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

Name AUM AUM
Growth
AUM
Growth %
Quarter Return 3 Year Return Holdings
FG
1976
Fiduciary Group
Georgia
$864M +$42.2M +5% 6.8% 57.5% 243
FNFDCM
1977
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$863M +$39.5M +5% 5.34% 43.1% 159
AGC
1978
Angelo Gordon & Co
New York
$863M -$52.7M -6% 4.33% 719% 215
ERIM
1979
Eagle Ridge Investment Management
Connecticut
$862M +$35.1M +4% 5.54% 28.2% 141
MIM
1980
Marco Investment Management
Georgia
$861M +$94.3M +12% 6.54% 87% 213
EIM
1981
Essex Investment Management
Massachusetts
$860M +$40M +5% 12.3% 215% 490
CCA
1982
Clearwater Capital Advisors
Illinois
$859M +$59.4M +7% 4.23% 32.9% 170
PS
1983
Portfolio Solutions
Michigan
$858M +$34.2M +4% 6.21% 11.6% 50
BOPW
1984
Brandywine Oak Private Wealth
Pennsylvania
$857M +$178M +26% 4.84% 43.5% 346
FBFS
1985
First Business Financial Services
Wisconsin
$855M +$102M +14% 6.14% 56.9% 156
CAM
1986
Carret Asset Management
New York
$854M +$48.2M +6% 6.82% 75.2% 306
BCH
1987
Berkshire Capital Holdings
California
$854M -$21.4M -2% 19.9% 1,213% 96
TCMI
1988
Technology Crossover Management IX
California
$854M +$129M +18% 1.78% 168% 5
NI
1989
NYL Investors
New York
$854M +$72M +9% 7.4% 6.9% 37
TA
1990
TruWealth Advisors
Louisiana
$853M +$116M +16% 5.66% 48.7% 122
EIP
1991
Easterly Investment Partners
Massachusetts
$852M +$16.9M +2% 4.68% 42.1% 218
GC
1992
GPI Capital
New York
$850M +$663M +353% 1.05% 259% 4
PAM
1993
Palisade Asset Management
Minnesota
$850M +$73.1M +9% 5.91% 49.5% 178
WC
1994
Woodstock Corp
Massachusetts
$850M +$63.3M +8% 9.83% 97.4% 204
SC
1995
Sasco Capital
Connecticut
$848M +$47.2M +6% 6.17% 15.5% 50
RA
1996
Rational Advisors
New York
$848M +$307M +57% 5.02% 31.1% 202
BST
1997
Bath Savings Trust
Maine
$848M +$64.2M +8% 7.52% 59.3% 159
VP
1998
venBio Partners
California
$847M -$205M -19% 22.3% 221% 10
FMT
1999
First Mercantile Trust
Tennessee
$847M -$26.5M -3% 6.39% 51.3% 916
CB
2000
Community Bank
New York
$847M +$46.3M +6% 5.11% 50.4% 498