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
JAFL
1976
Jay A. Fishman Ltd
Michigan
$406M +$11M +3% 88
HCM
1977
Hilton Capital Management
New York
$405M +$88.2M +28% 136
PEP
1978
Providence Equity Partners
Rhode Island
$404M +$48.3M +14% 3
SIA
1979
SeaBridge Investment Advisors
New Jersey
$404M +$8.46M +2% 277
MC
1980
MSD Capital
New York
$403M +$3.46M +0.9% 7
CL
1981
Croft-Leominster
Maryland
$403M -$41.8M -9% 173
PL
1982
Parthenon LLC
Kentucky
$403M +$4.37M +1% 110
DG
1983
Davidson & Garrard
Virginia
$403M -$3.27M -0.8% 196
ASA
1984
Armstrong Shaw Associates
Connecticut
$402M +$9.99M +3% 53
HC
1985
Hourglass Capital
Texas
$402M -$1.56M -0.4% 112
PAM
1986
Premier Asset Management
Illinois
$402M +$14.7M +4% 102
WA
1987
WFG Advisors
Texas
$402M +$26.9M +7% 1,798
KPAG
1988
KLS Professional Advisors Group
New York
$402M +$15.4M +4% 3
GIM
1989
Greylin Investment Management
Virginia
$401M -$1.27M -0.3% 75
PCM
1990
Perritt Capital Management
Illinois
$401M +$21.6M +6% 235
MMA
1991
Miracle Mile Advisors
California
$401M +$92.7M +30% 99
GC
1992
Globeflex Capital
California
$400M +$35.1M +10% 610
SLI
1993
Symetra Life Insurance
Washington
$400M +$14.3M +4% 3
CA
1994
Callahan Advisors
Texas
$400M +$18.9M +5% 125
HTHT
1995
Hemenway Trust Hemenway Trust
New Hampshire
$400M +$16.1M +4% 132
BJ
1996
Brouwer & Janachowski
California
$399M +$33.1M +9% 50
ACM
1997
Archer Capital Management
New York
$399M -$8.93M -2% 31
GAM
1998
Guinness Asset Management
United Kingdom
$398M +$33.1M +9% 85
RC
1999
Randolph Company
Ohio
$397M +$7.8M +2% 38
PV
2000
Private Vista
Illinois
$395M +$95.9M +32% 78