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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
CAM
1976
Cozad Asset Management
Illinois
$1.26B +$113M +10% 12% 94% 430 8.14%
DG
1977
DigitalBridge Group
Florida
$1.25B +$239M +24% 18.7% 112% 78 29.49%
WCM
1978
Windward Capital Management
California
$1.25B +$75.5M +6% 10.4% 69.9% 71 0%
W
1979
Wealthquest
Ohio
$1.25B -$14M -1% 6.44% 52.1% 137 66.42%
HT
1980
Headlands Technologies
Illinois
$1.25B +$417M +50% 15% 116% 1,358 72.16%
SMM
1981
Stadion Money Management
Georgia
$1.25B +$33.7M +3% 6.44% 45.2% 26 7.69%
RWM
1982
Rockwood Wealth Management
Pennsylvania
$1.25B +$115M +10% 5.83% 48.9% 115 13.91%
VV
1983
Verity & Verity
South Carolina
$1.25B +$86.1M +7% 6.93% 76.4% 139 7.91%
PIA
1984
Petredis Investment Advisors
Pennsylvania
$1.25B +$105M +9% 9.86% 144% 113 8.85%
UAS
1985
United Asset Strategies
New York
$1.25B +$75.7M +6% 7.69% 94.6% 252 5.95%
SIM
1986
Sprucegrove Investment Management
Ontario, Canada
$1.25B +$8.19M +0.7% 5.41% 39.4% 43 4.65%
VC
1987
Vivo Capital
California
$1.24B +$266M +27% 75% 7,374% 50 22%
HP
1988
Hikari Power
Japan
$1.24B +$40.7M +3% 4.3% 56.5% 64 3.13%
MTC
1989
McDaniel Terry & Co
Texas
$1.24B +$20.8M +2% 4.6% 52.9% 92 3.26%
IAIM
1990
International Assets Investment Management
Florida
$1.24B +$2.48M +0.2% 8.07% 85% 866 6.12%
ACM
1991
Atika Capital Management
New York
$1.24B +$242M +24% 24.6% 553% 98 47.96%
GAM
1992
Gemmer Asset Management
California
$1.24B +$114M +10% 8.56% 90.5% 177 11.3%
FHC
1993
First Heartland Consultants
Missouri
$1.24B +$115M +10% 6.21% 55.2% 549 13.11%
LLL
1994
Lynrock Lake LP
New York
$1.24B +$106M +9% 12.3% 17.7% 29 3.45%
FCM
1995
Fairholme Capital Management
Florida
$1.24B +$11.9M +1% 3.53% 55.5% 12 0%
TPI
1996
Trust Point Inc
Wisconsin
$1.24B +$178M +17% 7.29% 489 22.9%
LFM
1997
LGT Fund Management
Liechtenstein
$1.24B +$93M +8% 7.66% 93.7% 249 12.85%
HCM
1998
Hilton Capital Management
New York
$1.24B -$17.6M -1% 6.02% 51.5% 183 13.11%
KPF
1999
K2 Principal Fund
Ontario, Canada
$1.23B +$506M +70% 17.7% 71.7% 438 45.21%
SGM
2000
Seven Grand Managers
New York
$1.23B +$397M +48% 16.6% 233% 113 57.52%