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
JFGIW
1976
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$346M +$16M +5% 783
MB
1977
MUFG Bank
Japan
$345M -$210M -38% 2
JWM
1978
Jacobus Wealth Management
Wisconsin
$345M +$58.4M +20% 324
CAM
1979
Cormorant Asset Management
Massachusetts
$345M 37
PH
1980
Pinnacle Holdings
Oklahoma
$344M +$28.4M +9% 208
HCM
1981
Heathbridge Capital Management
Ontario, Canada
$342M +$15.4M +5% 27
HIM
1982
Hillsdale Investment Management
Ontario, Canada
$342M +$5.75M +2% 625
CCMD
1983
Cypress Capital Management (Delaware)
Delaware
$341M +$28.5M +9% 50
CC
1984
Cornerstone Capital
California
$341M +$13.1M +4% 72
WRM
1985
Westport Resources Management
Connecticut
$341M +$41.4M +14% 1,188
1IA
1986
1834 Investment Advisors
Wisconsin
$341M +$35.9M +12% 162
MAM
1987
Majedie Asset Management
United Kingdom
$340M 13
KJHP
1988
K.J. Harrison & Partners
Ontario, Canada
$340M +$65M +24% 156
EMA
1989
Efficient Market Advisors
California
$338M +$29.2M +9% 168
CIC
1990
Chase Investment Counsel
Virginia
$338M -$51.9M -13% 120
JFG
1991
JMG Financial Group
Illinois
$337M +$29.5M +10% 54
GAM
1992
Goldentree Asset Management
New York
$337M +$40M +13% 38
MRCP
1993
Manor Road Capital Partners
New York
$336M +$61.3M +22% 15
MMI
1994
Metalmark Management II
New York
$336M -$44.6M -12% 1
APCM
1995
Arbiter Partners Capital Management
New York
$335M +$36.4M +12% 108
GC
1996
Grimes & Company
Massachusetts
$335M +$39M +13% 162
BCMIO
1997
Beacon Capital Management Inc (Ohio)
Ohio
$335M 217
WHI
1998
William Harris Investors
Illinois
$335M +$14.6M +5% 104
RMCP
1999
Red Mountain Capital Partners
California
$334M +$18.9M +6% 13
WIC
2000
Woodmont Investment Counsel
Tennessee
$333M +$58.6M +21% 207