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
BFS
1976
Baskin Financial Services
Ontario, Canada
$521M -$6.53M -1% 52
WAM
1977
Winslow Asset Management
Ohio
$520M -$23M -4% 95
RA
1978
RiverPark Advisors
New York
$519M -$156M -23% 78
FGP
1979
Foyston, Gordon, & Payne
Ontario, Canada
$519M -$6.33M -1% 65
AIC
1980
AWM Investment Company
New York
$519M +$3.31M +0.6% 103
SVP
1981
Strategic Value Partners
Connecticut
$518M -$34.6M -6% 8
VWM
1982
Venturi Wealth Management
Texas
$518M -$3.65M -0.7% 204
CCMD
1983
Cypress Capital Management (Delaware)
Delaware
$518M -$2.66M -0.5% 153
LC
1984
Lunia Capital
Texas
$518M +$271M +110% 39
SPC
1985
Stewart & Patten Company
California
$517M -$42.2M -8% 104
MG
1986
Mitchell Group
Texas
$517M -$67.8M -12% 30
PP
1987
Peconic Partners
New York
$517M -$168M -24% 60
JGUA
1988
John G. Ullman & Associates
New York
$517M +$15.9M +3% 119
CA
1989
CapWealth Advisors
Tennessee
$517M -$38.5M -7% 110
AG
1990
Algert Global
California
$516M +$92.6M +22% 412
BSW
1991
Buckingham Strategic Wealth
Missouri
$514M +$34M +7% 357
LBIM
1992
Land & Buildings Investment Management
Connecticut
$513M +$12.8M +3% 19
CIA
1993
CCM Investment Advisers
South Carolina
$513M -$5.99M -1% 85
CIC
1994
Cutler Investment Counsel
Oregon
$512M -$4.46M -0.9% 104
IHG
1995
Insight Holdings Group
New York
$512M +$58.7M +13% 5
CHAM
1996
Clear Harbor Asset Management
Connecticut
$512M -$19.8M -4% 257
GAMA
1997
Graticule Asia Macro Advisors
New York
$511M +$245M +92% 163
EFS
1998
Essex Financial Services
Connecticut
$510M +$89.2M +21% 372
EP
1999
Edgestream Partners
New Jersey
$510M +$426M +509% 267
OCM
2000
One Capital Management
California
$509M +$10.3M +2% 162