Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
SCP
1976
Steamboat Capital Partners
New York
$614M +$76.9M +14% 10.8% 269% 61
RM
1977
Resource Management
Louisiana
$613M +$35.3M +6% 6.47% 83.2% 164
RPGK
1978
Retirement Planning Group (Kansas)
Kansas
$613M +$68.7M +13% 6.88% 38.9% 60
TCBWMS
1979
Texas Capital Bank Wealth Management Services
Texas
$613M +$166M +37% 10% 74% 165
DGHMC
1980
Dalton, Greiner, Hartman, Maher & Co
New York
$612M -$405M -40% 5.16% 63% 180
JC
1981
JBF Capital
Colorado
$612M -$14M -2% 9.02% 105% 177
WWM
1982
Western Wealth Management
Colorado
$612M +$60.8M +11% 10% 71.9% 462
KTA
1983
Keeley-Teton Advisors
Illinois
$612M -$23.4M -4% 3.53% 28.9% 262
CEI
1984
Clark Estates Inc
New York
$612M +$40.1M +7% 5.4% 36% 106
CA
1985
Callahan Advisors
Texas
$612M +$47.5M +8% 9.96% 75.1% 136
CFIA
1986
Cantor Fitzgerald Investment Advisors
New York
$611M -$864K -0.1% 5.61% 59
CWM
1987
Campbell Wealth Management
Virginia
$611M +$37.4M +7% 6.12% 11.2% 379
SFG
1988
Sage Financial Group
Pennsylvania
$611M +$56.2M +10% 7.61% 51.5% 72
MHIC
1989
Marble Harbor Investment Counsel
Massachusetts
$611M +$35.8M +6% 6.51% 62.5% 167
AIC
1990
AWM Investment Company
New York
$610M +$39.9M +7% 27.7% 340% 98
MIM
1991
Marco Investment Management
Georgia
$610M +$64.1M +12% 10.5% 87% 179
BST
1992
Bath Savings Trust
Maine
$610M +$56.5M +10% 11.2% 59.3% 127
FDCC
1993
Foster Dykema Cabot & Co
Massachusetts
$609M +$56.1M +10% 9.05% 34% 91
WAS
1994
Wesleyan Assurance Society
United Kingdom
$608M +$38.5M +7% 7.95% 87% 94
MTCM
1995
Mint Tower Capital Management
Netherlands
$608M -$1.81M -0.3% 1.48% 32.3% 356
HPC
1996
Hill Path Capital
New York
$607M +$175M +41% 30.9% 16% 3
AHSW
1997
Adventist Health System West
California
$606M +$136M +29% 6.58% 49.4% 5
LWAC
1998
Laurel Wealth Advisors (California)
California
$605M +$59.6M +11% 9.93% 33.2% 416
SF
1999
Summit Financial
New Jersey
$605M +$39.9M +7% 7.63% 69.3% 37
NL
2000
NWAM LLC
Washington
$603M -$111M -16% 10% 89.7% 443