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
MG
1976
Mather Group
Illinois
$379M -$236K -0.1% 30
DFG
1977
Delphi Financial Group
Delaware
$379M -$49M -11% 21
MAM
1978
Mastrapasqua Asset Management
Tennessee
$379M -$34.3M -8% 160
BAM
1979
Burnham Asset Management
New York
$379M -$53.9M -12% 233
RMCP
1980
Red Mountain Capital Partners
California
$378M -$88M -19% 10
ACA
1981
Avoro Capital Advisors
New York
$378M +$15.8M +4% 39
IMOV
1982
Investment Management of Virginia
Virginia
$378M -$55.8M -13% 163
VC
1983
Vicus Capital
Pennsylvania
$377M -$6.69M -2% 205
DS
1984
Dalal Street
Texas
$377M -$97.5M -21% 7
JC
1985
Jacobs & Co
California
$377M -$23M -6% 127
WTB
1986
Washington Trust Bank
Washington
$376M -$33.6M -8% 842
ACM
1987
Ativo Capital Management
Illinois
$376M +$91.9M +32% 253
HTI
1988
Hikari Tsushin Inc
Japan
$376M -$83.2M -18% 37
1M
1989
13D Management
New York
$376M -$68.6M -15% 36
JIC
1990
Joel Isaacson & Co
New York
$375M -$15.5M -4% 851
GPCM
1991
Greenbrier Partners Capital Management
Texas
$375M -$30.3M -7% 17
CCM
1992
Coldstream Capital Management
Washington
$374M -$8.2M -2% 195
EOJOAM
1993
E. Ohman J:or Asset Management
Sweden
$373M -$54.2M -13% 546
AAP
1994
Ardsley Advisory Partners
Connecticut
$373M -$424M -53% 218
AI
1995
Accredited Investors
Minnesota
$372M -$8.56M -2% 92
AW
1996
ACG Wealth
Georgia
$372M -$27.1M -7% 240
SCM
1997
Symons Capital Management
Pennsylvania
$371M -$30.1M -8% 79
DLG
1998
Daniel L. Goodwin
$371M -$9.26M -2% 115
SSWM
1999
Smith Salley Wealth Management
North Carolina
$371M -$22.2M -6% 170
OMCS
2000
Old Mutual Customised Solutions
South Africa
$370M -$52M -12% 737