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
RC
1976
Roundview Capital
New Jersey
$795M +$63.7M +9% 271
LG
1977
Leuthold Group
Minnesota
$793M +$34.5M +5% 202
TGI
1978
TRV GP III
Massachusetts
$791M -$374M -32% 8
BHB
1979
Bank Hapoalim BM
Israel
$788M +$64.6M +9% 248
WC
1980
Woodstock Corp
Massachusetts
$787M +$39.5M +5% 208
ITP
1981
Iron Triangle Partners
Connecticut
$786M +$73.8M +10% 34
CC
1982
Cassaday & Co
Virginia
$786M +$14.8M +2% 37
JVBC
1983
J.V. Bruni & Co
Colorado
$786M +$135M +21% 31
BMC
1984
Battery Management Corp
Massachusetts
$785M +$390M +99% 8
SC
1985
Skylands Capital
Wisconsin
$785M +$95.3M +14% 148
AFM
1986
Anson Funds Management
Texas
$784M +$410M +110% 364
DG
1987
DigitalBridge Group
Florida
$784M +$374M +91% 49
BST
1988
Bath Savings Trust
Maine
$783M +$25.9M +3% 158
CEI
1989
Clark Estates Inc
New York
$783M +$73.9M +10% 118
GAM
1990
Griffin Asset Management
New York
$782M +$28.1M +4% 250
AWA
1991
Arete Wealth Advisors
Illinois
$782M +$76.1M +11% 457
NI
1992
NYL Investors
New York
$782M +$431M +123% 36
TCIM
1993
TOMS Capital Investment Management
New York
$782M +$383M +96% 59
TAIM
1994
Te Ahumairangi Investment Management
New Zealand
$779M +$60.4M +8% 121
LCG
1995
Lisanti Capital Growth
New York
$779M +$56.8M +8% 184
KA
1996
Kintegral Advisory
New York
$779M +$42.2M +6% 269
BWM
1997
BerganKDV Wealth Management
Minnesota
$779M +$67.6M +10% 1,011
PP
1998
Prospector Partners
Connecticut
$778M -$25.9M -3% 126
CM
1999
Caption Management
Oklahoma
$778M +$176M +29% 892
BCM
2000
Beryl Capital Management
California
$778M +$153M +24% 398