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
MC
1976
MSF Capital
New York
$415M +$14.5M +4% 47
MRCP
1977
Manor Road Capital Partners
New York
$413M +$13.5M +3% 12
HHAA
1978
Henry H. Armstrong Associates
Pennsylvania
$413M -$39.8M -9% 39
MAM
1979
Mastrapasqua Asset Management
Tennessee
$413M +$363M +716% 146
KPCM
1980
Kings Point Capital Management
New York
$413M +$14.5M +4% 383
CCM
1981
Chautauqua Capital Management
Colorado
$413M +$18.8M +5% 25
LTI
1982
Laffer Tengler Investments
Tennessee
$412M -$302M -42% 285
BCP
1983
Blum Capital Partners
California
$412M -$160M -28% 5
CWM
1984
Cabot Wealth Management
Massachusetts
$411M +$292K +0.1% 156
BWM
1985
Braver Wealth Management
Massachusetts
$411M -$76.2M -16% 97
HHGA
1986
Halbert Hargrove Global Advisors
California
$411M +$99.7M +32% 190
WTB
1987
Washington Trust Bank
Washington
$410M -$5.1M -1% 844
EMG
1988
Ellington Management Group
Connecticut
$409M -$74.1M -15% 1,076
SFT
1989
Simmons First Trust
Arkansas
$409M +$2.19M +0.5% 178
FPCM
1990
Financial Partners Capital Management
New York
$408M +$9.52M +2% 121
ECM
1991
Evergreen Capital Management
Washington
$408M -$46.3M -10% 111
PAS
1992
Park Avenue Securities
New York
$408M +$25.6M +7% 25
GWM
1993
Gupta Wealth Management
California
$407M +$67.2M +20% 1,413
KPF
1994
K2 Principal Fund
Ontario, Canada
$406M +$78.4M +24% 199
NCM
1995
Novare Capital Management
North Carolina
$405M +$1.43M +0.4% 117
CS
1996
Comerica Securities
Michigan
$405M +$16.7M +4% 348
GIA
1997
GHP Investment Advisors
Colorado
$405M +$23.1M +6% 294
GPCM
1998
Greenbrier Partners Capital Management
Texas
$405M -$35.2M -8% 20
JWM
1999
Jacobus Wealth Management
Wisconsin
$403M +$15.4M +4% 326
BRWA
2000
B. Riley Wealth Advisors
Florida
$402M -$7.78M -2% 678