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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
STCG
1976
Speece Thorson Capital Group
Minnesota
$411M +$19.7M +5% 7.46% 26.4% 40 2.5%
TAM
1977
TPH Asset Management
Texas
$411M -$37.9M -8% 8.98% 8.51% 140 35%
BRCA
1978
Birch Run Capital Advisors
Texas
$411M +$16.7M +4% 0.84% 8.22% 23 17.39%
RMCP
1979
Red Mountain Capital Partners
California
$410M +$109M +36% 15% 37.4% 15 20%
GCM
1980
GoodHaven Capital Management
New Jersey
$410M -$80.1M -16% 6.06% 87.7% 28 17.86%
HC
1981
Highmount Capital
New York
$410M +$8.69M +2% 3.47% 147 12.24%
EWM
1982
Empirical Wealth Management
Washington
$409M -$4.07M -1% 0.45% 78.8% 108 11.11%
PAM
1983
Premier Asset Management
Illinois
$409M +$17.8M +5% 9.37% 104% 104 21.15%
EMA
1984
Efficient Market Advisors
California
$408M +$30.3M +8% 1.24% 5.97% 267 45.69%
PTC
1985
Petrus Trust Company
Texas
$407M +$1.73M +0.4% 6.81% 25.1% 69 30.43%
EOCM
1986
Energy Opportunities Capital Management
Texas
$407M -$94M -19% 16.8% 211% 48 25%
KCP
1987
KDI Capital Partners
North Carolina
$407M +$8.09M +2% 13% 77.1% 40 12.5%
LPVHS
1988
Lexington Partners VI Holdings Sub
New York
$406M +$15.9M +4% 4.08% 1 0%
RGI
1989
River Global Investors
United Kingdom
$406M -$102M -20% 6.23% 49.7% 97 45.36%
CWM
1990
Cabot Wealth Management
Massachusetts
$405M +$14.5M +4% 5.38% 55.6% 159 18.24%
BCM
1991
BTC Capital Management
Iowa
$404M +$9.33M +2% 4.65% 152 16.45%
LAM
1992
Lingohr Asset Management
Germany
$403M -$287M -42% 3.23% 141% 119 13.45%
DAM
1993
Davis Asset Management
California
$403M +$36.9M +10% 6.31% 89.8% 29 13.79%
MFIMFI
1994
Mesirow Financial Investment Management - Fixed Income
Illinois
$402M +$6.18M +2% 10.7% 26.9% 187 15.51%
MTIP
1995
Magee Thomson Investment Partners
California
$402M -$3.67M -0.9% 6.38% 94.3% 186 38.71%
NCM
1996
Novare Capital Management
North Carolina
$402M -$6.58M -2% 1.51% 65.7% 127 13.39%
S
1997
SignatureFD
Georgia
$402M +$95.4M +31% 0.19% 73.6% 1,010 34.55%
KFS
1998
Kurt F. Somerville
$402M +$154M +62% 5.24% 62.7% 133 25.56%
HAM
1999
Highstreet Asset Management
Ontario, Canada
$401M -$62.9M -14% 1.22% 22.5% 141 26.24%
PFS
2000
Prospera Financial Services
Texas
$401M +$30.2M +8% 4.19% 97.4% 333 30.33%