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
AAP
1976
Arax Advisory Partners
Colorado
$562M +$128M +29% 727
CIA
1977
CSat Investment Advisory
Michigan
$561M +$201M +56% 1,199
NB
1978
NBT Bank
New York
$561M +$71.7M +15% 217
AIP
1979
Almanack Investment Partners
Pennsylvania
$561M +$95.7M +21% 338
JMFC
1980
J.M. Forbes & Co
Massachusetts
$561M +$113M +25% 100
EPM
1981
Elm Partners Management
Pennsylvania
$560M +$106M +23% 45
BBCM
1982
Broad Bay Capital Management
New York
$560M +$198M +55% 20
MHS
1983
M Holdings Securities
Oregon
$559M -$117M -17% 245
RC
1984
Randolph Company
Ohio
$559M +$54.5M +11% 45
MYIA
1985
Mount Yale Investment Advisors
Colorado
$558M +$115M +26% 368
FBFS
1986
First Business Financial Services
Wisconsin
$558M +$55.6M +11% 128
AHB
1987
Abner Herrman & Brock
New Jersey
$557M +$115M +26% 119
OC
1988
Oakworth Capital
Alabama
$557M +$131M +31% 611
GC
1989
Gillson Capital
Illinois
$557M -$33.9M -6% 82
SCM
1990
Silvant Capital Management
Georgia
$556M +$97.3M +21% 352
KGI
1991
Kopernik Global Investors
Florida
$556M +$89.7M +19% 27
IM
1992
Islet Management
New York
$555M +$43.5M +8% 144
CU
1993
CDAM (UK)
United Kingdom
$555M +$105M +23% 15
SFG
1994
Sage Financial Group
Pennsylvania
$555M +$24.5M +5% 74
IA
1995
IFG Advisory
Georgia
$555M +$113M +26% 400
DPRC
1996
Deer Park Road Corp
Colorado
$555M +$207M +60% 38
NPPM
1997
North Point Portfolio Managers
Ohio
$554M +$92.7M +20% 70
GP
1998
Girard Partners
Pennsylvania
$554M +$53.7M +11% 217
PIP
1999
Permian Investment Partners
Texas
$553M +$140M +34% 12
BST
2000
Bath Savings Trust
Maine
$553M +$91.5M +20% 126