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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
MA
1976
MCF Advisors
Kentucky
$578M +$55M +11% 10.3% 50.2% 503 9.94%
HR
1977
Howe & Rusling
New York
$577M +$105M +22% 11.8% 82% 949 24.55%
BRWM
1978
B. Riley Wealth Management
Tennessee
$577M +$99.8M +21% 12.3% 32.4% 446 32.74%
YL
1979
YCG LLC
Texas
$576M +$83.4M +17% 17.3% 27% 38 2.63%
FIA
1980
Foundations Investment Advisors
Arizona
$576M +$103M +22% 10.3% 80.9% 126 41.27%
3C
1981
361 Capital
Colorado
$576M +$86.8M +18% 20.1% 118% 438 58.9%
MRCP
1982
Manor Road Capital Partners
New York
$573M +$176M +44% 27.3% 78.3% 15 26.67%
SRFM
1983
Shannon River Fund Management
New York
$573M +$221M +63% 33.2% 554% 37 43.24%
KGI
1984
Kopernik Global Investors
Florida
$573M +$39.5M +7% 7.46% 128% 32 9.38%
SC
1985
Sageview Capital
Connecticut
$573M +$90.4M +19% 79.1% 335% 1 0%
ECM
1986
Everence Capital Management
Indiana
$572M +$141M +33% 14.6% 108% 658 42.1%
EA
1987
Efficient Advisors
Ohio
$572M +$34.6M +6% 7.64% 30.6% 49 2.04%
BSPF
1988
British Steel Pension Fund
United Kingdom
$572M -$15.6M -3% 15.5% 29.7% 202 24.75%
BWFA
1989
Baltimore-Washington Financial Advisors
Maryland
$572M +$87.9M +18% 14.4% 80.6% 105 10.48%
CPM
1990
Crescent Park Management
California
$570M +$232M +69% 22.8% 87% 24 37.5%
ECA
1991
Endeavour Capital Advisors
Connecticut
$570M -$38M -6% 8.78% 105% 56 25%
QCG
1992
Quadrant Capital Group
Ohio
$569M +$194M +52% 10.1% 105% 2,482 11.12%
TCM
1993
Tygh Capital Management
Oregon
$569M +$91.5M +19% 24% 251% 94 31.91%
H
1994
HoyleCohen
California
$567M +$77.8M +16% 14.2% 46.1% 180 10%
CI
1995
CX Institutional
Indiana
$567M +$93.4M +20% 10.7% 56.8% 840 44.05%
GWM
1996
Greenwich Wealth Management
Connecticut
$566M +$64.1M +13% 14.2% 198% 195 9.74%
SAM
1997
Sandell Asset Management
New York
$565M -$340M -38% 42.6% 322% 64 67.19%
SWM
1998
SigFig Wealth Management
California
$564M +$94.5M +20% 9.39% 43.3% 47 0%
GPCM
1999
Greenbrier Partners Capital Management
Texas
$563M +$77M +16% 16% 96.1% 17 11.76%
AAIM
2000
Asset Advisors Investment Management
Georgia
$562M +$57.7M +11% 12.9% 58.7% 99 11.11%