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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SSWM
1976
Sheets Smith Wealth Management
North Carolina
$357M -$5.15M -1% 3.82% 55.4% 294
ST
1977
Sentinel Trust
Texas
$357M -$4.13M -1% 2.81% 65.5% 179
HCM
1978
Hawkeye Capital Management
Florida
$357M +$31.3M +10% 4.83% 16
HIM
1979
Hillsdale Investment Management
Ontario, Canada
$357M +$14.9M +4% 6.28% 198% 632
GC
1980
Grimes & Company
Massachusetts
$356M +$21.4M +6% 2.42% 42.9% 167
DLPIC
1981
Davide Leone & Partners Investment Company
United Kingdom
$355M -$30.2M -8% 2.44% 58.7% 17
WRM
1982
Westport Resources Management
Connecticut
$355M +$14.2M +4% 1.59% 30.6% 1,177
FTI
1983
Fiduciary Trust International
Massachusetts
$355M +$517K +0.1% 2.37% 36.8% 159
FIMS
1984
FBL Investment Management Services
Iowa
$355M -$71.8M -17% 1.53% 16.6% 60
TCOTO
1985
Trust Company of the Ozarks
Missouri
$355M +$5.37M +2% 0.23% 169
EBSAM
1986
Eubel Brady & Suttman Asset Management
Ohio
$354M +$6.36M +2% 1.56% 40.6% 88
MIHAS
1987
Maj Invest Holding A/S
Denmark
$353M +$86.4M +32% 4.56% 83.4% 29
AF
1988
Arrow Financial
New York
$352M +$3.68M +1% 1.24% 52.9% 372
LHC
1989
Lodge Hill Capital
New York
$352M +$132M +60% 1.24% 13.8% 35
TCM
1990
TriOaks Capital Management
New York
$352M -$198M -36% 1.52% 90
SCM
1991
Stadium Capital Management
Connecticut
$352M -$5.07M -1% 1.64% 18.5% 14
MMI
1992
Metalmark Management II
New York
$352M +$15.3M +5% 4.56% 81.7% 1
AP
1993
Archon Partners
New Jersey
$351M -$7.35M -2% 5.38% 105% 69
PIP
1994
Perennial Investment Partners
Australia
$350M +$2.62M +0.8% 8.53% 81
MM
1995
Main Management
California
$350M -$70.2M -17% 1.32% 56.4% 50
CC
1996
Cornerstone Capital
California
$349M +$7.99M +2% 1.93% 76.4% 70
LNWWM
1997
Laird Norton Wetherby Wealth Management
California
$349M -$1.78M -0.5% 2.14% 457
BWM
1998
Braver Wealth Management
Massachusetts
$349M +$59.5M +21% 1.98% 20.4% 88
LOM
1999
Loeb Offshore Management
New York
$348M -$13.5M -4% 8.19% 264
WHI
2000
William Harris Investors
Illinois
$347M +$12.4M +4% 0.73% 3.06% 94