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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
BI
1976
Bulldog Investors
New Jersey
$389M -$38.1M -9% 3.6% 28.5% 99
RC
1977
Randolph Company
Ohio
$389M -$59.8M -13% 1.62% 80.4% 36
FBFS
1978
First Business Financial Services
Wisconsin
$389M +$21.7M +6% 1.34% 56.9% 82
DFG
1979
Delphi Financial Group
Delaware
$388M +$52.7M +16% 8.63% 50.4% 25
PAM
1980
Premier Asset Management
Illinois
$387M -$370K -0.1% 2.44% 104% 104
TAM
1981
TFG Asset Management
Cayman Islands
$387M +$83.7M +28% 0.32% 44% 37
CCM
1982
Cupps Capital Management
Illinois
$387M -$137M -26% 10.4% 213% 237
APCM
1983
Alaska Permanent Capital Management
Alaska
$387M +$6.65M +2% 1.88% 30.4% 24
BCM
1984
BBT Capital Management
Texas
$387M +$59.4M +18% 6.08% 19.3% 112
PCM
1985
Piermont Capital Management
Missouri
$386M +$73M +23% 3.64% 33.3% 318
WTB
1986
Washington Trust Bank
Washington
$386M -$695K -0.2% 0.39% 72.4% 903
KPAG
1987
KLS Professional Advisors Group
New York
$386M +$7.77M +2% 2.58% 38% 3
FNF
1988
Fidelity National Financial
Florida
$386M +$71.5M +23% 8.63% 160% 24
SKK
1989
Shepherd Kaplan Krochuk
Massachusetts
$385M +$77.2M +25% 23.9% 33% 383
SLI
1990
Symetra Life Insurance
Washington
$385M +$11.3M +3% 2.64% – 3
YU
1991
Yale University
Connecticut
$385M +$29.8M +8% 2.22% 46.5% 11
PTC
1992
Private Trust Company
Ohio
$384M +$15.3M +4% 3.88% 61.8% 326
HTHT
1993
Hemenway Trust Hemenway Trust
New Hampshire
$383M +$13M +4% 1.72% 67.1% 129
AF
1994
Arrow Financial
New York
$383M +$6.58M +2% 3.22% 52.9% 373
AHC
1995
Adell Harriman & Carpenter
Texas
$383M +$11.1M +3% 3.09% 126% 140
OCM
1996
Oakwood Capital Management
California
$383M +$4.97M +1% 1.52% 72.5% 79
CC
1997
Carbonado Capital
New York
$383M -$4.48M -1% 7.03% 61.2% 12
SAM
1998
Steinberg Asset Management
New York
$382M -$131M -25% 1.81% 84.4% 43
SVG
1999
Sun Valley Gold
Idaho
$381M +$23.8M +7% 88% 168% 25
EWM
2000
Empirical Wealth Management
Washington
$381M -$32.7M -8% 1.64% 52.9% 111
78 79
80
81 82