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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)
Newport Asia
1976
Newport Asia
California
$452M -$48.6M -10% 11.6% – 7 0% 1.6
SCF Partners
1977
SCF Partners
Texas
$452M -$30M -6% 10.8% 2.1% 1 0% 3.5
KFS
1978
Kurt F. Somerville
$451M -$7.73M -2% 0.91% 92.9% 116 9.48% 2.8
Kelly Lawrence W & Associates
1979
Kelly Lawrence W & Associates
California
$451M -$16.1M -3% 5.25% 123% 175 10.86% 2
Berkshire Partners
1980
Berkshire Partners
Massachusetts
$451M -$72.7M -14% 13.9% 79% 1 0% 3.5
Castle Hook Partners
1981
Castle Hook Partners
New York
$450M – – 13% 1,120% 25 – 0
Motley Fool Asset Management
1982
Motley Fool Asset Management
Virginia
$450M -$3.63M -0.8% 2.59% 117% 81 14.81% 2.1
RA
1983
Rovida Advisors
Florida
$450M +$248M +123% 2.39% 24.8% 18 55.56% 0.4
GCP
1984
Garelick Capital Partners
Massachusetts
$450M +$275M +157% 1.08% 195% 43 69.77% 0.3
CWM
1985
Concert Wealth Management
California
$450M -$373M -45% 3.97% 28.5% 1,043 54.84% 2.4
Halsey Associates
1986
Halsey Associates
Connecticut
$449M -$12.4M -3% 1.98% 63.8% 103 6.8% 2.8
Condor Capital Management
1987
Condor Capital Management
New Jersey
$449M +$20.6M +5% 4.34% 58.2% 195 10.77% 2.5
Goodnow Investment Group
1988
Goodnow Investment Group
Connecticut
$449M +$26.6M +6% 12.5% 131% 24 8.33% 2.3
Vicus Capital
1989
Vicus Capital
Pennsylvania
$449M +$9.02M +2% 2.6% 59.6% 249 22.49% 1.6
Cardan Capital Partners
1990
Cardan Capital Partners
Colorado
$448M +$784K +0.2% 1.33% 64% 125 20% 0.7
ARGA Investment Management
1991
ARGA Investment Management
Connecticut
$448M +$83.2M +23% 0.65% 78.1% 64 40.63% 0.9
Hays Advisory
1992
Hays Advisory
Tennessee
$448M -$152M -25% 1.28% 31.8% 82 59.76% 0.7
CNA Financial
1993
CNA Financial
Illinois
$448M +$14.2M +3% 8.02% 48.6% 188 17.02% 2.4
Income Research & Management
1994
Income Research & Management
Massachusetts
$448M -$166M -27% 0.24% 1.19% 33 6.06% 2
Speece Thorson Capital Group
1995
Speece Thorson Capital Group
Minnesota
$447M -$18.9M -4% 5.76% 34.2% 45 13.33% 2.8
Northstar Investment Advisors
1996
Northstar Investment Advisors
Colorado
$447M +$11M +3% 0.52% 85.8% 122 22.13% 2.2
Omni Partners
1997
Omni Partners
United Kingdom
$447M +$103M +30% 11.1% 412% 38 81.58% 0.1
BTR Capital Management
1998
BTR Capital Management
California
$446M $0 0% 1.61% 35% 164 0% 2.5
Keel Point
1999
Keel Point
Alabama
$445M +$182M +69% 2.6% 76.4% 173 26.01% 1
Antipodes Partners
2000
Antipodes Partners
Australia
$445M – – 0.21% 96.4% 19 – 0