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
MCM
1976
Mitchell Capital Management
Kansas
$302M +$32M +12% 37
EPIM
1977
Equinox Partners Investment Management
Connecticut
$302M +$28M +10% 17
HHGA
1978
Halbert Hargrove Global Advisors
California
$302M +$28.8M +11% 115
ACM
1979
Altai Capital Management
California
$302M -$5.58M -2% 13
CIC
1980
Canal Insurance Company
South Carolina
$301M +$20.4M +7% 86
RP
1981
Regal Partners
Australia
$301M +$14.1M +5% 14
LKIM
1982
Lawson Kroeker Investment Management
Nebraska
$301M +$14.6M +5% 86
WRM
1983
Westport Resources Management
Connecticut
$300M +$16.3M +6% 1,150
ABC
1984
Anchor Bolt Capital
Illinois
$299M +$102M +52% 73
CZPM
1985
Capital Z Partners Management
New York
$299M +$26M +10% 3
FTI
1986
Fiduciary Trust International
Massachusetts
$299M +$34.8M +13% 139
APCM
1987
Arbiter Partners Capital Management
New York
$298M -$35.2M -11% 99
TAT
1988
TD Ameritrade Trust
Colorado
$298M -$26.9M -8% 48
CF
1989
Cypress Funds
California
$297M +$29.5M +11% 21
SFS
1990
Strategic Financial Services
New York
$297M +$14.1M +5% 99
GAM
1991
Goldentree Asset Management
New York
$297M +$18.4M +7% 35
LCP
1992
Longhorn Capital Partners
Texas
$296M -$10.4M -3% 12
LPC
1993
Loeb Partners Corp
New York
$296M +$22.5M +8% 210
GCM
1994
Gabalex Capital Management
New York
$296M +$16.4M +6% 15
GC
1995
Grimes & Company
Massachusetts
$296M +$21.4M +8% 163
CTA
1996
Colonial Trust Advisors
South Carolina
$295M +$13.3M +5% 111
FMC
1997
First Merchants Corp
Indiana
$295M +$13.4M +5% 129
LCM
1998
Lucas Capital Management
New Jersey
$293M -$51M -15% 158
RRC
1999
Red Rocks Capital
Colorado
$293M +$44.5M +18% 10
BRWA
2000
B. Riley Wealth Advisors
Florida
$292M -$2.14M -0.7% 798