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
DWM
1976
Dakota Wealth Management
Florida
$452M -$166M -27% 341
PC
1977
Pier Capital
Connecticut
$452M -$160M -26% 133
AWMS
1978
Advocacy Wealth Management Services
Georgia
$452M +$101M +29% 154
BCM
1979
BTR Capital Management
California
$452M -$129M -22% 171
SC
1980
Shellback Capital
Massachusetts
$452M -$442M -49% 86
TIM
1981
Thompson Investment Management
Wisconsin
$451M -$167M -27% 199
KFS
1982
Kurt F. Somerville
$451M -$81.9M -15% 113
SC
1983
Skylands Capital
Wisconsin
$451M -$238M -35% 149
SP
1984
Symmetry Partners
Connecticut
$451M -$34.1M -7% 375
CU
1985
CDAM (UK)
United Kingdom
$450M -$139M -24% 18
LFS
1986
Lutz Financial Services
Nebraska
$450M -$113M -20% 71
CGA
1987
Crescent Grove Advisors
Illinois
$450M -$127M -22% 174
SI
1988
Sapience Investments
California
$450M -$266M -37% 99
AWCI
1989
Alpine Woods Capital Investors
New York
$449M -$77.8M -15% 286
TWI
1990
Thomas White International
Illinois
$449M -$149M -25% 307
SWM
1991
Segment Wealth Management
Texas
$449M -$143M -24% 238
RMC
1992
Resources Management Corp
Connecticut
$448M -$129M -22% 525
JMFC
1993
J.M. Forbes & Co
Massachusetts
$448M -$163M -27% 112
SRFM
1994
Shannon River Fund Management
New York
$446M -$138M -24% 37
FL
1995
Fort LP
Maryland
$446M -$120M -21% 475
TCM
1996
Tygh Capital Management
Oregon
$446M -$159M -26% 90
SAM
1997
Sandell Asset Management
New York
$446M +$20.8M +5% 66
PCM
1998
Prelude Capital Management
New York
$445M -$324M -42% 1,892
PDN
1999
Pensionfund DSM Netherlands
Netherlands
$445M -$167M -27% 204
DF
2000
Donoghue Forlines
Massachusetts
$444M -$201M -31% 157