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
BIM
1976
Bridgecreek Investment Management
Oklahoma
$372M -$5.75M -2% 109
PFS
1977
Prospera Financial Services
Texas
$371M +$1.35M +0.4% 311
IPC
1978
Independent Portfolio Consultants
Florida
$371M +$13.6M +4% 1,025
NCM
1979
Nantahala Capital Management
Connecticut
$370M +$19.6M +6% 100
DWT
1980
Dorsey & Whitney Trust
South Dakota
$370M -$89.5M -19% 273
BPCE
1981
Bank Pictet & Cie (Europe)
Germany
$370M +$46M +14% 156
ICM
1982
Intrepid Capital Management
Florida
$369M -$51.7M -12% 43
TC
1983
Telemus Capital
Michigan
$368M -$12.9M -3% 143
RCM
1984
Ratan Capital Management
Florida
$368M -$308M -46% 18
SSWM
1985
Sheets Smith Wealth Management
North Carolina
$368M -$5M -1% 290
LBG
1986
Lloyds Banking Group
United Kingdom
$367M -$46.5M -11% 530
MAM
1987
Mark Asset Management
New York
$367M -$3.66M -1% 70
DAM
1988
Davis Asset Management
California
$366M +$43.7M +14% 33
OAM
1989
Oberweis Asset Management
Illinois
$365M -$40.5M -10% 156
LG
1990
LaFleur & Godfrey
Michigan
$365M -$11.2M -3% 81
KGI
1991
Kopernik Global Investors
Florida
$365M +$83.7M +30% 21
FAM
1992
Foundation Asset Management
New York
$365M +$16.2M +5% 24
KC
1993
Kelso & Company
New York
$364M -$17.8M -5% 1
AHC
1994
Adell Harriman & Carpenter
Texas
$364M $0 0% 131
WRM
1995
Westport Resources Management
Connecticut
$364M -$3.3M -0.9% 1,073
SMI
1996
Shelter Mutual Insurance
Missouri
$363M -$2.34M -0.6% 45
VAM
1997
Visionary Asset Management
Texas
$363M -$64.1M -15% 444
JWM
1998
Jacobus Wealth Management
Wisconsin
$363M -$28M -7% 329
1IA
1999
1834 Investment Advisors
Wisconsin
$363M -$6.86M -2% 166
HHGA
2000
Halbert Hargrove Global Advisors
California
$362M +$30.4M +9% 167