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
NCM
1976
Newgate Capital Management
Connecticut
$382M -$67.5M -15% 129
GC
1977
Grimes & Company
Massachusetts
$382M +$25.6M +7% 178
MPAM
1978
Monarch Partners Asset Management
Massachusetts
$382M +$107M +39% 146
KC
1979
Kelso & Company
New York
$382M -$24.3M -6% 2
ACM
1980
Argentus Capital Management
Texas
$381M -$29.9M -7% 254
TC
1981
Telemus Capital
Michigan
$381M +$17.6M +5% 140
TPCM
1982
Tide Point Capital Management
Connecticut
$381M +$145M +61% 57
PFMOSF
1983
Philadelphia Financial Management of San Francisco
California
$380M -$56.7M -13% 37
JFGIW
1984
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$379M +$37.1M +11% 763
KAM
1985
Knightsbridge Asset Management
California
$378M +$16.6M +5% 49
BIM
1986
Bridgecreek Investment Management
Oklahoma
$378M +$33.5M +10% 110
SC
1987
Selz Capital
New York
$378M -$20M -5% 63
LA
1988
Linden Advisors
New York
$377M +$38.6M +11% 63
WCM
1989
Weatherstone Capital Management
Colorado
$377M +$33.7M +10% 90
LG
1990
LaFleur & Godfrey
Michigan
$376M +$14M +4% 76
AP
1991
Atwood & Palmer
Missouri
$375M -$52.6M -12% 349
PTC
1992
Petrus Trust Company
Texas
$375M -$11.9M -3% 53
SCM
1993
Stadium Capital Management
Connecticut
$375M +$23.2M +7% 12
SSWM
1994
Smith Salley Wealth Management
North Carolina
$374M +$215M +134% 190
MCM
1995
Mazama Capital Management
Oregon
$374M +$264M +239% 317
RCM
1996
Rockshelter Capital Management
Pennsylvania
$374M +$4.38M +1% 31
CC
1997
Callan Capital
California
$374M +$74.3M +25% 76
CAM
1998
Cormorant Asset Management
Massachusetts
$373M -$62M -14% 63
SSWM
1999
Sheets Smith Wealth Management
North Carolina
$373M +$15.2M +4% 294
IUAM
2000
Itau USA Asset Management
New York
$373M +$63.9M +21% 129