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
BCMIO
1976
Beacon Capital Management Inc (Ohio)
Ohio
$335M 217
WHI
1977
William Harris Investors
Illinois
$335M +$14.6M +5% 104
RMCP
1978
Red Mountain Capital Partners
California
$334M +$18.9M +6% 13
WIC
1979
Woodmont Investment Counsel
Tennessee
$333M +$58.6M +21% 206
GS
1980
Gagnon Securities
New York
$333M +$12.3M +4% 106
TA
1981
Tiptree Advisors
New York
$332M +$82.8M +33% 28
QAM
1982
Quentec Asset Management
New York
$332M +$60.2M +22% 48
BAM
1983
Broadmark Asset Management
California
$331M +$143M +76% 3
OCM
1984
OMT Capital Management
California
$331M +$28.5M +9% 34
RCAG
1985
Rehmann Capital Advisory Group
Michigan
$331M +$21.4M +7% 322
TAT
1986
TD Ameritrade Trust
Colorado
$330M +$31.9M +11% 46
RCI
1987
RRJ Capital II
Cayman Islands
$330M 1
SCI
1988
Seneca Capital Investments
New York
$330M +$116M +55% 51
BC
1989
Balestra Capital
New York
$329M +$18.3M +6% 20
3AM
1990
3D Asset Management
Connecticut
$328M +$20.1M +7% 40
PA
1991
Planning Alternatives
Michigan
$328M +$113M +52% 41
BIM
1992
Bridgecreek Investment Management
Oklahoma
$328M -$12.3M -4% 203
NM
1993
NWI Management
New York
$328M +$54.4M +20% 23
PL
1994
Parthenon LLC
Kentucky
$328M +$25.8M +9% 93
DVI
1995
Deccan Value Investors
Connecticut
$327M +$324K +0.1% 8
GCM
1996
Gabalex Capital Management
New York
$327M +$31.3M +11% 15
AB
1997
AT Bancorp
Iowa
$326M +$44.3M +16% 176
BHB
1998
Bank Hapoalim BM
Israel
$326M 135
CWM
1999
Calamos Wealth Management
Illinois
$326M +$20.1M +7% 244
HCM
2000
Hawkeye Capital Management
Florida
$326M -$15.8M -5% 16