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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
CC
1976
Cassaday & Co
Virginia
$786M +$14.8M +2% 0.62% 62.6% 37
JVBC
1977
J.V. Bruni & Co
Colorado
$786M +$135M +21% 22.9% 75.3% 31
BMC
1978
Battery Management Corp
Massachusetts
$785M +$390M +99% 14.7% 8.03% 8
SC
1979
Skylands Capital
Wisconsin
$785M +$95.3M +14% 15.1% 42.2% 148
AFM
1980
Anson Funds Management
Texas
$784M +$410M +110% 2.66% 225% 364
DG
1981
DigitalBridge Group
Florida
$784M +$374M +91% 5.13% 51.4% 49
BST
1982
Bath Savings Trust
Maine
$783M +$25.9M +3% 1.57% 59.3% 158
CEI
1983
Clark Estates Inc
New York
$783M +$73.9M +10% 18.7% 36% 118
GAM
1984
Griffin Asset Management
New York
$782M +$28.1M +4% 7% 82.7% 250
AWA
1985
Arete Wealth Advisors
Illinois
$782M +$76.1M +11% 5.46% 57.3% 457
NI
1986
NYL Investors
New York
$782M +$431M +123% 1.75% 6.9% 36
TCIM
1987
TOMS Capital Investment Management
New York
$782M +$383M +96% 4.52% 44.9% 59
TAIM
1988
Te Ahumairangi Investment Management
New Zealand
$779M +$60.4M +8% 6.77% 55% 121
LCG
1989
Lisanti Capital Growth
New York
$779M +$56.8M +8% 25% 1,060% 184
KA
1990
Kintegral Advisory
New York
$779M +$42.2M +6% 7.35% 105% 269
BWM
1991
BerganKDV Wealth Management
Minnesota
$779M +$67.6M +10% 5.01% 27.9% 1,011
PP
1992
Prospector Partners
Connecticut
$778M -$25.9M -3% 12% 60.3% 126
CM
1993
Caption Management
Oklahoma
$778M +$176M +29% 3.04% 12.2% 892
BCM
1994
Beryl Capital Management
California
$778M +$153M +24% 2.79% 2,587% 398
PAM
1995
Palisade Asset Management
Minnesota
$777M +$42.7M +6% 7.64% 49.5% 178
CT
1996
Coastline Trust
Rhode Island
$776M +$25.3M +3% 5.15% 82.8% 329
KIP
1997
Kayak Investment Partners
California
$775M -$22.8M -3% 3.13% 27.3% 33
PSP
1998
Principal Street Partners
Tennessee
$775M +$448M +137% 10.6% 65.5% 198
HH
1999
Hilltop Holdings
Texas
$775M +$60.2M +8% 6.74% 61.2% 572
TCMV
2000
Technology Crossover Management VII
California
$774M -$567M -42% 6.64% 35.2% 3