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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)
Norwest Venture Partners X
1976
Norwest Venture Partners X
California
$406M -$470M -54% 13.8% 11.3% 3 33.33% 0.8
Three Peaks Capital Management
1977
Three Peaks Capital Management
Colorado
$406M +$26.1M +7% 5.13% 84.5% 72 12.5% 1.2
Cypress Capital Group
1978
Cypress Capital Group
Florida
$406M -$28.8M -7% 4.27% 97.8% 203 7.39% 1.9
Sarissa Capital Management
1979
Sarissa Capital Management
Connecticut
$405M -$29.7M -7% 12.5% 80% 18 11.11% 1.1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
1980
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$405M -$14M -3% 10.4% 79.4% 36 2.78% 0.7
L. Roy Papp & Associates
1981
L. Roy Papp & Associates
Arizona
$404M -$35.3M -8% 5.93% 80.1% 153 17.65% 1.9
Richard C. Young & Co
1982
Richard C. Young & Co
Rhode Island
$404M -$39.4M -9% 6.93% 137% 76 10.53% 1.6
AAM
1983
AO Asset Management
New York
$404M -$87.3M -18% 4.48% 127% 31 54.84% 0.5
Deltec Asset Management
1984
Deltec Asset Management
New York
$404M -$51.2M -11% 14.2% 128% 201 39.8% 1
Hellman Jordan Management Company
1985
Hellman Jordan Management Company
Massachusetts
$404M -$34.3M -8% 10.6% 205% 57 42.11% 0.6
CNA Financial
1986
CNA Financial
Illinois
$403M -$35.4M -8% 12.9% 48.6% 198 9.09% 1.6
1834 Investment Advisors
1987
1834 Investment Advisors
Wisconsin
$403M +$37.1M +10% 7.19% 68.7% 210 37.14% 1.4
Braver Wealth Management
1988
Braver Wealth Management
Massachusetts
$403M -$8.27M -2% 8.16% 20.4% 98 40.82% 1.2
SCP
1989
Scoria Capital Partners
Connecticut
$403M -$145M -26% 6.77% – 203 75.37% 0.2
Howe & Rusling
1990
Howe & Rusling
New York
$403M -$55.9M -12% 7.07% 82% 1,135 12.33% 1.3
Aureus Asset Management
1991
Aureus Asset Management
Massachusetts
$402M -$73.6M -15% 6.11% 93.9% 182 21.43% 1.3
Speece Thorson Capital Group
1992
Speece Thorson Capital Group
Minnesota
$402M -$13.9M -3% 4.14% 34.2% 44 13.64% 1.9
AFS
1993
Aft Forsyth & Sober
Florida
$401M -$34.7M -8% 7.84% 94.6% 43 0% 2
CC
1994
Cornerstone Capital
California
$401M -$32.7M -8% 6.73% 91.2% 83 12.05% 1.7
PCM
1995
Proxima Capital Management
New York
$401M -$299M -43% 21.4% 20.7% 50 32% 0.8
Steel Grove Capital Advisors
1996
Steel Grove Capital Advisors
Tennessee
$401M -$49M -11% 11.2% 106% 232 34.48% 1
Squarepoint
1997
Squarepoint
New York
$401M +$92.6M +30% 11.2% 77.6% 713 84.01% 0.1
SC
1998
Seawolf Capital
New York
$400M -$69.3M -15% 8.64% 25.7% 63 57.14% 0.7
Simmons First Trust
1999
Simmons First Trust
Arkansas
$399M -$9.5M -2% 3.85% – 172 6.98% 1.5
Needham Investment Management
2000
Needham Investment Management
New York
$399M -$62M -13% 11.3% 424% 113 11.5% 1.7