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
GEM
1976
Global Endowment Management
North Carolina
$468M -$286M -38% 246
PFM
1977
Phillips Financial Management
Indiana
$468M -$18M -4% 78
GCM
1978
Glynn Capital Management
California
$468M -$29.3M -6% 44
BFS
1979
Baskin Financial Services
Ontario, Canada
$466M -$85.3M -15% 43
TIM
1980
Triodos Investment Management
Netherlands
$465M -$112M -19% 46
OIM
1981
Opus Investment Management
Massachusetts
$465M -$110M -19% 90
BFG
1982
Barber Financial Group
Kansas
$465M +$48.7M +12% 151
CIC
1983
Cutler Investment Counsel
Oregon
$465M -$69.7M -13% 96
PCM
1984
Prana Capital Management
Connecticut
$465M +$2.9M +0.6% 59
SAM
1985
Silverback Asset Management
North Carolina
$464M -$25.8M -5% 58
PCG
1986
Private Capital Group
Connecticut
$464M -$35.5M -7% 2,558
CF
1987
CNA Financial
Illinois
$463M -$20.6M -4% 194
AIC
1988
Ameritas Investment Company
Nebraska
$463M 1,632
NG
1989
NatWest Group
United Kingdom
$463M -$79.9M -15% 79
MWM
1990
Merriman Wealth Management
Washington
$463M -$5.81M -1% 223
FRM
1991
Foundation Resource Management
Arkansas
$463M -$54.3M -11% 60
KLWA
1992
Kelly Lawrence W & Associates
California
$463M -$145M -24% 140
LPC
1993
Lion Point Capital
New York
$462M -$200M -30% 43
JAFL
1994
Jay A. Fishman Ltd
Michigan
$462M -$108M -19% 88
PHS
1995
Pekin Hardy Strauss
Illinois
$462M -$66.3M -13% 203
OP
1996
Omni Partners
United Kingdom
$461M -$425M -48% 42
KCM
1997
Kingstown Capital Management
New York
$461M -$294M -39% 18
MIM
1998
Manitou Investment Management
Ontario, Canada
$460M +$62.6M +16% 40
SFP
1999
Shepherd Financial Partners
Massachusetts
$460M +$16.9M +4% 144
CCP
2000
Caymus Capital Partners
Texas
$460M -$137M -23% 25