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
CWM
1976
Cabot Wealth Management
Massachusetts
$391M +$29.2M +8% 152
CP
1977
Covalent Partners
Massachusetts
$391M -$76.8M -16% 42
KA
1978
Kerrisdale Advisers
Florida
$391M +$47.5M +14% 62
VCM
1979
V3 Capital Management
Texas
$390M +$6.55M +2% 19
QAM
1980
Quentec Asset Management
New York
$390M +$35.1M +10% 67
HPBT
1981
High Point Bank & Trust
North Carolina
$389M +$38.6M +11% 442
SGA
1982
Sector Gamma AS
Norway
$389M +$19.8M +5% 27
HTI
1983
Hikari Tsushin Inc
Japan
$389M +$13M +3% 32
NIA
1984
Northstar Investment Advisors
Colorado
$388M +$22.3M +6% 107
EHPM
1985
Emery Howard Portfolio Management
California
$388M +$21.8M +6% 32
JC
1986
Jacobs & Co
California
$386M +$9.5M +3% 131
RIA
1987
Regal Investment Advisors
Michigan
$386M +$287K +0.1% 1,120
HC
1988
Hourglass Capital
Texas
$386M -$72.4M -16% 118
WFI
1989
West Family Investments
California
$385M -$90.2M -19% 114
WA
1990
Wintergreen Advisers
New Jersey
$384M -$101M -21% 12
IFLIT
1991
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$384M +$84.8M +28% 19
SIM
1992
Sonora Investment Management
Arizona
$384M +$53.2M +16% 1,431
MTC
1993
McDaniel Terry & Co
Texas
$384M +$24.6M +7% 46
ACI
1994
Alpha Cubed Investments
California
$383M +$1.57M +0.4% 198
JAM
1995
Jacobs Asset Management
New York
$383M -$5.73M -1% 45
HSA
1996
HBK Sorce Advisory
Pennsylvania
$383M +$74.7M +24% 232
PL
1997
Parthenon LLC
Kentucky
$383M +$24.1M +7% 108
NC
1998
Nokomis Capital
Texas
$382M +$58.9M +18% 53
FCM
1999
Ferox Capital Management
United Kingdom
$382M +$100M +36% 45
APCM
2000
Arbiter Partners Capital Management
New York
$381M +$12.5M +3% 129