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
IMOV
1976
Investment Management of Virginia
Virginia
$391M +$10.2M +3% 151
BC
1977
Bruce & Co
Illinois
$391M +$32.5M +9% 50
KPCM
1978
Kings Point Capital Management
New York
$391M -$2.04M -0.5% 343
ACM
1979
Academy Capital Management
Texas
$389M -$23.4M -6% 45
BI
1980
Bulldog Investors
New Jersey
$389M -$38.1M -9% 102
RC
1981
Randolph Company
Ohio
$389M -$59.8M -13% 36
FBFS
1982
First Business Financial Services
Wisconsin
$389M +$21.7M +6% 82
DFG
1983
Delphi Financial Group
Delaware
$388M +$52.7M +16% 25
PAM
1984
Premier Asset Management
Illinois
$387M -$370K -0.1% 104
TAM
1985
TFG Asset Management
Cayman Islands
$387M +$83.7M +28% 37
CCM
1986
Cupps Capital Management
Illinois
$387M -$137M -26% 237
APCM
1987
Alaska Permanent Capital Management
Alaska
$387M +$6.65M +2% 24
BCM
1988
BBT Capital Management
Texas
$387M +$59.4M +18% 112
PCM
1989
Piermont Capital Management
Missouri
$386M +$73M +23% 318
WTB
1990
Washington Trust Bank
Washington
$386M -$695K -0.2% 903
KPAG
1991
KLS Professional Advisors Group
New York
$386M +$7.77M +2% 3
FNF
1992
Fidelity National Financial
Florida
$386M +$71.5M +23% 24
SKK
1993
Shepherd Kaplan Krochuk
Massachusetts
$385M +$77.2M +25% 383
SLI
1994
Symetra Life Insurance
Washington
$385M +$11.3M +3% 3
YU
1995
Yale University
Connecticut
$385M +$29.8M +8% 11
PTC
1996
Private Trust Company
Ohio
$384M +$15.3M +4% 326
HTHT
1997
Hemenway Trust Hemenway Trust
New Hampshire
$383M +$13M +4% 129
AF
1998
Arrow Financial
New York
$383M +$6.58M +2% 373
AHC
1999
Adell Harriman & Carpenter
Texas
$383M +$11.1M +3% 140
OCM
2000
Oakwood Capital Management
California
$383M +$4.97M +1% 79