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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
AIC
1976
AWM Investment Company
New York
$519M +$3.31M +0.6% 4.85% 340% 103
SVP
1977
Strategic Value Partners
Connecticut
$518M -$34.6M -6% 1.9% 97.2% 8
VWM
1978
Venturi Wealth Management
Texas
$518M -$3.65M -0.7% 0.32% 66.1% 204
CCMD
1979
Cypress Capital Management (Delaware)
Delaware
$518M -$2.66M -0.5% 0.6% 25.6% 153
LC
1980
Lunia Capital
Texas
$518M +$271M +110% 4.62% 111% 39
SPC
1981
Stewart & Patten Company
California
$517M -$42.2M -8% 3.8% 27.5% 104
MG
1982
Mitchell Group
Texas
$517M -$67.8M -12% 6.96% 0.78% 30
PP
1983
Peconic Partners
New York
$517M -$168M -24% 5.43% 203% 60
JGUA
1984
John G. Ullman & Associates
New York
$517M +$15.9M +3% 1.15% 60.4% 119
CA
1985
CapWealth Advisors
Tennessee
$517M -$38.5M -7% 0.96% 114% 110
AG
1986
Algert Global
California
$516M +$92.6M +22% 4.87% 121% 412
BSW
1987
Buckingham Strategic Wealth
Missouri
$514M +$34M +7% 1.29% 16.1% 357
LBIM
1988
Land & Buildings Investment Management
Connecticut
$513M +$12.8M +3% 10.8% 33% 19
CIA
1989
CCM Investment Advisers
South Carolina
$513M -$5.99M -1% 0.2% 115% 85
CIC
1990
Cutler Investment Counsel
Oregon
$512M -$4.46M -0.9% 2.24% 44.9% 104
IHG
1991
Insight Holdings Group
New York
$512M +$58.7M +13% 18.8% 165% 5
CHAM
1992
Clear Harbor Asset Management
Connecticut
$512M -$19.8M -4% 0.66% 72% 257
GAMA
1993
Graticule Asia Macro Advisors
New York
$511M +$245M +92% 5.24% 142% 163
EFS
1994
Essex Financial Services
Connecticut
$510M +$89.2M +21% 1.34% 70% 372
EP
1995
Edgestream Partners
New Jersey
$510M +$426M +509% 4.91% 31.6% 267
OCM
1996
One Capital Management
California
$509M +$10.3M +2% 1.08% 47% 162
C
1997
Chescapmanager
Maryland
$509M +$115M +29% 2.49% 99.3% 47
MFG
1998
Merit Financial Group
Georgia
$509M +$39.2M +8% 0.1% 52.7% 125
COI
1999
Connable Office Inc
Michigan
$509M -$5.19M -1% 1.27% 52.2% 183
MA
2000
MCF Advisors
Kentucky
$509M -$30.8M -6% 1.6% 41.1% 526
78 79
80
81 82