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
SVP
1976
Strategic Value Partners
Connecticut
$518M -$34.6M -6% 8
VWM
1977
Venturi Wealth Management
Texas
$518M -$3.65M -0.7% 204
CCMD
1978
Cypress Capital Management (Delaware)
Delaware
$518M -$2.66M -0.5% 153
LC
1979
Lunia Capital
Texas
$518M +$271M +110% 39
SPC
1980
Stewart & Patten Company
California
$517M -$42.2M -8% 104
MG
1981
Mitchell Group
Texas
$517M -$67.8M -12% 30
PP
1982
Peconic Partners
New York
$517M -$168M -24% 60
JGUA
1983
John G. Ullman & Associates
New York
$517M +$15.9M +3% 119
CA
1984
CapWealth Advisors
Tennessee
$517M -$38.5M -7% 110
AG
1985
Algert Global
California
$516M +$92.6M +22% 412
BSW
1986
Buckingham Strategic Wealth
Missouri
$514M +$34M +7% 357
LBIM
1987
Land & Buildings Investment Management
Connecticut
$513M +$12.8M +3% 19
CIA
1988
CCM Investment Advisers
South Carolina
$513M -$5.99M -1% 85
CIC
1989
Cutler Investment Counsel
Oregon
$512M -$4.46M -0.9% 104
IHG
1990
Insight Holdings Group
New York
$512M +$58.7M +13% 5
CHAM
1991
Clear Harbor Asset Management
Connecticut
$512M -$19.8M -4% 257
GAMA
1992
Graticule Asia Macro Advisors
New York
$511M +$245M +92% 163
EFS
1993
Essex Financial Services
Connecticut
$510M +$89.2M +21% 372
EP
1994
Edgestream Partners
New Jersey
$510M +$426M +509% 267
OCM
1995
One Capital Management
California
$509M +$10.3M +2% 162
C
1996
Chescapmanager
Maryland
$509M +$115M +29% 47
MFG
1997
Merit Financial Group
Georgia
$509M +$39.2M +8% 125
COI
1998
Connable Office Inc
Michigan
$509M -$5.18M -1% 183
MA
1999
MCF Advisors
Kentucky
$509M -$30.8M -6% 526
KRSITF
2000
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$507M -$92.2M -15% 472