
$410M -$149M -27% 5.4% 17.2% 87 83.91% 0.1
Tensile Capital Management
1979
Tensile Capital Management
California
$409M +$14.4M +4% 2.2% 47.7% 20 20% 0.6
E. Ohman J:or Asset Management
1980
E. Ohman J:or Asset Management
Sweden
$409M +$1.86M +0.5% 2.15% 132% 516 1.74% 1.2
AL
1981
Agran Libbie
California
$409M +$17.5M +4% 1.5% 27.5% 128 14.84% 1
Novare Capital Management
1982
Novare Capital Management
North Carolina
$409M -$2.15M -0.5% 1.13% 76.5% 128 10.16% 1.1
Longfellow Investment Management
1983
Longfellow Investment Management
Massachusetts
$407M -$125M -23% 6.77% 45.9% 74 52.7% 0.5
Obermeyer Wealth Partners
1984
Obermeyer Wealth Partners
Colorado
$407M -$4.06M -1% 1.13% 91.3% 69 11.59% 0.9
Planning Alternatives
1985
Planning Alternatives
Michigan
$407M +$2.15M +0.5% 1.62% 69.6% 48 4.17% 0.9
Neumeier Poma Investment Counsel
1986
Neumeier Poma Investment Counsel
California
$406M -$13.5M -3% 1.33% 229% 42 14.29% 1
MTIP
1987
Magee Thomson Investment Partners
California
$406M -$3.49M -0.9% 7% 94.3% 171 27.49% 0.7
Petrus Trust Company
1988
Petrus Trust Company
Texas
$406M +$31M +8% 1.75% 36.9% 56 23.21% 0.9
PWM
1989
Patriot Wealth Management
Texas
$405M +$9.8M +2% 0.14% 24.3% 65 15.38% 1
MG
1990
MDE Group
New Jersey
$404M -$30.7M -7% 0.22% – 69 18.84% 1.2
Arrowgrass Capital Partners
1991
Arrowgrass Capital Partners
United Kingdom
$403M -$63.2M -14% 1.33% – 16 62.5% 0.5
OCMI
1992
Oaktop Capital Management II
New Jersey
$403M -$31.4M -7% 3.92% 451% 23 17.39% 1.1
Highmount Capital
1993
Highmount Capital
New York
$401M -$15.2M -4% 1.06% – 146 7.53% 1.1
Benjamin F. Edwards & Company
1994
Benjamin F. Edwards & Company
Missouri
$401M +$7.29M +2% 1.23% 19.7% 1,031 13.58% 1
ABI
1995
Adamant Biomedical Investments
Switzerland
$401M – – 5.6% – 96 – 0
Bainco International Investors
1996
Bainco International Investors
Massachusetts
$401M -$207K -0.1% 0.31% 69.4% 91 6.59% 1
Quantitative Advantage
1997
Quantitative Advantage
Minnesota
$400M -$29.6M -7% 0.37% 45.9% 60 51.67% 0.4
OH
1998
Overlook Holdings
British Virgin Islands
$399M -$67.4M -14% 2.39% – 3 33.33% 1.3
Aureus Asset Management
1999
Aureus Asset Management
Massachusetts
$399M -$1.5M -0.4% 0.26% 93.9% 148 20.27% 0.9
KCP
2000
KDI Capital Partners
North Carolina
$398M +$11.4M +3% 1.74% 77.1% 43 20.93% 1