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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CA
1976
Callahan Advisors
Texas
$444M +$29.4M +7% 6% 75.1% 127
AF
1977
Ally Financial
Michigan
$444M -$152M -25% 2.41% 25.9% 119
COI
1978
Connable Office Inc
Michigan
$443M +$7.87M +2% 5.48% 52.2% 220
JAFL
1979
Jay A. Fishman Ltd
Michigan
$443M +$38.2M +9% 9.37% 102% 101
PTC
1980
Petrus Trust Company
Texas
$443M +$36.1M +9% 8.58% 46.1% 248
DIP
1981
DT Investment Partners
Pennsylvania
$443M +$48M +12% 3.62% 47.1% 73
CWM
1982
Concert Wealth Management
California
$442M -$7.12M -2% 5.47% 28.5% 527
EHPM
1983
Emery Howard Portfolio Management
California
$442M +$17.5M +4% 5.96% 66.5% 34
PFMOSF
1984
Philadelphia Financial Management of San Francisco
California
$441M -$1.37M -0.3% 4.48% 113% 45
KGI
1985
Kopernik Global Investors
Florida
$441M -$48.1M -10% 6.39% 119% 26
CL
1986
CPWM LLC
Washington
$440M -$3.37M -0.8% 6.05% 36.5% 284
NA
1987
NewEdge Advisors
Louisiana
$440M +$79.4M +22% 4.92% 66.4% 299
HCM
1988
Horan Capital Management
Maryland
$439M +$52.4M +14% 5.81% 69.2% 89
LRPA
1989
L. Roy Papp & Associates
Arizona
$439M +$2.23M +0.5% 5.89% 54.4% 161
EWM
1990
Essex Woodlands Management
Texas
$438M -$221K -0.1% 4.91% 196% 10
MP
1991
Mangrove Partners
Connecticut
$437M -$101M -19% 1.72% 157% 28
TPWA
1992
TRUE Private Wealth Advisors
Oregon
$437M +$27.6M +7% 4.5% 52.3% 151
ZCA
1993
Zeke Capital Advisors
Pennsylvania
$437M +$121M +38% 4.9% 40.5% 279
AHC
1994
Adell Harriman & Carpenter
Texas
$436M +$34.2M +9% 6.97% 126% 145
GIG
1995
Goodnow Investment Group
Connecticut
$435M -$13.4M -3% 6.27% 236% 24
EFS
1996
Essex Financial Services
Connecticut
$435M -$31.2M -7% 5.08% 70% 345
HTHT
1997
Hemenway Trust Hemenway Trust
New Hampshire
$434M +$37.7M +10% 6.41% 67.1% 162
PBRA
1998
Pine Brook Road Advisors
New York
$434M -$57.6M -12% 11.2% 3
BCM
1999
BBT Capital Management
Texas
$434M +$71.6M +20% 7.86% 19.3% 97
QOP
2000
Quinn Opportunity Partners
Virginia
$433M +$102M +31% 3.6% 47.9% 189