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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
JIC
1976
Joel Isaacson & Co
New York
$407M +$32.5M +9% 4.4% 61.3% 856 19.98%
MGIA
1977
Moneta Group Investment Advisors
Missouri
$407M +$47.5M +13% 3.49% 50.1% 543 76.8%
SCM
1978
Symons Capital Management
Pennsylvania
$407M +$35.5M +10% 2.28% 25.4% 72 16.67%
AI
1979
Accredited Investors
Minnesota
$407M +$34.5M +9% 3.39% 74% 94 15.96%
TCM
1980
Tufton Capital Management
Maryland
$406M -$48.7M -11% 7.48% 86.5% 112 13.39%
TAM
1981
Toscafund Asset Management
United Kingdom
$406M +$131M +47% 1.19% 80.9% 9 22.22%
SFG
1982
SNS Financial Group
Minnesota
$405M +$38.4M +10% 4.28% 41.8% 139 29.5%
HCM
1983
HMI Capital Management
California
$405M +$85.9M +27% 8.23% 6.02% 6 0%
SGCA
1984
Steel Grove Capital Advisors
Tennessee
$404M +$3.58M +0.9% 2.93% 79.7% 225 25.78%
KPCM
1985
Kings Point Capital Management
New York
$403M +$23M +6% 4.98% 80.1% 397 19.65%
MP
1986
Mangrove Partners
Connecticut
$403M -$32.9M -8% 7.21% 169% 42 9.52%
ZC
1987
Zelman Capital
Ohio
$403M +$117M +41% 3.94% 30 26.67%
DG
1988
Davidson & Garrard
Virginia
$402M +$16M +4% 6.21% 25.2% 197 7.61%
NIM
1989
Needham Investment Management
New York
$402M +$2.63M +0.7% 7.09% 267% 106 6.6%
PAM
1990
Premier Asset Management
Illinois
$402M +$6.49M +2% 7.23% 104% 96 13.54%
SSWM
1991
Smith Salley Wealth Management
North Carolina
$401M +$30.5M +8% 5.83% 106% 164 9.15%
ACM
1992
Acertus Capital Management
New Jersey
$401M +$8.33M +2% 6.39% 23.5% 5 20%
CHCM
1993
Columbus Hill Capital Management
New Jersey
$400M -$283M -41% 10.2% 78.9% 40 57.5%
FDCC
1994
Foster Dykema Cabot & Co
Massachusetts
$400M +$8.38M +2% 4.65% 34% 94 15.96%
ACM
1995
Ativo Capital Management
Illinois
$399M +$23.4M +6% 9.77% 57.9% 234 21.37%
LSA
1996
L & S Advisors
California
$399M +$55.3M +16% 10.1% 187% 102 39.22%
PDM
1997
Penn Davis McFarland
Texas
$398M +$18.2M +5% 7.23% 86.8% 33 9.09%
AUIM
1998
Aegon USA Investment Management
Iowa
$398M -$16.8M -4% 2.86% 39.9% 41 7.32%
AC
1999
Alexandria Capital
Virginia
$398M -$13.3M -3% 3.51% 66.8% 698 17.62%
RA
2000
Rovida Advisors
Florida
$397M +$125M +46% 9.34% 24.8% 16 37.5%