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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)
LGT Fund Management
1976
LGT Fund Management
Liechtenstein
$1.14B +$179M +19% 2.58% 121% 268 26.12% 1
General Catalyst Group Management
1977
General Catalyst Group Management
Massachusetts
$1.14B -$290M -20% 0.73% 161% 12 16.67% 2.6
Koss-Olinger Consulting
1978
Koss-Olinger Consulting
Florida
$1.14B -$11.1M -1% 0.55% 57.9% 302 47.35% 0.5
Shenkman Capital Management
1979
Shenkman Capital Management
New York
$1.14B -$150M -12% 0.4% 3.15% 100 1% 1.5
Nicholas Investment Partners
1980
Nicholas Investment Partners
California
$1.14B +$47.3M +4% 10.8% 397% 253 25.69% 1.2
Meridiem Capital Partners
1981
Meridiem Capital Partners
Texas
$1.14B – – 2.38% – 69 – 0
Edgemoor Investment Advisors
1982
Edgemoor Investment Advisors
Maryland
$1.14B -$15M -1% 1.44% 109% 171 5.26% 5.3
Tradition Wealth Management
1983
Tradition Wealth Management
Minnesota
$1.14B +$13.1M +1% 1.06% 69.6% 447 13.87% 2.7
Sunbelt Securities
1984
Sunbelt Securities
Texas
$1.14B +$115M +11% 2.36% 83.5% 1,957 12.88% 2.1
Hardy Reed
1985
Hardy Reed
Mississippi
$1.13B +$18.4M +2% 0.99% 69.7% 264 14.77% 1.7
Condor Capital Management
1986
Condor Capital Management
New Jersey
$1.13B +$23.4M +2% 1.38% 58.2% 201 10.95% 5.1
Narwhal Capital Management
1987
Narwhal Capital Management
Georgia
$1.13B +$19.9M +2% 1.98% 93.8% 170 11.18% 5.7
PDT Partners
1988
PDT Partners
New York
$1.13B +$687K +0.1% 11% 211% 867 37.37% 0.8
Colonial Trust Advisors
1989
Colonial Trust Advisors
South Carolina
$1.13B -$28M -2% 0.68% 80% 802 22.19% 3.1
TC
1990
Torno Capital
Massachusetts
$1.13B +$472M +72% 3.6% – 271 70.85% 0.2
Grandeur Peak Global Advisors
1991
Grandeur Peak Global Advisors
Utah
$1.13B -$78.6M -7% 7.19% 96% 146 22.6% 2.5
Weatherly Asset Management
1992
Weatherly Asset Management
California
$1.13B -$13.9M -1% 0.18% 116% 190 10.53% 7.3
Eversept Partners
1993
Eversept Partners
New York
$1.13B -$333M -23% 2.95% 321% 82 39.02% 1.7
Vicus Capital
1994
Vicus Capital
Pennsylvania
$1.13B -$3.72M -0.3% 1.01% 59.6% 257 23.35% 3.6
PDS Planning
1995
PDS Planning
Ohio
$1.13B +$9.9M +0.9% 0.94% 62.7% 469 10.87% 2.7
Pine Ridge Advisers
1996
Pine Ridge Advisers
New York
$1.12B +$120M +12% 9.88% 90.1% 35 0% 2.6
Cape Cod Five Cents Savings Bank
1997
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12B +$32.3M +3% 1.92% – 189 0% 6.9
RKL Wealth Management
1998
RKL Wealth Management
Pennsylvania
$1.12B +$18.5M +2% 0.05% 76.8% 182 17.03% 4.8
QVT Financial
1999
QVT Financial
New York
$1.12B -$39.9M -3% 1.81% 267% 37 16.22% 3.6
Delta Asset Management
2000
Delta Asset Management
Tennessee
$1.12B -$42.9M -4% 0.1% 53.8% 628 2.55% 3.5