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
PWP
1976
Private Wealth Partners
California
$421M +$5.71M +1% 125
FGP
1977
Foyston, Gordon, & Payne
Ontario, Canada
$421M -$97M -19% 78
OW
1978
Orbis World
British Virgin Islands
$421M -$58.8M -12% 3
ASA
1979
Armstrong Shaw Associates
Connecticut
$421M +$18.1M +4% 50
BHMP
1980
Bardin Hill Management Partners
New York
$419M +$57.6M +16% 39
IVM
1981
InterWest Venture Management
California
$419M 14
PSAMP
1982
P. Schoenfeld Asset Management (PSAM)
New York
$419M -$250M -37% 49
APCM
1983
Alaska Permanent Capital Management
Alaska
$419M +$24.8M +6% 29
IMOV
1984
Investment Management of Virginia
Virginia
$419M +$10.9M +3% 148
SFM
1985
Signet Financial Management
New Jersey
$418M -$6.75M -2% 195
TCM
1986
Tensile Capital Management
California
$418M -$25.7M -6% 19
PTC
1987
Private Trust Company
Ohio
$418M +$7.41M +2% 338
SC
1988
Sessa Capital
New York
$417M +$30.8M +8% 36
ACI
1989
Alpha Cubed Investments
California
$417M +$44.6M +12% 205
GIM
1990
Greylin Investment Management
Virginia
$417M +$15.8M +4% 76
GAM
1991
Guinness Asset Management
United Kingdom
$416M +$18.6M +5% 112
SIA
1992
SeaBridge Investment Advisors
New Jersey
$416M +$12.1M +3% 281
SLI
1993
Symetra Life Insurance
Washington
$416M +$16.4M +4% 3
FPCM
1994
Financial Partners Capital Management
New York
$416M +$22M +6% 112
CA
1995
Callahan Advisors
Texas
$415M +$15.2M +4% 123
MAM
1996
Mastrapasqua Asset Management
Tennessee
$413M +$7.22M +2% 144
MBTD
1997
Mechanics Bank - Trust Department
California
$413M +$2.87M +0.7% 171
AL
1998
Agran Libbie
California
$413M +$63.2M +18% 128
PCM
1999
Perritt Capital Management
Illinois
$412M +$11.5M +3% 233
AAS
2000
Annex Advisory Services
Wisconsin
$412M +$27.4M +7% 119