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
QCMNJ
1976
Quantum Capital Management (New Jersey)
New Jersey
$738M +$109M +17% 34
KA
1977
Kintegral Advisory
New York
$737M +$77.1M +12% 269
TCMI
1978
Technology Crossover Management IX
California
$736M +$201M +38% 4
DLPIC
1979
Davide Leone & Partners Investment Company
United Kingdom
$736M +$118M +19% 92
CB
1980
Community Bank
New York
$736M +$74M +11% 511
HAM
1981
Hillcrest Asset Management
Texas
$736M +$170M +30% 63
PAM
1982
Palisade Asset Management
Minnesota
$734M +$70.4M +11% 178
CCMD
1983
Cypress Capital Management (Delaware)
Delaware
$734M +$81.9M +13% 174
DACG
1984
Donor Advised Charitable Giving
California
$734M +$390M +113% 114
JWM
1985
Jackson Wealth Management
Florida
$733M +$66M +10% 141
PFM
1986
Phillips Financial Management
Indiana
$732M +$93.2M +15% 86
RC
1987
Renaissance Capital
Connecticut
$732M 49
CRM
1988
Cardano Risk Management
Netherlands
$732M +$65.6M +10% 5
RM
1989
Resource Management
Louisiana
$732M +$119M +19% 185
CCM
1990
Context Capital Management
California
$731M +$271M +59% 339
RC
1991
Roundview Capital
New Jersey
$731M +$93.6M +15% 253
MP
1992
Mangrove Partners
Connecticut
$731M -$39.5M -5% 132
MCM
1993
Mudrick Capital Management
New York
$730M +$344M +89% 10
SFG
1994
Sage Financial Group
Pennsylvania
$729M +$118M +19% 72
SCM
1995
Steadview Capital Management
United Kingdom
$728M 12
JAFL
1996
Jay A. Fishman Ltd
Michigan
$727M +$94.8M +15% 94
SAM
1997
SP Asset Management
California
$726M +$74.7M +11% 105
ELFC
1998
E-L Financial Corp
Ontario, Canada
$726M +$48.5M +7% 1
SWA
1999
Stratos Wealth Advisors
Ohio
$725M +$315M +77% 410
TCM
2000
TD Capital Management
Tennessee
$725M +$60.9M +9% 309