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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
WAG
1976
Winthrop Advisory Group
Massachusetts
$1.22B +$43.4M +4% 208
SC
1977
Strategy Capital
California
$1.22B -$133M -10% 12
PCM
1978
Polaris Capital Management
Massachusetts
$1.22B +$16.7M +1% 91
PIA
1979
Petredis Investment Advisors
Pennsylvania
$1.22B -$53.5M -4% 115
DGM
1980
Delta Global Management
New York
$1.22B -$153M -11% 234
BFS
1981
Baskin Financial Services
Ontario, Canada
$1.22B -$107M -8% 56
GC
1982
Gillson Capital
Illinois
$1.22B -$308M -20% 105
CCM
1983
Coliseum Capital Management
Connecticut
$1.22B -$690K -0.1% 13
CET
1984
Clean Energy Transition
United Kingdom
$1.22B +$20.9M +2% 17
AG
1985
Atairos Group
Pennsylvania
$1.22B -$430M -26% 4
DPI
1986
Diversified Portfolios Inc
Michigan
$1.22B +$15.8M +1% 190
SFGP
1987
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.22B +$45.5M +4% 278
SCM
1988
SG Capital Management
Illinois
$1.22B +$302M +33% 104
KB
1989
Kimelman & Baird
New York
$1.22B -$86.4M -7% 275
NPIC
1990
Neumeier Poma Investment Counsel
California
$1.21B +$3.31M +0.3% 45
SW
1991
SlateStone Wealth
Florida
$1.21B +$18M +2% 307
CS
1992
Central Securities
New York
$1.21B -$32.1M -3% 31
TIM
1993
Tortoise Investment Management
New York
$1.21B +$72.5M +6% 259
LWIC
1994
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.21B -$123M -9% 95
MB
1995
MidFirst Bank
Oklahoma
$1.21B -$46.8M -4% 1,018
TWM
1996
Tanglewood Wealth Management
Texas
$1.21B +$117M +11% 40
RCYC
1997
Richard C. Young & Co
Rhode Island
$1.21B +$91.2M +8% 95
HCM
1998
Hodges Capital Management
Texas
$1.21B +$59.6M +5% 223
DN
1999
Danmarks Nationalbank
$1.2B +$84.2M +8% 1
VC
2000
Vivo Capital
California
$1.2B -$344M -22% 55