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
CIA
1976
CSat Investment Advisory
Michigan
$561M +$201M +56% 1,199
NB
1977
NBT Bank
New York
$561M +$71.7M +15% 217
AIP
1978
Almanack Investment Partners
Pennsylvania
$561M +$95.7M +21% 338
JMFC
1979
J.M. Forbes & Co
Massachusetts
$561M +$113M +25% 100
EPM
1980
Elm Partners Management
Pennsylvania
$560M +$106M +23% 45
BBCM
1981
Broad Bay Capital Management
New York
$560M +$198M +55% 20
MHS
1982
M Holdings Securities
Oregon
$559M -$117M -17% 245
RC
1983
Randolph Company
Ohio
$559M +$54.5M +11% 45
MYIA
1984
Mount Yale Investment Advisors
Colorado
$558M +$115M +26% 368
FBFS
1985
First Business Financial Services
Wisconsin
$558M +$55.6M +11% 128
AHB
1986
Abner Herrman & Brock
New Jersey
$557M +$115M +26% 119
OC
1987
Oakworth Capital
Alabama
$557M +$131M +31% 611
GC
1988
Gillson Capital
Illinois
$557M -$33.9M -6% 82
SCM
1989
Silvant Capital Management
Georgia
$556M +$97.3M +21% 352
KGI
1990
Kopernik Global Investors
Florida
$556M +$89.7M +19% 27
IM
1991
Islet Management
New York
$555M +$43.5M +8% 144
CU
1992
CDAM (UK)
United Kingdom
$555M +$105M +23% 15
SFG
1993
Sage Financial Group
Pennsylvania
$555M +$24.5M +5% 74
IA
1994
IFG Advisory
Georgia
$555M +$113M +26% 400
DPRC
1995
Deer Park Road Corp
Colorado
$555M +$207M +60% 38
NPPM
1996
North Point Portfolio Managers
Ohio
$554M +$92.7M +20% 70
GP
1997
Girard Partners
Pennsylvania
$554M +$53.7M +11% 217
PIP
1998
Permian Investment Partners
Texas
$553M +$140M +34% 12
BST
1999
Bath Savings Trust
Maine
$553M +$91.5M +20% 126
FDCC
2000
Foster Dykema Cabot & Co
Massachusetts
$553M +$37.1M +7% 91