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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
CCG
1976
Cypress Capital Group
Florida
$431M +$10.6M +3% 5.59% 97.8% 228 17.11%
JFGIW
1977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$431M +$47.6M +12% 8.24% 58.1% 846 13.12%
BFEC
1978
Benjamin F. Edwards & Company
Missouri
$431M +$30.3M +8% 4.74% 19.7% 1,086 14.46%
CISOA
1979
Capital Investment Services of America
Wisconsin
$431M +$36.9M +9% 8.17% 50.7% 62 8.06%
LIA
1980
LBMC Investment Advisors
Tennessee
$431M +$18.3M +4% 3.99% 52.8% 62 17.74%
HIC
1981
Harvey Investment Company
Kentucky
$430M +$34.1M +9% 9.26% 48.4% 89 3.37%
VCP
1982
Vestar Capital Partners
New York
$430M +$35.6M +9% 9.03% 1 0%
CF
1983
CNA Financial
Illinois
$430M -$91.5M -18% 3.28% 48.6% 216 24.54%
PAS
1984
Professional Advisory Services
Florida
$429M +$15.6M +4% 4.84% 61.8% 62 11.29%
JMH
1985
J.M. Hartwell
New York
$428M +$1.36M +0.3% 4.29% 72.2% 110 23.64%
PWM
1986
Patriot Wealth Management
Texas
$428M +$22.7M +6% 3.54% 24.3% 65 15.38%
ACP
1987
Andalusian Capital Partners
Connecticut
$427M +$94.8M +29% 8.2% 59 62.71%
CC
1988
Corsair Capital
New York
$427M +$52.3M +14% 14% 17.1% 3 0%
KPF
1989
K2 Principal Fund
Ontario, Canada
$426M 9.26% 76.5% 160
CA
1990
CapWealth Advisors
Tennessee
$426M -$14.5M -3% 4.84% 143% 385 77.14%
PWP
1991
Private Wealth Partners
California
$425M -$30M -7% 2.91% 112% 185 29.19%
TC
1992
Travelers Companies
Minnesota
$425M -$17M -4% 4.66% 38 34.21%
DMK
1993
David M. Knott
$424M -$101M -19% 9.75% 81% 87 25.29%
GIM
1994
Greylin Investment Management
Virginia
$424M +$5.43M +1% 2.46% 52.1% 67 10.45%
MTC
1995
McDaniel Terry & Co
Texas
$423M +$4.9M +1% 2.13% 57.9% 50 2%
NPIC
1996
Neumeier Poma Investment Counsel
California
$423M +$16.6M +4% 8.49% 229% 44 18.18%
GC
1997
Gratus Capital
Georgia
$422M 1.92% 51.4% 79
GIA
1998
Granite Investment Advisors
New Hampshire
$422M -$9.44M -2% 2.9% 55.6% 108 15.74%
BII
1999
Bainco International Investors
Massachusetts
$422M +$21.6M +5% 8.47% 69.4% 92 10.87%
FDCC
2000
Foster Dykema Cabot & Co
Massachusetts
$422M +$9.73M +2% 2.9% 34% 98 14.29%