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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
PCM
1976
Prelude Capital Management
New York
$1.28B +$253M +25% 18.4% 198% 1,446 55.19%
RW
1977
RVW Wealth
California
$1.28B +$103M +9% 6.85% 59.3% 179 6.7%
KB
1978
Kimelman & Baird
New York
$1.28B +$52.2M +4% 5.53% 349 14.04%
FCP
1979
Fidelis Capital Partners
Florida
$1.28B +$182M +17% 10.6% 115% 496 11.69%
SFI
1980
SPC Financial Inc
Maryland
$1.28B +$86.1M +7% 5.72% 65.1% 290 13.79%
ELC
1981
Edgar Lomax Company
Virginia
$1.28B -$304M -19% 4.79% 66.2% 58 0%
ABI
1982
Abrams Bison Investments
Maryland
$1.28B +$203M +19% 11% 170% 9 11.11%
AE
1983
American Express
New York
$1.28B +$281M +28% 28.3% 2 0%
COCM
1984
Charter Oak Capital Management
New Hampshire
$1.27B +$90.6M +8% 5.82% 39.2% 208 8.65%
EFG
1985
Ethos Financial Group
Pennsylvania
$1.27B +$111M +10% 7.11% 63% 544 18.75%
BCP
1986
BSN Capital Partners
United Kingdom
$1.27B $0 0% 3.73% 168% 16 0%
GC
1987
Greenvale Capital
United Kingdom
$1.27B +$95.4M +8% 28.5% 101% 21 42.86%
TCMI
1988
Technology Crossover Management IX
California
$1.27B +$26.5M +2% 3.01% 13% 6 0%
MFG
1989
Magnus Financial Group
New York
$1.27B +$127M +11% 7.62% 70.8% 419 12.41%
P
1990
Pitcairn
Pennsylvania
$1.27B -$260M -17% 8.55% 111% 725 17.93%
CMF
1991
Counterpoint Mutual Funds
California
$1.27B +$136M +12% 6.04% 66.2% 493 74.85%
LIA
1992
Limestone Investment Advisors
New York
$1.26B +$115M +10% 17.6% 703 57.75%
ELFC
1993
E-L Financial Corp
Ontario, Canada
$1.26B +$116M +10% 7.81% 68.6% 1 0%
PIS
1994
PPSC Investment Service
Japan
$1.26B +$189M +18% 16.6% 161% 8 12.5%
CIAS
1995
Capital Investment Advisory Services
North Carolina
$1.26B +$39.2M +3% 9.78% 69.3% 1,141 12.8%
SAM
1996
SP Asset Management
California
$1.26B +$48.2M +4% 7.6% 92.4% 144 11.81%
CAM
1997
Cozad Asset Management
Illinois
$1.26B +$113M +10% 12% 132% 430 8.14%
DG
1998
DigitalBridge Group
Florida
$1.25B +$239M +24% 18.7% 161% 78 29.49%
WCM
1999
Windward Capital Management
California
$1.25B +$75.5M +6% 10.4% 78.5% 71 0%
W
2000
Wealthquest
Ohio
$1.25B -$14M -1% 6.44% 52.1% 137 66.42%