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
BSB
1976
Bangor Savings Bank
Maine
$396M +$4.77M +1% 143
ECM
1977
EII Capital Management
New York
$396M -$219M -36% 131
OMCS
1978
Old Mutual Customised Solutions
South Africa
$396M +$25.5M +7% 732
GKFF
1979
George Kaiser Family Foundation
Oklahoma
$396M -$117M -23% 17
PFP
1980
Patriot Financial Partners
Pennsylvania
$395M -$23M -5% 18
NM
1981
Newtyn Management
New York
$395M +$26.5M +7% 17
Wealth Enhancement Advisory Services
1982
Wealth Enhancement Advisory Services
Minnesota
$395M +$66.4M +20% 141
WAM
1983
Weiss Asset Management
Massachusetts
$395M +$259M +192% 259
FI
1984
FormulaFolio Investments
Michigan
$394M +$81.2M +26% 125
VC
1985
Vicus Capital
Pennsylvania
$394M +$16.4M +4% 217
GWM
1986
Gupta Wealth Management
California
$393M -$16.9M -4% 1,432
AAM
1987
Autus Asset Management
Arizona
$393M +$66M +20% 166
MC
1988
MIG Capital
California
$393M +$11.8M +3% 36
DAM
1989
Deltec Asset Management
New York
$393M -$10.6M -3% 209
RC
1990
Randolph Company
Ohio
$393M -$24.8M -6% 44
CWM
1991
Cabot Wealth Management
Massachusetts
$391M +$29.2M +8% 152
CP
1992
Covalent Partners
Massachusetts
$391M -$76.8M -16% 42
KA
1993
Kerrisdale Advisers
Florida
$391M +$47.5M +14% 62
VCM
1994
V3 Capital Management
Texas
$390M +$6.55M +2% 19
QAM
1995
Quentec Asset Management
New York
$390M +$35.1M +10% 67
HPBT
1996
High Point Bank & Trust
North Carolina
$389M +$38.6M +11% 442
SGA
1997
Sector Gamma AS
Norway
$389M +$19.8M +5% 27
HTI
1998
Hikari Tsushin Inc
Japan
$389M +$13M +3% 32
NIA
1999
Northstar Investment Advisors
Colorado
$388M +$22.3M +6% 107
EHPM
2000
Emery Howard Portfolio Management
California
$388M +$21.8M +6% 32