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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)
Cowen and Company
1976
Cowen and Company
New York
$601M +$166M +38% 151% 120% 582 63.23% 0.2
AlphaCrest Capital Management
1977
AlphaCrest Capital Management
New York
$601M -$223M -27% 18.3% 8.44% 1,214 45.72% 0.8
Bogle Investment Management
1978
Bogle Investment Management
Massachusetts
$601M -$356M -37% 32.7% 181% 462 75.76% 0.2
Bowie Capital Management
1979
Bowie Capital Management
Texas
$601M +$210M +54% 22.7% 31.6% 44 27.27% 1.6
Richard C. Young & Co
1980
Richard C. Young & Co
Rhode Island
$600M +$84.6M +16% 15.8% 137% 89 19.1% 2.7
Fiduciary Group
1981
Fiduciary Group
Georgia
$599M +$89.6M +18% 16.4% 67.1% 201 12.44% 3.6
HoyleCohen
1982
HoyleCohen
California
$598M +$96.9M +19% 23.4% 46.1% 187 8.56% 2
Clearwater Capital Advisors
1983
Clearwater Capital Advisors
Illinois
$598M +$134M +29% 13.8% 44.7% 150 16% 3.1
Fairholme Capital Management
1984
Fairholme Capital Management
Florida
$598M +$87.6M +17% 15.7% 36.2% 8 25% 1.3
Nalanda India Equity Fund
1985
Nalanda India Equity Fund
Mauritius
$597M +$136M +30% 25.6% 30.2% 2 0% 0.9
Ion Asset Management
1986
Ion Asset Management
Israel
$597M +$160M +37% 42.5% 125% 33 51.52% 0.9
Caldwell Trust
1987
Caldwell Trust
Florida
$597M +$69M +13% 17.9% 87% 806 7.2% 0.5
Community Bank
1988
Community Bank
New York
$595M +$132M +29% 17.1% 73.5% 487 16.84% 3.6
Rampart Investment Management
1989
Rampart Investment Management
Connecticut
$595M +$384M +182% 24.1% 74% 548 7.66% 2.8
C
1990
Chescapmanager
Maryland
$594M +$185M +45% 37.3% 202% 50 44% 0.9
ECG
1991
EPIQ Capital Group
California
$594M +$255M +76% 22.4% 6.25% 49 32.65% 0.3
Gratus Capital
1992
Gratus Capital
Georgia
$593M +$57.7M +11% 18.9% 51.4% 184 19.57% 3.1
Kahn Brothers Group
1993
Kahn Brothers Group
New York
$592M +$45.1M +8% 10.9% 53.4% 48 2.08% 4.3
Optimus Prime Fund Management
1994
Optimus Prime Fund Management
Cayman Islands
$592M +$97.3M +20% 66.6% 94.5% 54 48.15% 0.8
Formula Growth
1995
Formula Growth
Quebec, Canada
$591M +$69.5M +13% 40.7% 118% 181 37.57% 2
Parcion Private Wealth
1996
Parcion Private Wealth
Washington
$591M +$228M +63% 21.1% 103% 220 34.09% 0.4
Wedgewood Partners
1997
Wedgewood Partners
Missouri
$590M +$62.7M +12% 30.7% 78.1% 42 11.9% 3.2
Harvey Investment Company
1998
Harvey Investment Company
Kentucky
$590M +$79.7M +16% 20% 56.4% 85 3.53% 5.2
Oslo Pensjonsforsikring
1999
Oslo Pensjonsforsikring
$590M +$133M +29% 31.6% 79% 15 0% 3
Oxford Financial Group
2000
Oxford Financial Group
Indiana
$590M +$89.2M +18% 19.1% 77.2% 215 21.4% 0.8