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
AWCI
1976
Alpine Woods Capital Investors
New York
$449M -$77.8M -15% 286
TWI
1977
Thomas White International
Illinois
$449M -$149M -25% 307
SWM
1978
Segment Wealth Management
Texas
$449M -$143M -24% 238
RMC
1979
Resources Management Corp
Connecticut
$448M -$129M -22% 525
JMFC
1980
J.M. Forbes & Co
Massachusetts
$448M -$163M -27% 112
SRFM
1981
Shannon River Fund Management
New York
$446M -$138M -24% 37
FL
1982
Fort LP
Maryland
$446M -$120M -21% 475
TCM
1983
Tygh Capital Management
Oregon
$446M -$159M -26% 90
SAM
1984
Sandell Asset Management
New York
$446M +$20.8M +5% 66
PCM
1985
Prelude Capital Management
New York
$445M -$324M -42% 1,892
PDN
1986
Pensionfund DSM Netherlands
Netherlands
$445M -$167M -27% 204
DF
1987
Donoghue Forlines
Massachusetts
$444M -$201M -31% 157
MYIA
1988
Mount Yale Investment Advisors
Colorado
$443M -$128M -22% 341
VCM
1989
Vivaldi Capital Management
Illinois
$443M +$29.7M +7% 255
OH
1990
Overlook Holdings
British Virgin Islands
$443M +$12.3M +3% 3
TAMH
1991
Taikang Asset Management (HK)
Hong Kong
$443M +$43.6M +11% 84
KM
1992
Kora Management
New York
$442M -$26M -6% 9
AHB
1993
Abner Herrman & Brock
New Jersey
$442M -$230M -34% 134
TFS
1994
TrustCore Financial Services
Tennessee
$442M -$71.2M -14% 1,000
IA
1995
IFG Advisory
Georgia
$441M -$105M -19% 425
FFA
1996
Fragasso Financial Advisors
Pennsylvania
$440M -$154M -26% 146
K
1997
Kemper
Illinois
$440M -$176M -29% 55
SCM
1998
SKBA Capital Management
California
$440M -$193M -31% 80
MAA
1999
Matrix Asset Advisors
New York
$439M -$173M -28% 79
AH
2000
Aviva Holdings
Bahamas
$439M -$174M -28% 5