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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
TCWA
1976
Turtle Creek Wealth Advisors
Texas
$1.32B +$54.3M +4% 1.17% 514 31.71%
TAM
1977
Titleist Asset Management
Texas
$1.32B +$84.2M +7% 2.53% 88.9% 428 19.16%
HCM
1978
Hilton Capital Management
New York
$1.32B -$4.11M -0.3% 0.11% 58.2% 179 34.64%
TIM
1979
Triodos Investment Management
Netherlands
$1.32B -$61M -4% 1.93% 89.9% 52 7.69%
GSEP
1980
Golden State Equity Partners
California
$1.32B +$702M +113% 0.42% 2,081 76.02%
MW
1981
MBL Wealth
North Carolina
$1.32B +$73.6M +6% 0.43% 47.7% 353 20.68%
CUAMC
1982
China Universal Asset Management Company
China
$1.32B +$18.4M +1% 1.75% 264% 527 11.2%
CC
1983
Casdin Capital
New York
$1.32B -$289M -18% 6.36% 370% 47 34.04%
MDSL
1984
M.D. Sass LLC
New York
$1.32B +$50.4M +4% 1.22% 80.1% 41 26.83%
LCS
1985
Levin Capital Strategies
New York
$1.32B +$160M +14% 0.71% 88.6% 279 39.78%
UA
1986
Unison Advisors
District of Columbia
$1.32B +$174M +15% 3.37% 54.6% 177 1.13%
CP
1987
Cumberland Partners
Ontario, Canada
$1.32B -$315M -19% 0.08% 101% 194 30.41%
IEFM
1988
IQ EQ Fund Management
Ireland
$1.32B -$132M -9% 4.15% 109% 324 19.14%
MCM
1989
Mill Capital Management
North Carolina
$1.31B -$70.8M -5% 2.65% 104% 133 5.26%
B
1990
BloombergSen
Ontario, Canada
$1.31B -$56.4M -4% 13.7% 46.9% 33 24.24%
WGAM
1991
Wilkinson Global Asset Management
New York
$1.31B -$151M -10% 0.44% 86.5% 63 4.76%
VPI
1992
Value Partners Investments
Manitoba, Canada
$1.31B +$6.86M +0.5% 7.54% 33.9% 108 10.19%
CCP
1993
Clarkston Capital Partners
Michigan
$1.31B -$3.01B -70% 8.52% 8.43% 188 53.19%
QCM
1994
Qsemble Capital Management
New York
$1.31B +$100M +8% 1.23% 39.9% 663 65.01%
SBWIC
1995
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.31B -$75.2M -5% 4.29% 83.4% 162 7.41%
PCM
1996
Prelude Capital Management
New York
$1.31B -$51.4M -4% 6.89% 198% 1,682 55.17%
EIP
1997
Easterly Investment Partners
Massachusetts
$1.31B -$322M -20% 1.1% 57.6% 230 36.09%
FHC
1998
First Heartland Consultants
Missouri
$1.31B -$14.1M -1% 1.27% 55.2% 579 17.62%
PFBT
1999
Parkside Financial Bank & Trust
Missouri
$1.31B -$33.1M -2% 1.48% 63.3% 2,800 8.25%
CCFM
2000
Clear Creek Financial Management
Washington
$1.3B +$79.3M +6% 0.87% 81% 658 19.3%