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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
PGH
1976
Partners Group Holding
Switzerland
$392M -$65.5M -14% 3.37% 20% 54
SAM
1977
Serengeti Asset Management
New York
$390M -$121M -24% 0.44% 31.6% 60
BPCE
1978
Bank Pictet & Cie (Europe)
Germany
$390M +$19.8M +5% 2.65% 101% 165
ICRM
1979
Insight Capital Research & Management
California
$390M +$6.01M +2% 14.9% 287% 164
DWT
1980
Dorsey & Whitney Trust
South Dakota
$388M +$17.9M +5% 5.58% 70.3% 287
HIM
1981
Hillsdale Investment Management
Ontario, Canada
$388M +$73.3M +23% 5.12% 198% 637
WHI
1982
William Harris Investors
Illinois
$388M +$53.1M +16% 13% 3.06% 88
KA
1983
KLCM Advisors
Wisconsin
$387M +$9.78M +3% 2.37% 87.8% 86
CC
1984
Cipher Capital
New York
$387M -$3.54M -0.9% 3.45% – 594
MDCM
1985
Morgan Dempsey Capital Management
Wisconsin
$387M -$39.6M -9% 6.38% 23% 182
GC
1986
Grimes & Company
Massachusetts
$387M +$4.78M +1% 4.97% 42.9% 179
DP
1987
DW Partners
New York
$387M -$121M -24% 2.05% 43.4% 46
IUAM
1988
Itau USA Asset Management
New York
$386M -$68.8M -15% 7.76% 15.8% 131
CCM
1989
Cohen Capital Management
California
$386M +$11.1M +3% 3.47% 58.2% 131
SSWM
1990
Smith Salley Wealth Management
North Carolina
$385M +$8.43M +2% 4.34% 81.6% 183
JWM
1991
Jacobus Wealth Management
Wisconsin
$385M +$22.1M +6% 2.03% 17.2% 325
SCPM
1992
Sagard Capital Partners Management
New York
$385M +$26.4M +7% 17.6% 37.4% 10
AA
1993
Ancient Art
Texas
$384M -$7.39M -2% 9.11% 111% 20
EFS
1994
Essex Financial Services
Connecticut
$384M +$49.6M +15% 3.82% 70% 336
LCM
1995
Leonard Capital Management
Florida
$384M +$112M +41% 3.36% – 191
JFG
1996
JMG Financial Group
Illinois
$383M +$23.4M +7% 0.6% 48.2% 57
SSWM
1997
Sheets Smith Wealth Management
North Carolina
$383M +$15.6M +4% 6.4% 55.4% 290
WTB
1998
Washington Trust Bank
Washington
$383M +$64.4M +20% 4.43% 72.4% 915
SCM
1999
SG Capital Management
Illinois
$383M +$75.8M +25% 13.8% 218% 93
MCM
2000
Masters Capital Management
Georgia
$382M -$49.3M -11% 1.28% 20% 60
78 79
80
81 82