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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
CB
1976
Community Bank
New York
$438M +$14.3M +3% 2.24% 73.5% 501 15.17%
ST
1977
Sageworth Trust
Pennsylvania
$438M +$26.3M +6% 4.87% 64.5% 43 18.6%
CS
1978
Cisco Systems
California
$437M -$48.7M -10% 21.2% 212% 5 40%
DWT
1979
Dorsey & Whitney Trust
South Dakota
$437M -$135K -0% 2.18% 86% 325 20%
NIA
1980
Northstar Investment Advisors
Colorado
$436M +$1.89M +0.4% 0.84% 85.8% 115 14.78%
NAP
1981
New Amsterdam Partners
New York
$435M +$23.6M +6% 12.5% 73.9% 140 35%
NC
1982
NewSquare Capital
Pennsylvania
$435M +$15M +4% 1.25% 76.5% 485 33.61%
DS
1983
Dudley & Shanley
Florida
$435M -$3.2M -0.7% 2.41% 57% 34 14.71%
AAIM
1984
American Assets Investment Management
California
$435M +$24.1M +6% 2.46% 507% 139 11.51%
SCM
1985
Sarissa Capital Management
Connecticut
$434M +$81.9M +23% 49.8% 80% 16 18.75%
OMC
1986
Overbrook Management Corp
New York
$434M -$42.9M -9% 8.22% 146% 85 16.47%
CF
1987
CNA Financial
Illinois
$433M +$31.2M +8% 7.02% 48.6% 189 11.64%
SAS
1988
Sarbit Advisory Services
Manitoba, Canada
$433M -$75.4M -15% 6.28% 29.3% 18 33.33%
OH
1989
Overlook Holdings
British Virgin Islands
$433M +$163M +60% 19.7% 2 0%
ACM
1990
Ativo Capital Management
Illinois
$433M +$22.8M +6% 7.81% 63.8% 235 19.57%
FNF
1991
Fidelity National Financial
Florida
$432M +$46.5M +12% 0.91% 2.54% 25 12%
PAM
1992
PT Asset Management
Illinois
$431M -$192M -31% 9.28% 7.94% 253 30.43%
LRPA
1993
L. Roy Papp & Associates
Arizona
$431M +$7.55M +2% 5.58% 64.3% 158 8.86%
SC
1994
Selz Capital
New York
$429M +$77.7M +22% 12.9% 10.2% 62 27.42%
RCM
1995
Riverpark Capital Management
New York
$429M +$223M +108% 9.95% 152% 38 2.63%
FCG
1996
FrontFour Capital Group
Connecticut
$429M +$66.6M +18% 14.7% 8.55% 48 64.58%
IC
1997
InterOcean Capital
Illinois
$429M +$16.6M +4% 4.15% 32.1% 170 10.59%
CCM
1998
Condor Capital Management
New Jersey
$428M +$10.1M +2% 3.64% 58.2% 196 10.2%
MP
1999
Mangrove Partners
Connecticut
$428M +$26.7M +7% 11.2% 185% 33 42.42%
OCMI
2000
Oaktop Capital Management II
New Jersey
$428M +$15.7M +4% 8.99% 451% 22 18.18%