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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SGAM
1976
Stephens Group Asset Management
Arkansas
$535M +$66.8M +14% 2.87% 40.2% 23
AHC
1977
Adell Harriman & Carpenter
Texas
$535M +$29.9M +6% 7.48% 126% 156
CIC
1978
Cutler Investment Counsel
Oregon
$534M +$26.9M +5% 4.57% 44.9% 99
CC
1979
Cipher Capital
New York
$534M +$50.5M +10% 3.54% 682
KGI
1980
Kopernik Global Investors
Florida
$534M -$143M -21% 11.6% 119% 33
DBG
1981
De Burlo Group
Massachusetts
$533M +$60.8M +13% 18.4% 146% 127
JA
1982
JOYN Advisors
Georgia
$533M +$65.3M +14% 4.29% 0.77% 1,996
NIT
1983
NumerixS Investment Technologies
British Columbia, Canada
$532M +$93.5M +21% 4.61% 24.4% 1,485
IA
1984
IFG Advisory
Georgia
$532M +$46.2M +10% 5.92% 51.1% 397
AAM
1985
Auxier Asset Management
Oregon
$530M +$30.7M +6% 7.43% 52% 156
AL
1986
AIP LLC
New York
$530M -$44.2M -8% 7.7% 59.1% 1
CPM
1987
Crescent Park Management
California
$530M +$21M +4% 9.57% 123% 19
CFG
1988
CKW Financial Group
Hawaii
$530M +$52.7M +11% 4.64% 55.5% 189
H
1989
HoyleCohen
California
$530M +$34.3M +7% 8.53% 46.1% 167
OTC
1990
Opera Trading Capital
France
$530M -$97.3M -16% 0.56% 11.6% 233
MAM
1991
Mastrapasqua Asset Management
Tennessee
$529M +$27.6M +6% 8.34% 54.9% 142
TSAM
1992
Trinity Street Asset Management
United Kingdom
$529M -$58.1M -10% 0.24% 72.7% 17
DS
1993
Dudley & Shanley
Florida
$528M +$12.6M +2% 4.34% 80.3% 39
CU
1994
CDAM (UK)
United Kingdom
$528M +$49.6M +10% 7.11% 23% 11
PHS
1995
Pekin Hardy Strauss
Illinois
$528M +$2.32M +0.4% 3.39% 61.2% 201
CCG
1996
Cypress Capital Group
Florida
$528M +$43.2M +9% 8.17% 72.1% 245
OMC
1997
Overbrook Management Corp
New York
$528M +$199K +0% 3.05% 122% 77
MLIC
1998
Mandatum Life Insurance Company
Finland
$527M +$5.52M +1% 5.66% 75.3% 171
NC
1999
NewSquare Capital
Pennsylvania
$527M +$35M +7% 3.87% 46.4% 350
MG
2000
Mitchell Group
Texas
$526M -$50.2M -9% 3.2% 0.78% 32