Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
WHI
1976
William Harris Investors
Illinois
$335M +$14.6M +5% 8.02% 3.06% 104
RMCP
1977
Red Mountain Capital Partners
California
$334M +$18.9M +6% 5.56% 37.4% 13
WIC
1978
Woodmont Investment Counsel
Tennessee
$333M +$58.6M +21% 6.95% 52% 206
GS
1979
Gagnon Securities
New York
$333M +$12.3M +4% 6.63% 96.2% 106
TA
1980
Tiptree Advisors
New York
$332M +$82.8M +33% 13.8% – 28
QAM
1981
Quentec Asset Management
New York
$332M +$60.2M +22% 7.59% 30.4% 48
BAM
1982
Broadmark Asset Management
California
$331M +$143M +76% 8.95% 39.6% 3
OCM
1983
OMT Capital Management
California
$331M +$28.5M +9% 9.59% – 34
RCAG
1984
Rehmann Capital Advisory Group
Michigan
$331M +$21.4M +7% 6.78% 52.7% 322
TAT
1985
TD Ameritrade Trust
Colorado
$330M +$31.9M +11% 4.37% 21.7% 46
RCI
1986
RRJ Capital II
Cayman Islands
$330M – – 20.3% – 1
SCI
1987
Seneca Capital Investments
New York
$330M +$116M +55% 11.7% – 51
BC
1988
Balestra Capital
New York
$329M +$18.3M +6% 1.45% – 20
3AM
1989
3D Asset Management
Connecticut
$328M +$20.1M +7% 5.5% 0.82% 40
PA
1990
Planning Alternatives
Michigan
$328M +$113M +52% 7.59% 50.3% 41
BIM
1991
Bridgecreek Investment Management
Oklahoma
$328M -$12.3M -4% 9.52% 48.4% 203
NM
1992
NWI Management
New York
$328M +$54.4M +20% 8.6% 53.5% 23
PL
1993
Parthenon LLC
Kentucky
$328M +$25.8M +9% 9.32% 71.4% 93
DVI
1994
Deccan Value Investors
Connecticut
$327M +$324K +0.1% 13.8% 66.5% 8
GCM
1995
Gabalex Capital Management
New York
$327M +$31.3M +11% 6.85% 25% 15
AB
1996
AT Bancorp
Iowa
$326M +$44.3M +16% 12.9% 21.8% 176
BHB
1997
Bank Hapoalim BM
Israel
$326M – – 9.49% 63.2% 135
CWM
1998
Calamos Wealth Management
Illinois
$326M +$20.1M +7% 7.51% 90.3% 244
HCM
1999
Hawkeye Capital Management
Florida
$326M -$15.8M -5% 19.3% – 16
EAM
2000
Eventide Asset Management
Massachusetts
$325M – – 9.21% 209% 94
78 79
80
81 82