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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
PBCM
1976
Point Break Capital Management
Florida
$723M +$180M +33% 30.3% 43.6% 44
LCG
1977
Lisanti Capital Growth
New York
$723M +$183M +34% 50.5% 1,060% 158
IA
1978
IFG Advisory
Georgia
$722M +$106M +17% 13% 51.1% 461
CC
1979
Cadinha & Co
Hawaii
$722M +$146M +25% 13.5% 126% 120
GKWIM
1980
Gerber Kawasaki Wealth & Investment Management
California
$721M +$253M +54% 22.9% 92.7% 184
WM
1981
WS Management
Florida
$721M -$95.4M -12% 16.9% 72% 62
CTA
1982
Colonial Trust Advisors
South Carolina
$721M +$84.3M +13% 12.1% 72.4% 169
CIM
1983
Chiron Investment Management
New York
$720M +$182M +34% 29.3% 104% 122
SI
1984
Sapience Investments
California
$719M +$156M +28% 42.9% 41.9% 92
TAIM
1985
Te Ahumairangi Investment Management
New Zealand
$719M +$132M +23% 11.3% 55% 118
RWM
1986
RKL Wealth Management
Pennsylvania
$717M +$89M +14% 13.5% 53% 127
MSC
1987
MUFG Securities (Canada)
New York
$716M 14.4% 44
BVDMP
1988
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$716M +$37.7M +6% 10.5% 116% 36
CCI
1989
Cevian Capital II
Jersey
$715M +$167M +30% 30.8% 84% 2
HH
1990
Hilltop Holdings
Texas
$715M +$125M +21% 13.4% 61.2% 526
NC
1991
NewSquare Capital
Pennsylvania
$714M +$91.7M +15% 11.4% 46.4% 423
LWIC
1992
Leith Wheeler Investment Counsel
British Columbia, Canada
$713M +$235M +49% 16.7% 54.9% 49
NAS
1993
Nicolet Advisory Services
Wisconsin
$713M +$69.8M +11% 10.4% 51.9% 187
FDCC
1994
Foster Dykema Cabot & Co
Massachusetts
$713M +$104M +17% 10.7% 34% 100
TAM
1995
Third Avenue Management
New York
$713M -$6.73M -0.9% 21.6% 77.9% 67
ITP
1996
Iron Triangle Partners
Connecticut
$713M +$265M +59% 24.2% 134% 35
TA
1997
Teton Advisors
New York
$712M +$130M +22% 33.3% 69.4% 404
MYIA
1998
Mount Yale Investment Advisors
Colorado
$712M +$89M +14% 16.4% 73.5% 429
SF
1999
Summit Financial
New Jersey
$711M +$107M +18% 14.8% 69.3% 53
SWM
2000
SeaCrest Wealth Management
New York
$711M +$87.2M +14% 14.8% 101% 666