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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
MM
1976
Main Management
California
$931M +$31.2M +3% 5.67% 64.1% 140 7.14%
TF
1977
Trek Financial
Arizona
$930M +$86.5M +10% 5.87% 144% 260 36.15%
NTCM
1978
Nine Ten Capital Management
Illinois
$930M +$207M +29% 30% 166% 10 0%
LSA
1979
L & S Advisors
California
$929M +$48.7M +6% 10.8% 231% 404 33.66%
RP
1980
RR Partners
New York
$929M +$106M +13% 11.7% 73.3% 20 35%
MCM
1981
MKP Capital Management
New York
$928M -$537M -37% 5.8% 69.8% 66 57.58%
ICM
1982
Indaba Capital Management
California
$926M +$131M +16% 13.2% 66.7% 80 57.5%
SAM
1983
Sandbar Asset Management
United Kingdom
$925M +$171M +23% 7.93% 128% 67 40.3%
MC
1984
Middleton & Co
Massachusetts
$923M +$35.3M +4% 10.3% 69.7% 157 4.46%
HFM
1985
Hartford Funds Management
Pennsylvania
$923M +$15.3M +2% 2.39% 26.8% 5 0%
GACM
1986
Global Alpha Capital Management
Quebec, Canada
$922M +$67.3M +8% 5.26% 80.4% 35 5.71%
TFP
1987
Triple Frond Partners
California
$922M +$116M +14% 15.5% 92.9% 11 0%
CA
1988
CapWealth Advisors
Tennessee
$921M +$42.5M +5% 6.06% 143% 108 6.48%
GIM
1989
Grassi Investment Management
California
$921M +$38.9M +4% 6.77% 170% 150 9.33%
CMG
1990
Cavalry Management Group
California
$920M -$158M -15% 14.4% 59.6% 49 44.9%
A
1991
Accenture
Ireland
$917M -$34.3M -4% 3.61% 1 0%
FFBTD
1992
First Financial Bank - Trust Division
Ohio
$916M +$22.1M +2% 5.3% 62.6% 187 3.21%
TTWM
1993
TCV Trust & Wealth Management
Virginia
$916M +$52.3M +6% 5.47% 69% 204 17.65%
BWL
1994
Bogart Wealth LLC
Virginia
$915M +$197M +27% 5.91% 60.5% 742 19.27%
BWP
1995
Baldwin Wealth Partners
Massachusetts
$915M +$73.2M +9% 10.7% 85.9% 674 8.61%
WB
1996
Webster Bank
Connecticut
$914M +$35.9M +4% 7.46% 77.5% 563 9.41%
AAM
1997
Autus Asset Management
Arizona
$913M +$64.3M +8% 7.81% 26.3% 171 4.68%
SAM
1998
Southernsun Asset Management
Tennessee
$913M -$50.3M -5% 1.22% 54.7% 36 11.11%
ICP
1999
Ironvine Capital Partners
Nebraska
$913M +$53.8M +6% 10.7% 58.8% 65 20%
EWM
2000
Executive Wealth Management
Michigan
$912M +$60M +7% 7.47% 18.4% 204 14.22%