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
PA
1976
PFG Advisors
Arizona
$872M +$98.9M +13% 488
RPGK
1977
Retirement Planning Group (Kansas)
Kansas
$871M +$145M +20% 87
CMG
1978
Cavalry Management Group
California
$871M -$173M -17% 47
FQ
1979
First Quadrant
California
$871M -$69.5M -7% 614
HHAA
1980
Henry H. Armstrong Associates
Pennsylvania
$870M +$58.8M +7% 60
FG
1981
Foster Group
Iowa
$869M +$222M +34% 143
HIP
1982
Hengistbury Investment Partners
United Kingdom
$869M -$61.7M -7% 7
MTC
1983
McDaniel Terry & Co
Texas
$868M +$50.5M +6% 92
AI
1984
Aperture Investors
New York
$866M +$241M +39% 119
TC
1985
Towle & Co
Colorado
$866M -$80.4M -8% 32
JC
1986
Jacobs & Co
California
$866M +$47.5M +6% 129
GCIA
1987
Gabelli & Co Investment Advisers
New York
$866M +$61.8M +8% 566
FG
1988
Fiduciary Group
Georgia
$864M +$42.2M +5% 243
FNFDCM
1989
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$863M +$39.5M +5% 159
AGC
1990
Angelo Gordon & Co
New York
$863M -$52.7M -6% 215
ERIM
1991
Eagle Ridge Investment Management
Connecticut
$862M +$35.1M +4% 141
MIM
1992
Marco Investment Management
Georgia
$861M +$94.3M +12% 213
EIM
1993
Essex Investment Management
Massachusetts
$860M +$40M +5% 490
CCA
1994
Clearwater Capital Advisors
Illinois
$859M +$59.4M +7% 170
PS
1995
Portfolio Solutions
Michigan
$858M +$34.2M +4% 50
BOPW
1996
Brandywine Oak Private Wealth
Pennsylvania
$857M +$178M +26% 346
FBFS
1997
First Business Financial Services
Wisconsin
$855M +$102M +14% 156
CAM
1998
Carret Asset Management
New York
$854M +$48.2M +6% 306
BCH
1999
Berkshire Capital Holdings
California
$854M -$21.4M -2% 96
TCMI
2000
Technology Crossover Management IX
California
$854M +$129M +18% 5