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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)
Jag Capital Management
1976
Jag Capital Management
Missouri
$483M -$10.4M -2% 14.6% 230% 127 25.2% 1.9
KM
1977
Kylin Management
New York
$483M +$73.9M +18% 29.5% 126% 8 50% 1
JW Asset Management
1978
JW Asset Management
Florida
$480M +$330M +220% 7.19% 251% 52 42.31% 0.9
Dai-ichi Life Holdings
1979
Dai-ichi Life Holdings
Japan
$480M -$2.55M -0.5% 0.53% – 1 0% 3.8
Evergreen Capital Management
1980
Evergreen Capital Management
Washington
$480M -$37.5M -7% 3.37% 77.2% 118 18.64% 2.3
CHA
1981
Cedar Hill Associates
Illinois
$480M -$115M -19% 5.19% 21% 83 15.66% 2.6
Cypress Funds
1982
Cypress Funds
California
$480M -$114M -19% 8.15% 100% 36 47.22% 0.7
Dudley & Shanley
1983
Dudley & Shanley
Florida
$480M +$10.3M +2% 6.48% 67.9% 34 17.65% 2.3
Formula Growth
1984
Formula Growth
Quebec, Canada
$480M +$49.6M +12% 5.39% 118% 163 33.13% 0.8
Cardan Capital Partners
1985
Cardan Capital Partners
Colorado
$479M +$30.2M +7% 3.46% 64% 133 26.32% 0.8
BTR Capital Management
1986
BTR Capital Management
California
$478M +$32.3M +7% 6.13% 35% 175 17.71% 2.8
GC
1987
Gratia Capital
California
$478M +$176M +59% 2.85% 42.4% 52 57.69% 0.5
Auxier Asset Management
1988
Auxier Asset Management
Oregon
$477M +$17.4M +4% 7.07% 71.7% 159 7.55% 3
AAM
1989
Autus Asset Management
Arizona
$477M +$23.4M +5% 5.33% 26.3% 154 5.19% 2.7
MCF Advisors
1990
MCF Advisors
Kentucky
$477M +$20M +4% 4.11% 50.2% 528 28.79% 2.2
Summit Creek Advisors
1991
Summit Creek Advisors
Minnesota
$476M -$108M -18% 9.17% 68.8% 56 16.07% 2.2
Community Bank
1992
Community Bank
New York
$475M +$19.4M +4% 4.45% 73.5% 478 7.95% 1.7
Greywolf Capital Management
1993
Greywolf Capital Management
New York
$475M +$74.9M +19% 0.15% 174% 7 0% 2.3
First Business Financial Services
1994
First Business Financial Services
Wisconsin
$474M +$42.9M +10% 4.14% 74% 88 34.09% 1.5
3EDGE Asset Management
1995
3EDGE Asset Management
Florida
$474M +$30.9M +7% 4.85% 44.1% 28 42.86% 0.2
Orbis World
1996
Orbis World
British Virgin Islands
$473M +$52.6M +13% 8.85% – 4 25% 0.9
AH
1997
Allen Holding
New York
$473M +$17.1M +4% 4% 135% 8 12.5% 3.3
KFS
1998
Kurt F. Somerville
$473M +$21.8M +5% 6.22% 92.9% 112 8.04% 3
Speece Thorson Capital Group
1999
Speece Thorson Capital Group
Minnesota
$473M +$25.8M +6% 3.34% 34.2% 40 2.5% 3.2
Halsey Associates
2000
Halsey Associates
Connecticut
$472M +$22.7M +5% 8.67% 63.8% 102 7.84% 3