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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
MAM
1976
Mastrapasqua Asset Management
Tennessee
$413M +$363M +716% 1.19% 54.9% 146
KPCM
1977
Kings Point Capital Management
New York
$413M +$14.5M +4% 0.82% 79.9% 383
CCM
1978
Chautauqua Capital Management
Colorado
$413M +$18.8M +5% 3.56% – 25
LTI
1979
Laffer Tengler Investments
Tennessee
$412M -$302M -42% 1.5% 69.4% 285
BCP
1980
Blum Capital Partners
California
$412M -$160M -28% 6.61% 47.9% 5
CWM
1981
Cabot Wealth Management
Massachusetts
$411M +$292K +0.1% 1.71% 70.4% 156
BWM
1982
Braver Wealth Management
Massachusetts
$411M -$76.2M -16% 0.15% 20.4% 97
HHGA
1983
Halbert Hargrove Global Advisors
California
$411M +$99.7M +32% 0.95% 48.9% 190
WTB
1984
Washington Trust Bank
Washington
$410M -$5.1M -1% 0.36% 72.4% 844
EMG
1985
Ellington Management Group
Connecticut
$409M -$74.1M -15% 3.09% 0.66% 1,076
SFT
1986
Simmons First Trust
Arkansas
$409M +$2.19M +0.5% 0.19% – 178
FPCM
1987
Financial Partners Capital Management
New York
$408M +$9.52M +2% 0.24% 34.2% 121
ECM
1988
Evergreen Capital Management
Washington
$408M -$46.3M -10% 2.06% 53.9% 111
PAS
1989
Park Avenue Securities
New York
$408M +$25.6M +7% 0.65% 52.7% 25
GWM
1990
Gupta Wealth Management
California
$407M +$67.2M +20% 1.08% – 1,413
KPF
1991
K2 Principal Fund
Ontario, Canada
$406M +$78.4M +24% 4.42% 37.6% 199
NCM
1992
Novare Capital Management
North Carolina
$405M +$1.43M +0.4% 0.74% 69.1% 117
CS
1993
Comerica Securities
Michigan
$405M +$16.7M +4% 0.7% 25.6% 348
GIA
1994
GHP Investment Advisors
Colorado
$405M +$23.1M +6% 0.2% 64.2% 294
GPCM
1995
Greenbrier Partners Capital Management
Texas
$405M -$35.2M -8% 2.89% 125% 20
JWM
1996
Jacobus Wealth Management
Wisconsin
$403M +$15.4M +4% 1.55% 17.2% 326
BRWA
1997
B. Riley Wealth Advisors
Florida
$402M -$7.78M -2% 0.77% – 678
SCM
1998
Symons Capital Management
Pennsylvania
$402M -$37.3M -8% 1.22% 25.1% 80
NM
1999
Newtyn Management
New York
$401M +$15.4M +4% 1.28% 41.3% 15
MVM
2000
McClain Value Management
Connecticut
$401M -$20.4M -5% 0.15% 2.73% 39
78 79
80
81 82