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
EPM
1976
Elm Partners Management
Pennsylvania
$560M +$106M +23% 45
BBCM
1977
Broad Bay Capital Management
New York
$560M +$198M +55% 20
MHS
1978
M Holdings Securities
Oregon
$559M -$117M -17% 245
RC
1979
Randolph Company
Ohio
$559M +$54.5M +11% 45
MYIA
1980
Mount Yale Investment Advisors
Colorado
$558M +$115M +26% 368
FBFS
1981
First Business Financial Services
Wisconsin
$558M +$55.6M +11% 128
AHB
1982
Abner Herrman & Brock
New Jersey
$557M +$115M +26% 119
OC
1983
Oakworth Capital
Alabama
$557M +$131M +31% 611
GC
1984
Gillson Capital
Illinois
$557M -$33.9M -6% 82
SCM
1985
Silvant Capital Management
Georgia
$556M +$97.3M +21% 352
KGI
1986
Kopernik Global Investors
Florida
$556M +$89.7M +19% 27
IM
1987
Islet Management
New York
$555M +$43.5M +8% 144
CU
1988
CDAM (UK)
United Kingdom
$555M +$105M +23% 15
SFG
1989
Sage Financial Group
Pennsylvania
$555M +$24.5M +5% 74
IA
1990
IFG Advisory
Georgia
$555M +$113M +26% 400
DPRC
1991
Deer Park Road Corp
Colorado
$555M +$207M +60% 38
NPPM
1992
North Point Portfolio Managers
Ohio
$554M +$92.7M +20% 70
GP
1993
Girard Partners
Pennsylvania
$554M +$53.7M +11% 217
PIP
1994
Permian Investment Partners
Texas
$553M +$140M +34% 12
BST
1995
Bath Savings Trust
Maine
$553M +$91.5M +20% 126
FDCC
1996
Foster Dykema Cabot & Co
Massachusetts
$553M +$37.1M +7% 91
AH
1997
Allen Holding
New York
$553M +$36.5M +7% 8
UBV
1998
United Bank (Virginia)
Virginia
$552M +$91M +20% 136
WWM
1999
Western Wealth Management
Colorado
$551M +$115M +26% 444
BCH
2000
Berkshire Capital Holdings
California
$551M +$214M +63% 62