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
MTC
1976
McDaniel Terry & Co
Texas
$868M +$50.5M +6% 92
AI
1977
Aperture Investors
New York
$866M +$241M +39% 119
TC
1978
Towle & Co
Colorado
$866M -$80.4M -8% 32
JC
1979
Jacobs & Co
California
$866M +$47.5M +6% 129
GCIA
1980
Gabelli & Co Investment Advisers
New York
$866M +$61.8M +8% 566
FG
1981
Fiduciary Group
Georgia
$864M +$42.2M +5% 243
FNFDCM
1982
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$863M +$39.5M +5% 159
AGC
1983
Angelo Gordon & Co
New York
$863M -$52.7M -6% 215
ERIM
1984
Eagle Ridge Investment Management
Connecticut
$862M +$35.1M +4% 141
MIM
1985
Marco Investment Management
Georgia
$861M +$94.3M +12% 213
EIM
1986
Essex Investment Management
Massachusetts
$860M +$40M +5% 490
CCA
1987
Clearwater Capital Advisors
Illinois
$859M +$59.4M +7% 170
PS
1988
Portfolio Solutions
Michigan
$858M +$34.2M +4% 50
BOPW
1989
Brandywine Oak Private Wealth
Pennsylvania
$857M +$178M +26% 346
FBFS
1990
First Business Financial Services
Wisconsin
$855M +$102M +14% 156
CAM
1991
Carret Asset Management
New York
$854M +$48.2M +6% 306
BCH
1992
Berkshire Capital Holdings
California
$854M -$21.4M -2% 96
TCMI
1993
Technology Crossover Management IX
California
$854M +$129M +18% 5
NI
1994
NYL Investors
New York
$854M +$72M +9% 37
TA
1995
TruWealth Advisors
Louisiana
$853M +$116M +16% 122
EIP
1996
Easterly Investment Partners
Massachusetts
$852M +$16.9M +2% 218
GC
1997
GPI Capital
New York
$850M +$663M +353% 4
PAM
1998
Palisade Asset Management
Minnesota
$850M +$73.1M +9% 178
WC
1999
Woodstock Corp
Massachusetts
$850M +$63.3M +8% 204
SC
2000
Sasco Capital
Connecticut
$848M +$47.2M +6% 50