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
WAM
1976
Winslow Asset Management
Ohio
$520M -$23M -4% 95
RA
1977
RiverPark Advisors
New York
$519M -$156M -23% 78
FGP
1978
Foyston, Gordon, & Payne
Ontario, Canada
$519M -$6.33M -1% 65
AIC
1979
AWM Investment Company
New York
$519M +$3.31M +0.6% 103
SVP
1980
Strategic Value Partners
Connecticut
$518M -$34.6M -6% 8
VWM
1981
Venturi Wealth Management
Texas
$518M -$3.65M -0.7% 204
CCMD
1982
Cypress Capital Management (Delaware)
Delaware
$518M -$2.66M -0.5% 153
LC
1983
Lunia Capital
Texas
$518M +$271M +110% 39
SPC
1984
Stewart & Patten Company
California
$517M -$42.2M -8% 104
MG
1985
Mitchell Group
Texas
$517M -$67.8M -12% 30
PP
1986
Peconic Partners
New York
$517M -$168M -24% 60
JGUA
1987
John G. Ullman & Associates
New York
$517M +$15.9M +3% 119
CA
1988
CapWealth Advisors
Tennessee
$517M -$38.5M -7% 110
AG
1989
Algert Global
California
$516M +$92.6M +22% 412
BSW
1990
Buckingham Strategic Wealth
Missouri
$514M +$34M +7% 357
LBIM
1991
Land & Buildings Investment Management
Connecticut
$513M +$12.8M +3% 19
CIA
1992
CCM Investment Advisers
South Carolina
$513M -$5.99M -1% 85
CIC
1993
Cutler Investment Counsel
Oregon
$512M -$4.46M -0.9% 104
IHG
1994
Insight Holdings Group
New York
$512M +$58.7M +13% 5
CHAM
1995
Clear Harbor Asset Management
Connecticut
$512M -$19.8M -4% 257
GAMA
1996
Graticule Asia Macro Advisors
New York
$511M +$245M +92% 163
EFS
1997
Essex Financial Services
Connecticut
$510M +$89.2M +21% 372
EP
1998
Edgestream Partners
New Jersey
$510M +$426M +509% 267
OCM
1999
One Capital Management
California
$509M +$10.3M +2% 162
C
2000
Chescapmanager
Maryland
$509M +$115M +29% 47