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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
CWM
1976
Cabot Wealth Management
Massachusetts
$391M -$7.31M -2% 0.65% 55.6% 154 13.64%
LPVHS
1977
Lexington Partners VI Holdings Sub
New York
$390M -$84.2M -18% 8.34% 1 0%
GPCM
1978
Greenbrier Partners Capital Management
Texas
$389M -$10.1M -3% 6.53% 111% 21 4.76%
PIA
1979
Philadelphia International Advisors
Pennsylvania
$388M -$57.8M -13% 1.25% 85 15.29%
ST
1980
Sentinel Trust
Texas
$388M +$2.45M +0.6% 0.66% 79.2% 159 15.09%
MCM
1981
MKP Capital Management
New York
$388M +$2.06M +0.5% 4.29% 57.5% 12 66.67%
LCP
1982
LGT Capital Partners
Switzerland
$388M -$37.5M -9% 3.03% 55.1% 71 26.76%
PRC
1983
Platte River Capital
Colorado
$387M -$272M -41% 1.07% 230 37.39%
PH
1984
Pinnacle Holdings
Oklahoma
$387M -$21.9M -5% 1.38% 65.3% 217 11.98%
T
1985
Tahithromos
New York
$385M -$34.2M -8% 7.95% 16.4% 53 54.72%
NIA
1986
Northstar Investment Advisors
Colorado
$385M -$2.7M -0.7% 0.56% 85.8% 113 9.73%
QGI
1987
Quadrangle GP Investors
New York
$385M +$24.1M +7% 7.41% 17.1% 4 0%
KAH
1988
Kathryn A. Hall
$385M -$191M -33% 2.09% 95.2% 63 84.13%
SIA
1989
Spruce Investment Advisors
Connecticut
$385M +$55.9M +17% 0.7% 23.5% 31 51.61%
PIM
1990
Paradice Investment Management
Colorado
$384M +$48.4M +14% 4.46% 58.6% 29 3.45%
BRWA
1991
B. Riley Wealth Advisors
Florida
$384M -$41.6M -10% 1.27% 2,640 81.29%
ICRM
1992
Insight Capital Research & Management
California
$384M -$54M -12% 7.11% 287% 163 57.67%
JFGIW
1993
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$383M +$4.19M +1% 0.45% 47.1% 808 17.08%
ECP
1994
Elk Creek Partners
Colorado
$383M +$15.5M +4% 4.15% 16.4% 113 27.43%
ACI
1995
AB CarVal Investors
Minnesota
$382M +$180M +89% 2.29% 24% 13 38.46%
GC
1996
Grimes & Company
Massachusetts
$382M +$411K +0.1% 0.28% 66.2% 184 16.85%
TF
1997
Tompkins Financial
New York
$382M -$22.7M -6% 1.47% 74.1% 547 14.08%
CT
1998
Coastline Trust
Rhode Island
$382M -$3.8M -1% 1.55% 79.1% 218 4.59%
COI
1999
Connable Office Inc
Michigan
$381M -$6.65M -2% 3.61% 54.5% 227 13.22%
BP
2000
Berkshire Partners
Massachusetts
$380M +$35.2M +10% 10.2% 75.2% 1 0%