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

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
KFS
1976
Kurt F. Somerville
$451M -$81.9M -15% 14.4% 68.8% 113
SC
1977
Skylands Capital
Wisconsin
$451M -$238M -35% 20% 42.2% 149
SP
1978
Symmetry Partners
Connecticut
$451M -$34.1M -7% 15.7% 48.1% 375
CU
1979
CDAM (UK)
United Kingdom
$450M -$139M -24% 23.3% 23% 18
LFS
1980
Lutz Financial Services
Nebraska
$450M -$113M -20% 16.1% 28.4% 71
CGA
1981
Crescent Grove Advisors
Illinois
$450M -$127M -22% 19.4% 37.6% 174
SI
1982
Sapience Investments
California
$450M -$266M -37% 40% 41.9% 99
AWCI
1983
Alpine Woods Capital Investors
New York
$449M -$77.8M -15% 20.1% 86.8% 286
TWI
1984
Thomas White International
Illinois
$449M -$149M -25% 13.9% 34.9% 307
SWM
1985
Segment Wealth Management
Texas
$449M -$143M -24% 18.9% 90.2% 238
RMC
1986
Resources Management Corp
Connecticut
$448M -$129M -22% 19% 63% 525
JMFC
1987
J.M. Forbes & Co
Massachusetts
$448M -$163M -27% 13% 89.1% 112
SRFM
1988
Shannon River Fund Management
New York
$446M -$138M -24% 10.6% 275% 37
FL
1989
Fort LP
Maryland
$446M -$120M -21% 17.1% 56.8% 475
TCM
1990
Tygh Capital Management
Oregon
$446M -$159M -26% 18.8% 252% 90
SAM
1991
Sandell Asset Management
New York
$446M +$20.8M +5% 8.9% 209% 66
PCM
1992
Prelude Capital Management
New York
$445M -$324M -42% 2.15% 112% 1,892
PDN
1993
Pensionfund DSM Netherlands
Netherlands
$445M -$167M -27% 21.3% 11.6% 204
DF
1994
Donoghue Forlines
Massachusetts
$444M -$201M -31% 3.7% 87.4% 157
MYIA
1995
Mount Yale Investment Advisors
Colorado
$443M -$128M -22% 19.8% 73.5% 341
VCM
1996
Vivaldi Capital Management
Illinois
$443M +$29.7M +7% 12.7% 52.2% 255
OH
1997
Overlook Holdings
British Virgin Islands
$443M +$12.3M +3% 0.13% – 3
TAMH
1998
Taikang Asset Management (HK)
Hong Kong
$443M +$43.6M +11% 7.52% 114% 84
KM
1999
Kora Management
New York
$442M -$26M -6% 0.64% 384% 9
AHB
2000
Abner Herrman & Brock
New Jersey
$442M -$230M -34% 17.1% 111% 134
78 79
80
81 82