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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)
Cypress Capital Group
1976
Cypress Capital Group
Florida
$431M +$10.6M +3% 5.59% 97.8% 228 17.11% 1.2
Johnson Financial Group Inc (Wisconsin)
1977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431M +$47.6M +12% 8.24% 58.1% 846 13.12% 1.1
Benjamin F. Edwards & Company
1978
Benjamin F. Edwards & Company
Missouri
$431M +$30.3M +8% 4.74% 19.7% 1,086 14.46% 1.1
Capital Investment Services of America
1979
Capital Investment Services of America
Wisconsin
$431M +$36.9M +9% 8.17% 50.7% 62 8.06% 1.3
LBMC Investment Advisors
1980
LBMC Investment Advisors
Tennessee
$431M +$18.3M +4% 3.99% 52.8% 62 17.74% 1.1
Harvey Investment Company
1981
Harvey Investment Company
Kentucky
$430M +$34.1M +9% 9.26% 56.4% 89 3.37% 1.4
Vestar Capital Partners
1982
Vestar Capital Partners
New York
$430M +$35.6M +9% 9.03% – 1 0% 0.3
CNA Financial
1983
CNA Financial
Illinois
$430M -$91.5M -18% 3.28% 48.6% 216 24.54% 1.1
Professional Advisory Services
1984
Professional Advisory Services
Florida
$429M +$15.6M +4% 4.84% 69.3% 62 11.29% 1.1
JMH
1985
J.M. Hartwell
New York
$428M +$1.36M +0.3% 4.29% 72.2% 110 23.64% 1
PWM
1986
Patriot Wealth Management
Texas
$428M +$22.7M +6% 3.54% 24.3% 65 15.38% 1.2
ACP
1987
Andalusian Capital Partners
Connecticut
$427M +$94.8M +29% 8.2% – 59 62.71% 0.4
Corsair Capital
1988
Corsair Capital
New York
$427M +$52.3M +14% 14% 17.1% 3 0% 0.8
KPF
1989
K2 Principal Fund
Ontario, Canada
$426M – – 9.26% 76.5% 160 – 0
CapWealth Advisors
1990
CapWealth Advisors
Tennessee
$426M -$14.5M -3% 4.84% 152% 385 77.14% 1.3
Private Wealth Partners
1991
Private Wealth Partners
California
$425M -$30M -7% 2.91% 132% 185 29.19% 1.2
Travelers Companies
1992
Travelers Companies
Minnesota
$425M -$17M -4% 4.66% – 38 34.21% 1
DMK
1993
David M. Knott
$424M -$101M -19% 9.75% 81% 87 25.29% 1.1
GIM
1994
Greylin Investment Management
Virginia
$424M +$5.43M +1% 2.46% 52.1% 67 10.45% 1.2
McDaniel Terry & Co
1995
McDaniel Terry & Co
Texas
$423M +$4.9M +1% 2.13% 57.9% 50 2% 1.4
Neumeier Poma Investment Counsel
1996
Neumeier Poma Investment Counsel
California
$423M +$16.6M +4% 8.49% 229% 44 18.18% 1.2
Gratus Capital
1997
Gratus Capital
Georgia
$422M – – 1.92% 51.4% 79 – 0
Granite Investment Advisors
1998
Granite Investment Advisors
New Hampshire
$422M -$9.44M -2% 2.9% 55.6% 108 15.74% 1.3
Bainco International Investors
1999
Bainco International Investors
Massachusetts
$422M +$21.6M +5% 8.47% 69.4% 92 10.87% 1.2
Foster Dykema Cabot & Co
2000
Foster Dykema Cabot & Co
Massachusetts
$422M +$9.7M +2% 2.9% 34% 98 14.29% 1.3