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
LG
1976
Leuthold Group
Minnesota
$793M +$34.5M +5% 202
TGI
1977
TRV GP III
Massachusetts
$791M -$374M -32% 8
BHB
1978
Bank Hapoalim BM
Israel
$788M +$64.6M +9% 248
WC
1979
Woodstock Corp
Massachusetts
$787M +$39.5M +5% 208
ITP
1980
Iron Triangle Partners
Connecticut
$786M +$73.8M +10% 34
CC
1981
Cassaday & Co
Virginia
$786M +$14.8M +2% 37
JVBC
1982
J.V. Bruni & Co
Colorado
$786M +$135M +21% 31
BMC
1983
Battery Management Corp
Massachusetts
$785M +$390M +99% 8
SC
1984
Skylands Capital
Wisconsin
$785M +$95.3M +14% 148
AFM
1985
Anson Funds Management
Texas
$784M +$410M +110% 364
DG
1986
DigitalBridge Group
Florida
$784M +$374M +91% 49
BST
1987
Bath Savings Trust
Maine
$783M +$25.9M +3% 158
CEI
1988
Clark Estates Inc
New York
$783M +$73.9M +10% 118
GAM
1989
Griffin Asset Management
New York
$782M +$28.1M +4% 250
AWA
1990
Arete Wealth Advisors
Illinois
$782M +$76.1M +11% 457
NI
1991
NYL Investors
New York
$782M +$431M +123% 36
TCIM
1992
TOMS Capital Investment Management
New York
$782M +$383M +96% 59
TAIM
1993
Te Ahumairangi Investment Management
New Zealand
$779M +$60.4M +8% 121
LCG
1994
Lisanti Capital Growth
New York
$779M +$56.8M +8% 184
KA
1995
Kintegral Advisory
New York
$779M +$42.2M +6% 269
BWM
1996
BerganKDV Wealth Management
Minnesota
$779M +$67.6M +10% 1,011
PP
1997
Prospector Partners
Connecticut
$778M -$25.9M -3% 126
CM
1998
Caption Management
Oklahoma
$778M +$176M +29% 892
BCM
1999
Beryl Capital Management
California
$778M +$153M +24% 398
PAM
2000
Palisade Asset Management
Minnesota
$777M +$42.7M +6% 178