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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
AWCI
1976
Alpine Woods Capital Investors
New York
$542M +$59.6M +12% 3.17% 86.8% 286
3C
1977
361 Capital
Colorado
$541M -$22.6M -4% 3.51% 118% 411
RMC
1978
Resources Management Corp
Connecticut
$541M 2.91% 63% 520
TAM
1979
THB Asset Management
Connecticut
$540M -$87.2M -14% 1.01% 104% 179
CC
1980
Cassaday & Co
Virginia
$540M +$16.4M +3% 1.26% 62.6% 37
FFA
1981
Fragasso Financial Advisors
Pennsylvania
$539M +$33.8M +7% 1.27% 54.4% 128
BCMO
1982
Buckingham Capital Management (Ohio)
Ohio
$539M +$9.83M +2% 1.48% 26.3% 137
FEG
1983
Fund Evaluation Group
Ohio
$537M -$55.5M -9% 1.54% 48.4% 21
GP
1984
Girard Partners
Pennsylvania
$537M -$29.7M -5% 2.15% 25.7% 239
LCM
1985
Legato Capital Management
California
$537M -$7.82M -1% 0.06% 149% 212
FL
1986
Fort LP
Maryland
$536M +$15.2M +3% 2.04% 56.8% 517
DP
1987
DSAM Partners
United Kingdom
$536M -$269M -33% 2.29% 338% 122
NL
1988
NWAM LLC
Washington
$534M +$33.7M +7% 1.48% 89.7% 412
SWM
1989
SeaCrest Wealth Management
New York
$534M +$43M +9% 1.98% 101% 573
JAFL
1990
Jay A. Fishman Ltd
Michigan
$534M -$875K -0.2% 2.88% 102% 88
MSR
1991
Main Street Research
Connecticut
$533M +$88.7M +20% 5.52% 155% 99
MFG
1992
Magnus Financial Group
New York
$533M +$13.9M +3% 2.51% 57.4% 599
SGCM
1993
Sand Grove Capital Management
United Kingdom
$532M -$406M -43% 8.17% 224% 23
BCM
1994
BTR Capital Management
California
$532M -$4.54M -0.8% 2.23% 35.1% 172
IRF
1995
IBM Retirement Fund
New York
$532M -$515K -0.1% 1.12% 54.5% 437
TI
1996
Trigran Investments
Illinois
$529M -$70.8M -12% 2.75% 2.04% 19
AFA
1997
American Financial Advisors
Georgia
$529M +$16.3M +3% 0.79% 41% 97
BCM
1998
Bayesian Capital Management
New York
$529M +$44.9M +9% 3.35% 146% 776
CFG
1999
CKW Financial Group
Hawaii
$528M +$32.8M +7% 0.31% 55.5% 170
BOPW
2000
Brandywine Oak Private Wealth
Pennsylvania
$528M +$27.5M +5% 0.45% 43.5% 249