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
PFM
1976
Phillips Financial Management
Indiana
$468M -$18M -4% 78
GCM
1977
Glynn Capital Management
California
$468M -$29.3M -6% 44
BFS
1978
Baskin Financial Services
Ontario, Canada
$466M -$85.3M -15% 43
TIM
1979
Triodos Investment Management
Netherlands
$465M -$112M -19% 46
OIM
1980
Opus Investment Management
Massachusetts
$465M -$110M -19% 90
BFG
1981
Barber Financial Group
Kansas
$465M +$48.7M +12% 151
CIC
1982
Cutler Investment Counsel
Oregon
$465M -$69.7M -13% 96
PCM
1983
Prana Capital Management
Connecticut
$465M +$2.9M +0.6% 59
SAM
1984
Silverback Asset Management
North Carolina
$464M -$25.8M -5% 58
PCG
1985
Private Capital Group
Connecticut
$464M -$35.5M -7% 2,558
CF
1986
CNA Financial
Illinois
$463M -$20.6M -4% 194
AIC
1987
Ameritas Investment Company
Nebraska
$463M 1,632
NG
1988
NatWest Group
United Kingdom
$463M -$79.9M -15% 79
MWM
1989
Merriman Wealth Management
Washington
$463M -$5.81M -1% 223
FRM
1990
Foundation Resource Management
Arkansas
$463M -$54.3M -11% 60
KLWA
1991
Kelly Lawrence W & Associates
California
$463M -$145M -24% 140
LPC
1992
Lion Point Capital
New York
$462M -$200M -30% 43
JAFL
1993
Jay A. Fishman Ltd
Michigan
$462M -$108M -19% 88
PHS
1994
Pekin Hardy Strauss
Illinois
$462M -$66.3M -13% 203
OP
1995
Omni Partners
United Kingdom
$461M -$425M -48% 42
KCM
1996
Kingstown Capital Management
New York
$461M -$294M -39% 18
MIM
1997
Manitou Investment Management
Ontario, Canada
$460M +$62.6M +16% 40
SFP
1998
Shepherd Financial Partners
Massachusetts
$460M +$16.9M +4% 144
CCP
1999
Caymus Capital Partners
Texas
$460M -$137M -23% 25
AIC
2000
AWM Investment Company
New York
$459M -$145M -24% 96